Financial Assistant Resume Samples
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Financial Assistant Resume Samples
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CB
C Bradtke
Concepcion
Bradtke
21796 Terrell Locks
Philadelphia
PA
+1 (555) 639 1350
21796 Terrell Locks
Philadelphia
PA
Phone
p
+1 (555) 639 1350
Experience
Experience
Los Angeles, CA
Financial Assistant
Los Angeles, CA
Stanton Inc
Los Angeles, CA
Financial Assistant
- Within established guidelines, make decisions regarding planning, organizing and scheduling of work. Resolve most questions and problems without help
- Assist Project Manager with project setup, project monitoring, system updating and closeout; Monitor projects for contract compliance
- Perform project analysis and prepare reports upon request for management review
- Assists with development, maintaining, administration, and tracking of individual budget accounts
- Assist in monitoring and maintenance of static or master data, including bank account management and payment infrastructure
- Manages application and budget processes for various student grants and fellowships, including working with faculty committees
- Perform bank account reconciliations
Houston, TX
Accounts Payable / Financial Assistant
Houston, TX
Runolfsson, Schulist and Kirlin
Houston, TX
Accounts Payable / Financial Assistant
- Support process improvement initiatives
- Support and interact with supply chain to improve quality and efficiency
- Reconcile AP to GL
- Distribute statement of incoming pmts to CFS
- Process incoming payment from customers incl approve the remitter (to prevent suspicious transactions)
- Print and distribute EU Goods invoices for Intrastat reporting
- Ensure correct VAT handling for EU Goods/Services vs Non-EU
present
Phoenix, AZ
Senior Financial Assistant
Phoenix, AZ
Heaney-Blanda
present
Phoenix, AZ
Senior Financial Assistant
present
- Prepare reports for review and analysis to maintain operational & business trend analysis in addition to other reporting for concessionaires, food, merchandise, and operations departments. Assist management in developing financial analysis, reporting, and budgeting
- Validating data, modifying, and scheduling reports to assist with the business intelligence implementation of Microstrategy. Maintains and updates users access to reports
- Support/backup person for the concessionaire reporting & billing
- Understand and actively participate in Environmental, Health & Safety responsibilities by following established UO policy, procedures, training and team member involvement activities
- Perform other duties as assigned
- Manage & prepare customer aging analysis between SAP vs VAT invoices
- Process accounting activities including golden tax system billing/management, VAT invoices issuing
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Syracuse University
Bachelor’s Degree in Accounting
Skills
Skills
- Excellent problem solving skills and ability to be detail oriented
- Good working knowledge of VAT and Construction Industry Scheme advantageous
- Excellent computer skills including proficiency in the use of spreadsheet, database and word processing software
- Ability to absorb and retain details, to communicate persuasively and effectively
- Ability to prioritize, supervise & manage the portfolio of receivables for the desired results
- Detail-oriented and good organizational skills
- Knowledge of SAP Apex/Prism or other large ERP Accounts Payable Systems
- Excellent attention to detail
- Ability to deal professionally with everyone, even in difficult circumstances
- Proficient in computer skills including proficiency in the use of spreadsheet, database and word processing software
15 Financial Assistant resume templates
Read our complete resume writing guides
1
Senior Financial Assistant Resume Examples & Samples
- Prepare reports for review and analysis to maintain operational & business trend analysis in addition to other reporting for concessionaires, food, merchandise, and operations departments. Assist management in developing financial analysis, reporting, and budgeting
- Validating data, modifying, and scheduling reports to assist with the business intelligence implementation of Microstrategy. Maintains and updates users access to reports
- Audit and reconcile billable concessionaire revenue, ensuring appropriate paperwork is submitted, proper taxation occurs, cash deposits are being made and no under or over reporting takes place. Confirm that the concessionaires were billed correctly
- Support/backup person for the concessionaire reporting & billing
- Advanced Accounting knowledge, research, financial analysis,
- Communication skills, analytical skills, problem solving ability and multi-tasking
- Requires a valid Florida state driver's license
- Must have strong organizational skills
- 3-5 years of experience in finance, computer science. Associates Degree (AA) or equivalent from two-year college or technical school is preferred; or combination of education and experience
2
Financial Assistant Accounts Payable Resume Examples & Samples
- To make sure all invoices are scanned and archived timely, accurately and in an organized manner
- To cover the creating and updating of all vendor details for Shared Service Centre represented companies
- Assisting the two AP teams with their day-to-day work; sorting and vendor coding of Freight invoices, returning invoices to vendors and when time allows coding of invoices where necessary
- Adherence to service levels
- Familiarity with Microsoft Office or equivalent tools
3
Operations & Financial Assistant Resume Examples & Samples
- Process all invoices and deposits – including entry into both Quickbooks and eTapestry database systems
- Prepare weekly income reports, and P&L reports as needed
- Record all payables and receivables and reconcile monthly bank statements
- Provide donors with thank you letters and tax deductible information
- Compile petty cash and departmental credit card reports and expense reports for senior staff
- Assist in annual audit of the organization’s financial statements
- Manage 403b retirement account
- Manage all vendor relations including IT support, database inquiries, internet & phone contracts, office supplies etc
- Ensure that office equipment is running smoothly and troubleshoot any issues
- Manage office maintenance and repairs
- Maintain a clean and intuitive digital and physical system of department working files
- Manage store inventory and process online purchases
4
Financial Assistant Resume Examples & Samples
- Excellent time management skills and ability to accurately process work load effectively within a required timeframe, while maintaining accuracy
- Self-starter with strong problem-solving skills
- Demonstrated experience in managing ERP (Enterprise Resource Planning) software
- Proficient computer skills in Microsoft Word and demonstrated expertise using Microsoft Excel
5
Executive Financial Assistant Resume Examples & Samples
- 20% General Office Support
- Answering phones, screening calls, determining whether to forward call or take a message
- Opening and sorting mail. Taking actions when appropriate
- Send out communications for the CFO and Corporate Controller
- Maintaining paper and electronic files
- Making copies, scanning documents, and sending faxes
- Submitting invoices for payment
- Ordering supplies
- 20% Maintaining Calendars and Arranging Meetings
- Proactively manage and maintain calendars for the CFO and the Corporate Controller. Identify, communicate, and resolve calendar conflicts. Ensure that calendars are accurate and current
- Monitor calendar activity throughout the day, reschedule activities if conflicts arise
- Coordinate and schedule meetings, telephone calls, and conference calls
- Communicate all meeting requirements (location, date, time, logistics, deliverables, etc.) to all participants in a timely manner
- Arrange for meeting space and, as required, A/V equipment and foodservice
- Send out weekly travel schedule for Corporate leadership team and Corporate Finance leadership team
- 20% Analyses and Special Projects
- Prepare analyses related to Company activities using Excel
- 15% Arranging Travel and Preparing Expense Reports
- Coordinate all travel arrangements for the CFO, the Corporate Controller, and their direct reports (as requested) in conjunction with the Company’s travel agency
- Ensure coordination of travel plans with all other travel participants
- Prepare and communicate travel agendas
- Prepare expense reports for the CFO, the Corporate Controller, and their direct reports (as requested) in a timely manner
- 10% Preparing Reports and Presentations
- Coordinate and prepare materials for quarterly Board of Directors and committee meetings, including financial schedules
- Prepare presentations for other meetings as requested (e.g., strategic plans)
- 10% Other
- Assist with the processing of matching gifts for the Meredith Foundation
- 5% Back Up the CEO’s Executive Assistant
- Provide back-up support to CEO’s Executive Assistant on a daily basis, including answering phone calls
- Ability to communicate effectively with individuals at all levels, within and outside of the Company
- Good written communication skills and the ability to independently compose correspondence and other written materials
- Ability to manage and prioritize multiple tasks and shifting demands
- Ability to maintain confidential information and exercise good judgment and discretion
- Good problem solving skills and ability to pay attention to details
- Strong computer skills (Word, Excel, PowerPoint, and Outlook)
- Ability to operate office equipment (e.g., printers, copies, etc.)
