Fiscal Assistant Resume Sample
Marjory Beatty
107 Stanford Islands,
Los Angeles,
CA
+1 (555) 466 5155
Work Experience
Human Resources & Fiscal Assistant
02/2016
-
PRESENT
Los Angeles, CA
- Enter transaction into the departmental fiscal log. Set up and maintain files for all departmental funds
- Retrieve monthly telecommunication invoices and sort the monthly long distance charges by phone number and distribute to the responsible party for review
- Assist as needed with the monthly departmental reconciliation
- Assist with the operation and maintenance of office equipment. Assist with the ordering of office supplies
- Respond independently and professionally to written and verbal inquiries and requests from faculty, staff, students, and administrators, and from individuals and organizations outside the college
- Assist with scheduling and logistically preparing for meetings, events, and official business and social functions for internal and external groups and partners
- Appropriately handle confidential information, including diligent filing and shredding of finance and personnel-related material
Fiscal Assistant
05/2010
-
08/2015
Philadelphia, PA
- Serve as college telecom coordinator and as primary backup for the Administrative Manager’s essential functions; and
- Proficiency in customer service best practices to include assessing, understanding, exceeding customer needs and making relevant referrals to other departments, programs, and services
- Strong skills using spreadsheets and database applications to create and modify reports charts. Ability to compile and analyze data to make project-specific recommendations
- Demonstrated experience and solid skills to perform basic mathematical computations
- Proficient in the Microsoft Office suite of applications. Ability to utilize computers, software programs, and web-based research and resources to accomplish tasks effectively and efficiently
- Set-up and maintain filing systems to ease of retrieval by self and others. Skill in accurate record keeping with strict attention to detail
- Skill to independently research, interpret and apply policies and procedures for problem resolution and posses the ability to interpret, implement, and communicate administrative policies and procedures
- Knowledge of correct English grammar, spelling, punctuation and usage, with the ability to compose and edit correspondence utilizing appropriate formats and styles
Fiscal Assistant Ii / Medical Billing
05/2007
-
04/2010
Philadelphia, PA
- Notify departments of checks returned as undeliverable and obtain correct remit to information for mailing. Request ACCTS transfer of cancelled funds for charge-back to departmental accounts
- Acts as a backup for the Fiscal Assistants for wage assignments and check distribution. Answer telephone and email inquiries and assist with other tasks as needed
- Budget/Reporting – Reconcile monthly PeopleSoft ledgers for unrestricted and UFF expenses. Reconcile FCPA expenses as needed. Reconcile departmental reports to Dean's Office reports and assemble monthly report packets for chiefs. Run payroll reports to download from PeopleSoft and import to departmental SQL database. Run monthly reports on all research projects for Research Administration team
- Review UF and FCPA contracts for key elements and record in departmental contracts database. Run regular tracking reports to identify upcoming renewals and terminations. Prepare PeopleSoft journal entries and FCPA journal entries, as necessary. Assist research administrators with the submission of grant proposals, as necessary
- Prepare organ procurement billing including reconciling to vendor reports and divisional backup
- Assist with the processing/reconciliation of PCard charges and other payments. Reconcile Pcard holder charges each month to the monthly aging report
- Track transactions made via myUF Payment Solutions, travel and expense module, journal entry, and cash expense refunds to ensure the transactions are processed correctly in the system
Education
Webber International University
2003 - 2007
School's Degree in Accounting
Professional Skills
- Strong organization skills, communication skills (verbal and written), and customer service skills
- Demonstrated skill in communicating effectively with a variety of people by phone, electronically and in person, exhibiting excellent interpersonal skills
- Excellent customer service skills, including strong written and verbal communication skills
- Skill in communicating effectively with a variety of people by phone, electronically and in person, exhibiting excellent interpersonal skills
- Strong PC environment computer skills with strong abilities in learning new software systems and programs for accuracy in fiscal reporting
- Excellent interpersonal skills, including tact, diplomacy and flexibility. Ability to work effectively with a variety of personalities
- Excellent organizational and time management skills. Ability to prioritize and meet deadlines despite frequent interruptions
How to write Fiscal Assistant Resume
Fiscal Assistant role is responsible for software, computer, interpersonal, word, microsoft, excel, database, outlook, travel, design.
