Assistant, Finance Job Description

Assistant, Finance Job Description

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Assistant, finance provides training to the Marketing and Medical teams to ensure correct use of Finance tools (SAP, RPM, SRM, SAP BI).

Assistant, Finance Duties & Responsibilities

To write an effective assistant, finance job description, begin by listing detailed duties, responsibilities and expectations. We have included assistant, finance job description templates that you can modify and use.

Sample responsibilities for this position include:

To develop, evaluate, maintain and supervise all electronic and other data and filing systems
Processing of overhead invoices including accurate coding, VAT treatment and ensuring compliance with approval processes
Accurate entry of documents into SAP
Demonstrable Excel and Word skills
Experience of working with SAP and within an AS400 environment is desirable
Review of all weekly Cheque/BACS requests (random internal audit WBPL) on each production
Responsible for overseeing all asset sales – raising invoices etc
Funding - Ensuring all Weekly funding requests prepared by individual productions are signed by WBPL senior management and sent to Burbank in a timely fashion
Responsible for reviewing and monitoring the daily bank statements for all WBPL shows to ensure WB policies are being complied with
Holiday cover for Accounts Analyst role

Assistant, Finance Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Assistant, Finance

List any licenses or certifications required by the position: CPA, CA, SOX, WHT, MBA, CRA, ACCA, ACE, CIMA, HFMA

Education for Assistant, Finance

Typically a job would require a certain level of education.

Employers hiring for the assistant, finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Education, Business, Business/Administration, Economics, Management, Communication, Graduate, Associates

Skills for Assistant, Finance

Desired skills for assistant, finance include:

Systems
Processes
Products
Job-relevant issues
Use and meaning of finance metrics and tools
Excel
Gross Revenue Report
Return check procedures
SAP
PowerPoint

Desired experience for assistant, finance includes:

Various ad-hoc duties as directed by Financial Controller
Sharing skills and knowledge with other members of the team
Oversee Record Retention for UK based productions
Coordinate and prepare the monthly results book and distribute to Sr
Posting of sales invoices from the operations system to the accounting system
Posting of bank transactions from the statements to the accounting system

Assistant, Finance Examples

1

Assistant, Finance Job Description

Job Description Example
Our growing company is hiring for an assistant, finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for assistant, finance
  • Acquire signatures from Producers/dept
  • Record invoices in the payables ledger ready to be reviewed and approved
  • Co-ordinate scanning of invoices for weekly payment runs
  • Assist the Accounts Payable clerk and Management Accountant with standard costing vs
  • Assist the Management Accountant and Financial Analyst to maintain the GP analysis and to update the document with details of credit notes and other manual adjustments raised
  • Perform all job duties and responsibilities in a safe manner to protect yourself, fellow employees and the public from injury or harm
  • To act as a point of contact for financial enquiries within the School Finance office and provide a customer focussed service, taking account of the needs of the different customers
  • To initiate, receive, check and/or process all orders (ensuring the correct VAT treatments are applied), process invoices and transfer charges relating to School finance
  • To receive and process overseas travel requests, advances and claims, checking their compliance and cost effectiveness, and make all the necessary travel arrangements, if required
  • To raise sales invoices to external stakeholders and liaise with the Finance Division
Qualifications for assistant, finance
  • Attention to details with a high degree of accuracy in work output and appreciation for data integrity
  • 1-2 years of experience in Accounting and FP&A capacity is desirable
  • Bachelor degree in Accounting/Finance & relevant accounting professional accounting qualification(CPA, ACCA, ACA or equivalent) is a PLUS
  • Knowledge of 1099 ID issues
  • Interest and general understanding of finance and accounting area is desired – would be treated as an advantage
  • Major in Finance/Economics/Accounting or relevant
2

Assistant, Finance Job Description

Job Description Example
Our growing company is hiring for an assistant, finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for assistant, finance
  • Supporting the asset transfer team with data validation
  • Supporting the oversight team with data reconciliation
  • Ensure invoices are approved, coded, processed and paid on a timely basis
  • Ensure validity and authenticity of overhead invoices
  • Analyse overhead invoices for asset purchases
  • Ensure accurate record keeping including filing of appropriate documents
  • Assist the finance team to meet objectives
  • Client billings under the supervision of the client reporting manager, issuing invoices and keeping track of billed items
  • Ensuring accurate filing of documentation
  • Assist with month end process including the preparation of schedules and documentation
Qualifications for assistant, finance
  • With 1-2 years of relevant working experience is preferred
  • A minimum of 5 GCSEs (or equivalent) at A-C grade (including Maths and English)
  • Experience in handle BIR audit
  • Experience working in a variety of accounting/finance positions
  • 1-3 years of Financial/Reconciliation experience
  • Liaising with the accounts team for client signed estimates informing them when PN’s come through
3

Assistant, Finance Job Description

Job Description Example
Our company is growing rapidly and is hiring for an assistant, finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for assistant, finance
  • Prepare sales and account managers commissions
  • Assist company accountant with month end duties
  • Review creditors aged trial balance sheets
  • Dealing with customers on a regular basis
  • Set up new customers and credit checks
  • Processing credit card and direct debit payments
  • Allocating and receipting of payments
  • Entry of invoices into Accounts system
  • Follow up on outstanding customer accounts
  • Answer customer account enquiries
Qualifications for assistant, finance
  • Minimum 5 years working experience in a large commercial environment
  • Must have strong business sense and be proactive in resolving financial issues
  • Qualified membership of recognized professional accounting body, highly prefer candidates with prior Big 4 experience
  • Checking the weekly expenses payment run
  • Basic finance/accounting knowledge (sales, demand, unit price)
  • Minimum 1 year of experience in a Finance Department
4

Assistant, Finance Job Description

Job Description Example
Our growing company is looking to fill the role of assistant, finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for assistant, finance
  • Ad hoc project work focused on improvement in key processes and controls
  • To process non merch/expense DC related invoices
  • To process all freight invoices, both expense items (Oracle) and values to be allocated to POs (Island Pacific)
  • Match RTVs in Island Pacific so that suppliers are debited for returns in a timely manner
  • Upload the Non Compliance invoices into Oracle
  • Upload Print Shop invoices into Oracle
  • To work with the AP Manager to review outstanding Print Shop balances on a regular basis
  • Scan all entered invoices
  • Responsible for invoicing and revenue management for all cities
  • Lead a team of 2-3 data entry operators
Qualifications for assistant, finance
  • Highly prefer candidates with prior FMCG experience
  • Responding to queries from the Corporate Imprest Service Desk/Chennai-India
  • Associates Business Administration or related field required
  • Bachelors in Business Administration, Finance, Accounting preferred
  • 1 year of experience with finance-related projects using computer spreadsheet functions preferred
  • Accurately collects, analyzes, synthesizes and prepares data in a timely manner
5

Assistant, Finance Job Description

Job Description Example
Our innovative and growing company is looking for an assistant, finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for assistant, finance
  • The associated daily checks and records are also required to be maintained, this includes completion of the daily duties checklist with sign off
  • Produce outgoing cheques for retailers and customers
  • Ensure expense claims are fully compliant with group policy
  • Drafts/prepares memoranda and responds to queries by staff members, vendors, internal and external auditors and from their counterparts in offices away from Headquarters
  • Undertakes reviews, analyses and preparation of the medium-term plan and its revisions
  • Monitoring and actioning team inbox, using Microsoft Outlook
  • Assist in statutory reporting
  • Perform other special tasks, including maintenance contracts, sales commissions
  • Host Family Payment submission and the administration of cheques as required
  • Maintenance of the Timeware system to enable the complete and accurate recording and reporting of the number of hours worked by all weekly paid employees
Qualifications for assistant, finance
  • Uses word processing, design and project programs as necessary for educational materials, charting and graphic presentations
  • Writes memos, reports and other correspondence in a clear, logical, accurate, succinct and grammatically correct manner
  • Drive and resilience are needed to effectively identify issues and see through to resolution
  • Relevant accounting & financial experience
  • Experience of working in pressurised environment
  • Conscientious and meticulous in approach to work

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