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Finance analyst assistant skills for your resume and career

Updated January 8, 2025

6 min read

Quoted experts

Kim Tan Ph.D.,

Dr. Reid Cummings

Below we've compiled a list of the most critical finance analyst assistant skills. We ranked the top skills for finance analyst assistants based on the percentage of resumes they appeared on. For example, 27.8% of finance analyst assistant resumes contained financial statements as a skill. Continue reading to find out what skills a finance analyst assistant needs to be successful in the workplace.

15 finance analyst assistant skills for your resume and career

1. Financial Statements

A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.

Here's how finance analyst assistants use financial statements:

Develop and maintain a working familiarity with applicable laws, regulations and interpretations governing financial statements and disclosure.
Prepared and analyzed monthly variance reports and financial statements for the hospital investment portfolio.

2. Data Analysis

Here's how finance analyst assistants use data analysis:

Analyzed the data using regression analysis and cluster analysis by data analysis plus in Microsoft Excel add-ins and SPSS.
Processed demographic data analysis via comment card response from Navy retail worldwide establishments.

3. Financial Analysis

Here's how finance analyst assistants use financial analysis:

Provided strategic planning and financial analysis for major capital expansion program representing 40X increase in annual capital expenditure budget.
Assist in performing financial analysis and reporting for critical decision making purposes using strategic problem solving approaches.

4. Purchase Orders

Here's how finance analyst assistants use purchase orders:

Reviewed and organized financial data such as patent and purchase orders for accuracy and completeness.
Organized client data into information systems and matched appropriate purchase orders to respective accounts.

5. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how finance analyst assistants use payroll:

Anticipated and identified potential human resources and payroll problems to minimize the financial and operational impact to the department.
Prepared Payroll and corresponding reports of personal service contractors.

6. Financial Reports

Here's how finance analyst assistants use financial reports:

Prepare monthly financial reports including monthly reconciliation of collection reports, creating footnotes and memos describing discrepancies or anomalies.
Prepared internal management financial reports for measurements of project's team achievements against company's performance contracts.

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7. Medicaid

Here's how finance analyst assistants use medicaid:

Verified/researched patient Medicare and Medicaid eligibility.
Participated in assisting patients in the application process for Medicaid and Medicare.

8. PowerPoint

Here's how finance analyst assistants use powerpoint:

Collaborated with random levels of management and field representatives to gather feedback and share actual statistics via PowerPoint presentations.
Trained the administrative staff including the evening word processor with computer applications including Word and PowerPoint.

9. Financial Data

Here's how finance analyst assistants use financial data:

Analyzed financial data that produced forecasts of business, industry, and economic conditions.
Analyzed the financial data of an organization and assisted in decision-making of financial investments.

10. Technical Assistance

Technical assistance is the non-financial assistance provided by local or international specialists. The purpose of technical assistance is to maximize the project's implementation and quality of the final product. Technical assistance consists of sharing information, the transmission of working knowledge, and other transfer of technical data which would aid the administration, management team and help build the project. The technical assistance focuses on particular needs identified by the beneficiary country and is delivered in the form of missions.

Here's how finance analyst assistants use technical assistance:

Provided technical assistance to employers concerning Kentucky Unemployment Insurance laws, regulations, and provided assistance with complex reporting issues.
Provide advice and technical assistance with cost analysis and budget preparation.

11. Community Resources

Community resources are a set of resources that are used in the day to day life of people which improves their lifestyle in some way. People, sites or houses, and population assistance can come under the services offered by community resources.

Here's how finance analyst assistants use community resources:

Explained eligibility requirements, form completion requirements, and community resources for assistance.
Authorize and oversee disbursement of public assistance and provide referrals to community resources.

12. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how finance analyst assistants use customer service:

Experience in exceptional customer service and support with recognized strengths in account maintenance, problem-solving and trouble-shooting.
Implemented a centralized, supply-chain reporting system resulting in stronger business initiatives and customer service.

13. State Regulations

State regulations are the rules made by the state authorities under a specific Act. When a government intervenes in the private market to implements policies, they are known as state regulations. These policies help in achieving the economic, political, and social targets which might not be able to achieve otherwise.

Here's how finance analyst assistants use state regulations:

Advise clients of available programs and of rights and responsibilities in accordance with federal and state regulations.
Perform periodic reviews of benefit authorization and recertification's, in accordance with federal and state regulations.

14. General Ledger

Here's how finance analyst assistants use general ledger:

Execute monthly account analysis; identifying trends and ensuring accuracy through analysis of the general ledger.
Maintained the reporting hierarchy for general ledger accounts and organizational cost centers.

15. 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 finance analyst assistants use journal entries:

Maintained and summarized financial budgets/records, posted journal entries and reconciled bank accounts.
Prepare journal entries and distributor deposit related materials for Monthly Commission Statements.

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What skills help Finance Analyst Assistants find jobs?

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

What finance analyst assistant skills would you recommend for someone trying to advance their career?

Kim Tan Ph.D.

Professor, Accounting, Chair, California State University - Stanislaus

Travel abroad. Study/work on some certification to learn new/related skills (MOOC). Volunteer work. Work to help support the family. Prepare for graduate school. Work at a lower-level job in an organization they are interested in.

What type of skills will young finance analyst assistants need?

Dr. Reid Cummings

Associate Professor of Finance & Real Estate, University of South Alabama

As computing systems continue to advance and evolve, and as artificial intelligence becomes more prevalent in data analytics, the ability to work with a variety of data manipulation, analysis, and presentation platforms will become increasingly important. Equally, a focus on improving critical thinking and communication skills, and the abilities to present outcomes, analysis, and ideas in a succinct, cogent, and logical fashion, will largely differentiate those who will succeed at a high level from everyone else.

Do you want to know more?

List of finance analyst assistant skills to add to your resume

The most important skills for a finance analyst assistant resume and required skills for a finance analyst assistant to have include:

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
Journal Entries
Expense Reports

Market Research
Analyze Data
SQL
Data Collection
Public Assistance
Travel Arrangements
Financial Models
Pivot Tables
HR
Windows
Due Diligence
Bloomberg
Computer System
TANF
A/P
Medicare

A/R
RAN
Risk Management
Office Equipment
Program Policies
Cost Analysis
Statistical Data
Financial Performance
Customer Accounts
Statistical Analysis
Balance Sheet
Bank Accounts
QuickBooks
SAS
Access Database

Updated January 8, 2025

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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