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Become A Finance Assistance Advisor

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Working As A Finance Assistance Advisor

  • Getting Information
  • Interacting With Computers
  • Processing Information
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Mostly Sitting

  • Repetitive

  • $37,250

    Average Salary

Example Of What A Finance Assistance Advisor does

  • Maintained and updated client financial information and records in a customer relationship management database (ACT!)
  • Assist two Financial Assistance Advisors in the timely completion of their new enrollments.
  • Create financial reports for the Campus Director.
  • Prepare Journal entries for the General Ledger.
  • Packed and accomplished certification of all types of hazardous cargo in accordance with federal regulations.
  • Assist the Finance Department with mailing for accounts payable, checks and filing.
  • Assisted and advised supervisor with payroll discrepancies on internal matters.
  • Developed the AJAX functionality using Ajax4JSF tags libraries and also implementing AJAX functionality for Asynchronous calls.
  • Demonstrated exceptional process orientation, solid understanding of project management techniques, methodologies and best practices.
  • Assisted management team with compliance audits.
  • Analyze Financial Statements for problem areas, investigate problems.
  • Provide quality customer service needing bus passes and other requests.
  • account set-ups, issue checks and comply with compliance changes.
  • make the EJB calls from Backing Beans.
  • Conducted classroom setting workshops on fafsa application, student and parent loans, and budgeting.
  • Developed and implemented the current product costing system using Cullinet Data Base Management System (IDMS).
  • Monitored programs for controlling the accuracy of test and measuring equipment.
  • Supervised the handling and sorting of ammunition and flammables.

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How To Become A Finance Assistance Advisor

Most bookkeeping, accounting, and auditing clerks need some postsecondary education and also learn some of their skills on the job. They must have basic math and computer skills, including knowledge of spreadsheets and bookkeeping software.


Employers generally require bookkeeping, accounting, and auditing clerks to have some postsecondary education, particularly coursework in accounting. However, some candidates can be hired with just a high school diploma.


Bookkeeping, accounting, and auditing clerks usually get on-the-job training. Under the guidance of a supervisor or another experienced employee, new clerks learn how to do their tasks, including double-entry bookkeeping. In double-entry bookkeeping, each transaction is entered twice, once as a debit (cost) and once as a credit (income), to ensure that all accounts are balanced.

Some formal classroom training also may be necessary, such as training in specialized computer software. This on-the-job training typically takes around 6 months.

Licenses, Certifications, and Registrations

Some bookkeeping, accounting, and auditing clerks become certified. For those who do not have postsecondary education, certification is a particularly useful way to gain expertise in the field. The Certified Bookkeeper (CB) designation, awarded by the American Institute of Professional Bookkeepers, shows that those who have earned it have the skills and knowledge needed to carry out all bookkeeping tasks, including overseeing payroll and balancing accounts, according to accepted accounting procedures.

For certification, candidates must have at least 2 years of full-time bookkeeping experience or equivalent part-time work, pass a four-part exam, and adhere to a code of ethics.

The National Association of Certified Public Bookkeepers also offers certification. The Uniform Bookkeeper Certification Examination is an online test with 50 multiple-choice questions. Test takers must answer 75 percent of the questions correctly to pass the exam.


With appropriate experience and education, some bookkeeping, accounting, and auditing clerks may become accountants or auditors.

Important Qualities

Computer skills. Bookkeeping, accounting, and auditing clerks need to be comfortable using computer spreadsheets and bookkeeping software.

Detail oriented. These clerks are responsible for producing accurate financial records. They must pay attention to detail in order to avoid making errors and recognize errors that others have made.

Integrity. Bookkeeping, accounting, and auditing clerks have control of an organization’s financial documentation, which they must use properly and keep confidential. It is vital that they keep records transparent and guard against misappropriating an organization’s funds.

Math skills. Bookkeeping, accounting, and auditing clerks deal with numbers daily and should be comfortable with basic arithmetic.

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Finance Assistance Advisor jobs

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Finance Assistance Advisor Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Chinese

  • Japanese

  • Arabic

  • Korean

  • German

  • Cantonese

  • French

  • Mandarin

  • Thai

  • Italian

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Finance Assistance Advisor

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Finance Assistance Advisor Education

Finance Assistance Advisor

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Top Skills for A Finance Assistance Advisor


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Top Finance Assistance Advisor Skills

  1. Financial Statements
  2. Customer Service
  3. Compliance
You can check out examples of real life uses of top skills on resumes here:
  • Hired to clean up financial statements and assist in sale of all hotels.
  • Provided customer service and counseling for students and parents, directing them toward information concerning available financial aid services available.
  • Ensured that corrective measures met acceptable reliability standards and that documentation was in compliance with industry/customer requirements.
  • Safeguard important assets of the department Awarding financial assistance to eligible students as defined by criteria established by the funding source.
  • Assisted and advised supervisor with payroll discrepancies on internal matters.

Top Finance Assistance Advisor Employers

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