Finance associates are associated with performing a variety of financial and accounting duties for the organization. The job description template of the finance associate lists various duties such as – coordinating in budget preparation, assisting in creating of financial proposals, planning and executing analyses such as capital budgets and operational budgets; creating statistical reports, administering fixed asset accounts or capital expenditures, assisting with workflow improvements, collecting and analysing data, identifying and advising on new investment opportunities and assisting in negotiating financial aspects.
The finance associates should have a demonstrable ability of financial principles, they should also have a very good knowledge of accounting and financial principles and procedures, and they should possess outstanding communication skills and have strong interpersonal skills; Finance associates should be proficient with MS Office and financial software. A college degree in the field of economics, finance or accounting is normally seen on most of the Finance Associate Resume.
Objective : Finance Associate with two years of experience in financial management and analysis. Proficient in handling accounts payable and receivable while ensuring compliance with financial regulations. Committed to enhancing operational efficiency and fostering positive relationships with clients and stakeholders.
Managed diverse accounts payable and receivable functions, ensuring timely processing of transactions.
Conducted thorough research on account transactions, effectively resolving discrepancies.
Ensured accurate month-end closings and prepared comprehensive financial reports.
Negotiated with clients for timely collections, improving cash flow.
Maintained confidential employee records related to payroll and benefits.
Monitored compliance with financial regulations, implementing necessary updates.
Collaborated with external auditors to facilitate accurate financial reviews.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Finance
Senior Finance Associate Resume
Summary : Dynamic finance professional with a decade of experience in financial analysis and management. Expertise in optimizing accounting processes, ensuring compliance, and enhancing financial reporting accuracy. Proven track record in managing accounts payable and receivable while fostering strong relationships with stakeholders. Eager to leverage analytical skills to drive financial performance and strategic decision-making.
Skills : Financial Reporting Software, Quickbooks, Sap Knowledge, Attention To Detail, Problem Solving
Description :
Process and verify all disbursements in compliance with established guidelines and client policies.
Document exceptions in the internal governance platform (IGP) and obtain necessary approvals.
Ensure all receipts and supporting documentation are complete and authorized.
Accurately code and record transactions in the IGP, maintaining data integrity.
Manage internal expenditure systems to enhance accuracy in financial documentation and petty cash handling.
Oversee vendor invoice entry and approval processes, ensuring timely payment and compliance with financial controls.
Reconcile vendor statements and resolve discrepancies while managing employee travel expense reports.
Experience
7-10 Years
Level
Senior
Education
B.S. Finance
Finance Associate Resume
Objective : Finance Associate with 2 years of comprehensive experience in financial operations and reporting. Skilled in managing accounts payable and receivable, ensuring compliance with regulations, and implementing process improvements. Focused on optimizing financial workflows and building strong relationships with stakeholders to enhance business performance.
Processed and approved invoices and expense reports, ensuring timely payments for the Facilities Department.
Maintained accurate records in the Finance SharePoint site for efficient data retrieval.
Organized team bonding activities to enhance collaboration within the Shared Services team.
Updated and maintained content on the SharePoint Finance site to facilitate user access.
Collaborated with Corporate Finance to develop and implement new processes and procedures.
Fostered strong working relationships with corporate finance to enhance partnership effectiveness.
Managed vendor inquiries and communications via multiple phone lines, providing timely resolutions.
Experience
0-2 Years
Level
Entry Level
Education
B.S. Finance
Junior Finance Associate Resume
Objective : Ambitious finance professional with 5 years of experience in financial analysis and reporting. Adept at managing accounts payable and receivable while ensuring compliance with relevant regulations. Passionate about optimizing financial processes and enhancing operational efficiency to support organizational goals. Ready to contribute analytical skills and financial acumen to drive success in a team-oriented environment.
Skills : Financial Analysis Software, Time Management, Team Collaboration, Communication Skills, Presentation Skills, Risk Management
Description :
Provided financial analysis and reporting support for various projects, ensuring compliance and accuracy.
