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Financial Assistant Job Description

joseph cole

Updated on February 23, 2023

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This Financial Assistant job description template can be posted to online job forums and career pages to recruit candidates. The Finance Assistant job description, its requirements, and responsibilities, given in this template can be modified according to the specific need of your company.

Key Responsibilities

  • Update financial spreadsheets and enter day-to-day transaction data
  • Prepare and update balance sheets
  • Track as well as reconcile bank statements

Job Statement

We are hiring a qualified Finance Assistant for supporting our daily transactions including payroll and expenses. 

What does a Financial Assistant do?

 Your responsibility would be to process payments, manage invoices and maintain cost reports. Your ultimate goal would be ensuring the beneficial usage of our company’s resources and also maintaining our financial health.

In order to succeed in this role, you must have a sound knowledge of all financial processes like budget preparation and tax management. Moreover, you must also have a solid background in Accounting.

Job Requirements

  • At least a Bachelor’s degree in Accounting, Finance, Economics, or a related field
  • Professional certification (e.g. CPA or CFA)
  • Prior experience as a Finance Officer, Finance Assistant, or a related role
  • Sound knowledge of bookkeeping and accounting strategies
  • Skilled in MS Excel, especially in using financial functions and creating spreadsheets, etc.
  • Sound knowledge of accounting software such as QuickBooks
  • Management and organizational skills
  • Strong communication skills and a keen eye for details
  • An analytical mind with a problem-solving attitude

Job Responsibilities

  • Updating financial spreadsheets and entering day-to-day transaction data
  • Preparing and updating balance sheets
  • Tracking and reconciling bank statements
  • Participating in annual, quarterly, and monthly audits
  • Administrating budget preparation
  • Processing invoices and following up with the needs of clients, partners, and suppliers
  • Recording all payments and receipts of accounts
  • Keeping and organizing all records including monthly payrolls
  • Holding records of tax payments
  • Creating both fixed and variable cost analysis reports

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