Finance Assistant Job Description template and pdf with duties [2024]

Job summary 1

The Finance Assistant works with the Executive Director to implement and improve the Party’s comprehensive fundraising program each year. The Finance Assistant and Executive Director work as a team to support the State Party Chairman. The Finance Assistant helps recruit Annual Dinner attendees by soliciting prospective table captains and following up with prospective attendees who have received invitations in the mail. In addition to recruitment, the Finance Assistant will act as the volunteer coordinator for the event. In the weeks leading up to the dinner, the Finance Assistant’s primary objective is to recruit stellar volunteers to help execute a successful fundraising event.

Duties & Responsibilities 1

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Requirements & Skills 1

Bachelor’s degree
At least one year of professional experience
Proficiency in Microsoft Office Suite
Organized and detail oriented
Comfortable communicating with donors over the phone, and cold-calling
- Ability to work independently and manage own responsibilities
- Ability to work as part of a team and contribute to team meetings and ideas
- Experience in political or non-profit fundraising preferred, but not required

Job summary 2

As a Finance Assistant, you will support all aspects of Company's bookkeeping, financial management, ad-hoc analyses, and some month-end reporting as well as other ad hoc tasks. Working in a dynamic and very fast-moving tech business, the role requires the individual to be a fast learner and open-minded about evolving finance and administration tasks to support the needs of Company as we grow. We expect you to be happy to do your daily routines and also show a willingness to learn new, more advanced tasks as you gain experience.

Duties & Responsibilities 2

Requirements & Skills 2

A strong work ethic and attitude outweigh formal qualifications. You don't need to be degree educated but at a minimum, you'll be educated to college-level with A-levels in numerate and/or business-related subjects.
You have 1 - 2 years of experience in running effective administrative and financial systems, ideally within a tech environment.
Due to the nature of the business, you will need to be very IT literate and have good Excel and broader Microsoft Office skills. Netsuite knowledge is a plus.
You are fluent in English.
- You are enthusiastic, driven, willing and able to learn quickly to develop yourself and your skill set over time.
- You are well organized, structured, and hard-working. You are able to work autonomously as well as collaboratively maintaining high levels of service and strong attention to detail.
- You want to contribute to growing a small admin & finance team to a best-in-class organization.

Job summary 3

We have an immediate opening for a Finance Assistant. The Finance Assistant will be exposed to an extremely wide range of responsibilities and opportunities. They will help to optimize the chief financial officer’s (CFO) work and that of the Finance team, driven by Company’s mission. The Finance Assistant will be exposed to the most sensitive company information to which others may not be privy; discretion is essential. The right individual will be able to quickly break down and track incoming service requests to the CFO and Finance team, ensure timely tracking and response, and assist with closing the loop to help Finance deliver excellent service to internal and external customers. Over time, the Finance Assistant will recognize patterns in routine information requests and begin handling these for the team. The successful candidate will have an impressive resume reflecting experience in a range of areas and capacities that positions them to take on a broad spectrum of different responsibilities. Experience with working on a fast-paced team or supporting senior managers is preferred.

Duties & Responsibilities 3

Manage the CFO and Finance team’s workflow and priorities by managing the schedule and anticipating steps ahead, including managing calendars, contact lists, phone calls, and email.
Prepare for internal and external meetings. When needed, participate directly in meetings and follow up with relevant parties.
Exercise judgment on priority of messages, meetings, CFO tasks, and incoming materials from principals and others.
Act as liaison between the Administration, Technology, and Finance departments; anticipate needs from the Finance team.
Handle confidential and nonroutine information and matters.
- Make travel arrangements, submit and track internal requests, and organize meetings and group events.
- File, proofread, and edit documents, charts, tables, and graphs.
- Perform other duties as assigned.

Requirements & Skills 3

Bachelor’s degree or equivalent combination of education and experience.
At least one year of administrative experience.
Strong writing skills.
Ability to anticipate, prioritize, organize, and multitask.
- Excellent interpersonal skills and the ability to remain calm under pressure.
- Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook.
- Commitment to American Progress’ mission and goals.

Job summary 4

The Finance Assistant working closely with director of finance, development staff, and program staff as needed, the finance assistant ensures the accuracy, integrity, and timely entry of all financial transactions into QuickBooks, in accordance with GAAP.

Duties & Responsibilities 4

Requirements & Skills 4

Accounting degree or equivalent work experience
Three-five years’ work experience in a bookkeeping/accounting function
Quickbooks experience required, fund accounting experience a plus. Experience tracking and reporting financial data for grant funders a plus
- Strong skills with Excel and familiarity with Microsoft Office Suite
- Ability to work independently, as well as in a team environment
- Attention to detail, accuracy, and problem solving are all critical skills for success in this role

Job summary 5

The Finance Assistant is responsible for essential accounting functions including accounts payable and receivable support, report reconciliation, fund tracking, month-end, and adjusting journal entries. The Finance Assistant reports to the Finance Manager.

