Fiscal Assistant Resume Samples

Fiscal Assistants take charge of the Fiscal activities of the company as assigned by the fiscal department. The job description of a fiscal assistant should include the following vital duties – checking postings, figures and documents for its accuracy, classifying and recording financial data, maintaining financial records, compiling with state and federal policies, performing unit accounting tasks, responding to queries relating to accounts policies, performing general duties and assisting in annual budget preparations.

The anticipated knowledge and skills for this job position are – ability to collaborate well with public and staff, experience with accounting software, proficiency in MS Office and Internet, ability to gather and analyze data for preparing documents or reports and ability to work on fiscal management software. Typically a candidate willing to apply for this position is required to hold a GED or a High School Diploma at the very least. But those Fiscal Assistant Resume that embrace working experience in this field will be valued by the hiring managers.

Fiscal Assistant Resume example

Senior Fiscal Assistant Resume

Summary : A detail-oriented and resourceful Senior Fiscal Assistantwith excellent communication and interpersonal skills. To be the part of a professionally managed company with scope for challenging career, the opportunity for continuous improvement coupled with growth and individual development.

Skills : Certifications in Advanced, General, and Basic Business Administration, Financial Perspectives, and Accounting.

Description :

    1. Involved in many facets of medical billing, revenue and expense management, ranging from auditing and reconciliation to accounts receivables and grant processing.
    2. Process all revenue transactions including accounts receivables, local, state, and federal grants and funding for a county-wide division.
    3. Prepare monthly invoices to local government agencies.
    4. Review other revenue transactions for accuracy and classification.
    5. Assist in applying for Federal Grants by compiling data from various reports, database systems, and provide statistics.
    6. Audit cash drawer reports for over ten departments.
    7. Prepare transmittals for the Department of Health Headquarters that include writing checks for accounts receivable collections made during normal business cycles.
    8. Process and maintain all returned check and refund accounts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science


Fiscal Assistant/Manager Resume

Summary : Possesses the competence to complete the work assigned without compromising on quality under all circumstances using a combination of organizational and presentation skills To obtain a position where the skills and experiences in administrative support will be utilized to be an asset to the business.

Skills : Office Administration, Fiscal Assistant, Communication, Customer Service, Microsoft Office

Description :

    1. Responsible for the day-to-day management of administrative duties in accordance with the policies and procedures set forth by the Comptroller's Office.
    2. Provided administrative support to the Comptroller and Financial Manager of the University.
    3. Responsible for highly confidential and special administrative assignments for the Comptroller.
    4. Processed cash disbursements in Postsecondary Education Accounts.
    5. Reviewed all University check disbursement vouchers for compliance with Postsecondary funds policies and procedures as well as maintain a daily log for disbursements.
    6. Reviewed and posted Postsecondary Fund accounts in the System of Accounting and Reporting (SOAR).
    7. Processed Postsecondary/US Bank checks for distribution.
    8. Established and maintained record retention schedules for retirement, storage, and accessibility.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
Bachelors Of Science


Fiscal Assistant - Entry Level Resume

Objective : Recognized for decisive leadership and proven ability to face challenges head-on and execute sound decisions while driving financial and business agendas. To contribute to a quality, dynamic organization where the skills and dedication may be utilized to better the organization, as well as grow in a professional and innovative environment.

Skills : Bilingual Spanish, Proficient In Windows And Macintosh Operating Systems, Proficient In The Microsoft Office Suite.

Description :

    1. Processed purchase orders made by faculty, staff, and students on their UF Visa Purchasing Card.
    2. Communicated with Purchasing Cardholders with pending orders in order to obtain original invoices.
    3. Kept financial records, such as expense reports, travel authorizations, and payment authorizations, complete and up to date, checking all records for accuracy and logging for record-keeping purposes.
    4. Faxed all supporting documentation for voucher approval into the PeopleSoft Accounts Payable system.
    5. Produced monthly invoices for long-distance telephone charges made by department members to have signed and returned for audit purposes.
    6. Ordered supplies for the academic personnel and staff, and kept the department's supply room stocked.
    7. Operated office machines, filed documents, created files, and organized filing cabinets.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Bachelor Of Science

Junior Fiscal Assistant Resume

Objective : Exceptional Junior Fiscal Assistant who adapts seamlessly to constantly evolving accounting processes and technologies seeks to provide administrative, accounting and payroll support to energetic human resources or finance department.