Assisted in managing accounts payable and receivable transactions, maintaining accurate financial records.
Conducted due diligence and financial assessments for project financing.
Coordinated with internal teams to prepare financial materials for stakeholder meetings.
Supported the finance team in optimizing financial processes and workflows.
Analyzed financial data and generated reports to inform decision-making.
Engaged in cross-departmental collaboration to enhance financial reporting accuracy.
Experience
2-5 Years
Level
Junior
Education
B.S. Finance
Finance Associate Resume
Summary : Accomplished Finance Associate with 10 years of extensive experience in financial management and analysis. Expert in optimizing financial processes, managing accounts payable and receivable, and ensuring compliance with regulatory standards. Aiming to leverage analytical acumen and strategic insight to enhance organizational financial performance and efficiency.
Skills : Analytical Problem-solving, Budgeting And Cost Control, Advanced Excel Skills, Financial Data Analysis, Accounting Software Proficiency, Financial Statements
Description :
Facilitated the preparation of Electronic Fund Transfer (EFT) requests, ensuring timely documentation and communication with stakeholders.
Identified and escalated financial processing issues to enhance contract management.
Responded to accounting inquiries from international finance teams, ensuring clarity in financial reporting.
Maintained financial records by accurately entering, verifying, and backing up data.
Resolved vendor queries promptly via phone and email, improving vendor satisfaction.
Conducted account reconciliation to ensure accuracy in financial statements.
Managed accounts payable and receivable, optimizing cash flow and ensuring timely payments.
Experience
7-10 Years
Level
Management
Education
B.S. Finance
Lead Finance Associate Resume
Headline : Finance professional with over 7 years of diverse experience in financial analysis and management. Proven ability to streamline budgeting processes, enhance financial reporting accuracy, and ensure compliance with regulations. Strong collaborator dedicated to optimizing financial performance and supporting strategic initiatives that drive organizational success.
Assisted in financial reporting and analysis to support management decision-making.
Managed accounts payable and receivable processes to ensure timely payments.
Conducted monthly reconciliations of bank statements and general ledger accounts.
Prepared financial statements in compliance with GAAP and company policies.
Analyzed financial data to identify trends and variances for budget forecasting.
Collaborated with Controllership to build a model for the CFO allowing high-frequency monitoring and projections of cash flows.
Developed a model to track actual expenses funded by restricted grants, enhancing financial oversight.
Experience
5-7 Years
Level
Management
Education
B.S. Finance
Finance Associate Resume
Objective : Finance Associate with two years of experience in financial operations and reporting. Skilled in accounts payable and receivable management, compliance adherence, and financial analysis. Proven ability to enhance financial workflows and support organizational objectives through effective communication and collaboration.
Collaborated with program managers to analyze financial forecasts and resolve budget discrepancies.
Assisted in transitioning to a new accounting software system, enhancing operational efficiency.
Worked with the finance team to prepare documentation for year-end audits, ensuring compliance.
Tracked and recorded expenses for multiple departments, maintaining accurate financial records.
Supported the financial team in achieving a favorable audit opinion.
Developed and implemented a cost-saving office supply system, optimizing budget allocation.
Demonstrated a proactive approach to meeting deadlines and managing urgent assignments.
Experience
0-2 Years
Level
Fresher
Education
B.S. Finance
Associate, Program Finance Resume
Headline : Detail-oriented Finance Associate with over 3 years of experience in financial analysis, budgeting, and reporting. Proficient in Excel and financial software, skilled in data interpretation and financial modeling. Strong analytical skills with a proven ability to streamline processes and enhance financial performance. Committed to delivering accurate financial insights to support strategic decision-making.
Corrected discrepancies in customer accounts, improving reconciliation accuracy.
Utilized financial tools like SAP BO and Oracle to balance accounts efficiently.
Reviewed and analyzed tax implications for domestic and international transactions.
