Financial Assistant Resume Sample
Gerard Auer
745 Eichmann Stravenue,
San Francisco,
CA
+1 (555) 634 3494
Work Experience
Senior Financial Assistant
07/2015
-
PRESENT
Chicago, IL
- Assist in processing a large quantity of timely payments to vendors Code employee expense reports and check requests
- Assist in applying proper tax treatment to invoices
- Interact with suppliers to confirm payments and request extensions
- Analyze costs and accounting classifications of each payment
- Analyze the authenticity and veracity of submitted documents
- Prepare documents for the approval of payments
- Coordinate all travel arrangements for the CFO, the Corporate Controller, and their direct reports (as requested) in conjunction with the Company’s travel agency
- Back Up the CEO’s Executive Assistant
- Provide back-up support to CEO’s Executive Assistant on a daily basis, including answering phone calls
Executive Financial Assistant
12/2009
-
03/2015
Houston, TX
- Analyzes accounting and fiscal data
- Compiles and prepares fiscal reports and statements
- Operates personal computers, copy machines, calculators, and other standard office equipment
- Knowledge of accounting principles, practices, procedures, methods, and theory
- Knowledge of rules and policies governing payroll, leave, budgetary, fiscal and accounting books, records, and accounts
- Apply accounting knowledge to work assignments
- Analyze and audit accounting, budgetary, fiscal, payroll and leave data
- Read, comprehend, and apply job-related rules, policies and procedures
Financial Assistant
10/2002
-
06/2009
Dallas, TX
- Make travel arrangements for faculty members
- Prepare invoices and travel reimbursement vouchers for faculty,
- Processing of vendors’ invoices, employees’ expense claims, payment files; ability to follow up and resolve outstanding items and exceptions in a timely manner
- Ensure financial records are in compliance with GAAP. Consistently maintains appropriate internal controls and upholds company policies & procedures including Worldwide Controller’s manual
- Helps develop, maintain and assess internal controls related to Gilead’s accounting and financial reporting systems
- Five years of relevant experience or combination of education and relevant experience
- Work in a self-directed and empowered team environment
- Inspects, reviews and/or maintains a complex record system involving varied accounting, fiscal, payroll, and leave transactions, or of a less complex system involving a large number of transactions, in compliance with City and/or departmental rules and procedures
Education
Strayer University - Nashville Campus
1997 - 2002
Bachelor's Degree in Accounting
Professional Skills
- Excellent computer skills, including advanced skills in Excel and Word
- Outstanding organizational skills, strong attention to details, and ability to meet deadlines
- Excellent computer skills including proficiency in the use of spreadsheet, database and word processing software; especially with Excel
- Strong analytical and problem-solving skills, including the ability to independently identify and resolve possible issues
- 2) Excellent verbal and writing skills
- Work in a complex environment with the skills to manage multiple tasks and deadlines, establish priorities, set objectives, and achieve stated goals
- Excellent communication skills, with the ability to handle interpersonal communication and sensitive information with tact, courtesy and discretion
How to write Financial Assistant Resume
Financial Assistant role is responsible for financial, analytical, microsoft, organization, training, computer, excel, basic, business, deadlines.
