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financial assistant: Resume Samples & Writing Guide

Francis Davis 959 Hickory Hill Road, Owasso, OK 74055
davisfrancis@zoho.com
915-413-5340

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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Sam Anderson 90 Hickory Hill Avenue, Enterprise, AL 36331
andersonsam@yahoo.com
717-328-6197

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
Tom Austin 77 Valley View Drive, Carolina, WV 26591
austintom@hotmail.com
970-577-7557

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
Dave Roberts 931 Forestview Drive, Lake View, AL 35111
robertsdave@yandex.com
730-552-7169

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
Pauline Vaughn 908 Sunset St., Muscatine, IA 52761
vaughn-pauline@inbox.com
839-149-5054

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.

6

financial assistant

  • Proofread financial reports, or verify a variety of financial records. Assist in providing documentation on various financial transactions.
  • Perform arithmetical calculations involving a wide range of fiscal documents.
  • To develop and maintain a good knowledge of the school boards processes and procedures and the accounting system relating to the activities of Business Services
  • Collects and records check payments and/or cash as received. Process wire transactions.
7

financial assistant

  • Gerou demonstrativos financeiros e facilitou os procedimentos de fechamento de conta a cada mês. Crie, mantenha e insira informações nos bancos de dados.
  • Abra, classifique e distribua a correspondência recebida, incluindo fax e email.
  • Recebimentos de fatura 
8

financial assistant

  • Assist Finance Manager in preparing month end journals and monthly reports and ad hoc reporting responsibility 
  • Ensure monthly recurring billings are run within the timeframe, and raise manual billings when necessary. Manage collectable arrears collection with the aim of <1% in line with business policy; Run Unapplied Cash (UC) report each month and liaise with tenants and organize refund of UC in a timely manner.
  • Complete Consumer Price Index Reviews within the timeframe and ensure all CPI reviews for tenant are acted in accordance to their leases, conducting CPI calculation and update journals every quarter. 
  • Perform monthly Tenancy Schedule reviews and submit to Centre Manager for approval, prepare CM certification for internal lease registration, update JDE to maintain timely and accurate information for all tenancies.
9

financial assistant

  • Check figures, postings and documents for correct entry, mathematical accuracy and proper codes.
  • Perform personal bookeping services.
  • Prepare financial reports for Head Office.
  • Support Human Resourses Department.
10

financial assistant

  • Monitor daily cash balances and determine cash requirements needed to cover losses and payments.
  • Verify that outstanding suppliers invoices have been paid.
  • Verify accounts receivable paperwork to balance accounts and ensure that all figures match payment information.
  • Processing daily revenue transactions and customer refunds.
  • Performing monthly bank reconciliation.

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.

    Albert Adams 770 Mountainview Drive, St. Clair Shores, MI 48080
    albert.adams@gmail.com
    852-987-0489

    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.



    Francis
    Davis
    davisfrancis@zoho.com
    915-413-5340
    959 Hickory Hill Road, Owasso, OK
    74055

    Senior Financial Assistant
    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
    davisfrancis@zoho.com

    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.