Finance Associate Resume Samples

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.

 

Finance Associate Resume

Summary : Finance Associate position within an organization that can fully utilize skills to achieve their business needs and objectives.

Skills : Office Applications, Office Management, Financial Analysis,.

Description :

    1. Handled diversified Accounts Payable and Receivable and expense control procedures including bank and account reconciliation, cash receipts, disbursements, finance charges, billings, invoicing, and purchase order.
    2. Researched account transactions, demonstrating a keen ability to recognize and resolve discrepancies.
    3. Followed through on timely and accurate month-end closings and financial reporting activities.
    4. Negotiate and enforced collections to expedite the clearance of delinquent accounts.
    5. Established and maintained Human Resources-related employee files reflecting salary increases, deductions, garnishments, benefits, payroll exceptions, exercising a high level of confidentiality.
    6. Ensure legal compliance by monitoring and implementing applicable human resource federal and state requirements; maintaining records, other similar tasks as needed.
    7. Manage general accounting functions for annual division sales of client projects using SAP/Cartesis Liaison between Geometry Global and a big four accounting firm during audits to ensure accurate reviews.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Business Administration


Finance Associate/Assistant Resume

Summary : Finance Associate with over 20 years of experience in office management and customer service. Highly-organized and able to establish positive relationships with customers, co-workers, and business associates.

Skills : Microsoft Office.

Description :

    1. Receive and process all disbursements in accordance with process guidelines and client policy.
    2. Exceptions must be documented in IGP in notes or exceptions and must be approved by the client and/or consultant as appropriate.
    3. Ensures that receipts and documentations support a claim, with appropriate authorization.
    4. Ensure transactions are accurately recorded and coded on IGP, with no duplicates.
    5. Maintained internal expenditure system for further accuracy of financial documents process Petty cash management.
    6. Enter and review vendor invoices into the accounts payable system, including matching PO to vendor invoices, non-PO invoices and check requests, obtaining approval of vendor invoices, coding, entering invoices and processing all the approved invoices for payment.
    7. Reconcile vendor statements, research and correct discrepancies Process employee travel expense reports Handle all vendors and employees correspondence via phone or email.
    8. Wrote & edited department Standard Operating Procedures, processes, etc.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Accountancy


Jr. Finance Associate Resume

Objective : Enterprising, hard-working and technically skilled Finance Professional with extensive experience in the furniture industry. Known for accuracy, attention to detail and timeliness in managing disbursement functions for a furniture industry employer.

Skills : Microsoft Office Suite, Adobe Acorbat, Keynote.

Description :

    1. Ensured Invoices and Expense Reports for the Facilities Department were approved, routed to Corporate Finance and paid in a timely manner.
    2. Entered invoice data in the Finance SharePoint site for approval.
    3. Scheduled and created team boding functions for the Shared Services team.
    4. Maintained pages within SharePoint Finance site.
    5. Worked and assisted the Finance team and Corporate Finance with developing new processes and procedures.
    6. Met with corporate finance to maintain a good working relationship, and to stay in sync on how to improve the partnership.
    7. Answered multiple Phone Lines regarding vendor's questions and concerns Used MS outlook to send store managers weekly memos and updates.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Business Administration

Sr. Finance Associate Resume

Summary : To obtain a financial analyst position in an organization that is growing and provides room for advancement and a team based working environment, which can utilize the depth and scope of the work experience have encountered.

Skills : Microsoft Office, Spanish.

Description :

    1. Represent and advise lenders, sponsors, and borrowers in connection with providing secured financing for energy and infrastructure projects and companies as well as in connection with other secured transactions and securitizations.
    2. Conduct and supervise due diligence reviews of renewable energy/public project transactions.
    3. Manage production of materials for multiple deal closings under extreme time constraints, each involving a great number of documents.
    4. Coordinate and interface with lenders, sponsors' and borrowers' internal counsel in connection with the foregoing.
    5. Significant experience in Latin American and European cross-border transactions.
    6. Supervised junior attorneys, paralegals, and administrative staff.
    7. Support derivative sales team by providing timely analysis of client revenue data and performance against peer groups.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
JD In Law

Finance Associate III Resume

Headline : Highly motivated to work for an outstanding and professional organization to gain knowledge and experience with the ability to plan and execute Companies orders, programs and intent.