Prepared detailed reconciliation reports for client review, enhancing transparency.
Compiled financial reports for management, aiding in strategic decision-making.
Executed additional financial tasks as assigned, demonstrating versatility.
Processed accounts payable invoices, contributing to streamlined operations.
Experience
5-7 Years
Level
Management
Education
B.S. in Finance
Finance Associate Resume
Objective : Finance Associate with 5 years of expertise in financial analysis and reporting. Proficient in managing accounts payable and receivable, ensuring compliance, and enhancing financial processes. Committed to delivering accurate financial insights and fostering strong stakeholder relationships to drive organizational success.
Assisted in the formulation of financial strategies, including transaction evaluation and financing plan development.
Enhanced financial modeling processes, leading to improved decision-making.
Conducted thorough research and due diligence on financial markets and investment opportunities.
Created and reviewed project memoranda for diverse stakeholders including lenders and equity partners.
Engaged in outreach initiatives to acquire distressed assets from financial institutions.
Performed competitive analysis to inform strategic financial decisions.
Collaborated with analysts during investor meetings and corporate site visits.
Experience
2-5 Years
Level
Junior
Education
B.S. Finance
Project Finance Associate Resume
Summary : Accomplished Project Finance Associate with 10 years of expertise in financial management, analysis, and reporting. Skilled in optimizing financial processes, ensuring compliance, and delivering actionable insights for strategic decision-making. Proven ability to manage complex financial transactions while fostering strong stakeholder relationships to enhance organizational performance.
Led financial processes, delivering quarterly reports and strategic insights to senior management.
Managed account reconciliation and ensured compliance with financial policies and regulations.
Analyzed financial data to guide planning and decision-making processes.
Prepared comprehensive financial reports utilizing Microsoft Dynamics Great Plains.
Oversaw accounting record-keeping systems, enhancing tracking and reporting accuracy.
Processed vendor invoices and managed accounts payable and receivable transactions efficiently.
Developed analytical reports that improved information access for top management.
Experience
10+ Years
Level
Executive
Education
MBA
Finance Associate Resume
Summary : Finance Associate with a decade of hands-on experience in financial analysis, compliance, and reporting. Proven ability to enhance financial processes, manage accounts payable and receivable, and deliver strategic insights for decision-making. Committed to driving organizational financial success through analytical expertise and effective collaboration with stakeholders.
Coordinates with internal departments and external stakeholders to ensure accurate revenue postings.
Conducts thorough reconciliations of financial transactions, including cash receipts and general ledger accounts.
Identifies and resolves unidentified receivables from daily bank reports and monthly queries.
Reduced unapplied unidentified reports by over $300K through effective analysis.
Compiles monthly revenue transactions for accounts receivable reconciliations and journal entries.
Prepares and analyzes monthly revenue account reports to identify trends.
Assists in monthly general ledger closings and collaborates with the Senior Financial Officer on policy improvements.
Experience
10+ Years
Level
Executive
Education
B.S. Finance
Finance Associate Resume
Objective : Finance Associate with two years of experience in financial operations and analysis. Demonstrated expertise in managing accounts payable and receivable while ensuring regulatory compliance. Adept at enhancing financial processes and fostering collaborative relationships with clients and team members to support organizational objectives.
Skills : Budgeting, Excel Proficiency, Ethical Judgment, General Ledger, Audit Support
Description :
Serve as a financial operations expert by assisting in the management of accounts payable and receivable, ensuring timely processing and compliance.
Execute internal and external financial reporting, supporting quarterly and annual audits with accurate data.
Train junior finance staff on best practices, fostering a knowledgeable team environment.
Ensure financial deliverables are met consistently, holding team members accountable for their responsibilities.
Process bi-weekly payroll, ensuring accuracy and compliance with regulations.
Maintain financial records, auditing and reviewing timekeeping for compliance with company standards.
Provide exceptional customer service to clients and stakeholders, resolving financial inquiries efficiently.
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