Finance Assistant Resume Samples

Finance assistants are responsible for processing payments, managing invoices and maintaining cost reports. Typical responsibilities listed on the Finance Assistant Resume include – updating financial spreadsheets, preparing balance sheets, tracking and reconciling bank statements, creating cost analysis reports, processing tax payments, recording accounts payable and accounts receivable, processing invoices, assisting during the budgeting preparation, providing administrative support and participating in annual audits.

The most sought-after skills for a finance assistant include – proven work experience, good knowledge of bookkeeping procedures and accounting, advanced MS Excel skills, familiarity with accounting software, time-management skills, attention skills and the ability to spot numerical errors. A degree in accounting or finance or the related is commonplace for most of the finance assistants.

Looking for drafting your winning cover letter? See our sample Finance Assistant Cover Letter.

Finance Assistant Resume example

Finance Assistant Resume

Objective : Dedicated finance professional with two years of experience in managing financial reports and administrative tasks. Skilled in data analysis, budget monitoring, and supporting executive management. Eager to leverage financial acumen and strong organizational skills to contribute effectively to a dynamic team.

Skills : Financial Software Proficiency, Advanced Excel Skills, Report Generation, Accounts Payable

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Description :

  1. Assisted CFO with daily activities, preparing metrics, charts, and graphs for monthly and quarterly reports.
  2. Managed global database for financial report consolidation, enhancing data accessibility.
  3. Extracted raw data to create comprehensive financial, statistical, and technical reports.
  4. Monitored department budgets and corporate expenses, ensuring compliance with reporting requirements.
  5. Coordinated travel arrangements and organized meetings for finance team executives.
  6. Developed resource documents for the CFO by creating financial charts and reports.
  7. Maintained a confidential database of financial metrics, streamlining reporting processes.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BSc Finance


Finance Assistant - Billing Analyst Resume

Objective : Finance professional with 5 years of experience specializing in billing analysis and accounts receivable management. Proven ability to streamline invoicing processes and enhance financial reporting accuracy. Committed to leveraging analytical skills and attention to detail to support financial operations and contribute to a high-performing team.

Skills : Regulatory Compliance, Accounts Receivable Management, Record Keeping, Payment Processing, Credit Control

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Description :

  1. Provided comprehensive administrative support to the Finance Division, focusing on accounts receivable and collections management.
  2. Executed invoicing for service work performed by technicians, ensuring timely billing.
  3. Managed daily cash applications for incoming payments, processing checks and credit card transactions efficiently.
  4. Conducted reconciliations of accounts receivable related to credit card transactions.
  5. Reviewed and followed up on past due accounts, including sending reminders and statements to clients.
  6. Prioritized accounts and workflow to align with management goals and deadlines.
  7. Communicated with clients regarding overdue balances and prepared documentation for monthly executive meetings on collections efforts.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.S. Finance


Finance Assistant Resume

Objective : Finance Assistant with two years of hands-on experience in efficiently managing financial transactions, maintaining accurate records, and supporting audit processes. Proficient in invoice processing and reconciliation, driven to enhance financial operations and deliver insightful reports. Ready to bring analytical skills and a collaborative spirit to a results-oriented finance team.

Skills : Effective Communication, Financial Modeling, Data Analysis, Process Improvement, Multi-tasking, Confidentiality

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Description :

  1. Conduct monthly reconciliations of revenue and general ledger, identifying and resolving discrepancies to ensure accurate financial reporting.
  2. Ensure compliance with internal policies and external regulations, adapting processes as necessary.
  3. Manage expenses in line with generally accepted accounting principles, optimizing cost efficiency.
  4. Prepare and submit monthly employee cost reports for reimbursement to stakeholders.
  5. Input sales and purchase invoices daily into the finance system, maintaining accuracy and timeliness.
  6. Oversee authorization and payment processes for purchase invoices, ensuring compliance and accuracy.
  7. Coordinate with bookkeeping to maintain precise financial records and support overall finance functions.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.S. Accounting

Finance Assistant - Accounting Resume

Objective : Driven finance assistant with 5 years of experience in financial reporting, transaction management, and budget oversight. Adept at utilizing analytical skills to enhance operational efficiency and accuracy in financial processes. Passionate about contributing to a collaborative team environment while delivering precise and timely financial insights.