To write great resume for financial assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Assistant Resume
The section contact information is important in your financial assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Assistant Resume
The section work experience is an essential part of your financial assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Assistant resume experience can include:
- Excellent computer skills, including proficiency with Microsoft Office applications
- Excellent administrative skills particularly with databases and spreadsheets
- Good language skills in Dutch and English (written and spoken)
- 1) High level of professionalism, problem solving, and critical thinking skills
- Proficiency in Microsoft Office, including demonstrated experience using Excel in support of financial management activities
- Work under hard workload pressure and quick self-learning skills
Education on a Financial Assistant Resume
Make sure to make education a priority on your financial assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Assistant Resume
When listing skills on your financial assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial assistant skills:
- Excellent organizational skills and proven ability to establish priorities; ability to multi-task and work on a variety of projects concurrently
- Solid computer skills including experience with Microsoft Office
- Strong organizational, interpersonal, and problem solving skills, with ability to set priorities
- Solid interpersonal skills, diplomatic, maintains confidentiality and exercised discretion in handling financial matter
- Great organization skills to prioritize, follow up, deliver, and communicate status of assigned actions
- Strong analytical skills to understand complex financial or procedural problems, identify root causes, and provide solutions
List of Typical Experience For a Financial Assistant Resume
1
Experience For Area Coordinator / Financial Assistant Resume
- Excellent organizational skills, ability to organize and prioritize job tasks efficiently to meet multiple deadlines
- Excellent communication and superior computer skills. Experience with Windows based programs (Excel, PowerPoint, Access, SAP)
- Strong analytical skills to understand complex financial or procedural problems and provide solutions
- Proven customer service, verbal and written communication skills
- MS Excel- Strong Excel skills with attention to detail
- Team player with good presentation and communication skills (both verbal & written)
- Excellent computer skills in the Microsoft Office Suite, particularly Excel
2
Experience For Senior Financial Assistant Resume
- Problem-solving and critical thinking skills to identify a problem or area needing improvement and follow necessary steps to affect a solution
- Leadership and decision making skills to participate in recruitment, selection, and training of personnel
- Possess organizational, time management, and oral and written skills
- The ability to communicate with others effectively
- The ability or organize and file efficiently and effectively
- Communicate effectively with various departments, schools, and vendors on expenditure information and payment status
- Skills to recognize problems with cost recovery, invoices, accounts and initiate timely and appropriate action to resolve them
3
Experience For Temporary Financial Assistant Resume
- Good Knowledge of: balancing and coordinating a workload for multiple projects; maintaining files, record systems and databases; data entry
- Strong working knowledge of basic bookkeeping and mathematics, Microsoft Office, financial spreadsheets, and relational database packages
- Excellent command of English including grammar, punctuation, and spelling
- Experience in handling complex and confidential material
- Ensure pre-audit compliance with applicable policies and procedures prior to electronic approval utilizing assigned software systems
- Experience developing documentation, spreadsheets and financial status reports
- Experience using Adobe Acrobat Pro and Microsoft Word
4
Experience For Executive Financial Assistant Resume
- Customer Service/Accounting experience
- Prioritize and manage multiple tasks simultaneously in a fast-paced environment
- Skill to create and maintain computer records in a data-base/spreadsheet environment (Assess and Excel for Windows)
- At least three years of related work experience
- Progressive office or related experience
- Demonstrated ability to act with discretion, judgment, and confidentiality
- Provides financial policy interpretation to determine the validity of customer requests & ensure compliance
- Demonstrates high conceptual & analytical abilities
5
Experience For Accounts Payable / Financial Assistant Resume
- Calculate the cost of goods and all relevant freight expense
- Knowledge of transportation or logistics, and claims experience helpful
- Assist with the purchasing of goods, services, and travel for student organizations
- Knowledge/experience in MS Office Suite, especially MS Excel
- Experience in Higher Education financials
- Experience with CRM systems (preferably Salesforce)
- Work independently; strong personal initiative and resourcefulness
6
Experience For Accounts Payable Financial Assistant Resume
- Familiarity and experience with NU financials and Payroll procedures
- Previous experience with NU Financial systems
- Meeting planning, calendaring, itinerary generation, schedule conference, travel and lodging reservations
- Reconciling and entering credit card statements, including compiling all necessary documentation
- Assisting the Project Accountant for their reporting & filing
7
Experience For Administrative / Financial Assistant Resume
- Communicating disposition to all relevant internal/external departments including Vendor, Carriers, Procurement and Warehouses regarding disposition
