How to hire a finance analyst assistant

How to hire a finance analyst assistant, step by step

Here's a step-by-step finance analyst assistant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a finance analyst assistant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new finance analyst assistant
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your finance analyst assistant job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a finance analyst assistant for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a finance analyst assistant to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a finance analyst assistant that fits the bill.

   Here's a comparison of finance analyst assistant salaries for various roles:

   Type of Finance Analyst Assistant	Description	Hourly rate
   Finance Analyst Assistant	Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.	$21-50
   Analyst	Analysts are employees or individual contributors with a vast experience in a particular field that help the organization address challenges. They help the organization improve processes, policies, and other operations protocol by studying the current processes in place and determining the effectiveness of those processes... Show more	$25-47
   Treasury Analyst	A treasury analyst is a professional who manages and analyses the financial activities of an organization that can include cash flows, liability obligations, and assets. Treasury analysts are required to execute the daily cash management of the organization such as cash forecasting, investing of excess cash, and running a hedging program in interest rates... Show more	$25-48

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Statements
   • Data Analysis
   • Financial Analysis
   • Purchase Orders
   • Payroll
   • Financial Reports
   • Medicaid
   • PowerPoint
   • Financial Data
   • Technical Assistance
   • Community Resources
   • Customer Service
   • State Regulations
   • General Ledger

   Check all skills

   Responsibilities:

   • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
   • Used SQL to analyze data in multiple databases.
   • Extract and collect data from Bloomberg and other economical software.
   • Serve as a knowledge resource particularly for SAS, SQL, Informix and the data warehouse.
   • Develop and edit visual presentations utilizing Microsoft PowerPoint.
   • Research and analyze investment funds using Bloomberg analytics.

   More finance analyst assistant duties

3. Make a budget

   Including a salary range in your finance analyst assistant job description helps attract top candidates to the position. A finance analyst assistant salary can be affected by several factors, such as geography, experience, seniority, certifications, and the prestige of the hiring company.

   For example, the average salary for a finance analyst assistant in Mississippi may be lower than in New York, and an entry-level finance analyst assistant usually earns less than a senior-level finance analyst assistant. Additionally, a finance analyst assistant with certifications may command a higher salary, and working for a well-known company or start-up may also impact an employee's pay.

   Average finance analyst assistant salary

   $68,159yearly

   $32.77 hourly rate

   ---

   Entry-level finance analyst assistant salary

   $44,000 yearly salary

   Updated December 20, 2025

   Average finance analyst assistant salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$94,482	$45
   2	Virginia	$78,142	$38
   3	District of Columbia	$75,297	$36
   4	Washington	$65,185	$31
   5	Ohio	$59,278	$29
   6	Texas	$57,387	$28
   7	Florida	$51,986	$25

   Average finance analyst assistant salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Moody's	$98,508	$47.36	1
   2	Citi	$93,236	$44.83	55
   3	City of Seattle	$88,633	$42.61	2
   4	JPMorgan Chase & Co.	$84,663	$40.70	1,173
   5	Macy's	$79,695	$38.31	1
   6	Circuitronix	$77,999	$37.50
   7	Aramark	$76,872	$36.96	28
   8	Advent Software	$76,740	$36.89
   9	SS&C Technologies	$68,433	$32.90	1
   10	Oriental Trading	$62,060	$29.84
   11	Bread for the World	$61,219	$29.43
   12	Randstad North America, Inc.	$60,760	$29.21	5
   13	OBXtek	$57,835	$27.81	2
   14	CACI International	$55,558	$26.71	54
   15	University of Georgia Small Business Development Center	$49,175	$23.64	5

4. Writing a finance analyst assistant job description

   A finance analyst assistant job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of a finance analyst assistant job description:

   Finance analyst assistant job description example

   *SR. FINANCIAL ANALYST POSITION DESCRIPTION*
   
   *MAIN FUNCTION: *
   * Works under the direction of the Controller
   * Provides financial planning and analysis, and financial administration support for the corporation
   * Coordinate development of Company's Annual Operating Plan
   * Prepare and evaluate economics for major projects
   * Evaluate financial impact of acquisition opportunities
   * Identify and help implement plant cost savings
   * Develop performance measurement criteria for manufacturing processes
   * Plan, study, and collect data to determine costs of business activity such as raw material purchases, inventory, and labor
   * Develop models for evaluating the financial impact of different business strategies
   * Ensure proper adherence to company policies and procedures and internal operation requirements
   
   *DUTIES AND RESPONSIBILITIES: *
   * Prepares weekly and monthly cash flow forecasting
   * Performs analysis and reconciliation of various general ledger accounts. Ensures accurate and timely closing of financial books; prepares reports on monthly financial results and variances to plan and identifies problems and recommends necessary corrective actions as appropriate
   * Assists in month end closing activities for timely financial reporting for CCC, CCC USA Corp. and CCC Transport Company, including the preparation of consolidated financial statements, schedules, and reports for the monthly financial book
   * Prepares financial reports and presentations to management on a scheduled or as needed basis
   * Supports quarterly and year-end audits and interacts with outside auditors as needed
   * Provides back-up to the Controller on assigned tasks as needed
   * Prepares pricing computations for all contract customers monthly; works closely with Sales & Marketing on changes to baseline prices and payment terms
   * Prepares reports requested by China Synthetic Rubber Corporation and Taiwan Cement Corporation
   * Conduct special projects as determined by senior management
   * Prepares the monthly forecast, Annual Operating Plan, and long-term business plans
   * Lead in the analysis of all capital and expense projects
   * Track project results and compare to original cost/savings projections
   * Meet department and statutory filing and reporting deadlines as outlined
   * Coordinate and lead financial-related meetings
   
   *QUALIFICATIONS: *
   * Bachelor's degree in Finance or Accounting
   * CPA and/or MBA a plus
   * Five (5) to seven (7) years of relevant work experience in a similar sized manufacturing company
   * Highly advanced analytical skills
   * Extensive financial modeling experience with advanced Excel skills
   * Strong background with Microsoft Windows applications and computerized integrated accounting systems
   
   Job Type: Full-time
   
   Pay: $90,000.00 - $105,000.00 per year
   
   Benefits:
   * 401(k)
   * 401(k) matching
   * Dental insurance
   * Employee assistance program
   * Flexible spending account
   * Health insurance
   * Health savings account
   * Life insurance
   * Paid time off
   * Referral program
   * Tuition reimbursement
   * Vision insurance
   Physical setting:
   * Office
   Schedule:
   * 8 hour shift
   * Day shift
   * Monday to Friday
   * Weekend availability
   Supplemental pay types:
   * Bonus pay
   
   Ability to commute/relocate:
   * Houston, TX 77084: Reliably commute or planning to relocate before starting work (Required)
   
   Education:
   * Bachelor's (Required)
   
   Experience:
   * advanced analytics: 5 years (Required)
   * extensive financial modeling: 5 years (Required)
   * advanced Excel: 5 years (Required)
   
   Work Location: One location

   Copy this example

   

5. Post your job

   To find finance analyst assistants for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any finance analyst assistants they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level finance analyst assistants with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your finance analyst assistant job on Zippia to find and recruit finance analyst assistant candidates who meet your exact specifications.
   • Use field-specific websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit finance analyst assistants, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   Remember to include a few questions that allow candidates to expand on their strengths in their own words. Asking about their unique skills might reveal things you'd miss otherwise. At this point, good candidates can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new finance analyst assistant

   Once you have selected a candidate for the finance analyst assistant position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new finance analyst assistant first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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