Skills : Proficient In Data Entry, Effective Time Management, Financial Analysis Skills, Self-motivated, Excellent Communication Skills, Budgeting

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Description :

  1. Processes and oversees financial forms for funding, ensuring accuracy and compliance.
  2. Maintains and corrects financial records, enhancing documentation integrity.
  3. Responds to inquiries from sales and management regarding fiscal policies.
  4. Assists in preparing comprehensive financial reports, tracking all transactions.
  5. Approves requisitions for supplies, optimizing resource allocation.
  6. Develops and initiates new accounting procedures to improve efficiency.
  7. Collaborates with departments to address funding delays and streamline processes.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.S. Accounting

Finance Assistant Resume

Objective : Finance Assistant with two years of experience in managing financial transactions and supporting audit processes. Adept at maintaining accurate financial records and assisting in the preparation of financial statements. Passionate about utilizing analytical skills to enhance financial operations and contribute positively to team objectives.

Skills : Analytical Skills, Risk Assessment, Financial Statements, Project Coordination, Audit Support, Vendor Management

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Description :

  1. Provided continuous support to the Revenue Accounting team, ensuring timely and accurate financial reporting.
  2. Collaborated with Finance, Operations, and Client Services departments to streamline financial processes.
  3. Assisted in the preparation of audit documentation, contributing to successful compliance reviews.
  4. Resolved account discrepancies via telephone and electronic communication, enhancing customer satisfaction.
  5. Developed strong communication skills to meet audit deadlines effectively.
  6. Acted as a liaison between suppliers and various departments, facilitating efficient financial operations.
  7. Trained and supported Finance department staff on goal-setting initiatives and execution programs.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.S. Finance

Finance Assistant - Level II Resume

Headline : Detail-oriented Finance Assistant with over 3 years of experience in managing financial records, processing invoices, and assisting with budget preparation. Proficient in accounting software and Excel, ensuring accurate financial reporting and compliance. Strong analytical skills and a commitment to maintaining confidentiality while supporting the finance team in achieving organizational goals.

Skills : Financial Reporting Software, Invoice Processing, Accounts Receivable, Bank Reconciliation

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Description :

  1. Prepared and posted vendor payments into an automated accounting system, enhancing processing speed.
  2. Assisted in daily financial operations and transaction processing.
  3. Processed, allocated, and audited federal and state funds to ensure compliance.
  4. Generated comprehensive financial records, controls, and operating reports.
  5. Posted accounting transactions to journals and ledgers with precision.
  6. Created detailed financial exhibits and schedules for stakeholder review.
  7. Managed payroll processing through an automated system, ensuring timely payments.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Senior
Education
Education
B.S. Finance

Finance Assistant Resume

Objective : Finance Assistant with 5 years of experience in managing financial transactions, preparing reports, and supporting audit processes. Expertise in invoice processing and budget management, ensuring accuracy and compliance. Eager to apply strong analytical skills and attention to detail to enhance financial operations and contribute to team success.

Skills : Financial Forecasting, Adaptability, Dependability, Attention To Detail, Inventory Management, Problem Solving

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Description :

  1. Generated daily financial reports to analyze profit and loss results.
  2. Coordinated funding for loans with financial lenders, ensuring timely execution.
  3. Prepared and submitted necessary documentation to financial institutions for contract finalization.
  4. Developed and monitored reports to track finance managers' performance monthly.
  5. Provided regular updates to the finance director on quotas and targets.
  6. Maintained strong communication with stakeholders, enhancing collaboration.
  7. Prepared financial reports for management review.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.S. Finance

Finance Assistant - Administrative Resume

Objective : Finance professional with two years of experience in administrative and financial support roles. Demonstrated proficiency in managing financial records, processing invoices, and assisting with budget oversight. Committed to delivering accurate financial reporting and enhancing operational effectiveness within a collaborative team environment.

Skills : Data Entry, Payroll Assistance, Expense Tracking, Tax Preparation, Financial Analysis, Statistical Analysis

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Description :

  1. Managed travel schedules and prepared detailed expense reports for executive teams.
  2. Administered monthly financial volume entries into the accounting system for accurate reporting.
  3. Ensured vendor contracts met financial compliance standards, enhancing procurement processes.
  4. Supported monthly cost center reporting to improve budget management across corporate functions.
  5. Oversaw purchase order maintenance and invoice processing within the accounting system.
  6. Provided essential financial information through report generation, ensuring compliance with policies.
  7. Coordinated and managed a charitable account, ensuring proper financial oversight.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BSc Accounting

Finance Assistant Resume

Objective : Dedicated Finance Assistant with a solid background in bookkeeping and financial analysis. Skilled in reconciling accounts, preparing financial statements, and supporting audits. Excellent organizational skills and attention to detail, with a proven ability to manage multiple tasks efficiently. Committed to providing high-quality support to finance operations and enhancing overall team performance.

