Finance Assistant Job Description

Finance Assistant Job Description

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Finance assistant provides change management and training to finance organization as information sharing processes and technologies change, particularly as existing SAP BW reports are migrated over to Microsoft Azure and PowerBI.

Finance Assistant Duties & Responsibilities

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

Sample responsibilities for this position include:

Revise and update PowerPoint presentations and Excel spreadsheets
Assisting the Finance Team with Monthly close
Recording hours
Entering rates
Handling department codes
Manage calendar and schedule of the CFO- Americas
Support presentation needs for the regional team
Coordinate meetings (including regional leadership meetings)
Track vacation of all key direct reports
Perform general office duties for the region organization

Finance Assistant Qualifications

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

Licensing or Certifications for Finance Assistant

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

Education for Finance Assistant

Typically a job would require a certain level of education.

Employers hiring for the finance assistant 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 Finance Assistant

Desired skills for finance assistant include:

Microsoft Office programs
Use and meaning of finance metrics and tools
Microsoft Office
Excel
Microsoft Excel
English
SAP
Integrated accounting package
PowerPoint
Activities and processes

Desired experience for finance assistant includes:

Manage magazine subscriptions for the entire US business
Two + years total business experience
Prior administrative assistant experience dealing with management required
Willingness and ability to learn new computer applications
Must have strong technical ability in financial information systems/applications
Updating WB UK Production Finance Manual every six months – as directed by Financial Controller

Finance Assistant Examples

1

Finance Assistant Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of finance assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance assistant
  • Monitoring of utilities and property services
  • VAT Preperation
  • Accrual and prepayment reviews
  • Files and organizes communications to ensure smooth and timely flow of information in and out of the office
  • Support the AVP and VP of Finance
  • Oversee corporate calendar
  • Prepare cash receipts
  • Processing data in internal tools (i
  • Relief EA roles during absences
  • Manage fixed assets, including new additions, disposals and monthly depreciation
Qualifications for finance assistant
  • Administrative skills are essential but any accountancy training needed (if applicable) will be done locally
  • Responsible for monthly close journals (internal billing, accruals, etc)
  • Refresh departments’ budgets for quarterly forecasts and summary of results and variance explanations for actuals reporting
  • Responsible for loading forecast resource plan into the financial system
  • Maintain headcount reconciliation
  • Help maintain Planning policies, methods, processes, measures, tools, and templates
2

Finance Assistant Job Description

Job Description Example
Our innovative and growing company is looking for a finance assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for finance assistant
  • To be responsible for producing accurate financial reports and input and retrieve ORACLE to budget holders as required
  • Work closely with the Finance team by providing cover for other colleagues, contribute to team meetings, identify new ways of working that improve the service, and look to share best practice across the School
  • To initiate and maintain contact with relevant suppliers and liaise with the Finance Division as required, specifically resolving discrepancies or problems with orders and invoices
  • To be responsible for cheque and cash banking, process cash receipts and initiate cheque payments including administration of petty cash, ensuring compliance with cash handling procedures
  • To ensure analysis codes and account codes are used is a consistent way
  • To be responsible for producing financial reports to budget holders as required to include accurate reconciliation of Research Grants to be produced for the Principal Investigators on a monthly basis
  • To assist in the Post Graduate Open Day – ensuring our new Post Graduate Students have awareness of the services of the Dental Finance Office
  • To assist the Finance and Research Manager in the accurate recording and reconciliation of the School of Dentistry Inventory Database including the Off-site register
  • Ensure all practices within the School are fully compliant with the University’s financial regulations and procedures
  • Manage Calendar for Global Agency Finance Director Agency and International Finance Directors
Qualifications for finance assistant
  • Feel comfortable to deal with daily admin works and provide assistance to the team
  • Able to work at least 5 days/week for 6-9 months, can start to work as soon as possible
  • Experience in an accounts environment
  • Continuously improve process design focussing on simplification, standardisation, quality improvement and cost minimisation
  • Providing support as required to other process areas
  • Minimum 5 years progressive experience in Finance
3

