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Become A Finance Assistant

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Working As A Finance Assistant

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

  • Repetitive

  • $43,660

    Average Salary

What Does A Finance Assistant Do At CBS Corporation

* Heavy data entry and maintenance of financial data in internal computer sales database
* Review data for errors and respond to queries for deal information
* Generate reports utilizing various internal financial and sales systems
* Organize and summarize large amounts of data using Excel
* Assist in monthly revenue reconciliation process versus forecast.
* Assist with updates to assorted tracking reports and other ad hoc spreadsheets as needed
* Perform other duties/projects as assigned
* LI
* JS1

What Does A Finance Assistant Do At Bryan ISD

* Align the major functions of the assignment with district goals such that all students succeed.
* Accounting
* Receive and accurately process for payment accounts payable invoices, requisitions, purchase orders, receipts, and vendor information for major vendors of the district.
* Detect and resolve problems with incorrect orders, invoices, and shipments.
* Contact district personnel and vendors to correct or obtain information needed.
* Train accounts payable clerks on software and processes.
* Reconcile balance sheet accounts resolving any discrepancies as needed
* Reconcile assigned bank accounts to the general ledger
* Process weekly and month end software uploads into the finance software.
* Responsible for the accurate posting of journal entries as well as other postings into the general ledger as needed.
* Records and Reports
* Prepare the month end check registers for board reporting and web site posting.
* Other
* Prepare correspondence as needed using personal computer.
* Assist with regular inventory counts and related reconciliations.
* Assist purchasing with online orders such as Amazon etc
* Prepare spreadsheets as needed for general accounting o auditing purposes.
* Keep informed of and comply with state and district policies and regulations concerning primary job function.
* Maintain working knowledge of financial software to assist with training and enhancements as

What Does A Finance Assistant Do At Fhi360

* Managing Petty cash as below:
* Reimbursing expenses falling under petty cash
* Timely requisitioning of petty cash at field level.
* Ensuring completeness of all petty cash vouchers: proper back up, complete approval by relevant officers, continuous referencing & accuracy of the figures.
* Manage Program advances in the county offices as below :
* Receiving advances from Nakuru & dispatching to the relevant officers.
* Making payments to participants.
* Follow up with Staff on due advances for retirement.
* Help put together returns for the advances retirement in a timely manner.
* Verification for completeness of all retirement returns: arithmetical accuracy, stamping paid, complete approvals & full back up on the returns.
* Timely banking of cash refunds for monies received at field level and communicating to Nakuru office.
* Maintain well updated & accessible Finance files at field level (retirement returns, petty cash, cash reconciliations & any other correspondence finance information).
* Support program staff in making cash payments in meetings/workshops.
* Work closely with Nakuru Finance team to help capacity build program staff on a need basis

What Does A Finance Assistant Do At ACLU of Missouri

* Provide key administrative and finance-related support to the Director of Finance.
* Manage accounts payable, ensuring that vendors are paid promptly.
* Enter data and perform routine daily, weekly, and monthly accounting functions utilizing Financial Edge accounting software.
* Assist the Finance Director in preparing budgets, monthly financial statements, annual audited financial statements and tax returns, and other projects for a $7M operation.
* Track budget expenditures, construct queries, and perform analysis as requested.
* Assist with benefits administration, managing changes to insurance status, retirement accounts, payroll, and personal leave.
* Support the board finance committee by arranging and facilitating meetings, taking and preparing minutes, keeping records, and other tasks as needed.
* Manage maintenance and contracts for office equipment and appliances.
* Provide general administrative support and other responsibilities as assigned