Skills : Financial Software, Research Skills, Project Management, Time Management, Organizational Skills, Communication Skills

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Description :

  1. Accurately processed cash, credit, and check payments while maintaining detailed financial records.
  2. Assisted in the preparation of financial reports and maintained compliance with internal policies.
  3. Managed administrative tasks, including answering inquiries regarding financing options and payment arrangements.
  4. Handled confidential customer information and ensured data integrity in financial documentation.
  5. Coordinated with team members to streamline financial operations and enhance customer service.
  6. Provided support during audits by preparing necessary documentation and financial summaries.
  7. Maintained up-to-date knowledge of financial regulations and best practices to ensure compliance.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.S. Finance

Finance Assistant - Sales Resume

Objective : Finance Assistant with two years of experience in sales-related financial processes and reporting. Proficient in invoice management, budget tracking, and financial reconciliation. Adept at collaborating with teams to enhance operational efficiency and support decision-making. Committed to delivering accurate financial insights and fostering a productive work environment.

Skills : Cash Flow Management, General Ledger, Cost Accounting, Financial Reporting

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Description :

  1. Generated and distributed monthly financial reports and sales activity summaries.
  2. Managed purchase orders and invoices, ensuring accurate recording of company transactions.
  3. Organized and coordinated board meetings, preparing comprehensive board packs.
  4. Created and edited presentations for internal and external stakeholders.
  5. Oversaw vendor contracts for office maintenance and services.
  6. Procured office supplies and equipment, maintaining budget compliance.
  7. Evaluated and enhanced financial record-keeping systems for improved data management.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BBA

Finance Assistant Resume

Objective : Finance Assistant with two years of experience in financial record management and data analysis. Proficient in processing invoices, maintaining accurate accounts, and preparing financial reports. Committed to enhancing operational efficiency and supporting audit processes. Eager to contribute strong analytical skills and attention to detail to a results-driven finance team.

Skills : Microsoft Office Suite, Advanced Excel Proficiency, Sap Knowledge, Tax Compliance Management, Client Communication Management

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Description :

  1. Analyzed financial data to identify trends and variances.
  2. Prepared financial status reports for the Finance Manager's review and approval.
  3. Compiled and analyzed financial data for reporting purposes, ensuring accuracy and compliance.
  4. Generated the monthly Treasurer’s Report for submission to the Commission.
  5. Maintained employee payroll records and managed benefits administration.
  6. Prepared and submitted required tax reports to local, state, and federal agencies.
  7. Processed monthly billings for reimbursement from subcontracted programs.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Fresher
Education
Education
B.S. Finance

Finance Assistant - Level III Resume

Headline : Accomplished finance professional with over 7 years of extensive experience in financial management, reporting, and analysis. Proficient in optimizing budget processes and ensuring compliance with financial regulations. Adept at leveraging analytical skills to enhance operational efficiency and contribute to strategic financial planning within a collaborative environment.

Skills : Market Research, Presentation Skills, Negotiation Skills, Interpersonal Skills, Microsoft Excel, Team Collaboration

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Description :

  1. Assisted the finance director in annual budget preparation, ensuring accuracy and compliance.
  2. Managed weekly accounts payable processes, ensuring timely processing and distribution of checks.
  3. Provided administrative support to the finance team, enhancing operational efficiency.
  4. Maintained comprehensive financial records and organized filing systems for audits.
  5. Coordinated special projects with the finance director, ensuring strategic goals were met.
  6. Oversaw daily deposits and maintained accurate petty cash and inventory records.
  7. Conducted regular audits of financial transactions to ensure compliance and accuracy.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Senior
Education
Education
BS Finance

Finance Assistant Resume

Objective : Results-driven Finance Assistant with expertise in accounts payable and receivable, payroll processing, and financial reporting. Adept at using financial software to streamline operations and improve accuracy. Strong attention to detail and problem-solving abilities, ensuring timely and precise financial transactions. Eager to support the finance department in achieving operational excellence.

Skills : Microsoft Excel, Word, And Powerpoint, Technical Skills, Technical Proficiency, Customer Service, Budgeting Skills, Risk Management

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Description :

  1. Managed financial transactions and maintained accurate financial records for multiple accounts.
  2. Processed invoices and ensured timely payments to vendors, enhancing supplier relationships.
  3. Assisted in preparing financial reports and budgets, contributing to strategic planning.
  4. Conducted data analysis to identify trends and discrepancies, improving financial decision-making.
  5. Supported compliance initiatives by ensuring adherence to financial regulations.
  6. Collaborated with cross-functional teams to streamline accounting processes.
  7. Provided administrative support to senior management, enhancing operational efficiency.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.S. Finance

Finance Assistant - Manager Resume

Summary : Finance professional with a decade of experience in financial management and reporting. Expert in optimizing accounts payable and receivable processes, ensuring compliance and accuracy. Proven ability to enhance operational efficiency and support strategic financial planning. Committed to delivering actionable insights and fostering collaborative team environments to drive organizational success.

