Financial Assistant Job Description
Financial assistant
provides general clerical/ office support to unit management such as filing, opening mail; word processing; receptionist duties; basic bookkeeping.
Financial Assistant Duties & Responsibilities
To write an effective financial assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included financial assistant job description templates that you can modify and use.
Sample responsibilities for this position include:
Purchase ledger and queries
Cashbook posting
Banking of receipts
Daily/monthly cash reporting
Trial balance reconciliation
Supporting other finance teams
Working closely with external and internal auditors
Intermediate to complex audits and account reconciliations using various financial systems
Performs periodic posting functions including G/L reconciliations
Researches document errors and general inquiries
Financial Assistant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Assistant
List any licenses or certifications required by the position: CPA, APS, OMB, RFI, CMA, CA, TDS, MRP, HEG, ACCA
Education for Financial Assistant
Typically a job would require a certain level of education.
Employers hiring for the financial assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Education, Business, Business/Administration, Computer, Management, Communication, Associates, Financial Management
Skills for Financial Assistant
Desired skills for financial assistant include:
Microsoft Office
Authority limits
Basic bookkeeping and mathematics
Best Practices
Departmental routines
Financial spreadsheets
Microsoft Office Suite
Relational database packages
Excel
Office procedures and bookkeeping
Desired experience for financial assistant includes:
Oracle based software a plus
IAQ / IMC / AAT or similar professional banking or accounting qualification preferable, although not essential
Experience in a financial services is desirable
Experience of working in a deadline / case load driven environment preferable
Highly organized and motivated team player
Specialized knowledge or skills related to the programs or unit’s activities and objectives
Financial Assistant Examples
1
Financial Assistant Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of financial assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial assistant
- Lead all compliance aspects of a legal entity
- Complete tax packs and tax questionnaires for income tax provision and tax return preparation for legal entities
- Liaise with the tax dept and external advisors in this regard
- Review legal documents requiring execution in relation to integration steps for acquired entities and ensure correctly reflected for local statutory purposes
- Assist with the preparation of dissolution plans for acquired entities
- Provide support in managing entities for dissolution
- Collaborate with internal departments and with external consultants to ensure dissolution of acquired entities is completed within the required timeframe
- Maintain records of all events relating to dissolutions in an organised and secure manner
- Communicate relevant issues, status, updates, proposals etc to senior management
- Prepare documentation so that purchase orders can be set up for services and deal with any supplier queries on payment status etc
Qualifications for financial assistant
- Credit analysis and credit review
- Familiar with VAT system
- Key stakeholders will be the UK Financial Controller, European and Corporate Financial Planning and Analysis teams UK business unit P&L owners
- 2-3 years general accounting and office experience
- You'll have experience working in a large office environment with strong customer service skills and be able to guide clients through complex processes and information
- You'll ideally have skills within financial assessment or social care processes but this is not essential
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Financial Assistant Job Description
Job Description Example
Our innovative and growing company is looking for a financial assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial assistant
- Interface daily with project manager and project delivery team
- Participate in project review preparation, execution, and follow up as agreed with Project Manager and Review team
- Support End Market Finance Lead in monthly close activities as outlined by Africa Financial Management team
- Assist in the preparation of the project risk analysis and revenue authorization requests
- Work proactively over the month to clear project financial issues in APIC
- Assist to prepare budget and maintain controls on spending to ensure budgetary limits are met
- Administrative tasks include copying, departmental mailings, assisting in file management (to include but limited to filing, archiving, purging, ) and assisting with other miscellaneous office tasks as needed
- Work requires the exercise of considerable judgment to ensure that transactions are in accordance with policies, procedures, and regulations
- Work with departmental personnel, other university departments, and vendors to resolve problems associated with departmental accounting functions, as requested by departmental managers
- Serve as back-up office receptionist for the department, participate in departmental events, and assist with administrative tasks including copying, departmental mailings, filing, and other miscellaneous office tasks as needed
