Finance Assistant Job Description

This Finance Assistant job description template can be posted to online job forums and career pages for the recruitment of 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.

The primary job role of a Finance Assistant is to:

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

Finance Assistant Job Description

We are hiring a qualified Finance Assistant for supporting our daily transactions including payroll and expenses. 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 maintain 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. So, if you like to work in a fast-paced environment, and qualify the following requirements, we would like to hear from you.

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 at 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

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