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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

Bookkeeping, accounting, and auditing clerks produce financial records for organizations. They record financial transactions, update statements, and check financial records for accuracy.

Duties

Bookkeeping, accounting, and auditing clerks typically do the following:

  • Use bookkeeping software, online spreadsheets, and databases
  • Enter (post) financial transactions into the appropriate computer software
  • Receive and record cash, checks, and vouchers
  • Put costs (debits) and income (credits) into the software, assigning each to an appropriate account
  • Produce reports, such as balance sheets (costs compared with income), income statements, and totals by account
  • Check for accuracy in figures, postings, and reports
  • Reconcile or note and report any differences they find in the records

The records that bookkeeping, accounting, and auditing clerks work with include expenditures (money spent), receipts (money that comes in), accounts payable (bills to be paid), accounts receivable (invoices, or what other people owe the organization), and profit and loss (a report that shows the organization’s financial health).

Workers in this occupation have a wide range of tasks. Some are full-charge bookkeeping clerks who maintain an entire organization’s books. Others are accounting clerks who handle specific tasks.

These clerks use basic mathematics (adding, subtracting) throughout the day.

Bookkeeping, accounting, and auditing clerks use specialized computer accounting software, spreadsheets, and databases to enter information from receipts or bills. They must be comfortable using computers to record and calculate data.

The widespread use of computers also has enabled bookkeeping, accounting, and auditing clerks to take on additional responsibilities, such as payroll, billing, purchasing (buying), and keeping track of overdue bills. Many of these functions require clerks to communicate with clients.

Bookkeeping clerks, also known as bookkeepers, often are responsible for some or all of an organization’s accounts, known as the general ledger. They record all transactions and post debits (costs) and credits (income).

They also produce financial statements and other reports for supervisors and managers. Bookkeepers prepare bank deposits by compiling data from cashiers, verifying receipts, and sending cash, checks, or other forms of payment to the bank.

In addition, they may handle payroll, make purchases, prepare invoices, and keep track of overdue accounts.

Accounting clerks typically work for larger companies and have more specialized tasks. Their titles, such as accounts payable clerk or accounts receivable clerk, often reflect the type of accounting they do.

The responsibilities of accounting clerks frequently vary by level of experience. Entry-level accounting clerks may post details of transactions (including date, type, and amount), add up accounts, and determine interest charges. They also may monitor loans and accounts to ensure that payments are up to date.

More advanced accounting clerks may add and balance billing vouchers, ensure that account data are complete and accurate, and code documents according to an organization’s procedures.

Auditing clerks check figures, postings, and documents to ensure that they are mathematically accurate and properly coded. They also correct or note errors for accountants or other workers to fix.

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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.

Education

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.

Training

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.

Advancement

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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Finance Assistant Career Paths

Finance Assistant
Accounts Payable Clerk Billing Specialist Specialist
Account Manager
5 Yearsyrs
Finance Manager Controller
Accounting Director
11 Yearsyrs
Accountant Senior Accountant
Accounting Manager
7 Yearsyrs
Operations Manager Business Manager Controller
Accounting Officer
7 Yearsyrs
Accounts Receivable Specialist Account Manager Billing Specialist
Accounts Receivable Manager
6 Yearsyrs
Human Resources Assistant Accounts Payable Clerk Billing Specialist
Business Office Manager
8 Yearsyrs
Human Resources Coordinator Program Manager General Manager
Chief Executive Officer
8 Yearsyrs
Office Administrator Customer Care Representative Collections Representative
Collections Manager
5 Yearsyrs
Accounts Payable Clerk Accountant Controller
Corporate Controller
12 Yearsyrs
Office Administrator Accounts Payable Clerk Credit Analyst
Credit Manager
5 Yearsyrs
Staff Accountant Accounting Manager Controller
Finance Controller
9 Yearsyrs
Accountant Finance Analyst Senior Finance Analyst
Finance Manager
7 Yearsyrs
Finance Analyst Finance Manager Sales Manager
General Manager
7 Yearsyrs
Finance Analyst Senior Finance Analyst
Manager Finance Planning And Analysis
8 Yearsyrs
Staff Accountant Finance Manager Sales Manager
Office Manager
5 Yearsyrs
Human Resources Coordinator Specialist Account Manager
Operations Manager
7 Yearsyrs
Human Resources Assistant Human Resources Coordinator Payroll Specialist
Payroll Manager
7 Yearsyrs
Operations Manager Human Resources Coordinator Payroll Specialist
Payroll/Human Resource Manager
7 Yearsyrs
Accounts Receivable Specialist Accountant Accounting Manager
Plant Controller
10 Yearsyrs
Finance Manager Sales Manager Office Manager
Property Manager
6 Yearsyrs
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Average Length of Employment
Finance Secretary 3.7 years
Bookkeeping Clerk 3.6 years
Bookkeeper 3.6 years
Accountable Clerk 3.6 years
Finance Officer 3.5 years
Finance Technician 3.4 years
Account Technician 3.3 years
Accounting Clerk 3.2 years
Fiscal Assistant 3.2 years
Finance Specialist 2.9 years
Secretary 2.8 years
Finance Analyst 2.8 years
Finance Clerk 2.6 years
Finance Associate 2.3 years
Finance Assistant 2.0 years
Finance Internship 0.5 years
Top Employers Before
Internship 7.7%
Cashier 5.6%
Bookkeeper 3.1%
Accountant 3.0%
Teller 2.8%
Secretary 2.7%
Manager 2.6%
Volunteer 2.4%
Top Employers After
Internship 6.3%
Accountant 6.0%
Cashier 3.9%
Bookkeeper 2.9%
Volunteer 2.9%
Manager 2.3%

