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Executive assistant to chief finance officer skills for your resume and career

Updated January 8, 2025
4 min read
Quoted experts
Dr. Lilac Nachum Ph.D.,
Dr. JP Krahel Ph.D.
Below we've compiled a list of the most critical executive assistant to chief finance officer skills. We ranked the top skills for executive assistant to chief finance officers based on the percentage of resumes they appeared on. For example, 7.2% of executive assistant to chief finance officer resumes contained bank deposits as a skill. Continue reading to find out what skills an executive assistant to chief finance officer needs to be successful in the workplace.

15 executive assistant to chief finance officer skills for your resume and career

1. Bank Deposits

Any money that a customer chooses to leave with their bank account is a deposit. Deposits can vary in amounts and different banks have limits on the deposits their customers can have as a minimum. Banks charge customers for deposits especially when a teller is used by the customer to deposit money into their account.

Here's how executive assistant to chief finance officers use bank deposits:
  • General bookkeeping, filing account reconciliation, coordinating bank to bank wire transfers, weekly bank deposits.
  • Prepare daily bank deposits - Shampoo and applied hair color when needed.

2. General Ledger

Here's how executive assistant to chief finance officers use general ledger:
  • Process accounts payable invoices, assuring accuracy of general ledger distribution.
  • Process general ledger updating procedures Collated and assembled printing projects.

3. Journal Entries

Journal entries can be defined as an act of keeping or making records of any transactions either economic or non-economic. The journal entries are made in the accounting systems of an organization. The entries are filled with two main fields; debit and credit. The debit and credit must be equal at the end of a journal entry else it is not considered correct. The journal entries also keep the date of transactions and the names of the accounts that were affected by the transactions.

Here's how executive assistant to chief finance officers use journal entries:
  • Review and verify accuracy of journal entries and accounting classifications assigned to various records.
  • Completed month-end reconciliations and journal entries.

4. Bank Reconciliations

Here's how executive assistant to chief finance officers use bank reconciliations:
  • Maintained over thirty bank accounts using a daily monitoring system and monthly bank reconciliations.
  • Complete bank reconciliations for multiple accounts and factor reconciliation.

5. Human Resources

Human resources is a set of people in a business or a corporation that are designated to locate, interview, and recruit new employees into the company. They are also responsible to maintain the integrity of the employees and help them sort their problems out. They try to introduce and manage employee-benefit programs.

Here's how executive assistant to chief finance officers use human resources:
  • Performed diverse human resources and financial functions for this award-winning advertising firm.
  • Handled all aspects of accounting utilizing QuickBooks including ADP/E-Time payroll A/R & A/P and administrative aspect of Human Resources.

6. Travel Arrangements

Here's how executive assistant to chief finance officers use travel arrangements:
  • Coordinated travel arrangements, power-point presentations, general office correspondence, filing system, archives.
  • Job duties include typing, filing, travel arrangements, maintain daily calendars for both Executives using computer based calendaring system.

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7. Expense Reports

Here's how executive assistant to chief finance officers use expense reports:
  • Compiled expense reports * Proficient in using Microsoft applications.
  • Prepared expense reports and coordinated executives' schedules.

8. Purchase Orders

Here's how executive assistant to chief finance officers use purchase orders:
  • Maintained all purchase order information, including computer deletions and reclassification of encumbrances.
  • Processed the accounts payable for all departments which included the issuance of requisitions, purchase orders, and checks.

9. Accounts Receivables

Here's how executive assistant to chief finance officers use accounts receivables:
  • Assisted the accounts receivables with collection calls, setting up new customers, posting checks, posting warranty claims.
  • Worked directly with the office manager on accounts receivables that were directly deposited into bank account.

10. PowerPoint

Here's how executive assistant to chief finance officers use powerpoint:
  • Prepared PowerPoint presentations and ensured seamless language translation.
  • Prepare high level PowerPoint presentations for Shareholders' meetings and Board of Directors' meetings along with preparing Board meeting minutes.

11. Bank Accounts

Here's how executive assistant to chief finance officers use bank accounts:
  • Work directly with CFO of the company to ensure successful funds/wire transfers, addition or removal signatories on company bank accounts.
  • Maintained immigration account and escrow accounts including the records and transaction logs for multiple bank accounts.

12. ACH

Automated Clearing House, ACH is a computerized electronic network to process, coordinate and manage transactions (credit and debit) and automated money transfers between banks and other financial institutions without the use of paper checks, electronic transfers, credit cards, or cash networks. The ACH network is regulated by the federal government and managed by the National Automated Clearing House Association (NACHA).

Here's how executive assistant to chief finance officers use ach:
  • Checked for any ACH payments online needed to be recorded.
  • Set up ACH for payroll and collecting payments and donations.

