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financial assistant: Resume Samples & Writing Guide
Employment history
Senior Financial Assistant, Microsoft Redmond, Washington
September 2018 – Present
- Prepare financial reports and statements
- Provide administrative support
- Assist with audits
Associate Financial Assistant, Microsoft Redmond, Washington
September 2017 – August 2018
- Prepare and submit tax documents
- Process invoices, payments, and other financial transactions
- Assist with budget preparation
Entry Level Financial Assistant, Bank of America Charlotte, North Carolina
March 2016 – August 2017
- Prepare and submit tax documents
- Generate financial reports
- Prepare financial reports and statements
Education
University of Michigan, Ann Arbor, Michigan
Doctor of Accounting, January, 2016
University of Michigan, Ann Arbor, Michigan
Bachelor of Arts in Office Administration, January, 2012
Skills
Adaptability
Attention to Detail
Presentation
Strategic Thinking
Visualization
Technical
Database Management
Attention to Detail
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Employment history
Senior Financial Assistant, UnitedHealth Group Minnetonka, Minnesota
October 2022 – Present
- Maintain financial records
- Ensure compliance with accounting and financial regulations
- Assist with audits
Associate Financial Assistant, CVS Health Woonsocket, Rhode Island
October 2021 – September 2022
- Process invoices, payments, and other financial transactions
- Maintain financial records
- Prepare and submit tax documents
Junior Financial Assistant, Google Mountain View, California
October 2020 – September 2021
- Ensure compliance with accounting and financial regulations
- Prepare and submit tax documents
- Monitor accounts payable and receivable
Education
University of Texas, Austin, Texas
Bachelor of Science in Office Administration, August, 2020
Skills
Analytical
Conflict Resolution
Time Management
Computer Literacy
Attention to Detail
Project Management
Process Improvement
Data Analysis
Employment history
Senior Financial Assistant, Microsoft Redmond, Washington
January 2022 – Present
- Prepare and review contracts
- Generate financial reports
- Provide administrative support
Financial Assistant, Microsoft Redmond, Washington
January 2021 – December 2021
- Monitor accounts payable and receivable
- Ensure compliance with accounting and financial regulations
- Assist with audits
Entry Level Financial Assistant, Google Mountain View, California
January 2020 – December 2020
- Prepare and review contracts
- Prepare and submit tax documents
- Assist with audits
Education
University of Michigan, Ann Arbor, Michigan
MD in Accounting, November, 2019
University of Michigan, Ann Arbor, Michigan
Bachelor of Arts in Business Administration, November, 2015
Skills
Business Acumen
Teamwork
Troubleshooting
Emotional Intelligence
Reporting
Analytical
Strategic Thinking
Project Management
Employment history
Senior Financial Assistant, CVS Health Woonsocket, Rhode Island
August 2018 – Present
- Generate financial reports
- Manage accounts and ledgers
- Prepare financial reports and statements
Financial Assistant, CVS Health Woonsocket, Rhode Island
March 2017 – July 2018
- Ensure compliance with accounting and financial regulations
- Prepare and submit tax documents
- Manage accounts and ledgers
Entry Level Financial Assistant, Microsoft Redmond, Washington
August 2016 – February 2017
- Prepare financial reports and statements
- Prepare and review contracts
- Process invoices, payments, and other financial transactions
Education
University of Michigan, Ann Arbor, Michigan
Doctor of Medical Office Administration, June, 2016
University of Michigan, Ann Arbor, Michigan
Bachelor of Science in Business Administration, June, 2012
Skills
Technical
Coaching
Professionalism
Networking
Attention to Detail
Database Management
Documentation
Analytical
Employment history
Jr. Financial Assistant, JPMorgan Chase New York, New York
July 2021 – April 2022
- Reconcile bank accounts and statements
- Prepare and submit tax documents
- Manage accounts and ledgers
Education
University of Texas, Austin, Texas
Master of Arts in Office Administration, May, 2021
University of Texas, Austin, Texas
Bachelor of Science in Business Administration, May, 2017
Skills
Troubleshooting
Quality Assurance
Attention to Detail
Teamwork
Visualization
Financial Management
Analytical
Accounting
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financial assistant Job Descriptions; Explained
If you're applying for an financial assistant position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
financial assistant
- Process and prepare financial and business forms for the purpose of checking account balances, facilitating purchases, etc.
- Perform routine calculations to produce analyses and reports as requested by the finance director.
- Help oversee and manage individual accounts.
- Collect and enter data for various financial spreadsheets.
- Assist the financial director in creating financial reports on a regular basis.
- Attend finance department and company-wide meetings, sometimes assisting with financial reporting to managers and senior executives.
- Track and reconcile bank statements.
2
financial assistant
- Operate computers programmed with accounting software to journal entries.
- Reconcile intercompany balances and postings, at the end of each month.
- Reconcile or note and report discrepancies found in bank and cash records at the end of each month.
- Assist with the preparation of payroll information.
- Assist with the preparation of statutory and contractor levy report and submission.
3
financial assistant
- Inventory updating.
- Inventory tracking & correction of records.
- Spare parts inventory accounting for Europe operations.
- Inventory reconciliation
- Responding to client queries and providing them with appropriate solutions.
- Monthly/Quarterly/Annual closing of books of accounts.
- Familiar with Multi location coordination.