Finance Assistant Demographics

Gender

Female

72.7%

Male

23.1%

Unknown

4.2%
Ethnicity

White

73.5%

Hispanic or Latino

12.1%

Asian

11.3%

Unknown

2.3%

Black or African American

0.8%
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Languages Spoken

Spanish

42.5%

French

9.6%

Mandarin

9.4%

Chinese

8.9%

Portuguese

3.9%

Italian

3.8%

Cantonese

3.0%

Arabic

3.0%

Russian

2.7%

German

2.3%

Japanese

1.8%

Vietnamese

1.7%

Hindi

1.5%

Korean

1.5%

Polish

1.1%

Hebrew

1.1%

Swedish

0.6%

Bosnian

0.6%

Turkish

0.6%

Urdu

0.6%
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Finance Assistant Education

Schools

University of Phoenix

18.6%

Strayer University

7.1%

Liberty University

6.0%

University of Houston

5.5%

Northeastern University

5.3%

George Mason University

5.1%

University of Connecticut

4.8%

Southern New Hampshire University

4.4%

American InterContinental University

4.2%

New York University

4.2%

Kaplan University

4.0%

Georgia State University

4.0%

Hofstra University

3.8%

Michigan State University

3.5%

Florida State University

3.5%

Grand Canyon University

3.3%

University of Maryland - University College

3.3%

Temple University

3.1%

Oklahoma State University

3.1%

George Washington University

3.1%
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Majors

Business

29.7%

Accounting

20.1%

Finance

11.3%

Psychology

4.2%

Management

3.3%

Health Care Administration

3.1%

Economics

3.0%

Political Science

3.0%

Communication

2.7%

Marketing

2.5%

Criminal Justice

2.3%

Education

2.1%

English

2.0%

Nursing

1.8%

Human Resources Management

1.8%

General Studies

1.7%

Liberal Arts

1.6%

Medical Assisting Services

1.4%

Computer Science

1.3%

Sociology

1.3%
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Degrees

Bachelors

43.9%

Other

19.4%

Masters

18.8%

Associate

11.1%

Certificate

4.1%

Diploma

1.4%

Doctorate

1.0%

License

0.4%
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Job type you want
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Part Time
Internship
Temporary

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
Financial Controller Assistant Good Chance Textile, Inc. Miami, FL Feb 06, 2009 $64,134 -
$64,958
Finance Assistant Sonangol Marine Services Inc. Houston, TX Oct 01, 2015 $64,002 -
$89,532
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 -
$59,124
Financial Assistant Tire Masters International, LLC Miami, FL Oct 25, 2007 $56,349
Financial Controller Assistant Lass Technology, Corp. Sunrise, FL Sep 03, 2008 $55,806 -
$56,349
Finance Assistant Sonangol USA Company Houston, TX Sep 09, 2013 $50,877 -
$70,963
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 -
$52,161
Financial Assistant United Gulf Management, Inc. Boston, MA Oct 01, 2010 $47,800 -
$58,000
Finance Assistant Sonangol Marine Services Inc. Houston, TX Aug 22, 2015 $47,403 -
$72,600
Financial Assistant A&J Wealth Strategies LLC New York, NY Aug 27, 2014 $46,000
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
Accounting & Finance Assistant PBR, Inc. Athens, GA Sep 01, 2015 $35,000

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Top Skills for A Finance Assistant

PayrollCustomerServiceDataEntryPurchaseOrdersGeneralLedgerAnnualAuditJournalEntriesQuickbooksCreditCardAccountsPayablesBankReconciliationsExpenseReportsAccountsReceivablesPhoneCallsIncomeFinanceDepartmentBankDepositsFafsaFinancialRecordsFinancialData

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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

A Day in the Life of a Financial Advisor (Clean Version)

A Day in the Life of a Finance Manager at eBay

Setting CEO Pay Executive Compensation

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