Finance Assistant Job Description Sample
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.
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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.