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Finance/office manager skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

Dr. Bonnie Tiell,

Dr. Bonnie Tiell

Below we've compiled a list of the most critical finance/office manager skills. We ranked the top skills for finance/office managers based on the percentage of resumes they appeared on. For example, 19.3% of finance/office manager resumes contained payroll processing as a skill. Continue reading to find out what skills a finance/office manager needs to be successful in the workplace.

15 finance/office manager skills for your resume and career

1. Payroll Processing

Here's how finance/office managers use payroll processing:

Coordinate insurance applications for new physicians joining the practice* All bookkeeping duties - accounts payable and payroll processing.
Lead and supervised a staff of 7 and facilitated the payroll processing for the division.

2. Office Procedures

Office procedures are the protocols and standards which define how the staff works together. The office procedures can be a set of rules and regulations which guide the employees and help them run the office operations smoothly. Paperwork, customer interaction, taking messages, handling calls in and out all fall under the office procedures.

Here's how finance/office managers use office procedures:

Handled various administrative and executive tasks such as managing office procedures and coordinating events.
Helped establish office procedures, payroll, invoicing, tracking and recall of certifications for electronic test equipment calibration and repair.

3. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how finance/office managers use customer service:

Process credit applications and supervise other members of three person department in customer service and document management.
Volunteered to attend specialized customer service training to deliver the highest quality in customer service.

4. Human Resources

Human resources is a set of people in a business or a corporation that are designated to locate, interview, and recruit new employees into the company. They are also responsible to maintain the integrity of the employees and help them sort their problems out. They try to introduce and manage employee-benefit programs.

Here's how finance/office managers use human resources:

Handled activities associated with sales administration, project management, accounting and human resources.
Supervised human resources responsibilities for the office, including overseeing payroll, potential staff interviews, employee hiring and follow-up training.

5. Accounts Receivables

Here's how finance/office managers use accounts receivables:

Processed Accounts Receivables - prepared monthly tenant statements, collected rent and prepared weekly deposit.
Manage accounts receivables, accounts payable, sales compensation and budgeting.

6. General Ledger

Here's how finance/office managers use general ledger:

Review reports and financial statements for accuracy and perform daily/monthly duties related to cash balance and general ledger maintenance.
Reduced accounting errors by accurately recorded journal transactions and general ledger entries.

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7. Accounts Payables

Here's how finance/office managers use accounts payables:

Processed Accounts Payables - procurement, PO's, check request, reconciliation of vendor accounts, and processed checks.
Directed the accounts receivable and accounts payables processes, procedures, systems management, spreadsheet development and maintenance.

8. Office Management

Here's how finance/office managers use office management:

Managed all campus operations including office management, financial and ministerial duties.
General Office Management: Managed a staff of five (5) employees and maintained an efficient office.

9. Office Operations

Here's how finance/office managers use office operations:

Managed daily office operations including petty cash disbursement, printer/telephone network maintenance, and office supply replenishment.
Maintained office services by organizing office operations and procedures; assigning and monitoring clerical functions.

10. Financial Analysis

Here's how finance/office managers use financial analysis:

Specialized in financial analysis, which included all loan document processing and completion.
Conducted financial analysis and forecasting; provided research on economic viability of potential intellectual properties.

11. Bank Reconciliations

Here's how finance/office managers use bank reconciliations:

Performed daily and monthly bank reconciliations.
Submit artwork for ad placement * Personal Assistant/Business Manager employer: Maintain schedule, accounts payable, bank reconciliation, invoicing.

12. Medicaid

Here's how finance/office managers use medicaid:

Assisted families with Medicaid applications.
Post all charges and payments received from Medicare, Medicaid, Insurance and private sources.

13. Credit Card

A type of card issued by banks and other financial institutions, that enable users to manage and borrow their finances is called a credit card. The funds borrowed from a financial institution through a credit card are meant to be paid back along with certain amounts of interest imposed by the bank.

