Finance Assistant Job Description

Use this Finance Assistant job description template to advertise the open roles for free using Longlist.io. You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Finance Assistant

Finance Assistant responsibilities

  • Updating financial spreadsheets with daily transactions
  • Preparing balance sheets
  • Tracking and reconciling bank statements

Finance Assistant Job Description Template

Job Brief

We are looking for a Finance Assistant to support our day-to-day transactions, including expenses and payroll.

Finance Assistant responsibilities include processing payments, maintaining cost reports and managing invoices. If you have an accounting background and are interested in procedures like tax management and budget preparation, we’d like to meet you.

Ultimately, you’ll help maintain our company’s financial health and make sure we use our resources beneficially.

Responsibilities

  • Update financial spreadsheets with daily transactions
  • Prepare balance sheets
  • Track and reconcile bank statements
  • Create cost analysis reports (fixed and variable costs)
  • Process tax payments
  • Support monthly payroll and keep organized records
  • Record accounts payable and accounts receivable
  • Process invoices and follow up with clients, suppliers and partners as needed
  • Provide administrative support during budget preparation
  • Participate in quarterly and annual audits

Requirements

  • Work experience as a Finance Assistant, Finance Officer or similar role
  • Good knowledge of accounting and bookkeeping procedures
  • Advanced MS Excel skills (creating spreadsheets and using financial functions)
  • Familiarity with accounting software (e.g. QuickBooks)
  • Organizational and time-management skills
  • Attention to detail, with an ability to spot numerical errors
  • BSc degree in Finance, Accounting or Economics

Finance Assistant Job Description Examples

Finance Assistant • Woodsville Guaranty Savings Bank

WOODSVILLE GUARANTY SAVINGS BANK

Woodsville, New Hampshire...

POSITION DESCRIPTION

POSITION TITLE: Finance Assistant

LOCATION: Operations Center

LEVEL: IV

FUNCTION:

Provide assistance with the administration of bank financial operations. Responsible for the processing of accounts payable, wire transfers, correspondent banking/funds transfer and assist in financial reporting.

Responsibil...

Read more
Finance Assistant . • Upwork
  1. Review the accounting entries, month to date and year to date
  2. Liaising with team for documents and upload for all the accounting entries
  3. Liaising with Accounting partners for documents upload for all the accounting entries...
  4. Assist in reviewing the entries accounting partners posted for last year (Good knowledge of accounting basics is necessary).
  5. Assist in reviewing the pending...
Read more
Finance Associate • Dylan Green

The Finance Associate will develop and implement processes required for exceptional financial planning and analysis function. They will also work on capital raising initiatives to grow business reach. The Finance Associate will report to the Vice President of Strategic Finance.

Company...

Our client is passionate about the electrification of transportation. As the only EV-focused Fleet Manage...

Read more
Finance Assistant • PBS Facility Services

Job Description

THIS JOB WILL BE LOCATED IN BROOKLYN, NY...

A Growing Facility Service provider looking for a Full-Time Finance Assistant 40 Hours a week

Finance Assistant Job Duties include but are not limited to the following:• Posts customer payments by recording cash, checks, and credit card transactions.• Posts revenues by verifying and entering transactions form lock box and local de...

Read more