Skills : Photoshop, Quickbooks, Excel, Powerpoint, Word, After Effects, Payroll, Filing.

Description :

    1. Conduct research to assist the Program and Fiscal Manager during budget preparation in the development of the annual fiscal year budget for the Department.
    2. Responsible for budgetary expenditures and budget transfers relating to the fiscal year budget and to ensure sufficient funds are available for current services as well as future needs.
    3. Maintain procurement card receipts, balance and prepare monthly payment report for submission.
    4. Prepare purchase requisitions and change orders to increase or reduce purchase orders.
    5. Prepares and processes invoices for payment.
    6. Order and maintain essential supplies including, but not limited to: uniforms, office supplies, business cards, and IT equipment, and small equipment items.
    7. Organize and maintain file system, including but not limited to, grants, maintenance, and lease agreements.
    8. Prepare and track grant budgets, reimbursements, purchase orders, and reports.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelors Of Arts

Fiscal Assistant - Intern Resume

Objective : Fiscal Assistant with experience in general accounting and financial management including the completion of projects, meeting deadlines, and detailed reports. Analytical and decision-making skills performed as a leader and team member, along with the ability to learn fast and work efficiently.

Skills : 10 Key Calculator, Fax Machine, Copier, Switchboard Phones, Microsoft Excel, Data Entry

Description :

    1. Provide accounting and clerical skills for the finance department as assigned.
    2. Inputs data for accounts payables, reviews for accuracy, prints checks, prepares payments for mailing files appropriately, assists the chief fiscal officer in preparation of quarterly, semiannual, and annual progress reports as required by agency programs.
    3. Maintain grant files, payroll files accounts payable files and other records, reconciliations, and reports as needed.
    4. Review the accuracy and completeness of invoices and requests for payment from staff.
    5. Work with vendors/staff when necessary to clarify information or resolve problems.
    6. Prepare monthly bank reconciliations for all accounts, and other reconciliations as needed.
    7. Prepare monthly checks as required, maintains vendor database, and prepare forms 1099 at year-end.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Bachelors Of Science

Fiscal Assistant - Temp Resume

Objective : Fiscal Assistant offering knowledge of a variety of office skills and proficiency in Microsoft Office programs. Organized and loyal employee, who adapts to change, is an eager and fast learner, works well independently or in a group setting and strives for efficiency.

Skills : Office Administration, Fiscal Assistant, Communication, Customer Service, Microsoft Office

Description :

    1. Posted all financial transactions and activities into the database system.
    2. Generated donor thank-you letters and donor tax receipts.
    3. Coordinated the charitable contributions via payroll deduction process, including entering pledges, reconciling accounts with the finance department.
    4. Maintained HACC Foundation and alumni pledges, including matching gift management, pledge to invoice and pledge to report.
    5. Reviewed and resolved problems with gift processes, including gift/pledge adjustments and communicating information to the manager of financial analysis and reporting.
    6. Assists with the annual audit process for the HACC Foundation by preparing and reconciling gift and pledge reports.
    7. Maintains confidential files and paperwork related to donors, their gifts and pledge commitments.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelors Of Science

Fiscal Assistant - Full Time Resume

Headline : Seeking employment with a professionally managed organization wherein the knowledge acquired can be utilized for career growth and also for the benefit of the organization. Proficient in Microsoft Word, Excel, Windows, and in WebVision.