Skills : Self-motivated, Professional & mature. Data Modeling, Variance Analysis, MS Access, MS Excel, Aderant, Bloomberg Terminals, Native Fluency in Portuguese, Fluent in Portuguese.

Description :

    1. Preparing Electronic Fund Transfer (EFT) request packages Communicating with external and internal customers to insure that all documentation is provided in a timely manner.
    2. Elevating any processing issues related to finance and contract management.
    3. Providing responses to queries from Dubai finance and Texas treasury on accounting related reports submitted and wire Electronic Fund Transfer (EFT) requests processed.
    4. Maintain the integrity of financial records and databases by entering, verifying and backing up data.
    5. Provide responses to queries from the vendor via phone calls and e-mail.
    6. Reconcile statements and other tasks/analysis required.
    7. Created invoices for customers, managed accounts payable/receivable, and processed expense reports Monitored all customer accounts and assisted allocating funds to various departments Leadership/Community Service.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Finance Associate II Resume

Summary : Dedicated, reliable enthusiastic employee. Loves a challenge and enjoys working with people. Good humored, friendly and has a positive attitude. Seeking a challenging position that would incorporate extensive experience, training, and acquired technical skills in maintenance. To secure a position in an organization that offers opportunities for advancement and allows me to utilize Technical skills.

Skills : Budgeting, Planning, Excel Modeling, VBA Programming, Statistics.

Description :

    1. Successfully maintained, reviewed, and consolidated 56 budget preparation templates to create the annual budget as part of the budget development process.
    2. Assist in the maintenance of the annual budget by processing budget shifts and by creating and distributing bi-weekly budget reports.
    3. Spearheaded a project that standardized cost measurements of laboratory tests at various international sites.
    4. Used financial modeling and statistical methods to analyze cost trends and made recommendations on efficient and cost-effective practices.
    5. Designed and created the organization's first financial model that projects budget deficits in a pivot table format to show deficits by various regions of work, projects, and funding scenarios.
    6. Partnered with Controllership to build a model for the CFO that allows high frequency monitoring and projections of cash flows.
    7. Built the organization's first model to track actual expenses funded by restricted grants.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S. In Mathematics

Finance Associate I Resume

Summary : To offer experience to an organization in need of a hard working, detail oriented, responsible, productive, efficient, dedicated professional with strong communication, troubleshooting, problem solving, analytical, time-management, auditing, clerical, secretarial and research skills.

Skills : Payroll Analysis, Budget Forecasts, Audit Preparations, Bank Transactions, Hospitality Finance & Accounting, Non-Profit Finance & Accounting, Administrative Duties & Analysis.

Description :

    1. Consulted with program managers and international members to analyze and resolve financial, contractual, and budget forecasts.
    2. Assisted the finance and operations team to transition the INTACCT accounting system from Great Plains software for future accounting operations.
    3. Collaborated with Controller and COO to plan, organize and prepare documentation for the year-end audit, including the annual 990.
    4. Managed recordings and trackings of expenses for 25+ CLASP employees and international members.
    5. Assisted the financial team in receiving a favorable and fair opinion on the audit report.
    6. Set up, transitioned, and oversaw a new office supply system to save money on the company's budget for office supplies and electronics.
    7. Developed efficiency and take-charge attitude with assignments on deadline and intensifying a sense of urgency.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
BS In Accounting

Finance Associate/Supervisor Resume

Summary : Proven ability to utilize inspiring leadership, personal drive, creative vision, and analytical skill to yield successful delivery of both team and individual goals, actively contributing to organizational growth.

Skills : Microsoft Office, Customer Service Skills, Data Entry,.

Description :

    1. Rectified errors and omissions and make them correct in customer accounts for further reconciliation.
    2. Communicated via phones & emails, balancing accounts by using finance-based tools: SAP BO, People soft, Oracle, CB+, etc.
    3. Reviewed, analyzed and submit tax reports on any tax implied on clients' accounts for any domestic and international transactions.
    4. Prepared finalized reconciliation reports and shared the information with the customer as requested.
    5. Complied and analyzed various reports and submit them to management for decision making.
    6. Performed other financial and non-financial duties as assigned by the supervisor.
    7. Coded and processed invoices for accounts payable Provided assistance in implementing new software to automate existing manual processes.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Master Of Business

Finance Associate/Analyst Resume

Summary : Experienced accounting professional with over 20 years' combined experience working in corporate accounting and private bookkeeping. Extensive knowledge in financial and non-profit accounting, with a proven ability to work within a wide range of accounting disciplines, manage multiple responsibilities and meet strict deadlines.