6
Senior Financial Assistant Resume Examples & Samples
- Manage & prepare customer aging analysis between SAP vs VAT invoices
- Process accounting activities including golden tax system billing/management, VAT invoices issuing
- Credit Note follow up, reconciliation between VAT invoices
- Follow up with compliance colleagues to arrange and make sure sufficient VAT invoices for new business in place, timely communication to clients
- Credit limit analysis against VAT invoice, coordination & solve the daily challenge in terms of VAT invoices raise by clients
- Coordination on the receivable procedures, timely remind relative stakeholders about the VAT invoices impact to the business
7
Financial Assistant Resume Examples & Samples
- Intermediate to complex audits and account reconciliations using various financial systems. Daily data entry for various revenue sources
- Perform periodic posting functions including G/L reconciliations; assemble revenue estimates & G/L analysis
- Research document errors and general inquiries; escalate discrepancies as appropriate. Assist with internal & external audits. Month-end accounting duties as assigned
- Understand and actively participate in Environmental, Health & Safety responsibilities by following established UO policy, procedures, training and team member involvement activities
- 0-2 year’s general accounting and office experience; or equivalent combination of education and experience
- Regularly (2/3) talk; sit for prolonged periods; hear audible alarms, voice commands with background noise; repeat-use an input device-a keyboard or mouse-in a steady manner; close vision with or without corrective lens. (clear vision at 20 inches or less); distance vision with or without corrective lens. (clear vision at 20 feet or more); color vision (ability to identify and distinguish colors; ability to work in varied light conditions including low or diminished lighting; maintain alertness and attentiveness up to 4 hours while working varying hours; maintain concentration/focus (e.g., ability to interpret the work environment and make decisions on predetermined operating policies and procedure)
- Occasionally (1/3) walk for prolonged periods (including ability to walk at a given pace that is predetermined by a moving sidewalk); stand for prolonged periods; use of hands and fingers to grip, pinch, handle or feel objects, tools or controls; climb stairs/ladders; work at heights for prolonged periods of time including heights with or without railings or over open pits greater than 4 feet; balance; stoop, kneel, crouch or crawl; reach, pull, push with hands and arms above and below head; repeat motions more than twice per minute; work in an environment subject to vibrations; lift/push up to 25 pounds with control; work in an environment with flashing lights including strobe lamps; depth perception (vision, ability to judge distances and spatial relationships); adjust focus (ability to adjust the eye to bring an object into sharp focus while in changing light conditions e.g., sunshine to indoor or dark conditions); peripheral vision (ability to observe an area that can be seen up and down or to the left and right while eyes are fixed on a given point)
- Occasionally (1/3) work in wet, humid conditions (non-weather); be exposed to loud noise levels (noise when raised conversation is needed); use a motorized company vehicle or a leased or personal vehicle for company business; will require a valid Florida state driver’s license; work in outdoor weather conditions to include direct sunlight, heat or cold
8
Financial Assistant Resume Examples & Samples
- Performs periodic posting functions including G/L reconciliations; assembles revenue estimates & G/L analysis; prepares reporting & balance sheet review; adjusts sales as required
- Researches document errors and general inquiries; escalate discrepancies as appropriate. Assists with internal & external audits, and invoice & inventory validation. Month-end accounting duties as assigned
- 2-3 years general accounting and office experience; or equivalent combination of education and experience
- Regularly (2/3 of the time or more) talk; sit for prolonged periods; hear audible alarms, voice commands with background noise; repeat-use an input device-a keyboard or mouse-in a steady manner; close vision with or without corrective lens. (clear vision at 20 inches or less); distance vision with or without corrective lens. (clear vision at 20 feet or more); color vision (ability to identify and distinguish colors; ability to work in varied light conditions including low or diminished lighting; maintain alertness and attentiveness up to 4 hours while working varying hours; maintain concentration/focus (e.g., ability to interpret the work environment and make decisions on predetermined operating policies and procedure)
- Occasionally (1/3 of the time or less) walk for prolonged periods (including ability to walk at a given pace that is predetermined by a moving sidewalk); stand for prolonged periods; use of hands and fingers to grip, pinch, handle or feel objects, tools or controls; climb stairs/ladders; work at heights for prolonged periods of time including heights with or without railings or over open pits greater than 4 feet; balance; stoop, kneel, crouch or crawl; reach, pull, push with hands and arms above and below head; repeat motions more than twice per minute; work in an environment subject to vibrations; lift/push up to 25 pounds with control; work in an environment with flashing lights including strobe lamps; depth perception (vision, ability to judge distances and spatial relationships); adjust focus (ability to adjust the eye to bring an object into sharp focus while in changing light conditions e.g., sunshine to indoor or dark conditions); peripheral vision (ability to observe an area that can be seen up and down or to the left and right while eyes are fixed on a given point)
9
Financial Assistant Resume Examples & Samples
- Support the financial analysis of the Distribution group's contribution to Transamerica's earnings and returns, including but not limited to, consideration of agent debt, actual to allowable, product earnings/returns and cost/benefit analysis of new deals and bonuses
- Assist in analyzing and reporting on monthly sales results via various sales reporting tools, providing insight to management on what is driving positive and negative results
- Assist in the preparation and analysis of projects, as assigned
- Perform benefit plan administration for agents and GAs, including premium payments, supporting plan sponsor duties, and reconciliation of accounts used to collect and pay premium
- Calculate and coordinate bonus and commission payments to IMO’s, GAs and sales team
- Track lead generation
- Maintain confidentiality of compensation and benefits information
- Bachelor’s degree in accounting or related field, or equivalent experience
- Three years of experience in accounting or finance function
- Experience reconciling asset, liability and expense accounts
- Math aptitude, analytical skills and attention to detail
- Customer service oriented to respond promptly to the business groups supported
- Proficiency using MS Excel and reporting tools
- Knowledge of qualified and non-qualified benefit plan administration
10
Financial Assistant Resume Examples & Samples
- Exceptional organizational and problem solving skills with keen attention to detail
- Strong commitment to team and excellence in customer service
- Ability to successfully manage and meet competing deadlines
- Intermediate skills in Microsoft Outlook, Word, and Excel
- Experience with Harvard Financial systems, including Oracle applications, PeopleSoft and HCOM a plus
11
Financial Assistant Resume Examples & Samples
- Share service expertise on all Kellogg School of Management payroll-related transactions including
- A high school diploma or the equivalent combination of education and experience from which comparable knowledge and abilities can be acquired
- 3 years of accounting experience and strong mathematical ability
- Proficiency in Kronos, FASIS, and NUFinancials
12
Financial Assistant Resume Examples & Samples
- Proficient in computer skills including proficiency in the use of spreadsheet, database and word processing software
- Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in accounting or related field
- Demonstrate willingness to learn, flexible, and adaptable
13
Financial Assistant Resume Examples & Samples