Skills : Investment Tracking, Accounting Principles, Cost Analysis, Financial Auditing, Document Management, Client Relations

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Description :

  1. Maintained high standards of financial reporting and ensured accuracy in all financial documents.
  2. Streamlined accounts payable processes, improving turnaround time for payments.
  3. Collaborated with the finance team to develop budget forecasts and monitor expenditures.
  4. Implemented data tracking systems to enhance financial transparency across departments.
  5. Managed vendor relationships and negotiated favorable payment terms.
  6. Conducted regular audits of financial records to ensure compliance with regulations.
  7. Provided training and support to junior finance staff in best practices and financial software.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S. Finance

Finance Assistant Resume

Objective : Finance Assistant with two years of experience in processing invoices and managing financial documentation. Adept at supporting audit procedures and maintaining accurate records. Committed to utilizing analytical capabilities to enhance financial efficiency and contribute positively to team dynamics in a fast-paced environment.

Skills : Strategic Planning, Payroll Management, Investment Analysis, Reporting Tools, Spreadsheet Management

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Description :

  1. Processed and entered all invoices and credit card transactions into Great Plains for timely payments.
  2. Responded to inquiries from clients and financial agencies regarding payments and documentation.
  3. Coordinated the distribution of tax documents and refund checks to ensure compliance.
  4. Managed petty cash and created detailed expense reports utilizing Excel for accuracy.
  5. Supported multiple audits throughout the fiscal year, ensuring documentation was organized and complete.
  6. Scheduled appointments and managed events using Outlook to optimize team productivity.
  7. Collaborated with management on building maintenance and compliance inspections.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.S. Finance

Fiscal Assistant - Entry Level Resume

Objective : Motivated finance professional with two years of experience supporting fiscal operations and maintaining financial records. Proficient in processing invoices and ensuring compliance with reporting standards. Excited to apply strong analytical skills and attention to detail to enhance financial efficiency within a collaborative team environment.

Skills : Fluent In Spanish, Proficient In Windows And Mac Os, Financial Policies, Sap, Oracle Financials, Critical Thinking

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Description :

  1. Monitored and recorded fixed asset transactions.
  2. Processed credit card transactions and reconciliations.
  3. Maintained financial records, including expense reports and payment authorizations, ensuring accuracy and completeness.
  4. Supported the implementation of financial policies.
  5. Generated monthly invoices for long-distance telephone charges for audit purposes.
  6. Managed supply orders for academic personnel, ensuring stock availability for departmental needs.
  7. Operated office machines, organized filing systems, and maintained an efficient office environment.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
B.S. Finance

Fiscal Assistant - Full Time Resume

Objective : Finance professional with two years of experience in fiscal support, adept at managing financial records and ensuring compliance with regulations. Proficient in invoice processing and data analysis, committed to improving operational efficiency. Eager to apply strong organizational skills and attention to detail to support a dynamic finance team.

Skills : Reporting Skills, Documentation Skills, Accounts Reconciliation, Forecasting, Software Proficiency, Customer Invoicing

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Description :

  1. Utilized accounting software to record and analyze financial information accurately.
  2. Verified entries and maintained the integrity of financial data through regular audits.
  3. Classified and summarized financial transactions, ensuring compliance with accounting standards.
  4. Operated office equipment, including calculators and computers, to facilitate efficient document processing.
  5. Handled cash, checks, and vouchers, ensuring accurate record-keeping and banking.
  6. Adhered to federal and state regulations, maintaining compliance in all financial operations.
  7. Identified and resolved discrepancies in financial records, enhancing overall accuracy.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
A.S. Accounting

Fiscal Assistant Resume

Objective : Finance professional with 5 years of experience in fiscal operations, specializing in financial reporting and accounts management. Proven expertise in streamlining processes and enhancing data accuracy. Looking to apply analytical skills and meticulous attention to detail to support organizational goals and foster financial integrity.

Skills : Office Administration, Accounting Software Expertise, Financial Reporting Tools, Document Preparation Skills, Data Visualization Skills, Accounting Software

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Description :

  1. Prepared and reconciled daily deposits, including cash, checks, and credit card receipts from various campus operations.
  2. Managed petty cash and ensured timely replenishment for retail registers.
  3. Conducted thorough verification and reconciliation of petty cash expenditures and receipts.
  4. Processed payroll for up to 15 employees while maintaining compliance with regulations.
  5. Ensured accurate coding of disbursements during the check-writing process.
  6. Analyzed and imported financial activity from the POS system into the Accufund accounting system.
  7. Maintained and processed all accounts receivable transactions for the bookstore through the AR system.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BS Finance