13. Balance Sheet

Here's how executive assistant to chief finance officers use balance sheet:
  • Balance Sheet analysis and reconciliation.
  • Prepared balance sheet, profit and loss statement, amortization and depreciation schedules, and other financial reports.

14. Bank Statements

Here's how executive assistant to chief finance officers use bank statements:
  • Computed daily financial revenue records, reconciled bank statements and billed customers.
  • Reconciled 13 branch bank statements on a monthly basis and reported information to CFO.

15. Sales Tax

Here's how executive assistant to chief finance officers use sales tax:
  • Implemented a system of auditing checks for all insurance, sales tax and accounting audits including year end.
  • Calculate and prepare quarterly sales tax payments * Assist with internal audits.
top-skills

What skills help Executive Assistant To Chief Finance Officers find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What type of skills will young Executive assistants to chief finance officer need?

Dr. Lilac Nachum Ph.D.Dr. Lilac Nachum Ph.D. LinkedIn profile

Professor, International Business, Baruch College, City University New York

In light of the changes described in #1, the most apparent skills would be those related to digital employment. These will relate to both new opportunities, created digitally, as well as the transformation of brick and mortar jobs online. The former requires skills such as online management of supply chains, digital marketing, online sale, and the likes. These new jobs might require in addition to digital skills also heavy doses of creativity and entrepreneurship as new products and industries are being created and developed. In relation to the latter, the jobs themselves might be well established and familiar for some graduates but their delivery would be transformed in significant ways and require advanced digital skills related to the implementation of these activities.

What technical skills for an executive assistant to chief finance officer stand out to employers?

Dr. JP Krahel Ph.D.Dr. JP Krahel Ph.D. LinkedIn profile

Associate Professor of Accounting, Accounting Department Chair, Loyola University Maryland

First, Excel. It's the most basic, essential tool for the accounting professional. If you can come in on Day 1 knowing essential keyboard shortcuts, proper formula and reference use, and how to format a spreadsheet properly, you'll have an immediate advantage over your peers.

Second, believe it or not, is writing. People think that accounting is all about numbers, but really, it's less about the math (which Excel does for you) and more about being able to explain the deeper meaning behind the results. Can you explain complex depreciation methods to an audit client? Give bad news to a tax client in an understandable way? These are big deals.

Third is data analytics. Given the immense volume of data now available to firms, someone who can extract, clean, and present that data using modern software tools will have an edge. It's really another form of communication, and one that early-career accounting professionals would do well to familiarize themselves with before entering the workforce.

What hard/technical skills are most important for Executive assistants to chief finance officer?

Frank Longo

Assistant Professor of Business, Centenary University

Proficiency with emerging technology is an attention-getter. We should note that the Certified Public Accountants Exam will contain three sections by 2024, including Data Analytics, Tax Compliance and Planning, and Information System and Controls. A basic knowledge will be required in each of these, and the CPA candidate will identify one area of the above for more detailed testing. This change in knowledge requirements reflects the skills employers see as most important to hire. Using technology in any of these areas can move a candidate to the top of the hiring list. We should emphasize that the job candidate does not need to be an expert in each area, but the ability to effectively use technology in one area is important. Employers are looking for the ability to use technology in information security, business processes, information systems, IT audits, data analytics, and tax planning but not all of them.

Keep in mind that successful firms performed audits, prepared tax returns, advised clients on data security, and much more during the pandemic, and they often did so remotely. This can be expected to continue into the future.
Do you want to know more?
Read more about what experts have to say about executive assistant to chief finance officer

List of executive assistant to chief finance officer skills to add to your resume

Executive assistant to chief finance officer skills

The most important skills for an executive assistant to chief finance officer resume and required skills for an executive assistant to chief finance officer to have include:

  • Bank Deposits
  • General Ledger
  • Journal Entries
  • Bank Reconciliations
  • Human Resources
  • Travel Arrangements
  • Expense Reports
  • Purchase Orders
  • Accounts Receivables
  • PowerPoint
  • Bank Accounts
  • ACH
  • Balance Sheet
  • Bank Statements
  • Sales Tax
  • Wire Transfers
  • Assist CFO
  • Real Estate
  • Budget Planning
  • Financial Analysis
  • Management Reports
  • Tax Returns
  • ADP
  • Financial Data
  • Quickbooks Pro
  • Administrative Tasks
  • Sales Reports
  • Accounts Payables
  • Office Equipment
  • Process Payroll
  • Customer Accounts
  • Fixed Assets
  • Internal Controls
  • Conference Calls
  • GAAP
  • CPA
  • Expense Accounts
  • W-2
  • Payroll Taxes
  • Financial Transactions
  • Inventory Management

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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