Finance Assistant Job Description Sample

Finance assistant reviewing documents.

This finance assistant sample job description can be used to help you create a job advert that will attract candidates who are qualified for the job. Feel free to revise this job description to meet your specific job duties and job requirements.

Job Title: Finance Assistant

Finance Assistant Job Purpose:

Assisting the finance director in managing, processing and troubleshooting various accounts and transactions.

Finance Assistant Job Duties:

  • Process and prepare financial and business forms for the purpose of checking account balances, facilitating purchases, etc.
  • Perform routine calculations to produce analyses and reports as requested by the finance director
  • Help oversee and manage individual accounts
  • Create, send, and follow up on invoices
  • Review and adhere to department budgets
  • Collect and enter data for various financial spreadsheets
  • Review and audit financial statements and reports, ensure all calculations and data entries are correct
  • Reconcile any discrepancies or errors identified by conversing with employees and/or clients
  • Report any troubling discoveries or suspicion of wrongdoing to the proper authorities
  • Collect information for and prepare payroll payments for employees
  • Assist the financial director in creating financial reports on a regular basis
  • Adhere to the company’s or organisation’s financial policies and procedures
  • Answers question and provide assistance to stakeholders, customers, and clients as needed
  • Attend finance department and company-wide meetings, sometimes assisting with financial reporting to managers and senior executives
  • Suggest changes or improvements to increase accuracy, efficiency, and cost reductions.

Finance Assistant Skills and Qualifications:

Associate’s or bachelor’s degree in business, finance, accounting, or a related field; excellent mathematical skills; understanding of data privacy standards; integrity; honesty; customer-service skills; solid communication skills, both written and verbal; familiarity with business principles and practices; superior attention to detail; organisational skills; planning skills; problem-solving skills; analytical skills; critical thinking skills; computer skills, particularly with spreadsheets and calculation software.

————————————

Behind Every Great Finance Officer is a Skilled Assistant

While the finance manager gets most of the credit for a company’s financial success, and deservedly so, the support they receive from their assistants is invaluable. You want to find a finance assistant who understands finance fundamentals and knows how to support the organisation. Find a talented finance assistant today with a free listing on Monster’s world class job board.

Finance assistant reviewing documents.