- Proficient computer skills on MS office
- Excel level 3
- Previous experience in a project management system
- 2-5 year experience in project accounting or more than 10 years financial accounting experience
- Experience in billing and AR
- Familiar with project revenue generation and cost planning
14
Financial Assistant Accounts Payable Temp Resume Examples & Samples
- For Accounts Payable area this means in detail
- Knowledge of Microsoft Office or equivalent tools
- Ability to read, write and communicate in English in a business setting
- Understanding and experience with VAT in AP setting
- Customer focus as the base of our business
15
Financial Assistant Controller Resume Examples & Samples
- 18+ years of experience with accounting and financial reporting, including supporting SEC filings and international statutory filings under IFRS
- Experience with acquisition target due diligence and integration
- Experience with a well-reputed public company, including a global, government contractor
- Experience with leading large teams and managing projects
- Knowledge of all aspects of generally accepted accounting principles, SEC regulations, and the provisions of the Sarbanes-Oxley Act
- Ability to build relationships and communicate with peers, subordinates, and executive management
- Experience with implementing and upgrading systems
- Possession of excellent oral and written communication skills
- Possession of technological, analytical, organizational, management, and leadership skills
- MA, MS, or MBA degree a plus
16
Financial Assistant Resume Examples & Samples
- Management of corporate cards and pcards for Cambridge and overseas staff including sending monthly notices to staff regarding due dates, sending paperwork to Central, reconciling the corporate card of the Faculty Director and other faculty members. Assures timely payments of expenses and compliance with University policies
- Processes vendor payments and individual reimbursements
- Serves as liaison with term billing office on student payments. Coordinates with Cambridge and overseas staff on student names and payment amounts
- Manages application and budget processes for various student grants and fellowships, including working with faculty committees
- Prepares journals as necessary for Finance Department
- Serves as information resource to faculty and staff on established financial policies and procedures pertaining to travel, reimbursement, taxes and visas
- Works with other Harvard departments and schools on payments, reimbursements and transfers
- Prepares financial reports as needed including monthly reconciliation of Cambridge expenses
17
Financial Assistant Resume Examples & Samples
- 3 years accounting and/or bookkeeping experience or the equivalent combination of education and experience
- Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in Accounting, Business Administration, Finance or related field; OR 2 years financial administration work experience; OR appropriate combination of education and experience
- 1 year financial, budgeting and/or preparing account reconciliations or financial statements along with financial analysis experience
18
Financial Assistant Resume Examples & Samples
- Assist with general administrative functions, including making copies; ordering books and supplies; maintaining files; preparing correspondence; maintaining calendars; scheduling the conference rooms and other general support
- Prepare purchase orders and process receiving
- Prepare materials for faculty coursework and post materials to
19
Financial Assistant Resume Examples & Samples
- Minimum 2 years finance and/or accounting experience
- College courses in accounting or 4 1/2 years in lower level accounting position is preferred
- Previous AP experience
- Strong interpersonal skills and working with others
- Provides good customer service
- Familiarity in PeopleSoft applications
- Microsoft Office (Excel/Word) proficiency
- Motivated self starter with sense of urgency and results oriented; promotes positive attitude
20
Financial Assistant Resume Examples & Samples
- Payroll and Tuition Management
- Associate's Degree in Business Administration or the equivalent combination of education and experience
- 2+ years experience of progressively more responsible bookkeeping/clerical accounting experience
- Takes forceful stands on issues without being excessively abrasive; expresses own opinions even when adopting an unpopular position
- 4+ years experience of progressively more responsible bookkeeping/clerical accounting experience
21
Financial Assistant Resume Examples & Samples
- Reporting Daily Order Intakes
- Capturing Monthly Forecasts
- Drawing costing reports and other financial reports for the management team
- Administration of customer billing process (projects, drop off, services billing) – attention to detail
- Working closely with our Central Finance team, to ensure that billing targets are met
- Analysing and Managing of Backorder
- Analysing and Managing of WIP
- Ensuring that the Managed Services Revenue is correct on a monthly basis
- Assist debtors with invoices and credit notes
- Liaising/Sorting out queries with our warehouse
- General Finance roles and responsibilities
- Adhoc finance related duties
- Matric, plus Diploma/BCOM Degree or studying towards a financial qualification
- 1 - 4 Years plus working experience in a financial environment
- Working knowledge of financial policies and procedures is required
- Well developed skills to communicate at all levels and to value our widely diverse base of customers
- Accounting and problem solving skills
- Accuracy, compliance and good corporate governance is an integral part of day-to-day duties
- Ensure that all deadlines are met
- MS Office, Advanced Excel & SAP (advantageous)
- Willing to accept responsibility
- Self motivated and shows initiative in tackling tasks even when not specifically required to do so
- Anticipates and provides solutions to the potential problem before it becomes an issue
- Good verbal communication, attention to detail, methodical, able to handle pressure/conflict, results-orientated, good numerical ability, people management skills, team player, self-motivated
22
Financial Assistant Resume Examples & Samples
- Bachelor's degree with 2-5 years work experience
- Strong computer skill and proficient in Microsoft Windows, Word and Excel
- Ability to work independently and efficiently to produce consistent, high-quality results
- A high degree of organization, self-motivation, and great attention to detail is critical
23
Temporary Financial Assistant Resume Examples & Samples
- Assist eligible faculty and executive-level staff in the use of Stanford’s housing purchases programs. Process applications, verify faculty appointments, and generate correspondence to faculty
- Oversee and/or process a variety of complex financial transactions; produce, monitor and reconcile budget statements; research, identify and resolve discrepancies
- Perform office duties including, but not limited to, handling of incoming and outgoing mail, enter data into tables, reports or spreadsheets, making copies, and monitoring and ordering of office supplies
- Advanced computer skills, specifically demonstrated experience in Excel and Adobe Creative Suite
- Knowledge of home loans and refinancing is preferred
24
Imaging & Financial Assistant Resume Examples & Samples
- Being the front facing member of the Radiology Department to internal and external clients/constituents
- Troubleshooting technical issues with the Radiology Equipment
- Escorting patients to rooms for their exams
- Interview patient prior to examination to obtain pertinent information need for imaging documentation
- Making updates to patient electronic files, as needed
25
Financial Assistant Controller Resume Examples & Samples
- Oxley Act Section 404. Partner with the controller and Chief Accounting Officer (CAO) and the Chief Financial Officer (CFO) to develop and implement financial strategies for the company. Collaborate with the controller and CAO to set and enforce accounting policy in addition to working with other departments throughout the organization to develop and implement positions and processes on best practices for the firm. Report directly to the controller and CAO and interface with other senior management team members, internal audit, audit committee of the board of directors, external advisors, independent external auditors, and other stakeholders
- Experience with a well