- Understanding of University systems including NU Financials, HRIS, SES, and Cognos Reporting
- Carrying out operational tasks, including in connection with monetary policy or payments
- Working knowledge of accounting principles, methods, and techniques
- Assisting in monthly closing
- Ensuring the timely and accurate processing of EPAF transactions to appoint new employees or change employee status
- Reviewing and approving financial documents and transactions
- Preparing budget projections and monitoring of budget balances
- Initiating and approving budget and cost transfers
8
Experience For Eps Financial Assistant Resume
- Distributing and reconciling balance reports to faculty
- Issuing and entering all departmental purchase orders and requisitions
- Filing of packing slips and various documents to departmental budget files
- Responding to inquiries regarding policies, procedures, requirements and regulations
- Determining and explaining corrective action necessary to achieve compliance or approval
- Providing assistance to other office personnel and accomplishing related tasks as needed
- Working knowledge of accounting principles, methods and techniques
- Working knowledge of generally accepted accounting principles, methods, and techniques
- Reviewing multiple documents in order to compile all of the information into 1 system
9
Experience For Imaging & Financial Assistant Resume
- Developing daily/weekly reports
- Assisting the employees with payroll related questions
- Helping with the ad-hoc administrative tasks
- Preparing retroactive pay and special check requests
- Coordinating completion of Personal Activity Reports
- Processing claim vouchers, travel reimbursements, encumbrances and change orders
- Retrieving of various information from the Banner Finance Module
10
Experience For Operations & Financial Assistant Resume
- Creating files for new index accounts
- Collecting information in a timely manner to support deadlines of financial processes
- Providing information and explanations to auditors
- Attending meetings to keep current with UI procedures and documentation requirements
- Assisting with departmental mail collection
- Understanding of financial implications of revenue contracts and terms
- Working knowledge of Deltek Vision software program
- Understanding goals & objectives
List of Typical Skills For a Financial Assistant Resume
1
Skills For Area Coordinator / Financial Assistant Resume
- Excellent administrative and organizational skills and the ability to prioritize own workload
- Strong computer skills and proficient in Microsoft Windows, Word and Excel
- Solid interpersonal skills, diplomatic, maintains confidentiality
- Strong numerical and financial analysis skills
- Proficiency with the latest computer technology, particularly Microsoft Office (strong Excel and PowerPoint skills are required), Visio and Google Earth
- Excellent customer service and great organizational skills required
- Experience of progressively more responsible bookkeeping and accounting experience
- Accounting and/or bookkeeping experience or the equivalent combination of education & experience
- Demonstrated three years of experience in Dental and Medical Billing / treatment planning
2
Skills For Senior Financial Assistant Resume
- Proven experience in controlling and budget monitoring management or finance department/ audit
- Prior accounting or general ledger experience
- Experience and excellent track record independently coordinating travel and finances for small programs
- Prior working experience in project-based financial management
- General accounting and office experience; or equivalent combination of education and experience
- Advanced Bahasa (Indonesia or Malaysia) language skills in order to liaise with Malaysia counterparts
- Management skills and team spirit
3
Skills For Temporary Financial Assistant Resume
- Analytical and moderate Excel skills required
- 3) Demonstrated experience in Microsoft Office
- Communicate effectively with non-financial customers
- Communication skills internally and externally
- Demonstrated experience with reimbursement process
4
Skills For Executive Financial Assistant Resume
- Accounting experience recording financial transactions and verifying appropriateness of expenditures
- Accounting/Financial management experience preparing accurate expenditure analyses, and reconciling expenses
- Experience in processing accounting documents, invoicing and other financial transactions
- Three years accounting, invoicing or bookkeeping experience
- Experience assisting with preparing financial statements, financial forecasts, financial models, capital and operating plans and budgets
- Two or more years experience in accounting, budgeting, and/or grant accounting required
- Experience working in support of graduate student funding or financial aid related field
- Accounting and/or bookkeeping or other relevant experience
5
Skills For Accounts Payable / Financial Assistant Resume
- Financial, budgeting &/or preparing account reconciliations or financial statements along with financial analysis or other relevant experience
- BA in Accounting Business Administration, Finance or the equivalent combination of education, training and experience
- Accounting and/or bookkeeping or other relevant experience
- Accounting &/or bookkeeping or other relevant experience
- Experience using various software programs for word processing (MS Word), spreadsheets (MS Excel) and data entry
- Financial, budgeting, and/or preparing account reconciliations or financial statements along with financial analysis experience
- B.A. in Accounting Business Administration, Finance or the equivalent combination of education, training and experience
6
Skills For Accounts Payable Financial Assistant Resume
- Experience using Princeton University on-line systems including Princeton Prime, Concur, and Time Collection
- Experience in accounting or bookkeeping
