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Finance manager assistant skills for your resume and career
15 finance manager assistant skills for your resume and career
1. Payroll
Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.
- Balanced business accounts including accounts payable and documenting financial records including the management of payroll for company employees.
- Distributed payroll sheets for senior managers including their regular salaries and extra compensations.
2. Financial Assistance
Financial assistance refers to governmental assistance one may receive for a variety of reasons. This help is typically in the form of money, whether a loan, scholarship, grant, or reduced taxes provided to an individual or organization. One of the more common forms of financial assistance is student loans, which offer many prospective students a chance for higher education.
- Managed financial assistance program, streamlined and implemented new unique family tuition program initiatives to attract lost client basis.
- Implemented financial assistance program and application used company-wide for assistance consideration.
3. Patient Accounts
Patient accounts are a part of a hospital information system that is used for storing financial data, keeping a record of healthcare costs, and providing information regarding patient billing. It deals with the financial aspects of the healthcare setting.
- Entered co-payments, deductibles, out-of-pocket expenses, scanned documentation accurately into patient accounts.
- Ensured compliance with operational policies & procedures and processing of patient accounts for charity assistance.
4. General Ledger
- Reconcile General Ledger and produce monthly financial reports for Executive Committee review.
- Perform end-of-period functions finalizing General Ledger and Financial Reports.
5. Financial Products
Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.
- Helped with clients' questions about our financial products and provided professional advises.
- Help clients do risk evaluation, select financial products and sign the contract.
6. Financial Management
- Administered a caseload of approximately 250 for individuals for financial management.
- Awarded Financial Management Certificate for exceptional contributions and performance.
7. Balance Sheet
- Account analysis and balance sheet reconciliations.
- Prepared monthly journal entries and reconciliations of all balance sheet accounts, and various financial reports for distribution each month.
8. QuickBooks
- Utilized QuickBooks for customer account maintenance and accounts payable/accounts receivable.
- Managed daily finance and administrative operations for a $900,000 non-profit organization; Used QuickBooks.
9. Journal Entries
Journal entries can be defined as an act of keeping or making records of any transactions either economic or non-economic. The journal entries are made in the accounting systems of an organization. The entries are filled with two main fields; debit and credit. The debit and credit must be equal at the end of a journal entry else it is not considered correct. The journal entries also keep the date of transactions and the names of the accounts that were affected by the transactions.
- Performed complex general accounting functions including preparation of journal entries.
- Reviewed accounting entries and transactions; prepared correcting and adjusting journal entries.
10. Bank Deposits
Any money that a customer chooses to leave with their bank account is a deposit. Deposits can vary in amounts and different banks have limits on the deposits their customers can have as a minimum. Banks charge customers for deposits especially when a teller is used by the customer to deposit money into their account.
- Performed count and balance for office funds, processed bank deposits, and maintained logs and fund issuance to field photographers.
- Assist the Director of Finance with data entry, reconciliations, filing, bank deposits and other duties as required.
11. Accounts Receivables
- Monitor work in process, car deal receivables, warranty receivables, accounts receivables, accounts payable.
- Processed Accounts Payables and Accounts Receivables.
12. Bank Statements
- Assisted in the monthly balancing of all store locations bank statements.
- Reconciled bank statements, cash accounts and performed daily accounting tasks.
13. Financial Data
- Analyzed financial data to identify trends and discrepancies for use in planning sales and marketing strategies.
- Reviewed financial data for cash flow and cost management to identify savings strategies.
14. DMV
DMV is the department of motor vehicles in the United States of America. DMV is an agency that is state level and is under the control of the government. It deals with driver's license and registration of vehicles.
- Prepared all documents for banks, accounting department, and local DMV for processing.
- Process title work on used vehicles and provide DMV assistance.
15. A/P
- Prepared daily, weekly and monthly reports including funded loans, commissions, titles, A/P & A/R.
- Managed A/R, A/P, Billing, Cash Management and Journal Control for four cost centers nationally.
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List of finance manager assistant skills to add to your resume

The most important skills for a finance manager assistant resume and required skills for a finance manager assistant to have include:
- 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
- A/P
- Loan Applications
- Financial Aid
- Office Equipment
- Travel Arrangements
- Office Operations
- Expense Reports
- HR
- Bank Accounts
- Customer Accounts
- Financial Institutions
- PowerPoint
- ADP
- CPA
- Credit Applications
- Financial Analysis
- ACH
- AP
- Ar
- Business Operations
- Credit Reports
- Fixed Assets
- Service Contracts
- Account Balances
- Bank Reconciliations
- Management Reports
- Credit Card
- Client Accounts
- Interest Rates
- Income Statement
- Car Deals
Updated January 8, 2025