- Reputed public company, including a global, government contractor
- Knowledge of all aspects of generally accepted accounting principles, SEC regulations, and the provisions of the Sarbanes
- Oxley Act
26
Financial Assistant Resume Examples & Samples
- High school diploma or equivalent required. College degree or vocational school/certification is a plus
- Prefer knowledge of MAXIMO and Oracle Systems and other computer applications (i.e. Excel, Microsoft Word, PowerPoint, Documentum)
- Prior experience in invoice processing and expense statements
- Prefer knowledge of purchasing/ contract principles, practices, and procedures
- Positive attitude and ethical behavior, high degree of confidentiality
- Ability to be flexible, organize, prioritize, and perform multiple/diverse activities with minimum supervision
- Effective customer service skills
- Excellent oral and written communications
- Analytical skills for quick evaluation and resolution of problems
- Ability to manage multiple priorities, often under tight deadlines
- Ability to make administrative/procedural decisions using sound, seasoned judgment
- Strong project organization and coordination skills
27
Accounts Payable / Financial Assistant Resume Examples & Samples
- Ensure prompt and accurate processing of incoming invoices
- Review scanned invoices for correct posting in AP Ledger
- Match invoices for goods vs Purchase Order
- Ensure correct VAT handling for EU Goods/Services vs Non-EU
- Print and distribute EU Goods invoices for Intrastat reporting
- Monitor and act on over due invoices to prevent late payment
- Support and interact with supply chain to improve quality and efficiency
- Support the organization with AP related matters
- Submit/review statements to/from vendors
- Reconcile AP to GL
- Process incoming payment from customers incl approve the remitter (to prevent suspicious transactions)
- Distribute statement of incoming pmts to CFS
- Reconcile AR to GL
- Support process improvement initiatives
- College/University degree
- Preferably 1+ year experience in a finance role
- Languages: English – advanced level
- PC skills: MSOffice, ERP system
28
Financial Assistant Resume Examples & Samples
- Provide clerical support to the finance department
- Process all invoices in a timely manner
- Take receipt of packages, match with PO, and settle discrepancies with vendors on PO vs. invoices
- Act as the point person for all inquiries in regards to invoicing
- Process daily sales audits
- Flash reporting for future purposes
- Have tight control of cash control policies and procedures in the attractions
- Create and process daily manifests and audits
- Keep records of employee cash out vs. daily reporting
- Investigate and report for discrepancies
- Maintain confidential information
- Communicate persistent discrepancies to appropriate personnel
- Notify the financial controller of any cash, check or credit card discrepancies and investigate the discrepancies
- Liaise between finance and all levels of staff to ensure full knowledge of all significant finance issues
- Ensure ready access finance information, by maintaining proper files
- Oversees front of house to ensure admin procedures are adhered to, such as voucher redemptions processing, prices, and promotions are displayed
- Ensure that Accesso is updated with current coupon codes/discounts
- Responsible for monitoring and controlling costs within the boundaries of the office cost budget
- Perform other reasonable duties or activities which may be required as appropriate
29
Temporary Financial Assistant Resume Examples & Samples
- Accounting policy and procedure
- Audit
- Bank deposits
- Benefits accounting
- Budget
- Financial Statements Forecasting
- Investment asset accounting
- Procurement card program
- Risk accounting
- Salary administration
- High school diploma or the equivalent Bachelor's degree preferred
- 3 years accounting &/or bookkeeping or other relevant experience
- Preferred candidates with work experience within University setting
- Prefer experience with PeopleSoft
30
Financial Assistant Resume Examples & Samples
- Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in finance-related field; OR appropriate combination of education and experience
- Prior working experience in an academic setting
- Demonstrated ability to think proactively
- Demonstrated high attention to detail; and
- Ability to thinking analytically
31
Temporary Financial Assistant Resume Examples & Samples
- Perform moderately complex finance functions and/or activities related to budgeting and forecasting
- Run and analyze financial reports, often from multiple systems; assist in preparation of management information reports
- Participate as a member of a project team and contribute to change management strategy through communication and collaboration with others
- Understanding and ability to apply basic accounting skills and concepts
- Basic project management skills and ability to contribute as part of a project team
32
Financial Assistant Resume Examples & Samples
- Processing of vendors’ invoices, employees’ expense claims, payment files; ability to follow up and resolve outstanding items and exceptions in a timely manner
- Processing cash application, customer master data maintenance, pricing adjustments, credit hold release, cash collection and other tasks
- Contribution to the definition of service standards and continuous management of service level agreements with internal stakeholders and external vendors
- Responsible for the timely preparation of the month end closing procedures in high quality
- Ensure financial records are in compliance with GAAP. Consistently maintains appropriate internal controls and upholds company policies & procedures including Worldwide Controller’s manual
- Interacts successfully with internal and external auditors by providing timely & accurate data and communication
- Evaluates processes and recommends & implements process improvements
- Helps develop, maintain and assess internal controls related to Gilead’s accounting and financial reporting systems
- Interacts successfully with non-financial personnel; ensure proper training and development objectives are met
- Excellent interpersonal skills - the ability to work effectively across multiple functions and different cultures
- 3 years+ relevant experience in a multi-national environment (experience financial shared services is preferable)
- Knowledge of the Biotech or pharmaceutical industry including market regulation and compliance would serve as a distinct advantage
- Accounting/ Finance / Business degree
- ACA/ACCA/CPA qualification is preferred
- Strong knowledge of US GAAP, accounting principles and practices
- Experience in interacting with external and internal auditors along with detailed knowledge and experience of SOX Compliance
- Working knowledge and experience of Oracle or similar ERP product
- Proficiency with Microsoft tools (Excel, Outlook, and Word) required
- Self-starter and able to act on own initiative
- Self-driven with high levels of integrity, excellence and teamwork
- Excellent problem solving skills and ability to be detail oriented
- Capable of managing multiple priorities simultaneously, working under pressure and to meet strict reporting deadlines
- Excellent communication and interpersonal skills (oral, written, presentational)
- Project Management skills and experience desirable
- Demonstrates team work and collaborate approach to work
- Knowledge in Japanese
33
Financial Assistant Resume Examples & Samples
- Associate's or Bachelor's degree preferred, High School or equivalent required
- Minimum 3-5 years of financial (A/P, bookkeeping, data entry) experience required
- Prior experience with CMU financial systems preferred (Oracle)
34
Financial Assistant Resume Examples & Samples
- Provides day-to-day financial & accounting support using an advanced knowledge of applicable skills, methods & practices & some innovation, analysis, & reasoning to choose appropriate alternatives from among pre-defined policies & procedures to complete work that includes successive steps & involves some non-routine problems &/or decisions
- Applies industry and professional standards, university policy and procedure, federal and state laws and other regulations
- Provides administrative &/or clerical support
- Please highlight areas of responsibility below
- Bachelors degree with a focus on finance or accounting
- Knowledge and skills around balance sheets, insurance processing, claims, and general finance management