4
financial assistant
- Genrating a invoice in busy accounting software.
- Keeping a record of all vendors.
- Making a purchase entry.
- Entry of basis financial transaction.
- ensuraing the the quality of the product.
- To do a detailed Finacial and Market analysis and generate a report.
5
financial assistant
- Assist bookkeepers, coordinators, principals, administrators and vendors on day-to-day accounts for all school board funded purchase orders placed by various schools and departments; from the receipt financial matters with all inquiries made on any purchases related to school board funds.
- Analyze and process of new purchase orders to the payment of legitimate bills.
- Review and maintain records on pending and completed purchase orders.
- Correspond with vendors, schools and department representatives concerning purchase order problems including, but not limited to, shipping, damages, discrepancies and duplicated shipments. Respond to inquiries.
- Request from schools and or vendors any documentation needed to complete purchase orders for payment.
- Verify, sort and file various financial related reports.
- Ensure audit compliance with applicable laws, regulations and procedures.
financial assistant Job Skills
For an financial assistant position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job
effectively. Some examples of technical skills are data analysis, project management, software proficiency,
and programming languages, to name a few.
Add the technical skills that will get hired in your career
field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills
section of the builder, manually write in the skill or simply click on "Add more skills". This will
automatically generate the best skills for your career field, choose your skill level, and hit "Save &
Next."
- Computer Literacy
- Data Analysis
- Database Management
- Financial Management
- Quality Assurance
- Technical
- Troubleshooting
- Project Management
- Process Improvement
- Visualization
- Reporting
- Business Acumen
- Risk Management
- Accounting
- Strategic Thinking
- Analytical
- Attention to Detail
- Documentation
- Innovation
- Customer Service
- Presentation
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including
soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your
problem-solving abilities and show that you navigate challenges and changes in the workplace
efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select
your preferred resume template in the skills section, enter the skills manually or use the "Add more skills"
option. Our resume builder will generate the most relevant soft skills for your career path. Choose your
proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your financial assistant Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Henry White 651 Hillside Avenue, Talmage, NE 68448
Professional Summary
Highly organized and detail-oriented Financial Assistant with extensive experience in administrative and clerical support. Proven track record of providing accurate and efficient financial services to clients.
Employment history
Chief Financial Assistant, UnitedHealth Group Minnetonka, Minnesota
February 2015 – Present
- Assist with audits
- Process invoices, payments, and other financial transactions
- Prepare and review contracts
Associate Financial Assistant, Microsoft Redmond, Washington
September 2013 – January 2015
- Reconcile bank accounts and statements
- Assist with budget preparation
- Manage accounts and ledgers
Jr. Financial Assistant, General Electric Boston, Massachusetts
March 2012 – August 2013
Education
University of Wisconsin, Madison, Wisconsin
Project Management, January, 2012
Skills
Teamwork
Mentoring
Innovation
Documentation
Technical
Database Management
Project Management
Strategic Thinking
Include your Contact Information and Job Descriptions
Missing job descriptions lessens your chances of getting hired.
Key Insights- Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
- Keep job descriptions short but don't just list your jobs.
- Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.
How to Optimize Your financial assistant Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Employment history
Senior Financial Assistant, Amazon Seattle, Washington
May 2012 – May 2022
- Reconcil bank accounts and statments
- Prepare and submite tax documents
- Handel customer inquirys
Associate Financial Assistant, Walmart Bentonville, Arkansas
December 2010 – April 2012
- Mange accounts and ledgers
- Generate finacial reports
- Prepaire and submite tax documents
Junior Financial Assistant, General Electric Boston, Massachusetts
December 2009 – November 2010
- Procces invoices, payments, and other financial transactions
- Ensure compliance with accounting and finanical regulations
- Prepaire and review contract's
Education
University of Michigan, Ann Arbor, Michigan
Bachelor of Science in Business Administration, October, 2009
Skills
Financial Management
Critical Thinking
Flexibility
Accounting
Business Acumen
Data Analysis
Attention to Detail
Process Improvement
Correct Grammar and Address Gap Years in Your Resume
Don't leave unexplained gaps in your work history.
Key Insights- When explaining gaps in your employment section, start by being honest.
- Elaborate on the gap and show that you never stopped learning.
- Explain and elaborate any gap in your work history by highlighting new skills.
financial assistant Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an financial assistant position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Senior Financial Assistant
JPMorgan Chase
New York, New York
JPMorgan Chase
New York, New York
To the respected JPMorgan Chase Hiring Team
I am excited to apply for the Senior Financial Assistant role at JPMorgan Chase. As a highly skilled Financial Assistant, I am confident that I have the necessary experience and abilities to make a valuable contribution to your organization.
Throughout my life, I have pursued my passion for Human Resources and have gained experience in this field as a result. This experience has given me valuable skills such as Adaptability and Attention to Detail, which I am excited to bring to this position. I am eager to work with a team that shares my enthusiasm as a Financial Assistant and help your organization achieve its well determined goals.
I cannot stress enough how thrilled I am about the chance to join a team of like-minded individuals who share my values and passion for this amazing field. Thank you for considering my application and I hope for the chance to work together.
Respectfully,
Francis Davis
915-413-5340
[email protected]
Francis Davis
Showcase your most significant accomplishments and qualifications with this cover
letter.
Personalize this cover letter in just few minutes with our user-friendly tool!
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the
competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.