5 Amazing financial assistant Resume Examples (Updated 2023) + Skills & Job Descriptions

financial assistant

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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

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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

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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

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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.

financial assistant

Issue invoices and send them to the customers by email.
Negotiate payment dates.
Locate and notify customers of delinquent accounts by email and telephone, to solicit payment.
Credit analisys.
Store phisical files.
Elaborate accounts receivable reports.

financial assistant

promoted services to clients and customer services
assisted with office management
scheduled arrangements
Collect donations from the boys and split the money equally into different coys.

financial assistant

Processed accounts payable and general ledger transactions from receipt of documentation to issuance of payment in a timely and efficient manner
Conducted pre-audit and post-audit of accounts payable documentation to ensure accuracy and consistency
Effectively managed issues by promptly communicating with the appropriate stakeholders
Invoice Receipts

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
Create, send, and follow up on invoices
Review and adhere to department budgets
Collect and enter data for various financial spreadsheets
Assist the financial director in creating financial reports on a regular basis

financial assistant (trainee)

Update financial spreadsheet with daily transactions
Track and reconcile bank statements
Support monthly payroll and keep organised records
Record accounts receivable and accounts payable
Process invoices and follow up with clients and suppliers
Provide administrative support during budget preparation
Compute deductions for income and taxes.

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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.

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

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

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