What Does A Finance Assistant Do At University of San Francisco

* Financial Aid Application Review:
* Counsels prospective and current students regarding financial aid eligibility, pertinent school policies and available funding.
* Uses judgment and problem solving skills to determine financial need for awarding.
* Follow up on incomplete or missing financial aid information and verifies information for students selected for verification.
* Reports necessary information/changes via Department of Education information systems.
* Communicates effectively and consistently with pertinent internal department members from admissions, business office and registrar etc.
* Review selected files for accuracy based on tax return review and application received
* Modifies packages based on enrollment changes, additional funding etc. while communicating those changes to students.
* Represent the department at special events such as orientations, financial aid workshops, financial literacy workshops etc.
* Assist in compliance with federal requirements for financial aid recipients including assisting in the review and follow up on federal financial aid recipient requirements (e.g, C-code reviews)
* Financial Aid Front
* Line:
* Receive and respond to phone and email inquiries, and track associated documents
* Meet with students and families in-person to answer questions and advise on the financial aid application process, financing options
* Financial Aid Processing:
* Process federal Parent PLUS and Grad PLUS loan requests
* Process intent to enroll forms and enrollment change forms
* Assist Associate Director with awarding and reconciliation of Cal Grants
* Adjust federal loans as requested (e.g. process intent to enroll or enrollment change forms)
* Assist Associate Director with private scholarship verification, awarding and reconciliation
* Assist Associate Director with private loan reconciliation
* Verifying the completion of Nursing Promissory Notes
* Verify the completion of federal direct loan Entrance counseling and Exit counseling
* Coordinates incoming documents via faxes, mail and office front counter
* Hire, train and supervise student assistants
* Other duties as assigned

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How To Become A Finance Assistant

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 Assistant jobs

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Real Finance Assistant Salaries

Job Title Company Location Start Date Salary
Associate Financial Assistant Ally Financial Inc. New York, NY Sep 14, 2010 $154,211
Senior Financial Assistant Carrasco International Corporation Miami, FL Mar 17, 2010 $65,000
Finance Assistant Sonangol Marine Services Inc. Houston, TX Oct 01, 2015 $64,002 -
Financial Assistant Hope International Ministries Inc. Tampa, FL Oct 01, 2013 $62,504
Finance Assistant Nc Transaction, Inc. New York, NY Apr 25, 2013 $58,000
Finance Assistant Sonangol Marine Services Inc. Houston, TX Oct 01, 2012 $57,699 -
Financial Assistant Tire Masters International, LLC Miami, FL Oct 25, 2007 $56,349
Finance Assistant Sonangol USA Company Houston, TX Sep 09, 2013 $50,877 -
Financial Assistant United Gulf Management, Inc. Boston, MA Jan 10, 2013 $50,300
Financial Assistant United Gulf Management, Inc. Boston, MA Oct 01, 2013 $50,300
Financial Assistant Virtual Educational Services LLC Weston, FL Jul 01, 2011 $48,000
Finance Assistant FMC Technologies, Inc. Fullerton, CA Sep 18, 2013 $47,902 -
Financial Assistant United Gulf Management, Inc. Boston, MA Oct 01, 2010 $47,800 -
Finance Assistant Sonangol Marine Services Inc. Houston, TX Aug 22, 2015 $47,403 -
Financial Assistant A&J Wealth Strategies LLC New York, NY Aug 27, 2014 $46,000
Finance Assistant Shambhala Mountain Center Red Feather Lakes, CO Jan 15, 2010 $43,660
Financial Assistant NES Global, LLC Houston, TX Sep 01, 2014 $41,000
Finance Assistant Bradley, Foster & Sargent, Inc. Hartford, CT Oct 01, 2011 $40,133
Finance Assistant Shambhala Mountain Center Red Feather Lakes, CO Jan 15, 2010 $40,008
Financial Assistant Intermex Wire Transfer LLC Miami, FL Nov 24, 2008 $37,295
Financial Assistant Hope International Ministries Inc. Tampa, FL Oct 01, 2012 $36,712
Finance Assistant Genki Sushi USA, Inc. Urban Honolulu, HI Sep 20, 2011 $36,502
Financial Assistant Genki Sushi USA, Inc. Urban Honolulu, HI Sep 20, 2011 $36,502
Finance Assistant Grameen America, Inc. New York, NY Aug 01, 2009 $36,000

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Top Skills for A Finance Assistant


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Top Finance Assistant Skills

  1. Payroll
  2. Customer Service
  3. Data Entry
You can check out examples of real life uses of top skills on resumes here:
  • Managed database containing sensitive information for over 4000 employees' payroll.
  • Use of customer service; calls to current/prospective students for work study.
  • Maintained databases within specified guidelines, therein performing data entry.
  • Filed (also scanned) travel documents, invoices, and purchase orders.
  • Reconciled and balanced sheet accounts, journal voucher entries to end of month general ledger.

Top Finance Assistant Employers

Finance Assistant Videos

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