Financial Assistant Resume Samples

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Financial Assistants are involved in the financial management processes of an organization. They report directly to the Financial Executives and perform various tasks: preparing financial documents, handling budgets, completing basic financial analysis, maintaining records, and making simple calculations such as return on investment. Successful Financial Assistant resumes emphasize organizational and IT skills, communication abilities, solid finance expertise, accuracy and problem-solving capacities. Based on our resume examples, those seeking to work in the industry should hold a Bachelor's Degree in finance, accounting, or a similar field.

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1

Acquisitions Department Financial Assistant

Paid invoices for serials, books, electronic subscriptions, and bindery for an annual materials budget of 4.4 million dollars

  • Reconciled statements for all materials/services and communicated corrections to the University's Accounts Payable Department
  • Improved relationships with vendors by paying invoices on time
  • Managed the student budget for the department to ensure no overages
  • Supervised and trained student assistant to receive and process materials for faculty reserve
  • Created and distributed a weekly fund report to accelerate spending during the fiscal year
Candidate Info
17
years in
workforce
7
years
at this job
C
Accountancy
BA
Spanish
BS
Marketing
2

Financial Assistant

Performed VLookups and used Pivot Tables to manage, check and look up financial data

  • Managed grant files for Professors, Financial Managers and senior staff members
  • Prepared and assisted in preparing various financial, grant and administrative reports
  • Approved and processed requisitions for multiple purchase receipts, vouchers and invoice
  • Composed periodic reports along with financial data for federal and private donors
Candidate Info
9
years in
workforce
3
months
at this job
BA
Business Economics
3

Financial Assistant

Managed financial functions for division including A/R, A/P, and payroll. Created annual operations plans for the vending machines department.

  • Managed financial matters including Accounts Payable and Receivable and Payroll.
  • Supported marketing and business development initiatives conducting viability studies for new projects.
  • Improved client relationships by developing a schedule of client site visits by company reps for all support services.
Candidate Info
4
years in
workforce
4
years
at this job
BS
Economics
BS
Accounting
MA
International Business
4

Financial Assistant

Managed budgeted funds to different contractors, projects, and government officials

  • Maintained project ledgers and tracked contract modifications and financial status.
  • Analyzed financial information in response to queries from managers, suppliers and customers.
  • Performed clerical works such as copying, scanning, and archiving functions for contract documents.
Candidate Info
11
years in
workforce
1
year
at this job
Advertising
5

Financial Assistant

  • Audited various financial data such as invoices, reimbursements, efinance reports
  • Conducted quantitative analysis of financial data to forecast Salary projection
  • Created a excel model to calculate payroll distribution % from multi Grants
  • Inputted and managed all eProcurement PeopleSoft purchases for my department
  • Processed and recorded hundreds of financial transactions for Account Payable
  • Redesigned the AP Invoicing Database, triggering increase in accuracy
  • Reviewed Grand Rounds spending to ensure they are not over there budget
Candidate Info
6
years in
workforce
2
years
at this job
BS
Business Administration
6

Financial Assistant

Scope of responsibility was diverse and included customer service, and special projects. Communicated and provided assistance to investment brokers, dealt with large quantities of financial data on a daily basis.

  • Processed stock positions such as mergers, stock dividends, stock splits to trust accounts.
  • Calculated cost basis spreadsheets for cash/stock mergers and spinoffs.
  • Monitored and verified cash and security positions held in client portfolios.
  • Prepared month-end account reports using Excel and Access.
Candidate Info
22
years in
workforce
1
year
at this job
7

Financial Assistant

  • Accounts Payable entry and management
  • Assisted in transition to in-house bookkeeping
  • Presented weekly on financial management and budgeting during cash flow crisis
  • Completed business and travel expense reports in a timely manner
  • Researched & developed a presentation to introduce retirement plan benefit options
Candidate Info
3
years in
workforce
9
months
at this job
BS
Accounting
MA
Master of Arts
8

Financial Assistant

Processed paperwork and new business.

  • Scheduled appointments and calendar management.
  • Updated and maintained client database.
  • Prepared mailings, correspondence and other administrative duties.
  • Ordered and maintained stock of office supplies.
Candidate Info
7
years in
workforce
2
years
at this job
BS
Business Management
9

Financial Assistant/treasurer

Processed Accounts Payable using Quickbooks, Accounts Receivable using ProCare, Payroll using Peachtree software program

  • Prepared monthly financial reports, weekly deposits, and electronic time cards for payroll processing
  • Electronic filing of Federal, State, Local Income and Municipal Services Taxes
  • Coordinated fund-raising activities
  • Maintained and upgraded ProCare software computer system
Candidate Info
19
years in
workforce
5
years
at this job
BA
Urban Affairs
10

Executive Financial Assistant

Compiled and prepared client's historical and current financial information for advisor and client review.

  • Ensured investments of some accounts were manually updated.
  • Prepared paperwork to open client's new investments and made changes to current investments.
  • Worked closely with advisor to make changes in profiles.
  • Worked closely with custodians in processing new and updated client accounts.
Candidate Info
13
years in
workforce
2
years
at this job

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