To write great resume for fiscal assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Fiscal Assistant Resume
The section contact information is important in your fiscal 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 Fiscal Assistant Resume
The section work experience is an essential part of your fiscal 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 fiscal 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 fiscal assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Fiscal Assistant resume experience can include:
- Superior communication skills, verbal and written, with the ability to communicate and interact with diverse personalities to convey information and provide guidelines in a clear and professional manner, using diplomacy, tact, and discretion in all interactions
- Strong organizational skills, assuring coordination of a variety of tasks and projects, each requiring close attention to detail. Ability to meet deadlines despite frequent interruptions in a dynamic environment with numerous concurrent projects
- Function efficiently and productively as a team member, with all the interpersonal skills required to build and maintain cooperative working relationships with a variety of individuals and work groups
- Demonstrated experience using standard office software packages, and intermediate skills in MS Word, and Excel, or similar software packages
- Strong demonstrated skill in communicating and accurately answering reconciliation questions and other such related inquiries to clinic staff
- Excellent interpersonal/communication skills including tact, diplomacy and flexibility in dealing with diverse personalities and situations
Education on a Fiscal Assistant Resume
Make sure to make education a priority on your fiscal assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your fiscal 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 Fiscal Assistant Resume
When listing skills on your fiscal 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 fiscal assistant skills:
- Demonstrated interpersonal skills including the ability to work effectively in a multicultural environment
- Outstanding interpersonal skills and the ability to communicate and work effectively within a diverse community
- Effectively using interpersonal communication skills in a diverse work environment
- Strong computer skills including MS Word, Excel, Access, and other software routinely used in a business setting
- Demonstrated fast accurate typing skills required to handle various typing formats
- Learn/comprehend effectively how UF's PeopleSoft financial accounting system operates and to utilize Enterprise Reporting
List of Typical Experience For a Fiscal Assistant Resume
1
Experience For Fiscal Assistant Ii / Medical Billing Resume
- Demonstrated ability to identify and resolve problems efficiently and effectively
- Able to learn new skills and complete required training
- Demonstrated experience investigating issues/problems and initiate solutions by communicating problems
- Experience analyzing complex financial issues, recognizing potential impact, identifying creative and alternative solutions, and making recommendations
- Progressively responsible experience in accounting
- Demonstrated ability to maintain strict confidentiality and ability to protect the integrity of secured information
- Demonstrated ability to interpret guidelines, circulars and regulations
2
Experience For Human Resources & Fiscal Assistant Resume
- Experience working in an academic setting and variety of administrative tasks in fast paced environment
- Verify receipts of goods/services. Verifies invoices for accuracy
- Knowledge and experience with Excel, Word, and PowerPoint
- Experience with PeopleSoft transactions
- Work productively and independently, solve problems, and prioritize tasks in order of importance
- Preparing invoices for scholarship billing and generating sponsored student reports
3
Experience For HS Research Core Fiscal Assistant Resume
- Working knowledge of UC policies and procedures regarding disbursements, travel, and purchasing
- Understanding of accounting/bookkeeping principles
- Responding to inquiries from vendors, community members, central university offices and regulating agencies
- Collecting and processing time sheets on a monthly basis
- Managing and tracking invoices
- Assisting with the offer letter routing process
- Assisting faculty with travel, expense reports, re-credentialing and other administrative tasks
4
Experience For Dean s Office Administrative & Fiscal Assistant Resume
- Understanding of UF and FCPA accounting policies and procedures
- Working knowledge of general office and clerical practices and procedures; of basic office equipment; and of grammar, punctuation, and spelling
- Adhering to policies, procedures, and quality controls in relation to electronic imaging
- Working knowledge of generally accepted accounting principles and practices and ability to perform basic financial calculations and analyses
- Working knowledge of university policies and procedures relating to fiscal administration
- Processing all invoices for payment
- Preparing financial reports for the Director and Administrative Staff as requested
- Entering departmental financial information into an internal database
- Preparing deposit collection information for the Office Manager or Office Assistant
5
Experience For Accounting / Fiscal Assistant Resume
- Processing all documents for PCard charges
