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Finance secretary skills for your resume and career

Updated January 8, 2025

3 min read

Below we've compiled a list of the most critical finance secretary skills. We ranked the top skills for finance secretaries based on the percentage of resumes they appeared on. For example, 21.7% of finance secretary resumes contained payroll taxes as a skill. Continue reading to find out what skills a finance secretary needs to be successful in the workplace.

15 finance secretary skills for your resume and career

1. Payroll Taxes

Here's how finance secretaries use payroll taxes:

Manage all office functions, Accounts Payable, Accounts Receivable, Payroll, Payroll Taxes using ACS Realm and On Demand.
Process payroll and payroll taxes; report to state and federal agencies on all human resource related issues.

2. Purchase Orders

Here's how finance secretaries use purchase orders:

Prepare purchase orders and requisitions for capital improvements and operating budgets.
Processed purchase orders according to state regulations.

3. General Ledger

Here's how finance secretaries use general ledger:

Maintained general ledger and performed account reconciliation as needed by direct supervisor.
Prepared general ledger and generated financial reports to the financial committee.

4. Financial Reports

Here's how finance secretaries use financial reports:

Completed monthly financial reports, analyzed unprofitable units, prepared tracking reports and provided receptionist relief.
Reported promptly and accurately to congregation of all financial reports monthly or as requested.

5. QuickBooks

Here's how finance secretaries use quickbooks:

Revise and streamlined inefficient accounting procedures with QuickBooks accounting software.
Maintained financial records using QuickBooks.

6. Financial Aid

Financial aid refers to cash released to an educational institution to help a student pay the school fee. The issuance of financial aid, whether scholarships, grants, or loans, aims to make access to education affordable to all students irrespective of their backgrounds.

Here's how finance secretaries use financial aid:

Maintained confidentiality of student applicant information and activities within the financial aid office.
Facilitate training to incumbent or interim Financial Aid Directors as needed.

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7. Finance Committee

Here's how finance secretaries use finance committee:

Performed risk analysis and advised the finance committee in making strategic, resource allocation, operational and investment decisions.
Informed/advised finance committee and various committee chairpersons regarding available funds and budgets.

8. Bank Reconciliations

Here's how finance secretaries use bank reconciliations:

Handle Accounts Payable, process timely payments to vendor and resolve discrepancies for bank reconciliations.
Job duties also included bank reconciliation, accounts payable/receivable, and finance department staff support.

9. Bank Accounts

Here's how finance secretaries use bank accounts:

Prepared budget analysis reports and reconciled bank accounts.
Computerized accounting functions, including managing bank accounts.

10. W-2

A W-2 form is also known as the Wage and Tax Statement. An employer is required to send this document to each employee and the IRS (Internal Revenue Service) yearly. A W-2 details the employee's annual wages and the taxes deducted from their paychecks. This does not include self-employed or contracted workers, who file taxes with separate forms.

Here's how finance secretaries use w-2:

Generated liability payments and reports, managed annual W-2 and 1099 creation and distribution for two campus locations.
Maintained time clock records and processed payroll for approximately 75 employees, issued W-2's.

11. 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 secretaries use journal entries:

Perform general accounting functions including journal entries, account analysis and balance sheet reconciliations.
Input cash disbursements, receipts and journal entries into system.

12. Accounts Payables

Here's how finance secretaries use accounts payables:

Work closely with Accounts Receivable/Payables and Payroll to collect money owed from employees for various jobs.
Planned and processed accounts payables for over 100 vendors per month.

13. Travel Arrangements

Here's how finance secretaries use travel arrangements:

Supported heavy statistical W/P requirements, repeated travel arrangements and monthly schedule of corporate meetings and luncheons.
Maintained appointment calendars and prepared travel arrangements with appropriate paperwork.

14. Financial Transactions

The type of agreement held between two parties (buyer and seller) regarding an exchange of funds for an asset, is termed as a financial transaction. The financial transaction is the exchange of products, services, cash or credit, information, and other things of value among two separate entities for a common goal.

Here's how finance secretaries use financial transactions:

Researched information, coordinated files, managed financial transactions and assisted with travel.
Assisted Finance Secretary with bookkeeping and processing financial transactions.

15. Office Equipment

Here's how finance secretaries use office equipment:

Operated various office equipment such as copiers, fax machines, printers, shredders, label makers & folders.
Performed IT duties: troubleshoot office equipment such as copier, fax machine and printers throughout main offices.

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What skills help Finance Secretaries find jobs?

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List of finance secretary skills to add to your resume

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

Payroll Taxes
Purchase Orders
General Ledger
Financial Reports
QuickBooks
Financial Aid
Finance Committee
Bank Reconciliations
Bank Accounts
W-2
Journal Entries
Accounts Payables
Travel Arrangements

Financial Transactions
Office Equipment
PowerPoint
Financial Data
Word Processing
Windows
Process Payroll
Telephone Calls
Expense Reports
Meeting Minutes
IRS
Payroll Checks
Budget Preparation

Executive Board
Budget Reports
Accounts Receivables
Tax Forms
Clerical Support
Tax Purposes
Balance Sheet
CPA
ADP
Financial Accounts
W2
Car Deals

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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