Skills : Advanced Adobe Photoshop, InDesign; intermediate Adobe Dreamweaver, Flash.

Description :

    1. Assisted in the development of financial strategies including evaluating and structuring transactions, developing financing plans and identifying sources of debt and equity capital.
    2. Developed and implemented improvements to financial modeling process.
    3. Performed comprehensive real estate, economic, demographic, and capital markets research and due diligence.
    4. Created and/or reviewed project and bank offering memoranda for lenders, equity partners, and other third-party agencies.
    5. Participated in pro-active outreach programs to identify and acquire distressed assets from banks and other financial institutions.
    6. Conducted research on industry and competitor companies.
    7. Interacted with Wall Street analysts by phone, at investor meetings and conferences, and on corporate visits and site tours.
    8. Developed and prepared financial communications and marketing materials such as press releases, PowerPoint presentations, requests for proposals, and annual reports.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Finance

Finance Associate/Manager Resume

Summary : Managerial experience working in areas such as accounting, finance and community relations. Gained valuable business skills to work in a financial or business administration environment. Developed strategic plans, marketing strategies, coordinated fundraising projects, and managed departmental budgets.

Skills : SAP, Excel, WORD.

Description :

    1. Managed and facilitated the financial process and presented findings on a quarterly basis.
    2. Balanced and reconciled accounts; interpreted and administered appropriate financial policies.
    3. Reviewed and produced financial data providing research and data analysis to present for use in planning and decision making.
    4. Prepared multiple financial reports on behalf of the Director of Finance that required selection, preparation, and interpretation of financial data using Microsoft Dynamics (Great Plains).
    5. Managed accounting record keeping systems, and procedures for tracking and reporting.
    6. Processed all payments including vendor invoices, individual reimbursements, and other account payables and receivables transactions.
    7. Formulated internal processes and analytical reports to improve information resources available to top management.
    8. Identified new/revised procedures necessary to respond to changes in a timely and effective manner.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Finance

Finance Associate/Executive Resume

Headline : Professional experience and skills coincide well with what the position requires. Confidence that able to make a positive contribution to the team's goals. To obtain a position that leverages past experience, education, and analytical skills to assist a progressive organization; continuing the company's growth towards excellence.

Skills : Budgeting, planning, Excel modeling, VBA programming, Statistics.

Description :

    1. Coordinates with internal departments, 3rd party billers, and the OCFO cash management personnel to ensure accurate postings of revenue.
    2. Reconciles financial transactions, which may include cash receipts, accounts receivable, bank statements, and general ledger accounts.
    3. Research and identify the unidentified receivables within the daily bank reports and monthly general suspense queries.
    4. Reduced the general suspense (unapplied/unidentified) report for over $300K for PNAS.
    5. Gathers all monthly revenue transactions to complete accounts receivable balance sheet reconciliations and journal entries for month-end close.
    6. Prepares and analyze the revenue account analysis balance reports and trends monthly.
    7. Assist in monthly general ledger closings.
    8. Collaborates with Senior Financial Officer on effective policies and procedures regarding the Finance department.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors Of Science

Finance Associate Resume

Summary : Experience in general ledger, accounts receivable, journal entries, month-end close, year-end close and account reconciliation. Detail-oriented and motivated self-starter who is a contributor and a team player.

Skills : Microsoft Office.

Description :

    1. Serve as a payroll subject matter expert by assisting customers with payroll-related requests and ensuring momentum on compensation projects.
    2. Provide execution leverage on internal/external reporting and quarterly/annual processes and audit requests.
    3. Train and mentor junior payroll processors, while making sure the payroll team is effectively cross-trained.
    4. Ensure payroll deliverables are planned and hold responsible parties accountable to their deliverables.
    5. Process bi-weekly and special payrolls, ensuring expenses are processed without errors.
    6. Maintain employee/payroll records, which include reviewing and auditing timekeeping records for compliance with standards, entering new hires into the payroll system and posting changes in tax status.
    7. Provide prompt customer service and interact with external vendors to resolve issues.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Finance