- Experience in both financial and revenue cycle operations within a healthcare industry is preferred
35
Financial Assistant Resume Examples & Samples
- 3 years' accounting &/or bookkeeping or other relevant experience
- Understanding of accounting principles, experience with budgeting & financial management/reporting
- Highly proficient with Microsoft Office suite (particularly Excel), and overall technical aptitude
- Strong attention to detail / well organized
- Effective communication skills (written and oral)
- Collaborative, ability to work/partner with Faculty and all levels of staff, provide excellent customer service/support
- Experience working within academia, or the healthcare industry either in a provider or academic setting
- Strong analysis and financial reporting skills
36
Financial Assistant Resume Examples & Samples
- Own and control all cash movements to ensure correctness and accuracy of postings
- Carry out daily, weekly and monthly bank reconciliations
- Maintain the daily cash book and ensure that all receipts and payments are entered on the cashbook spreadsheet and on Coins at the start of each day
- Take the necessary action to resolve all unallocated cash on a timely basis
- Prepare purchase ledger and subcontract ledger payments submitted for payment by the SSC
- Raise and post manual cheques on a timely basis
- Production of relevant balance sheet reconciliations, analysis and resolution of queries
- Responsibility for 2 Accounts Assistants who process expenses and overtime and support other ad-hoc finance tasks, overseeing and controlling these procedures
- Carry out regular appraisals of the direct reports and identify any training needs
- Support the Group Shared Service Centre through error notification, providing advice in order to try and ensure correct procedures are followed and assisting with problem resolution where necessary
- Ensure that controls are maintained and, where necessary, new ones are implemented to safeguard the finances of the company
- Assist in implementing and managing controls to identify employees who are claiming taxable expenses that should be identified for the PAYE or P11D and those who are poor at submitting complete and accurate expense claims
- Responsibility for payroll and employee expense related balance sheet accounts including monthly reconciliation and timely resolution of issues and outstanding balances
- Maintain the SAN Authority Levels document and ensure that all interested parties are kept informed of the changes and process updates and exceptions with the required approvals
- Back up and holiday cover for the senior financial accountant with regard to the weekly cash reporting and forecasting process
- Assist with sales and purchase ledger reviews and regular clean up exercises where appropriate
- Ensure statutory payments (including those relating to VAT and CIS tax) are made in accordance with the required deadlines
- Studying towards / achieved AAT Qualification
- Cash Management and ledger experience required
- Good working knowledge of VAT and Construction Industry Scheme advantageous
- Experience of staff management preferable
- Professional and proactive
- Be able to work to strict deadlines
- Be self-motivated, capable of working under own initiative and as part of a team
- Possess good communication skills, verbal written and listening
- Demonstrable a high level of time management skills
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Financial Assistant Resume Examples & Samples
- Experience with processing routine financial accounting transactions in an online environment
- Work experience in general accounting and fund accounting and experience with identifying account variances and researching discrepancies in accounting ledgers
- Skill in communicating effectively and professionally, using tact and diplomacy
- Skill in the use of personal computers and experience with preparing detailed financial spreadsheets and reports using Microsoft Excel
- Skill in accurate record keeping with strict attention to detail
- Excellent written communications skills, including the ability to compose business correspondence, edit, and use correct spelling, punctuation, and grammar
- Ability to function independently and take responsibility for results; organize workload with close attention to detail; manage multiple tasks and timelines; skill in independently research questions and make appropriate contacts for problem solving
- Ability to work as a team-player and establish and maintain cooperative working relationships
- Skill in maintaining confidentiality in all office matters
- Skill in making appropriate job decisions following established policies and procedures
- Demonstrated experience with the UCR Financial System, recharge system, and other UCR online purchasing and campus work order systems
- Working knowledge of UC policies and procedures
- Working knowledge of the UC Payroll Personnel System (PPS) and the hiring process
- Work experience in higher education
- Experience working with members of the performing arts community, especially artists in the fields of Creative Writing, Dance, Music, and Theatre
- Experience within a customer service oriented environment responding to and meeting/exceeding the needs of the customer while adhering to policy
38
Financial Assistant Resume Examples & Samples
- Assist Director of Business Operations with maintenance of Affiliate Management System and provide backup coverage when necessary. Responsibilities include creation and maintenance of special market accounts in Affiliate Management and Signal databases; signal authorizations as well as contract management. Additionally, assist with contract/signal management filing and ad hoc requests
- Provide support for Expense Management and Reporting & Analysis Teams in the form of monthly compilation and review of select reports and schedules. Assist in the creation and review of month close, monthly forecast and annual budget reporting. Assist in the preparation of documents for monthly close meetings
- Provide general administrative support to the SVP and to the Affiliate Finance and Business Operations Team. Responsibilities include: new employee setup; track team vacation schedules; order office supplies; perform credit checks for new distributors; meeting scheduling; coordinate printing and distribution of presentations
- Provide revenue management support for smaller independent affiliates. Responsibilities include review of monthly subscriber reporting, confirmation of proper billing of contract terms, review of accounts receivable, print and organize month-end close reports and ensure timely cash receipts and adherence to collection policies
- College degree in business administration, finance, accounting, or related field preferred
- 1 - 2 years experience in billing, accounts receivable and collections or related field preferred; strong internship experience will be considered
- Accuracy and reliability are critical
- Ability to efficiently juggle multiple tasks and shifting priorities
- Proficient with Microsoft Excel, Word, and PowerPoint or related software
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Financial Assistant Resume Examples & Samples
- Undergraduate Degree in Finance Preferred
- Proficient in Microsoft Office Suite (Word, Excel, and Powerpoint)
- Excellent organization and time management skills as well as the ability to prioritize requests are required to ensure that all tasks are accomplished in a timely and accurate manner
- Strong interpersonal skills are required as this position interacts with all Finance teams as well as Business Unit employees and vendors
- The ability to provide excellent customer service is essential
- Competency with EnterpriseOne or similar accounting software
- The ability to work in a team environment is a must
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Eps Financial Assistant Resume Examples & Samples
- Knowledge and understanding of accounting principles and fiscal review and reporting
- Experience interpreting and applying federal, state and University rules, regulations and policies
- Skills using an automated accounting system to process accounting documents and transactions
- Experience using various software programs for word processing (MS Word), spreadsheets (MS Excel) and database entry
- Interpersonal, communication and customer service skills to handle complex and confidential issues with appropriate professionalism and discretion; and to work with a diverse group of individuals including faculty, staff, students, visitors and external sponsors
