Finance Assistant Resume Sample

The finance assistant is accountable to update the financial spreadsheet, prepare a balance sheet, track and reconcile bank statements. The need to support the financial manager in the daily transaction including expenses and payroll. Candidates need to have an accounting background to handle procedures like tax management and budget preparation. They are responsible to maintain the organization’s financial health. The job responsibilities of a finance assistant include generating cost analysis reports, process tax payments, support monthly payroll, keep the records organized, record accounts receivable and payable, process invoices and follow up with clients, provide administrative support in preparing the budget, and participate in annual audits. The financial assistant needs to have experience in a similar position and must have good knowledge of accounting and bookkeeping procedures. They should be familiar with accounting software.

Finance Assistant Resume

Name: Jacob Crouch

Address: 615, Terry Stream, Detroit, MI
Phone: 555 – 314-4752
Email: [email protected]
Current Job: Harrison Inc., New Parkland, CA


Experienced and knowledgeable financial assistant who is efficient enough to handle a variety of corporate financial tasks with accuracy. I have experienced processing accounting activities including tax billing system and VAT invoice issuing. Adept handling complex spreadsheets, maintaining financial reports, and utilizing corporate database for research. Specialized in budget information and research expenses. Seeking a position as a financial assistant utilizing my experience and skills for the successful completion of each task.


  • Excellent interpersonal, analytical, and organizational skills
  • Expert in troubleshooting, and quickly resolving financial matters
  • Capability to demonstrate in Excel and word
  • Able to work with minimal supervision and willing to assume responsibility
  • Great working knowledge about VAT and construction industry scheme advantage
  • Excellent attention to details
  • Proficient in computer skills and proficiency using spreadsheet, database, and word processing software
  • Able to retain details, communicate persuasively and effectively
  • