How to hire a finance manager assistant

How to hire a finance manager assistant, step by step

Here's a step-by-step finance manager assistant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a finance manager assistant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new finance manager assistant
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a finance manager assistant, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them a finance manager assistant to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire a finance manager assistant that fits the bill.

   Here's a comparison of finance manager assistant salaries for various roles:

   Type of Finance Manager Assistant	Description	Hourly rate
   Finance Manager Assistant	Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.	$15-38
   Manager/Finance Accounting	A manager of finance accounting's role is to oversee the financial activities in a company or organization. Their responsibilities revolve around coordinating with other departments to gather financial data, analyze the revenues and expenditures, and develop written reports and presentations... Show more	$31-61
   Accountant And Office Manager	An accountant/office manager is responsible for monitoring the organization's accounting records and financial reports, analyzing statistical information, and managing payroll processes. Accountant/office managers must have excellent knowledge of accounting disciplines and principles to perform accounting duties and train accounting staff of the accounting operations, overseeing account receivables, conducting bank reconciliations, and responding to the staff's inquiries and concerns... Show more	$16-35

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Payroll
   • Financial Assistance
   • Patient Accounts
   • General Ledger
   • Financial Products
   • Financial Management
   • Balance Sheet
   • QuickBooks
   • Journal Entries
   • Bank Deposits
   • Accounts Receivables
   • Bank Statements
   • Financial Data
   • DMV

   Check all skills

   Responsibilities:

   • Monitor all transactions in assign inventory finance portfolio to manage invoice funding approval decision.
   • Improve existing financial policies and procedures and reinforce accounting operations, accounting close, account reporting and reconciliations.
   • Test PeopleSoft functionality and participate in data cleansing as part of implementation.

3. Make a budget

   Including a salary range in your finance manager assistant job description is one of the best ways to attract top talent. A finance manager assistant can vary based on:

   • Location. For example, finance managers assistant' average salary in arkansas is 42% less than in new york.
   • Seniority. Entry-level finance managers assistant 60% less than senior-level finance managers assistant.
   • Certifications. A finance manager assistant with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a finance manager assistant's salary.

   Average finance manager assistant salary

   $51,586yearly

   $24.80 hourly rate

   ---

   Entry-level finance manager assistant salary

   $32,000 yearly salary

   Updated December 18, 2025

4. Writing a finance manager assistant job description

   A good finance manager assistant job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a finance manager assistant job description:

   Finance manager assistant job description example

   We are Leaf
   
   Leaf is on a mission to upend the way companies buy and sell transportation. Every year, billions of dollars, hundreds of megatons of carbon and millions of person-hours are wasted because the companies who ship goods and the companies who carry them aren't upfront about their needs and abilities. Our platform finds ways for buyers and sellers to contract binding commitments for plannable and predictable freight and allows those contracts to be traded when needs change. In time, Leaf will become the hub through which the trillion-dollar American freight market is managed.
   
   We are a team of experienced, smart, and mildly disagreeable troublemakers who like taking on unreasonably big challenges; we know how to build things, we've lived what's broken in this industry, and we're looking for bright, ambitious people to help us drag the transportation world kicking and screaming into the 21st century.
   
   What will the Finance Manager do?
   
   The Finance team at Leaf Logistics is responsible for all of the finance operations at the company including accounting, cash management, financial reporting, budgeting, and financial projections. We consider ourselves the “score-keepers” of how the business is performing, and we need the Finance Manager to help build a pipeline of feedback that goes back into the business. They will report on risks and opportunities for the company to achieve its goals quicker and at scale. They'll be responsible for building effective and measurable processes throughout the finance organization and partner with other teams to improve our business performance.
   
   Key Responsibilities:
   ● Build and manage the operating plan and forecasting process across the Company
   ● Drive implementation of new reporting / analytical tools and process automation
   ● Build revenue, cost, and margin analyses to different stakeholders across the company (i.e. by-customer)
   ● Measure financial impact of operational initiatives to improve revenue and/or margin across different teams
   ● Identify potential constraints or delays that might impact execution against Leaf's overall vision and mission, and quarterly OKRs, proactively managing issues as needed
   ● Provide independent, informed, unbiased insight, including on the ground feedback
   ● Monitor and communicate progress on key company KPIs, ensuring alignment with Leaf's overall vision, mission and strategy
   ● Organize the development of monthly board meeting materials, investor updates, internal team updates and other Executive Team presentations
   ● Enhance transparency across teams, and ensure alignment to shared performance goals and targets
   
   Requirements:
   ● Bachelor's Degree
   ● 4+ years working in a financial analysis or operations role (or equivalent experience)
   ● Experience building analyses, executing plans, and bringing projects to fruition
   ● Familiarity with the complexities and pace of a startup environment
   ● Excellent verbal, written and presentation communication skills
   ● Skilled at people management, and able to work in a flexible manner in line with company objectives, and to take on other duties as needed
   ● Flexibility, tenacity and humor
   Compensation
   
   Leaf offers a very comprehensive compensation package including competitive base salary, variable compensation and health benefits.
   
   Leaf Logistics is an equal-opportunity employer and we welcome applicants from all backgrounds. If you're a passionate team player who wants to have an outsized impact on a diverse and dynamic team, we'd love to hear from you!

   Copy this example

   

5. Post your job

   To find the right finance manager assistant for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with finance managers assistant they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit finance managers assistant who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your finance manager assistant job on Zippia to find and recruit finance manager assistant candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Recruiting finance managers assistant requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new finance manager assistant

   Once you've found the finance manager assistant candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   Once that's done, you can draft an onboarding schedule for the new finance manager assistant. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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