Qualifications for financial assistant
- Reconciliation of the balance sheet as part of month end processes fixed assets, inventory, bank, inter-company, accounts payable and receivable, payroll, Reconciling and filing of VAT returns and purchasing control
- Interest in personal finance and/or the financial planning or investment fields
- Ability and previous experience in client service and support – finding out what clients need and taking initiative to increase client satisfaction
- Experience in some financial planning, analysis and database software such as Naviplan™, Money Guide Pro™, eMoney™, Morningstar™, ProTracker™ -- is a plus but not required
- Securities and insurance licenses not needed
- Provide assistance with credit card issues to various departments across the business
3
Financial Assistant Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of financial assistant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial assistant
- Take receipt of packages, match with PO, and settle discrepancies with vendors on PO vs
- Keep records of employee cash out vs
- Updates calendar, spreadsheets, templates and forms
- Creates summary reports
- Coordinates and/or provides information for annual salary review process
- Reconciles VISTA entries on budget templates to ensure payroll is correct
- Prepares account, budget, cost, expenditure and/or funds analysis
- Provides reports to managers/PIs in tracking payment status and notification when balances and activities do not comply with policy, procedures or are inadequately prepared
- Provides administrative support to our transportation group in the St
- Liaise with outsourced partners in the preparation of EMEA subsidiaries’ local statutory and tax accounts in six countries (UK, SE, FR, IT, ES, DE)
Qualifications for financial assistant
- Qualified or part qualified - ACCA, ACA, CIMA or equivalent
- Experience of Fixed Assets
- Maintains and tracks individual budget accounts
- Work closely with IT to stabilise and further enhance system controls, processes and procedures
- Two or more years’ accounting experience
- Experience providing administrative support in an office environment
4
Financial Assistant Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial assistant
- Provides reports to managers/PIs in tracking payment status & notification when balances & activities do not comply with policy, procedures or are inadequately prepared
- Assists in the development, production and distribution of the F&A newsletter
- Assists in preparations for Town Hall Meetings
- Assists with the logistics for specialized meetings
- Assists with updates to the F&A intranet and/or Sharepoint sites
- Provides assistance to the F&A Project Management Office
- Works with the F&A Administration team and, as needed, with others across F&A to complete initiatives
- Assists with daily operations and provides general support to the assigned function/organization
- Works under supervision to handle moderately complex analysis
- Assists staff on more complex analysis and assignments
Qualifications for financial assistant
- Must be knowledgeable and have experience in accounting principles and cost accounting standards with a history of accuracy, efficiency, and good judgment
- Ability to maintain and manage accounting records of moderate variety and complexity, including preparation of financial reports
- Ability to explain and interpret financial information in a timely and effective manner
- Excellent time management skills and the ability to multi-task in a busy, fast-paced office with frequent deadlines and interruptions
- Must be able to adhere to policies, rules, and operating procedures, and work independently with minimal supervision
- Must be detail-oriented and committed to accuracy and efficiency
5
Financial Assistant Job Description
Job Description Example
Our company is hiring for a financial assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial assistant
- Attend meetings as required, documentation & distribution of meeting minutes
- Occasionally assist with set-up and clean-up of events
- Assists with training of new staff members and provides guidance
- Creates & provides financial training on practice, procedure, policy &/or laws & regulations to customers
- Supervises or leads temporary, part-time or work study students
- Tracks fees paid and contracts signed
- Prepare weekly / monthly cost centre reports and liaising with departmental managers to understand key variances and identify risks and opportunities within the factory
- Having a hands on approach to budgeting and forecasting and an ability to find creative solutions and new ways of working
- Being the custodian of the fixed asset register and creating the projects for the site as we continue to grow and support our safety first culture
- Lead delivery of strategic cost improvement projects someone with some experience in Six Sigma, FI, or other cost reduction programmes
Qualifications for financial assistant
- Outstanding interpersonal skills and ability to be a congenial and participatory team member
- 3+ years of administrative and accounting experience within a university setting
- Knowledge of university foundation accounting
- Experience with PeopleSoft Human Resources and Financials
- Experience with the fiscal-year closeout process for the University
- Bachelor Degree in Accounting/Finance/Economics/Business