Finance Assistant Job Description

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

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.


  • 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

Finance Assistant Job Description Examples

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 ...

Read more
Entry Level Finance Associate • LYD Financial

This position is fully commissioned with no capped earnings.

Average commission pay: $3,000 - $6,000/month...

Live Your Dream Financial is a brokerage firm, created as a way to connect with families and educate them on things that are being neglected in schools, such as retirement, building wealth, and financial education. If you love working with others, having an impact on your community, a...

Read more
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...

Read more
Finance Assistant (Remote) • Madden Media

Come join us and become our newest Finance Assistant.

In your role as the Finance Assistant, you'll collaborate closely with the finance team across accounts receivables (AR) and accounts payables (AP), in addition to financial data entry. You'll establish solid financial experience through the processing of payments and preparation of billings...

You'll support our clients and teams to make ...

Read more