- Preparing travel paperwork and all reimbursements for faculty and staff
- Updating monthly award trackers for the Department
- Maintaining the non-compete calendar in order to ensure timely submissions
- Depositing sponsor payments and donor checks
- Handling all collections including tuition payments
- Processing payments and creating UFID numbers for new students and special programs
- Preparing ELI student list for library and other services
6
Experience For Staff & Fiscal Assistant Resume
- Processing, recording, and documenting all fiscal transactions, including billing, expenses, and purchases for the JCBC
- Providing monthly/periodic reconciliation and reporting documentation
- Assisting with medical insurance issues
- Assuring compliance with financial and administrative policies
- Preparing revenue refunds/
7
Experience For Administrative Fiscal Assistant Resume
- Preparing purchase orders
- Knowledge and understanding of and ability to interpret PPM guidelines, and funding agency regulations governing allowable costs to contracts and grants
- Responsible for following purchasing regulations relating to the purchase of products/service
- Understand and apply working knowledge of bookkeeping/accounting principles and practices
- Responsible for reviewing outstanding accounts receivable and follow up with payors
8
Experience For Fiscal Assistant Resume
- Assist in developing and monitoring the Department annual budget
- Interact professionally, collaboratively with management and other departments for invoice dispute resolution, obtaining approvals, and processing
- Reviews district deposit coding sheets for accuracy, appropriate coding and adherence to deposit guidelines
- Knowledge of accounting and bookkeeping principles
- Use various office machines, including copiers, FAX, and 10-key adding machine
- Knowledge of basic accounting and budget principles as well as UF purchasing and travel policies
- Specific knowledge of and ability to interpret OMB circulars A-21, A-110 and other federal regulations governing contracts and grants
9
Experience For Fiscal Assistant Ii / Medical Billing Resume
- Enters requisitions for department including restricted and unrestricted funds
- Researches outstanding purchase orders and request back-up from divisions or vendors
- Assist in conducting monthly budget reconciliations and in the preparation of budget reports
- Audit and process monthly Small Purchase Credit Card statement adhering to district policy
- Assist in fiscal month-end closing
- Distribute, review and reconcile monthly Time & Effort reporting
10
Experience For Human Resources & Fiscal Assistant Resume
- Maintain files, logs, and documentation thoroughly and accurately, in accordance with policy and accepted accounting practices
- Assist with quarterly and year end audits for questions relating to Accounts Payable, Deposits and Time & Effort
- Comply with and promote district policies, procedures and ensure proper internal controls are being followed
- Generate reports in Enterprise Reporting
- Understand and apply rules, regulations, policies and procedures of accounting programs
- Use computers to setup Excel spreadsheets with formulas, enter/retrieve data on database systems and prepare letters and forms with word processing
- Knowledge of UC accounting systems
- Knowledge of State of Florida and University of Florida purchasing, payroll, and personnel procedures rules and practices
- Knowledge of how to use financial processing software such as PeopleSoft and CashNet
List of Typical Skills For a Fiscal Assistant Resume
1
Skills For Fiscal Assistant Ii / Medical Billing Resume
- Strong computer skills with knowledge of spreadsheet and word processing programs
- Excellent computer skills, including proficiency with Microsoft Office Excel, Outlook and Word
- Good written and verbal communications skills (essential)
- Exhibits excellent communications skills and attention to detail
- Computer skills, specifically MS Word experience
- Strong written and verbal organization and communications skills
- Attention to detail and strong document management skills
2
Skills For Human Resources & Fiscal Assistant Resume
- Solid ability to communicate effectively with principal investigators, faculty, students, staff and vendors, in person, by phone and in writing
- Strong ability to organize and prioritize work. Proven ability to meet deadlines despite frequent interruptions
- Demonstrated experience setting up and maintaining various filing systems
- Skills in word processing, typing, and operating spreadsheets
- Demonstrated knowledge and skill in utilizing computers and appropriate software applications including but not limited to PeopleSoft, Word, and Excel
3
Skills For HS Research Core Fiscal Assistant Resume
- Exceptional computer and technical skills, including Microsoft Word, Excel, Outlook and PowerPoint
- Prior experience working a state agency is highly desired; and
- Communicate clearly and effectively, both verbal and in writing
- Proven experience with computerized systems such as database, spreadsheet, and word-processing programs (MS Office Suite) to manipulate data and create reports
- Computer skills in MS Office, Excel, Word, and Outlook
- Computer skills in PeopleSoft
- Professional demeanor and ability to communicate information accurately and effectively
- Communicate effectively with with individuals at all levels of responsibility
- Proven ability to adjust to new priorities and demands
4
Skills For Dean s Office Administrative & Fiscal Assistant Resume