Duties & Responsibilities 5

Requirements & Skills 5

Education: Bachelor’s or Associate degree in business, accounting or finance preferred. Professional experience in lieu of education will be considered.
Work Experience: Relevant professional experience in finance and accounting required; minimum of 2 years’ experience strongly preferred.
Ability to carry out work with a high degree of integrity and confidentiality
Self-starter with excellent problem-solving skills combined with the proven ability to multi-task, prioritize duties, and manage time effectively.
Attention to detail and accuracy in work product.
- Fluent in English, both spoken and written.
- Proficient in Microsoft Office applications (Word, Excel, Outlook); ability to use the internet and other digital tools for data entry, research and problem-solving purposes.
- Working knowledge of accounting software such as Microsoft Dynamics a plus

Job summary 6

We are looking for a Finance Assistant to support our financial department. The responsibilities of a finance assistant include processing, updating financial records, and managing invoices. To be successful as a finance assistant, you should have strong knowledge of bookkeeping and accounting principles, good organizational skills, and working knowledge of accounting software. Ultimately, a top-notch finance assistant should have integrity, excellent mathematical skills, and an understanding of data privacy standards.

Duties & Responsibilities 6

Requirements & Skills 6

High School Diploma or GED equivalent
2+ years of experience as a finance or administrative assistant
Excellent knowledge of MS Excel and accounting software
Strong knowledge of bookkeeping
Excellent organizational skill
- Strong analytical skills
- Detail-oriented. Incredible attention to detail to catch errors
- Excellent time management skills

Job summary 7

The Financial Assistant must be able to execute multiple accounting responsibilities within the Finance Department. They must be highly confidential and able to communicate with others in a professional environment while validating all information as accurate as possible. Areas of responsibility include general ledger, accounts payable, accounts receivable, payroll, and employee benefits.

Duties & Responsibilities 7

Prepares and processes monthly payroll and all related activity including but not limited to: new employee set-up, previous employment verifications, miscellaneous payroll input, verification of monthly payroll amounts, longevity calculation
Assists with annual enrollment for the medical and flexible benefits plan
Maintains employee payroll records and information
- Processes payroll deductions including monthly insurance and benefit payables
- Reconciles the insurance liability accounts on the general ledger on a monthly basis
- Responds to employee inquiries

Requirements & Skills 7

High school diploma or equivalent required and at least three years of school finance experience, including general ledger responsibilities.
Prefer at least a two-year Accounting or Business Administration degree from an accredited institution.

Job summary 8

We're looking for a Finance Assistant. May perform a variety of administrative and clerical duties.

Duties & Responsibilities 8

Requirements & Skills 8

Bachelor Degree
2-5 years of experience
MS Office; Excel, Outlook

Job summary 9

The Finance Assistant is a support position working with the Finance Department to support and facilitate collaboration between programs and finance. There will be responsibilities in the areas of programs, finance, inventory management, banking, donor, and vendor relationship and general administration. The Finance Assistant reports to the Finance Manager.

Duties & Responsibilities 9

Requirements & Skills 9

Undergraduate degree in Accounting or related field preferred.
At least one year professional office experience; preferably in an accounting or finance department.
Highly organized, self-starter with proven success prioritizing multiple tasks, making critical decisions, and delivering results in a fast-paced environment with tight deadlines
Strong attention to detail with the ability to prioritize and manage time effectively.
- Computer proficiency with an emphasis on Microsoft Office applications (Word, Excel, Teams, Outlook). Proven experience in web-based data entry systems, ERP system with both data extraction and design preferred
- Fluency in written and spoken English.
- Cross-cultural understanding and strong communication skills, both written and verbal.

Job summary 10

We are looking for a Finance Assistant.

Duties & Responsibilities 10

Assist with monthly Open Air/Netsuite timesheet and invoicing activities, both T&M and unit based, as well as assisting Accountant with expense reimbursement detail creation for client distribution.
Provide assistance as available for administrative duties within the department.
Weekly timesheet follow-up and reconciliation for, ensuring compliance.
Responsible for monthly invoicing activity working with Accountant to ensure that details are delivered timely to clients for processing.
Participate in monthly reconciliation tasks and activities as assigned for review with accounting manager/VP.
- Assist with expense reimbursement reconciliation monthly and ensuring same is invoiced and included on client invoicing
- Filing and other administrative functions as necessary and directed.
- Other finance deliverables as time permits.

Requirements & Skills 10

5-10 years finance/accounting experience
Prior Netsuite experience preferred, but other accounting software experience will be considered
Inquisitive, outgoing personality to interact with management and staff

Finance Assistant Job Description

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