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Finance technician skills for your resume and career

Updated January 8, 2025
5 min read
Quoted experts
Jose Aldrich,
Frank Longo
Below we've compiled a list of the most critical finance technician skills. We ranked the top skills for finance technicians based on the percentage of resumes they appeared on. For example, 14.8% of finance technician resumes contained financial reports as a skill. Continue reading to find out what skills a finance technician needs to be successful in the workplace.

15 finance technician skills for your resume and career

1. Financial Reports

Here's how finance technicians use financial reports:
  • Receive and post documents to accounting/budget systems and process treasury checks for payments and invoices-Maintain files and prepare financial reports
  • Prepare financial reports to ensure coordinated and timely sharing and submission of quarterly review to Financial Management Division.

2. Financial Management

Here's how finance technicians use financial management:
  • Perform accounting, budgeting and all other financial management relevant duties for appropriated funds supporting the operating forces and supporting establishments.
  • Conducted research within the finance detachment to establish more effective standard operating procedures within the Financial Management Office.

3. Review Contracts

Here's how finance technicians use review contracts:
  • Displayed a clear concise knowledge and ability to expertly review contracts, invoices and receive reports.
  • Review contracts, invoices and reports for accuracy and accountability.

4. 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 technicians use financial transactions:
  • Researched and resolved disputes involving financial transactions and kept senior management abreast of any discrepancies.
  • Examined and revised financial transaction documents and reconciled discrepancies when required.

5. Treasury

Here's how finance technicians use treasury:
  • Received Tax Preparation certification from the Department of Treasury
  • Answered customer help desk lines and questions from consumers regarding the Treasury Auctions of notes, bills and bonds.

6. Bonds

Here's how finance technicians use bonds:
  • Worked with senior staff in all bond issues which included being support staff to all state issuers.
  • Submitted payment vouchers for credit to cities and special districts for bonds associated with property tax bills.

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7. Government Funds

Here's how finance technicians use government funds:
  • Processed budgeting, disbursing, and accounting for government funds; payment for travel and commercial vendor services.
  • Analyzed budget reports for the fiscal year and appropriated government funds to their correct accounting classifications.

8. 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 technicians use customer service:
  • Provide excellent customer service to customers* Maintain account liability of all daily transactions* Handle excess amount of cash for daily operations
  • Monitor all operations relative to civilian pay and providing technical guidance to all FTC Customer service representatives.

9. Financial Data

Here's how finance technicians use financial data:
  • Collect and analyzes financial data to determine eligibility in accordance with federal and state regulations as well as institutional policies.
  • Analyze accounting reports and financial data to identify trends for evaluating effectiveness and efficiency of Air Force Activities.

10. Financial Aid Programs

Here's how finance technicians use financial aid programs:
  • Evaluate applicant eligibility for federal, state and institutional financial aid programs.
  • Prepare and transmit correspondence or notifications to students regarding financial aid programs.

11. Personnel Actions

A personnel action means any action taken which affects compensation, appointment, promotion, transfer, assignment, reassignment, reinstatement, evaluation of performance, layoff, dismissal, discipline, commendations, or any other action that affects the status of employment, etc. For example organizational reassignment, hiring an employee, or an employee leaving the company, are represented by separate personnel actions.

Here's how finance technicians use personnel actions:
  • Managed and processed personnel actions for new recruitment actions and performance appraisals.
  • Resolve issues or problems effecting employees' employment status and/or the correctness of information and timely processing of personnel actions.

12. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how finance technicians use data entry:
  • Monitored eligibility technician's data entry and reported of any discrepancies.
  • Reviewed documents to ensure completeness and appropriateness prior to data entry.

13. Java

Java is a widely-known programming language that was invented in 1995 and is owned by Oracle. It is a server-side language that was created to let app developers "write once, run anywhere". It is easy and simple to learn and use and is powerful, fast, and secure. This object-oriented programming language lets the code be reused that automatically lowers the development cost. Java is specially used for android apps, web and application servers, games, database connections, etc. This programming language is closely related to C++ making it easier for the users to switch between the two.

Here's how finance technicians use java:
  • Major technologies used were Sybase, ASP, shell scripting, Essbase, Informatica and Java (WebLogic).

14. Reconciliations

Here's how finance technicians use reconciliations:
  • Prepared a variety of monthly balance sheet reconciliations and bank statements timely and accurately each month.
  • Examined accounts or resolves difficult reconciliations requiring an analysis of adjustments and corrections in accounts.

15. DOD

Definition of Done (DoD) is a set of deliverables that are needed to devise software. These deliverables are valuable to the system and can be exemplified by writing code, coding comments, unit testing, integration testing, design documents, release notes, and so on.

Here's how finance technicians use dod:
  • Understand and implement DoD and Army Finance regulations / policies and ensure processes developed by the Program are in compliance.
  • Co-Created project training manuals and visual presentations for various DOD agencies to include the United States Coast Guard.
top-skills

What skills help Finance Technicians find jobs?

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

What soft skills should all finance technicians possess?

Jose AldrichJose Aldrich LinkedIn profile

Professor, Florida International University

-Strong relationship building skills. Trusted relationships with peers, bosses and clients/customers are key.
-Analytical abilities. A lot of the work will involve interpreting data and using business analytics.
-Effective decision making. Identifying business risks and courage to take calculated risks in business.
-Leadership skills
-Ability to speak up at meetings.
-Organizational skills

What hard/technical skills are most important for finance technicians?

Frank Longo

Assistant Professor of Business, Centenary University

Proficiency with emerging technology is an attention-getter. We should note that the Certified Public Accountants Exam will contain three sections by 2024, including Data Analytics, Tax Compliance and Planning, and Information System and Controls. A basic knowledge will be required in each of these, and the CPA candidate will identify one area of the above for more detailed testing. This change in knowledge requirements reflects the skills employers see as most important to hire. Using technology in any of these areas can move a candidate to the top of the hiring list. We should emphasize that the job candidate does not need to be an expert in each area, but the ability to effectively use technology in one area is important. Employers are looking for the ability to use technology in information security, business processes, information systems, IT audits, data analytics, and tax planning but not all of them.

Keep in mind that successful firms performed audits, prepared tax returns, advised clients on data security, and much more during the pandemic, and they often did so remotely. This can be expected to continue into the future.

List of finance technician skills to add to your resume

Finance technician skills

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

  • Financial Reports
  • Financial Management
  • Review Contracts
  • Financial Transactions
  • Treasury
  • Bonds
  • Government Funds
  • Customer Service
  • Financial Data
  • Financial Aid Programs
  • Personnel Actions
  • Data Entry
  • Java
  • Reconciliations
  • DOD
  • Internal Control Operations
  • PCS
  • Corrective Action
  • General Ledger
  • Computer System
  • Travel Pay
  • Accounting Systems
  • Budget Systems
  • DFAS
  • Defense Travel System
  • Journal Entries
  • Credit Card
  • DTS
  • Federal Regulations
  • FAFSA
  • Financial Aid Applications
  • Payment Vouchers
  • Combat
  • Financial Statements
  • Travel Regulations
  • Automated Financial
  • Management System
  • Defense Finance
  • Travel Claims
  • DMO
  • Fixed Assets
  • PowerPoint
  • TDY
  • Title IV
  • WAWF
  • Stars-Fl
  • Bank Deposits
  • Accuracy Rate
  • Foreign Currency

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.

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