- Experience with UC Kuali financial system and DS reporting system
- Writing, editing and proofreading skills to prepare correspondence, documents and reports
- Experience developing, implementing and maintaining efficient and effective record keeping systems
- Experience with UCD Pre-purchasing approval and AggieBuy procurement system
- Experience with UCD PPS payroll system
41
Financial Assistant Resume Examples & Samples
- Detail-oriented and good organizational skills
- Excel proficient
- 1-2 years of People Soft experience
42
Area Coordinator / Financial Assistant Resume Examples & Samples
- The functions listed describe the business purpose of this job. Specific duties or tasks may vary and be documented separately. The employee might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity
- All assigned duties or tasks are deemed to be part of the essential functions, unless such duties or tasks are unrelated to the functions listed, in which case they are deemed to be other (non-essential) functions
- Employees are held accountable for successful job performance. Job performance standards may be documented separately, and may include functions, objectives, duties or tasks not specifically listed herein
- In performing functions, duties or tasks, employees are required to know and follow safe work practices, and to be aware of company policies and procedures related to job safety, including safety rules and regulations. Employees are required to notify superiors upon becoming aware of unsafe working conditions
- All functions, duties or tasks are to be carried out in an honest, ethical and professional manner, and to be performed in conformance with applicable company policies and procedures. In the event of uncertainty or lack of knowledge of company policies and procedures, employees are required to request clarification or explanations from superiors or authorized company representatives
- Carries out diverse administrative duties and implements organizational policies and practices on behalf of and as directed by the Area Vice President
- Aids line management in a staff capacity by coordinating office services, such as personnel, budget preparation and records control, and conducting special management studies
- Acts as a liaison between the Area Office, Region Office and operating center functions and resolves day-to-day operational issues
- Collects, organizes, inputs, compiles, analyzes and presents information pertaining to operations such as financial reports, budgets, customer service reports, and company or supervisor report requests; compiles data and arranges for final preparation of reports for management decision-making
- Plans and schedules meetings and events; maintains calendar of appointments and travel itineraries; coordinates related arrangements
- Prepares correspondence, memoranda and reports; prepares and distributes minutes of meetings; prioritizes and responds to communications
- Responsible for Accounts Payable, Accounts Receivable & payroll functions
- Performs fixed asset ordering and tracking
- Performs tasks and duties of a similar nature and scope as required for assigned office
- Thorough understanding of standard office procedures and practices
- Knowledge of basic bookkeeping
- Ability to read, analyze, and interpret various internal and external documents and reports
- Ability to write reports and business correspondence in a clear and concise manner
- Ability to present information effectively and to respond to questions from groups of managers, customers, and the general public
- Demonstrated proficiency in various office productivity software including word processing, spreadsheet, presentation, and database applications
- Ability to analyze a variety of data and develop recommendations and solutions
- Planning, organizing, and project management skills
- Ability to communicate clearly and concisely
- Ability to be an effective team member and handle project leadership responsibly
- Ability to adapt to changes in the external environment and organization
- Ability to carry out multiple assignments concurrently
- Courteous telephone manner
- Strong customer service and results orientation
- Maintaining composure in dealing executives, staff, clients and the public
- Must undergo and meet company standards for background and reference checks, controlled substance testing, and behavioral selection survey
- Required ability to handle multiple tasks concurrently
- Regular talking and hearing
- Frequent lifting and/or moving up to 10 pounds and occasionally up to 25 pounds
- Close vision, distance vision, and ability to adjust focus
- EOE/M/F/Veterans/Disability
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Financial Assistant Resume Examples & Samples
- Within established guidelines, make decisions regarding planning, organizing and scheduling of work. Resolve most questions and problems without help
- Perform a variety of basic accounting procedures such as cash posting, preparing journal entries and gathering data from the general ledger
- Compose routine correspondence. Type and proofread letters, memos and other documents using proper grammar, spelling, and punctuation. Compile data for standard and special reports. May transcribe and distribute minutes of meetings
- Schedule and prepare for meetings; screen and direct incoming calls and visitors; assist with travel arrangements; maintain files, records and individual/department calendars
- Use business software applications (word processing, presentation, spreadsheet, etc.) to prepare memos, reports, presentations, agendas, minutes, etc
- Work cooperatively with internal and external customers. Assist other departments, as needed. Respond to requests for information form outside the department
- Receive, track and process invoices, check requests, expense reports and credit cards
- Organize material for data entry and perform accurate, high-volume data entry
- Operate office equipment including copier, shredder and fax machine. Schedule office equipment maintenance and order supplies. Distribute incoming and outgoing mail
- Solid organizational skills and the ability to manage multiple priorities
- Proper use of grammar, spelling and punctuation, and telephone etiquette
- Ability to maintain confidentiality, discretion and tact
- High school diploma; Associate's degree preferred
- A minimum of 1-3 years of accounting or finance experience
- Proficient use of Microsoft Word, Excel and PowerPoint
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Senior Financial Assistant Resume Examples & Samples
- Audit and reconcile UO revenue and make adjustments as needed. Execute billing and collection processing. Maintain accounting system codes & provide billing support & reporting. Troubleshoot accounting variance errors & discrepancies. Use departmental expertise to respond to inquiries from internal & external clients. Assist with management requests as needed
- Coordinate interim & period-end close tasks & reporting. Maintain & execute accounting processes related to receivables, payables, revenue audits, and sales incentive plans. Manage royalty analysis & payments. Provide periodic financial estimates and reports; maintain G/L reconciliations; provide broad financial data analysis; assist with all internal & external audits. Reviews contracts as required. Special project tasks as assigned
- Prepare departmental metrics. Process required G/L journal entries. Prepare critical financial analysis reports. & business trend analyses. Support budget preparation; tenant reporting & billing, and various incidental tasks that require moderate spreadsheet and analytical expertise
- 3-5 years of experience in finance, auditing Associates Degree (AA) or equivalent from two-year college or technical school is preferred; or combination of education and experience
- Regularly (2/3 of the time or more) Use of hands and fingers to grip, pinch, handle or feel objects, tools or controls; repetition-using an input device-a keyboard or mouse-in a steady manner; ability to maintain concentration/focus (e.g., ability to interpret the work environment and make decisions on predetermined operating policies and procedure)
- Frequently (1/3 to 2/3 of the time) Sitting for prolonged periods of time; ability to maintain alertness and attentiveness up to 4 hours while working varying hours
