Finance Assistant Job Description Template

Use this Finance Assistant job description template to advertise the open roles for free using 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 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.


  • 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


  • 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

What does Finance Assistant do?

A Finance Assistant typically performs a variety of tasks on a day-to-day basis to support the finance department and ensure the smooth functioning of financial operations. Some of the common responsibilities include:

  1. Processing financial transactions: This involves recording and inputting financial data, such as invoices, expenses, and receipts into the accounting system accurately and in a timely manner.

  2. Reconciling accounts: Performing reconciliations between bank statements, vendor statements, and internal financial records to ensure accuracy and identify discrepancies.

  3. Assisting with financial reporting: Extracting data from the accounting system to generate financial reports, such as balance sheets, income statements, and cash flow statements, for review by management and stakeholders.

  4. Managing invoices and payments: Reviewing and verifying vendor invoices, processing payments, and resolving any billing discrepancies or issues.

  5. Maintaining financial records: Organizing and maintaining financial records, including both physical and digital documents, for easy retrieval and compliance purposes.

  6. Supporting budgeting and forecasting activities: Assisting in the preparation of budgets, financial forecasts, and variance analysis to help management make informed financial decisions.

  7. Assisting with audits: Providing support during external or internal audits by gathering and organizing financial documents and assisting auditors with their queries.

  8. Responding to finance-related inquiries: Addressing internal and external queries related to financial transactions, invoices, payments, and general finance policies and procedures.

  9. Adhering to financial policies and regulations: Ensuring compliance with financial regulations, internal control procedures, and company policies to maintain the integrity of financial operations.

  10. Collaborating with cross-functional teams: Working closely with other departments, such as procurement, accounts payable, and accounts receivable, to coordinate financial activities and resolve any issues or discrepancies.

Overall, Finance Assistants play a crucial role in supporting the finance team and contributing to the operational efficiency and accuracy of financial processes within an organization.

Finance Assistant Job Description Examples

Finance Assistant• PBS Facility Services

Job Description


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...

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Finance Assistant• Insero & Co. CPAs, LLP

Insero Talent Solutions is currently recruiting for a Finance Assistant (Direct Hire) position for a small law firm (client of Insero) located in Henrietta, NY. The pay for this position ranges based on experience.


The Finance Assistant is responsible for assisting with daily record keeping and billing related functions, ensuring all tasks are accurate and timely. Reports to the Fi...

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Finance Assistant• Michael Page

About Our Client

An international, high-end removals and storage business. Their clients include celebrities and high-net-worth individuals...

Job Description

The role will involve:• Responsible for cash allocation for the different business entities• Identify the correct application of daily cash receipts and accurately reconcile the U.S region journal entries.• Maintain over 630 active ...

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Finance Assistant• Woodsville Guaranty Savings Bank


Woodsville, New Hampshire...


POSITION TITLE: Finance Assistant

LOCATION: Operations Center



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.


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