Here's how finance/office managers use credit card:

Reconciled Monthly Credit Card Statements.
Conduct monthly reconciliation of all church and school bank credit cards, depository accounts, and loan repayment progress.

14. CPA

Here's how finance/office managers use cpa:

Prepared year-end summary information for preparation of corporate tax returns on a cash basis by third party CPA.
Organized audit and tax schedules and dealt with any queries from the contracted CPA firm.

15. 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.

Here's how finance/office managers use journal entries:

Reconciled all balance sheets accounts; Reviewed for input accuracy and prepare monthly reports and journal entries, as needed.
Reconciled accounts for loan, bank accounts, and journal entries to facilitate preparation of financial statements.

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What skills help Finance/Office Managers find jobs?

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

What skills stand out on finance/office manager resumes?

Dr. Bonnie Tiell

Professor of Sport Management, Tiffin University

Experience and proven record of accomplishments, achievements, and added value to an organization (e.g., demonstration of increasing market shares, sales quotas, membership acquisition, etc.).

What hard/technical skills are most important for finance/office managers?

Dr. Bonnie Tiell

Professor of Sport Management, Tiffin University

Direct occupational knowledge: Negotiating and understanding contracts | agreements, staff management, informational technology, budget, and financial reporting.

What finance/office manager skills would you recommend for someone trying to advance their career?

Dr. Kim Roberts

Professor of Operations Management, Website

Business professionals lead organizations by focused efforts that revolve around products/services, processes, and people. Business professionals work to ensure the firm's products and/or services meet customer expectations, with an eye toward an ever-changing market. They manage processes that produce or support the firm's products. This requires the ability to analyze data to make informed decisions, to drive continuous improvement, and to solve problems through critical thinking. Successful business professionals must also create climates that promote teamwork and foster collaboration.

What type of skills will young finance/office managers need?

Dr. Lilac Nachum Ph.D.

Professor, International Business, Baruch College, City University New York

In light of the changes described in #1, the most apparent skills would be those related to digital employment. These will relate to both new opportunities, created digitally, as well as the transformation of brick and mortar jobs online. The former requires skills such as online management of supply chains, digital marketing, online sale, and the likes. These new jobs might require in addition to digital skills also heavy doses of creativity and entrepreneurship as new products and industries are being created and developed. In relation to the latter, the jobs themselves might be well established and familiar for some graduates but their delivery would be transformed in significant ways and require advanced digital skills related to the implementation of these activities.

What soft skills should all finance/office managers possess?

Dr. Elizabeth Homan Ph.D.

Professors, Department Chair, Catawba College

Networking, networking, networking. And being a nice, friendly, honest human being. Flexibility and a level head in the face of persistent change. Resilience and an ability to work with the conditions in which you find yourself. Working with what you have, not what you wish you had.

Do you want to know more?

List of finance/office manager skills to add to your resume

The most important skills for a finance/office manager resume and required skills for a finance/office manager to have include:

Payroll Processing
Office Procedures
Customer Service
Human Resources
Accounts Receivables
General Ledger
Accounts Payables
Office Management
Office Operations
Financial Analysis
Bank Reconciliations
Medicaid
Credit Card
CPA
Journal Entries
Bank Deposits
Office Equipment

Balance Sheet
Bank Accounts
Sales Tax
Expense Reports
Financial Management
Insurance Claims
Health Insurance
Scheduling Appointments
Quickbooks Pro
Tax Returns
Travel Arrangements
Financial Data
Bank Statements
Inventory Control
Insurance Verification
DMV
Medicare

Office Systems
Event Planning
Office Policies
Tax Reports
PowerPoint
Financial Arrangements
Payroll Taxes
Financial Operations
Financial Transactions
Delinquent Accounts
Ar
AP
Clerical Functions
Customer Complaints
Insurance Billing
W-2

Updated January 8, 2025

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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