- Demonstrated experience with data entry and work with others in achieving organizational goal
- Demonstrated knowledge and experience performing fiscal operations in a department of moderate size and complexity
- Work effectively in both team and individual settings
- Demonstrated experience with purchase orders, budget transfers, travel vouchers, and all types of reimbursements and disbursement processes and procedures
- Experience with Priority Software BA system
- Communicate effectively with individuals at all levels of responsibility
- Communicate effectively with people of all professional levels
5
Skills For Accounting / Fiscal Assistant Resume
- Demonstrated experience in purchasing, and inventory
- Skill in identifying and bringing problems to supervisor’s attention for resolution. Ability to exercise good judgement and seek advice
- Working knowledge and experience with SFRC’s Sharepoint site
- Demonstrated knowledge of budgeting, accounting, and bookkeeping to maintain department financial records and reports
- Experience using PeopleSoft accounting functions
- Demonstrated understanding of general accounting principles and fiscal processes
- Knowledge of basic accounting principles, ledger reconciliation, and fund reporting. Experience with accounts payable and receivable
- Progressively responsible general clerical experience that involves maintaining fiscal records and receipting for funds required
6
Skills For Staff & Fiscal Assistant Resume
- Demonstrated working knowledge of generally accepted accounting principles and practices and ability to perform basic financial calculations and analyses
- Experience with preparing for audits and working with auditors
- Establish and maintain effective working relationships with departmental and university staff members and peers
- Knowledge of accounting principles and practices; skilled in data collection and report preparation
- Experience with UF’s PeopleSoft applications for payables (UF Pcard) and purchasing
- Skill in the use of personal computers and using Microsoft Office applications such as Word and Excel
- Knowledge in basic accounting principles and good mathematical problem exercises
- Excellent team player and ability to work in fast-paced, changing circumstances and in an international work environment
7
Skills For Administrative Fiscal Assistant Resume
- Experience with computerized systems such as database, spreadsheet, and word-processing programs (MS Office Suite) to manipulate data and create reports
- Demonstrated ability to research, organize and present information to produce concise reports using various resources
- Experience reconciling bank accounts
- Designated vendors who provide goods and services under State Contract are being utilized when applicable
- Six (6) months of recent cash handling experience on a computerized system
- Experience with PeopleSoft system
8
Skills For Fiscal Assistant Resume
- Experience with UF policies and procedures for travel, pcards, voucher payments and requisitions, journal entries, deposits
- Two years of work experience in a fiscal office
- Proven ability to work independently and take direction from others; and
- Record/transfer information accurately and demonstrated ability to follow detailed oral/written instructions
- Experience using general office equipment: fax machine, scanner, copier, 10-key calculator, etc
- Skill in following detailed verbal and written instructions
- Demonstrated ability to promote, develop and work with a diverse workforce
- Demonstrated ability to use an electronic financial software system in order to access and maintain computerized records efficiently and accurately
9
Skills For Fiscal Assistant Ii / Medical Billing Resume
- Skilled in data collection and report preparation
- Experience and knowledge of UF’s fiscal policies/procedures
- Experience with UF's PeopleSoft applications for business travel
- Organize and prioritize work assignments and meet deadlines
- Operate a computer, calculator, copier, and fax machine
- Experience with billing in the iLab system
- Demonstrated ability to analyze fiscal data and make appropriate recommendations
- Demonstrated knowledge of the Accounts Payable and MyUF Payment Solutions modules in PeopleSoft
10
Skills For Human Resources & Fiscal Assistant Resume
- Computer experience and proficiency with Microsoft Office
- Experience with UF finance procedures
- Experience with PeopleSoft, specifically myUF Market, accounts payable, pcard functions
- Knowledge of office procedures and practices, principles and techniques of effective verbal and written communication and basic arithmetic
- Demonstrate creativity and initiative in identifying, responding to, and resolving problems in a professional manner
- Entering and tracking funding distributions
List of Typical Responsibilities For a Fiscal Assistant Resume
1
Responsibilities For Fiscal Assistant Ii / Medical Billing Resume
- Strong verbal, written, and electronic communication skills that facilitate professional, effective, and courteous interaction with a diverse population
- Strong skills using Microsoft Office Products; especially Outlook and Excel
- Communicate effectively in person, on the phone, and in writing
- Effectively communicate student accounts information, policies and procedures in a manner easily understood by the customer
- Experience with standard filing systems. Ability to maintain and cross reference complex filing systems for rapid/easy retrieval by self or others