Finance Assistant Job Description

Job Description Example
Our innovative and growing company is looking for a finance assistant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance assistant
  • Assisting with budget process for BCD Ireland
  • Experience of coding overheads to the general ledger and allocating invoices to cost centres
  • Experience of processing overhead invoices and controlling authorisation of these
  • Ability to communicate with suppliers and colleagues, ensuring that queries are dealt with effectively
  • Ability to manage tasks with guidance from line manager
  • Ability to work under pressure and manage time effectively
  • Help with other basic accounting/financial data management, analysis, and process including pricing, sales
  • Accounts receivable – debtors collections and recoveries
  • Prepare staff payroll timesheets for HR payroll processing
  • Attend to customer account enquiries and payments processing
Qualifications for finance assistant
  • Checking the intercompany payment run (once a month)
  • Setting up vendors (suppliers) in maconomy doing credit check/Companies house check
  • Able to respond to changing priorities
  • Able to manage a high volume workload
  • Develop strong relationship with Finance Plus
  • 2+ years AP/AR experience within a multinational environment
4

Finance Assistant Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of finance assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance assistant
  • Assigning and maintaining customer records and management of correct data
  • Assist with Accounts Payable overflow
  • Assist with Accounts receivable overflow
  • Assist with reconciliations (intercompany etc)
  • Other ad hoc duties same day and foreign currency payments and pro forma payments, maintaining files, archiving, assisting auditors with requests, completing reconciliations
  • Take part in everyday shared tasks e.g scanning of Invoices for sending to AP
  • General clerical tasks, checking information, collecting data, handling telephone enquiries, photocopying, transferring of costs, distribution of mail and any other administrative duties relating
  • Maintain strong communication with onshore & offshore team
  • Management of all aspects of RIG and OG forecasts
  • Providing cover for UK Finance Assistant by producing bi-monthly NNS Cash-Ups and branded analysis in accordance with the monthly timetable, when required
Qualifications for finance assistant
  • Bachelor degree, Major Accounting with experience in AR collection 1-2 Years
  • Review regularly expenses for accuracy, proper approval, and identification of expense category, and ensuring correction of any errors or discrepancies
  • Prepare country office budget(s) for both AS/IS and analyze variances
  • Works with Finance Officer to ensure a strong control environment in the office, providing advice on control issues
  • Ensures that audit and quality assurance reviews’ recommendations are implemented
  • Provide advice and guidance on WBG policy and practice
5

Finance Assistant Job Description

Job Description Example
Our innovative and growing company is looking for a finance assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for finance assistant
  • Schedule and arrange department meetings and special events
  • Manage the fleet of company cars with Lease Plan
  • Monitor and file corporate registrations in a timely fashion
  • Produce and distribute various reports to management
  • Coordinate foreign and domestic travel arrangements
  • Perform other duties, tasks and responsibilities as assigned by management
  • Processing of payments to retailers, dealers and customers
  • Web Payments, Retailer Adjustments, B&Q Capital Repayments and the collection of Direct Debits
  • Completion of all other duties associated with the daily cashier duties including Direct Debit rejections, ADDACs, AUDDIS & Direct Credit Files
  • The customer receipts are to be applied to the customer accounts within Portfolio on the day that these are actioned
Qualifications for finance assistant
  • Provides data entry support for daily revenue/census reporting, operating statistics reporting, bi-weekly productivity reporting and other financial projects as assigned
  • Analyzes statistical data and performs limited financial analysis in support of department requirements
  • Develops and/or revises reporting processes for efficiency and in ensuring accuracy and integrity of all data are maintained
  • Demonstrates self-directed ability to work through problems, coordinating input and feedback as necessary to provide for recommended solutions
  • Assists the team in the maintenance and operation of TSI
  • Builds inputs and maintains various spreadsheet applications that support reporting responsibilities (e.g., daily revenue/census, bi-weekly productivity, monthly operating statistics)

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