- Has experience and understanding of the Finnish accounting standards and taxation
- Experience in accounting and financial administration to include accounts payable, purchasing and general ledgers
- Experience in analyzing data and performing mathematical functions and calculations and recognize errors
- Accounting work experience, preferably in academic research facility
- Previous experience using PeopleSoft financial system
- Experience with financial reporting tools/databases and ability to learn Client workflow systems
- Experience in direct marketing-oriented environment
7
Skills For Administrative / Financial Assistant Resume
- Experience with UC Decision Support reporting system
- Knowledge and experience processing basic financial transactions and payroll procedures
- Previous financial experience working within a CRO/Pharmaceutical company is highly desired
- Establish and maintain effective working relationships with other employees
- Effective at working both as an individual and in a team-oriented environment
- A strong working knowledge of Microsoft Office Word, Excel, Outlook
- Similar accounts payable experience at a consulting company
- Professional work experience in an office setting
8
Skills For Eps Financial Assistant Resume
- Experience in: Banner Finance or other data management software used for centralized accounting
- Skill/knowledge in budget development, forecasting, and analysis
- A first financial support , audit or controlling experience
- Financial and budget experience, preferably in an academic/research setting
- 12-24 months accounting experience
- Previous experience of working in a finance / administration role
- Experience using database systems, preferably Quickbooks and eTapestry
9
Skills For Imaging & Financial Assistant Resume
- Preferably 1 - 2 years of relevant working experience
- Good knowledge of financial record keeping methods
- Three years of education and clerical or technical accounting experience
- Related financial experience
- At least 5 years of previous experience
- Experience in most facets of project lifecycle; comprehension of project management and financial methodologies
- Systems experience with proficiency in ERP systems, MS Office: PowerPoint, Word, Outlook and advanced proficiency in Excel
- Microsoft Office at an experienced level
10
Skills For Operations & Financial Assistant Resume
- Experience with payroll deployment
- Strong 10 key Data Entry (7,500+ kph )
- Strong written and verbal communication through team and outside correspondence
- Two years’ experience in proposal/award management in a university environment
- Experience with NU Financial Processes and Systems, and HR processes
- Demonstrate ability to meet attendance requirements
- Demonstrated ability to control and monitor a variety of accounts and budgets
- Previous experience with pre- and post-award administration of sponsored research projects
List of Typical Responsibilities For a Financial Assistant Resume
1
Responsibilities For Area Coordinator / Financial Assistant Resume
- Verify that invoices match approved purchase orders and have proper support documentation prior to invoice approval
- Public Accountant or Public Accountant’s student with experience in Accounts Payable
- Managing the payment of suppliers
- Supporting project coordination
- Perform AP processing including reconciliations, managing client costs, maintaining vendor records, and processing expenses
- Performs research relating to billing on Lab Concepts accounts to ensure proper coding and billing for reimbursement
- Assist with the posting and filing of journal entries, including monthly closing
2
Responsibilities For Senior Financial Assistant Resume
- Assists KKI departments by entering funding changes and processing payroll adjustment requests in the Lawson system
- In depth understanding of costing / Balance Sheet accounting accruals etc..
- Assists with annual budget process, providing data as needed and completing other tasks as assigned
- Assists with annual report, providing data as needed and completing other tasks as assigned
- Use various office machines including copiers, FAX and 10 key adding machines
- Data mining and compiling for monthly material invoices
- Prepares purchase requests, ensuring request includes required billing, vendor and asset information along with detailed business justification
- Negotiate and act as liaison with moving companies on behalf of faculty members and recommend changes to the Faculty’s moving policy as appropriate
- Manage the daily accounting tasks including AP
3
Responsibilities For Temporary Financial Assistant Resume
- Assists the Grants Manager with gathering and managing time and effort reports
- Review and process invoices on a daily basis using proper coding
- Knowledge and understanding of basic accounting practices
- Communicate with organization leaders and staff members regarding purchasing card expenses and deadlines as well as review approved budgetary expenses
- Assist with the management of security roles for student organization accounts, adding and removing advisors as necessary
- Proficiency in Microsoft applications and accounting systems required including moderate to high level of knowledge with Excel
- Proactively handle any arising issues and troubleshoot any emerging problems with the software
- Enter and process purchase orders, standing purchase orders and check requests. Resolve purchasing issues
4
Responsibilities For Executive Financial Assistant Resume
- Basic accounting and book-keeping
- Use analytical reasoning when performing tasks such as data entry
- Completion of EPAF, Claim Voucher, and/or Purchasing Card training
- Create an inclusive, exciting culture that encourages knowledge sharing
- Relevant Financial Accounting or Management Accounting
- Flexibility to additional various general office tasks (i.e. printing, filing, etc.)