- Experience using PeopleSoft Financial Applications
2
Responsibilities For Human Resources & Fiscal Assistant Resume
- Maintain effective working relationships with faculty, residents and staff
- Strong ability to perform a high volume of data entry accurately and quickly within an automated accounts payable system
- Demonstrate ability to analyze student enrollments/financial accounts
- Intermediate level experience with
- Two years post-award experience in the administration of sponsored awards
- Processing accounts payable including purchase orders and requisitions using People Soft and Quick Books
- Monitoring and reporting on the use of Procurement Cards, including monthly card reconciliation
- Working knowledge of SFRC’s workflow for Pcard Aging Reports
- Working knowledge of SFRC’s Fiscal Department group workflow, including shared email account
3
Responsibilities For HS Research Core Fiscal Assistant Resume
- Coordinating an annual external audit review
- Undertaking special projects as needed
- Assist in developing and maintaining weekly work schedules
- Assist with hiring, training and supervision of student assistants and Other Personnel Services (OPS) employees
- Assist in developing and updating various procedures manuals for Gator 1 Card Office operations
- Responsible for opening and/or closing the office as needed
4
Responsibilities For Dean s Office Administrative & Fiscal Assistant Resume
- Assist in handling management responsibilities in the absence of the manager; provide relevant management information as needed
- Responsible for oversight and maintaining of ID card printers; arrange for printers to be cleaned, repaired, shipped, and other functions as needed
- Assist in developing new programs, satellite offices, and services
- Run HMS Aged Receivable reports at least monthly. Contact clients and 3rd party insurance companies with outstanding balances for payment
- Knowledge of University of Florida Purchasing directives and procedures
5
Responsibilities For Accounting / Fiscal Assistant Resume
- Attainment of a typing score of at least 35 wpm
- Able to work in a fast paced environment while maintaining a pleasant demeanor even under adverse circumstances
- Knowledge of UF Finance and Accounting procedures
- Knowledge of State of Florida and University of Florida purchasing, payroll, and personnel procedures, rules and practices
- Plan, organize and coordinate activities relating to operation of the department
- PeopleSoft reporting and general ledgers
6
Responsibilities For Staff & Fiscal Assistant Resume
- Knowledge of basic arithmetic and filing practices
- Evaluate situations critically, independently make decisions, and obtain solutions while operating within policies, laws, rules, and guidelines
- Comfortable working in an electronic environment (essential)
- Comfortable with productively handling multiple tasks and projects of confidential nature
- Comfortable operating successfully in a fast-paced work environment
- Knowledge and ability to use correct spelling, punctuation and grammar
7
Responsibilities For Administrative Fiscal Assistant Resume
- Add supporting documents to invoices
- A working knowledge of MSOffice, web navigation, PeopleSoft, or comparable student information system, office procedures and equipment
- Knowledge of cashiering principles and procedures and application
- Post-secondary training in business and/or
- Knowledge of UF Finance and Accounting procedures, particularly those related to cash collections
- Knowledge of the State of Florida’s online Florida Prepaid College Housing Program
- Purchases supplies and materials using p-cards
- Works with Purchasing to execute leases for space and equipment
8
Responsibilities For Fiscal Assistant Resume
- Identifies and resolves issues related to purchasing
- Knowledge of PeopleSoft and fiscal accounting modules
- Knowledge of MS Dynamics SL Accounting System and PN3 Interface highly desirable
- Maintain an organized and confidential records management system; and
- Assist as needed with general and special projects
- Assist with the Bill File Creation process for all Hub Counties to electronically file claims through HMS and PC-Ace software. Print Third Party CMS and ADA Insurance claim forms that aren’t set up to go electronically
- Process high volume PO and non-PO related vendor and employee invoices
9
Responsibilities For Fiscal Assistant Ii / Medical Billing Resume
- Ensure all invoices are coded to the correct accounts and cost centers
- Responsible for district compliance with the State’s prompt payment policy
- Keys district deposits into VDH Cardinal system
- Bill Contract Vendors for services rendered
- Process Accounts Receivable received from contracts and sources. The process for receipt of payment includes the posting of payment to the check log, A/R sheet, and deposit form posting payment correct account. Also includes following up on outstanding invoices
- Update and reconcile weekly to check log to create A/R Report for administrative meetings
- Handle daily transactions for the Aircraft Registration Program
10
Responsibilities For Human Resources & Fiscal Assistant Resume
- Review invoices for accuracy, completion, and consistency
- Review source documents and correct errors
- Prepare journal entries for expenditures
- Audit monthly credit card statements
- Maintain accurate fixed asset and inventory listings
- Manage records and gather documents
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