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Finance associate skills for your resume and career

Updated January 8, 2025
5 min read
Quoted expert
John Clark Ph.D., CFA, CFP
Finance associate example skills
Below we've compiled a list of the most critical finance associate skills. We ranked the top skills for finance associates based on the percentage of resumes they appeared on. For example, 9.1% of finance associate resumes contained financial statements as a skill. Continue reading to find out what skills a finance associate needs to be successful in the workplace.

15 finance associate 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 associates use financial statements:
  • Performed testing to evaluate internal controls to detect and prevent any material misstatements in accounting transactions reported in the financial statements.
  • Drafted appraisal write-up documents, audited financial statements and compiled company records for six major retail property transactions.

2. PowerPoint

Here's how finance associates use powerpoint:
  • Created PowerPoint presentations to assist Manager in compiling data related to financial modeling.
  • Created and modified PowerPoint presentations for meetings with potential corporate clients.

3. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how finance associates use financial services:
  • Worked as an associate creating an independent financial advisory practice within the premiere not-for-profit financial services organization.
  • Communicate with the Financial Service Center and District Financial Manager regarding potential losses.

4. Work Ethic

Here's how finance associates use work ethic:
  • Recognized for ability to communicate with an international audience and superior work ethic.
  • Received excellent performance evaluations for strong work ethic and customer service excellence.

5. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how finance associates use phone calls:
  • Played an integral role in managing business administration functions including drafting and filing banking documents, and fielding customer phone calls.
  • Maintain contact with customers via email, texts, phone calls, and regular updates on promotional offers.

6. Financial Models

Here's how finance associates use financial models:
  • Performed extensive financial analysis and built, manipulated and analyzed comprehensive financial models for new and existing transactions.
  • Received an organization spotlight award for creating innovative financial models that have improved budgeting and planning processes.

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7. Strong Analytical

Here's how finance associates use strong analytical:
  • Use of strong analytical skills to research quantitative and qualitative measurements of companies for investments
  • Developed strong analytical, problem solving, communication, and organizational skills.

8. Financial Analysis

Here's how finance associates use financial analysis:
  • Prepared financial analysis reports, analyzed monthly financial results and reported revenue and asset drivers to Market Managers and client Bankers.
  • Supported the Asset and Liability Management Department in financial analysis and reporting functions for company's General Account proprietary investment portfolios.

9. Hyperion

Here's how finance associates use hyperion:
  • Constructed document library for Hyperion Planning project for the 7 countries involved.
  • Created and implemented the Fixed Assets budget in Essbase Hyperion: investment and reinvestment costs, depreciation expenses and write-offs.

10. Due Diligence

Due diligence refers to the process of auditing, investigating, or reviewing done to confirm the authenticity of relevant facts. In addition to this, it also refers to the evaluation of a party's financial records to determine whether one should enter into a transaction with the said party or not.

Here's how finance associates use due diligence:
  • Performed due diligence, on-site factory consultation and mandatory compliance according to Bank and government regulations for syndication of loans.
  • Assist in the structuring and execution of transactions including pricing, covenant analysis, due diligence and rating agency/investor presentations.

11. Securities

Here's how finance associates use securities:
  • Represented publicly and privately held companies in mergers and acquisitions, securities offerings, corporate finance and general corporate matters.
  • Provided counsel on general corporate matters including corporate organization, securities compliance, and corporate governance.

12. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how finance associates use real estate:
  • Handled variety of financing transactions, including document and prospectus preparation, opinion negotiation and real estate review.
  • Performed multifamily real estate deal analysis for Senior Executives and Investment Committees.

13. Reconciliations

Here's how finance associates use reconciliations:
  • Managed and completed General Ledger Maintenance including reconciling all general ledger accounts at month end including Bank Reconciliations.
  • Performed accounting functions including preparation and review of journal vouchers, accruals, expense transactions and reconciliations.

14. Financial Data

Here's how finance associates use financial data:
  • Provided critical, time-sensitive financial data to company's domestic and international investment banks.
  • Reviewed financial data providing research and data analysis for planning and decision making.

15. Good Judgment

Here's how finance associates use good judgment:
  • Required a person to be self-motivated, independent, resourceful and have good judgment.
top-skills

What skills help Finance Associates find jobs?

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

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

John Clark Ph.D., CFA, CFP

Chair, Dept. of Finance, University of Nevada - Las Vegas

GPA is not everything. Gaining real-life experience in industry through internships or undergraduate research projects is just as valuable. Taking on research or internships gives you a much greater understanding of a field than taking classes alone.
Do you want to know more?
Read more about what experts have to say about finance associate

List of finance associate skills to add to your resume

Finance associate skills

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

  • Financial Statements
  • PowerPoint
  • Financial Services
  • Work Ethic
  • Phone Calls
  • Financial Models
  • Strong Analytical
  • Financial Analysis
  • Hyperion
  • Due Diligence
  • Securities
  • Real Estate
  • Reconciliations
  • Financial Data
  • Good Judgment
  • Client Relationships
  • Cash Management
  • Treasury
  • Journal Entries
  • Payroll
  • Balance Sheet
  • GAAP
  • Customer Service
  • General Ledger
  • Process Improvement
  • Data Analysis
  • Cash Flow
  • Fixed Assets
  • Credit Card
  • HR
  • Financial Transactions
  • Life Insurance
  • Financial Performance
  • Leveraged
  • Financial Institutions
  • PeopleSoft
  • Commercial Banking
  • Product Knowledge
  • Discounted Cash Flow
  • Enterprise Resource Planning
  • Financial Products
  • Account Reconciliations
  • ACH

Updated January 8, 2025

Zippia Research Team
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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