Skills : Bilingual Spanish, Proficient In Windows And Macintosh Operating Systems

Description :

    1. Operated computers programmed with accounting software to record, store, and analyze information.
    2. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
    3. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
    4. Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
    5. Receive, record, and bank cash, checks, and vouchers.
    6. Comply with federal, state, and company policies, procedures, and regulations.
    7. Reconcile note and report discrepancies found in records.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors Of Science

Fiscal Assistant - Contract Resume

Headline : Demonstrated history of preparing, developing models and reports to assist management in strategic decision making on the profitability and growth fronts. Effectively communicated the complex information in a concise manner, highly trained to manage large volumes of transactions regularly and work with cross-functional teams.

Skills : MS Office, Account Management, Forecasting, Budgeting.

Description :

    1. Provides billing and coding and cashier training to new hires.
    2. Submits patient and third party statements bi-monthly.
    3. Maintains patient accounts and contacts patients to ensure payment plans are current.
    4. Prepares and processes payments made by third party insurance companies, patients, and organizations.
    5. Reviews correct, and verifies all insurance billing, to include Medicaid and Medicaid MCOs, to ensure correct procedure and diagnosis coding prior to submission, to avoid denials and ensure agency accounts receivable goals are obtained.
    6. Processes electronic billing and transmits batches bi-monthly.
    7. Maintains up-to-date knowledge of medical billing and coding practices, including ICD-10 medical coding processes.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associates

Lead Fiscal Assistant Resume

Summary : To secure a responsible position within a clerical environment with potential for challenge, growth, and fulfillment. To pursue a career that serves as a learning curve & gives an opportunity to add to the value chain of the organization with the analytical, subjective & interpersonal skills.

Skills : Microsoft Office, Payroll Processing systems, Communication, Customer Service

Description :

    1. Performed billing, payment processing, and customer service work in maintaining fiscal and customer service records.
    2. Processed and updated invoices, utility billing work orders.
    3. Processed and generates charges for a particular utility billing cycle Maintained petty cash, invoice, disbursement and/or control accounts.
    4. Assisted water customer complaints and applications for new water service.
    5. Received/responded to tax/licenses/fees/permits and vendor inquiries, generated charges for miscellaneous services to City customers and other City departments.
    6. Pursued collection of delinquent accounts.
    7. Served as cashier and customer service contact in the processing of various payments and the issuance of licenses.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Diploma

Fiscal Assistant/Specialist Resume

Summary : To be a part of a progressive and professional organization. To be committed to excellence and continuous improvement while being an ethical and trustworthy team player. To contribute to the success & growth of the organization by undertaking challenging assignment & delivering the timely result by applying the knowledge & skills

Skills : Bilingual Spanish, Proficient In Windows And Macintosh Operating Systems, Proficient In The Microsoft Office

Description :

    1. Prepare and double-check billing before it was electronically submitted to the insurance.
    2. Verify and enter all state authorizations per client.
    3. Post checks into appropriate accounts, and made sure everything balanced.
    4. Made usual credit or debit adjustments when needed.
    5. Made sure all therapists' time cards were in compliance with state regulations.
    6. Also prepared payroll for therapists including overtime, expenses, and bonuses.
    7. Provide high-quality data entry and fiscal support for the School Sponsored Projects team.
    8. Enter data into Department Manager and reconcile the Pitt levels against what is in the database.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Certification

Fiscal Assistant Resume

Objective : To be associated with a progressive organization that can provide a dynamic work sphere to extract the inherent skills as a professional, use and develop the aptitude to further the organization's objectives and also attain career targets in the progress.

Skills : Photoshop, Quickbooks, Excel, Powerpoint, Word, After Effects, Payroll, Filing.

Description :

    1. Prepare and reconcile for daily deposit; cash, checks and credit card receipts from the retail operations and various campus organizations.
    2. Maintain petty cash and replenish the cash supply as needed for the registers.
    3. Verify and reconcile petty cash expenditures and receipts.
    4. Process, maintain and report payroll for up to 15 people.
    5. Verify, as checks are written, that all disbursements are coded correctly.
    6. Analyze, reconcile and import all financial activity, from the POS system in the bookstore, into the Accufund accounting system.
    7. Process, analyze and maintain all accounts receivable for the bookstore through the AR system.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Associates