- MBO / secondary vocational education in financial administration or equivalent level of thinking
- Computer literate: MS Office (especially Excel) and accounting systems (preferably Navision and Hyperion Financial Management)
5
Responsibilities For Accounts Payable / Financial Assistant Resume
- Create ad-hoc reporting and analyzes
- Reviews; ensures approval based on alternatives regarding practice & policy
- Accesses multiple banking systems to process transactions, retrieve information, and/or initiate wire transfers
- Contacts outside agencies, banks and/or banking systems to obtain clarification of rules and/or regulations
- Monitor expenses for departmental sponsored and non-sponsored accounts; ensure compliance with University policy, and standard accounting procedures
6
Responsibilities For Accounts Payable Financial Assistant Resume
- Exposure to working in an office as part of a Finance team
- Submits accounts payable entries in Oracle, ensuring appropriate backup documentation are on file for each request
- Assists with planning and execution of HLC Longwood IT Day
- Monthly reporting on Fuel
- Reach out to various companies regarding their benefits
- MS office, mainly utilizing Excel
- Review and process all expenditures and commitments for the Faculty (operating and/or capital budgets)
- Approve and process travel expenses, moving expenses sabbatical expenses for faculty in accordance with University policies
7
Responsibilities For Administrative / Financial Assistant Resume
- Manage the time tracking system independently
- Document all paperwork for future scanning and enter data into the Transportation Management System to protect any disputes of charges
- Record all claim information for reporting
- Work closely with senior leadership in developing financial models
- Contribute to month-end closing activities
- Prepares multiple month end entries for cash and various accruals relating to lockbox, wire, credit card activity and several non cash accounts
- Maintains detailed analysis for various accounts, making corrections and adjustments as required
- Assists KKI departments with grant closings, account reconciliation, and personnel funding distributions
- Perform reconciliations for leasing and operational expenses on a regular basis
8
Responsibilities For Eps Financial Assistant Resume
- Maintain and update leasing information for various locations
- Address and resolving any reconciliations related issues; escalate when necessary
- Coordinate and process credits and debits for returns, pricing errors, short shipments, damaged product, and short payments
- Process monthly purchasing card statements and transaction requests made by roughly 100 student organizations
- Participate in data cleansing for vendors, customers, sites, employees, etc
9
Responsibilities For Imaging & Financial Assistant Resume
- Provides guidance to student organization advisors in all matters pertaining to organizational accounts
- Understand and follow oral and written (including narrative, tabular, and graphical) instructions
- Prepares and keeps financial and business transactions data up-to-date and prepares reports to ensure accurate accounting records
- Perform routine accounting tasks
- Apply common sense understanding to carry out instructions furnished in written, oral form or via DRH applications
- Evaluate budget scenarios and to interpret and analyze budget and accounting reports
- NU system knowledge; including but not limited to NUFinancials, FASIS, Vista, SES, Cognos, ESPR, InfoEd, etc
- Education: Some college level accounting courses
- Team player who is willing to roll up their sleeves and assist and support other members of finance team as required
10
Responsibilities For Operations & Financial Assistant Resume
- Order processing and knowledge of computers
- Creates billing schedules
- Work as a team player and willing to assist team members with a variety of tasks
- Facility in communicating fluently within the Belgian market (in French, Dutch and English)
- Assist patients with the completion of a Minnesota Medicaid application, gathering appropriate
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