- Occasionally (1/3 of the time or less) Stand/walk for prolonged periods (including ability to walk at a given pace that is predetermined by a moving sidewalk), talking, hearing audible alarms, voice commands with background noise, climb stairs / ladders, balance, stoop, kneel, crouch or crawl; reach, pull, push with hands and arms above/below head; repeating motions more than twice per minute; lifting/pushing up to 25 pounds with control; ability to work in small or tight spaces
- Specific vision requirements for this role may include: close vision with or without corrective lens (clear vision at 20 inches or less); distance vision with or without corrective lens (clear vision at 20 feet or more); color vision (ability to identify and distinguish colors); peripheral vision (ability to observe an area that can be seen up and down or to the left and right while eyes are fixed on a given point); depth perception (vision, ability to judge distances and spatial relationships); adjust focus (ability to adjust the eye to bring an object into sharp focus while in changing light conditions e.g., sunshine to indoor or dark conditions)
- Occasionally (1/3 of the time or less) Will require a valid Florida state driver’s license; noise level-loud noise (Noise when raised conversation is needed)
45
Financial Assistant Resume Examples & Samples
- Treasury accounting tasks
- Ensure that internal and external deals are confirmed
- Ensure that (treasury) payments are executed correctly and accurately
- Reconcile and account for treasury transactions
- Perform bank account reconciliations
- Monitor the interest payments and maturity schedule for the (intercompany) loans & deposits
- Log and deal with investigations with internal counterparties and banks
- Coordinating the intercompany netting process and monitoring the intercompany balances and payment process
- Assist in month- end procedures regarding intercompany interest, loans and fair values
- Liaising with operating companies with regards to treasury transactions
- Participate in the maintenance of internal quality control of the treasury department
- Assist in monitoring and maintenance of static or master data, including bank account management and payment infrastructure
- Maintain records on bank guarantees and manage documentation on expired guarantees
- Invoicing of guarantee charges to operating companies
46
Financial Assistant Resume Examples & Samples
- Perform complex reconciliations to support the balances as reflected on the monthly balance sheets
- Develop, write, edit and maintain financial worksheets and/or reports on the computer system using appropriate software
- Review monthly account status and transaction printouts for accuracy; work with departmental Administrator and Principal Investigator to resolve problems and to aid in optimizing use of grant and contract funds. Upon expiration, finalizes all expenditures on a timely basis
- Resolve problems/questions relating to invoices with vendors and departments
- Prepare short and long-term contracts with agencies and individuals providing consultative services; process and track all invoices related to consulting contracts and purchases
- Generate monthly reports as directed showing budgets, expenses and reconciled balances in individual accounts and object codes
- Communicate with supervisors and Principal Investigators regarding accounts; works with vendors and other departments, compile data for preparation of yearly budgets for department accounts, including payroll
- Research and process expenditure documents including personnel actions, travel authorizations, advances and vouchers, consulting contracts, purchase orders; ensures that all proper signatures are in place, and activity is in compliance with University and funding agency guidelines
- Purchase and approve invoices against these orders for equipment, books, and supplies
- Track and maintain records of equipment and capital purchases
- Monitor the preparation and processing of payroll and personnel documents for appointments, promotions, terminations and recruitment efforts. Maintains confidential personnel files. Monitors funding sources and expiration dates for all employees to ensure continuity of salary
- Coordinate pre-employment activity with Human Resources for incoming staff as directed
- Serves as liaison between new and existing employees and appropriate Human Resources personnel on matters of payroll, leave time, and other employee benefits
- Associate’s degree in accounting, business or equivalent
- 5 years of progressive office or related experience
- Demonstrated ability to perform statistical calculations and account reconciliation
- Demonstrated skill in the design and maintenance of spreadsheets, databases, or custom reports utilizing Excel
- Ability to interact knowledgeably with vendors/suppliers/contractors, co-workers, and senior personnel
- Skilled in resolution of problems that require considerable investigation, initiative, judgment, and discretion
- Ability to function independently, seek direction where appropriate, and demonstrate excellent and professional interpersonal skills
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Financial Assistant Resume Examples & Samples
- Be aware of the monthly posting schedules to ensure all invoices are delivered and processed on time. Coordinate the submission of invoices on time, ensuring
- Proper calculation of the Withholding Taxes
- Issuance of the Withholding Tax certificates. Send the Withholding Tax certificates to the Vendor. Archiving. Deliver Invoices to the AP processors
- Review all AP records processed and make corrections if necessary, to ensure accuracy of registration. Process AP Invoices in the local system. AP reconciliations. Invoices archiving
- Process payments in the local system. Ensure all the AP reconciliations are made timely
- Reconciled AP in both systems local and reporting
- Ensure all reports are in accordance to the Corporate T&E policy and to the local regulations
- Process T&E transactions in the local system
- Process T&E Credit Card Payments in both local and reporting systems
- Reconcile the Credit Card payment (automatically debited by the bank) with the Concur reports
- Prepare and book the JE related to this Fx result, in both local and reporting systems
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Financial Assistant Resume Examples & Samples
- Maintains positive, professional relationships and an open line of communication between the financial aid staff and academic programs
- Runs reports and queries to reconcile data between systems, working closely with internal and external partners
- Supports coordination with external funding from private and federal agencies, including reporting, entering funding, and communicating with other Northwestern offices as necessary
- Monitors student registration status on quarterly basis to ensure compliance with TGS, University, and federal regulations
- Reviews TGS website to ensure financial aid information is clear, consistent, and up-to-date
- Serves as TGS liaison between students, departments and any other appropriate third parties
- Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree and at least one year of experience supporting office operations and data entry in web based applications; OR appropriate combination of education and experience
- Excellent interpersonal, oral, and written communication skills
- Proficiency using spreadsheet, database, and web based applications
- Commitment to providing excellent customer service and working in a collaborative team environment
- High degree of professionalism; ability to work with individuals at all levels of the University
- Project management and decision-making skills
- Strong sense of urgency and initiative
- Proficiency with PeopleSoft products
- Adaptable to changing priorities
- Demonstrated ability to work independently, with minimal supervision
- Familiarity with external funding agencies
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Financial Assistant Resume Examples & Samples
- Bachelor's degree in related area and / or equivalent experience / training
- Proficiency in use of spreadsheet and database software in financial analysis, fiscal management and financial reports
- Ability to gather information, organize and perform basic financial analysis assignments
- Proficient Interpersonal skills; service orientation; critical thinking; attention to detail; ability to multi-task in a high volume environment, organizational skills with management guidance
- Ability to adapt to changing priorities and ability to take instructions from multiple people
- Ability to function as a member of a team
- Basic knowledge and understanding of internal control practices and their impact on protecting University resources
50
Financial Assistant Resume Examples & Samples
- Experience in reviewing and analyzing financial statements and ledgers for balance of funds and appropriate expenditures. Ability to make fiscal projections
- Experience using computers to set up Excel spreadsheets with formulas, enter and retrieve data on database systems and prepare letters and forms with word processing
- Experience with computer systems with emphasis on spreadsheet programs and database management to assist in the development of computerized fiscal operations. Knowledge of Excel, Word, and Access
- Demonstrated ability to perform basic mathematical computations
- Demonstrated experience in using various office machines including copiers, FAX and 10 key adding machines
- Ability to gather, compile, and verify information/data for department statistics, reports with accuracy and attention to detail. Ability to perform basic mathematical computations
- Outstanding organizational ability to assess workload, determine priorities and execute tasks according to established deadlines
- Demonstrated ability to work independently, under pressure, and to meet deadlines; ability to improvise intelligently under unforeseen conditions and still maintain professional attitude and positive image, as well as to work accurately and efficiently
- Demonstrated ability to interact and communicate effectively with faculty, visitors, students and staff
51
Financial Assistant Resume Examples & Samples
- Gather and prepare supporting documentation for billing
- Reconcile subcontractor invoices and supporting backup documentation
- Review and prepare responses to 3rd party audit requests
- Daily payroll audits and subsequent data entry
- Travel card and employee expense report preparation
- Manage and track employee Pay Card distributions
- Train local administrative staff at various project locations
- Assist in documenting and improving processes and procedures
- Other daily duties as assigned
- Strong proficiency in Microsoft Excel with the ability to utilize Excel functions to increase efficiency
- Self-motivated, organized, detail oriented, excellent verbal and written communication skills, and objective
- Flexible, able to immediately adapt to changing priorities
- Associates or Bachelor's degree in Accounting or related field preferred
52
Financial Assistant Resume Examples & Samples
- A bachelor's degree
- Experience working with financials
- Past work history involving working within a complex organization, ideally a research environment within a university
- Experience and familiarity in NUFinancials and COGNOS, and/or PeopleSoft systems
- Familiarity with sponsored projects (grants) and terminology
- Ability to see both the big picture and small details
- Ability to clearly communicate to different audiences while using proper grammar
- Ability to explain complex information and processes in easy-to-understand language
- Ability to summarize problems, develop solutions that adhere to school, university, state and federal guidelines and implement solutions
- Ability to think creatively to resolve problems
- Ability to work with a broad range of constituencies
- Ability to work efficiently and with multiple tasks with various deadlines
- Ability to take initiative for projects
- Ability to work with confidential information and maintain confidentiality
- Ability to ask for help when needed as well as set parameters for department colleagues
53
Financial Assistant Resume Examples & Samples
- Accounts receivable
- Chart &/or account coding
- Endowment and gift accounting
- NU Financials
54
Financial Assistant Resume Examples & Samples
- Extract pertinent information from lease agreements and input into real estate database of the bank
- Work with finance team to obtain necessary information to analyze, generate and maintain records and other reference material necessary for departmental special projects or reports
- Ensure accuracy of information within real estate database and obtain any missing documents or information from necessary parties
- Complete, pass and maintain an up to date status for all positional and company required compliance courses by assigned due date(s)
- Participate in special projects and assignments and performs other duties as assigned
- Bachelor’s degree in Business, IT, Finance, Accounting, Economics, or other business related focused studies
- Proficient computer skills and use of Microsoft Office, including Excel, Word and PowerPoint
- Mathematical and analytical aptitude
- Experience working with lease agreements is strongly preferred
- Ability to think creatively, demonstrate initiative and leadership skills
- Solid communications skills with the ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing
- Certifications and Licenses: None
55
Administrative / Financial Assistant Resume Examples & Samples
- Assist in efforts to reconcile current mobile phone accounts with procurement
- Assist in monthly allocation efforts
- Assist in the Telecom/Data Consolidation project including reconciliation and research
- IT purchasing, including servers, software, datacenter equipment, contract renewals and PC’s for the organization
- Frequent interaction with the client’s management and staff regarding project updates and other analysis
- Input as needed for compliance projects, policy updates, and information requests
- Other projects and responsibilities as agreed with the client’s Financial Analyst
- Assist in month end reporting processes
- This role involves multiple points of contact both inside and outside the IT organization; strong written and oral communications skills are essential
- Working with numerous data sources and analyzing the IT “subledger” requires attention to detail
- Some working knowledge of systems and technology is desirable. No specific technical IT experience is necessary, however, at a minimum a candidate should have a comfort level with systems and a desire to learn from the technical staff
- Advanced knowledge/experience with Excel
- Fluent in other Microsoft Office (or Google Equivalent) applications
56
Financial Assistant Resume Examples & Samples
- Contact customers about outstanding amounts
- Make informed decisions about extending, increasing or decreasing credit terms to our customers
- Conduct analysis or impediments to payment & communicate findings to other departments & sales people
- Communicate with Credit Adjustment & Distributor Admin teams to insure the timely issuance of outstanding credits
- Track monthly performance of portfolios
- Understand basic accounting functions, fairly complex financing & billing scenarios & the basic organizational structures of our company & those of our customers
- Proficient in use of a calculator & several different computer applications
- Ability to prioritize, supervise & manage the portfolio of receivables for the desired results
- Associate’s &/or Bachelor degree
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Accounts Payable Financial Assistant Resume Examples & Samples
- Process incoming intercompany invoices; accounts payable invoices; match invoices to purchase orders and ensure proper spend authorization for invoices without purchase orders
- Keypunch invoices daily
- Respond to external vendor inquiries while developing and maintaining strong working relationships
- Respond to and resolve internal customer inquiries
- Assist with the month end close to meeting business deadlines
- Retrieve and track form W8’s from foreign vendors, foreign currency knowledge as it applies
- Cross train on various AP functions, to include but not limited to – payment terms, payment methods, wire payments, Inter-company invoicing, weekly payment runs, monthly rents, Canada weekly check requests, check encashment, reconciliations, etc
- 3+ years Accounts Payable experience with working knowledge of accounts payable best practices
- Minimum High School or GED education
- ERP system – SAP is a plus
- Strong work ethic and interpersonal skills to drive policy and compliance
- Ability to perform accurately, detail and process oriented
- Knowledge of 1099’s; 1042’s and FATCA a plus
- Experience in Fraud prevention & Sarbanes Oxley a plus
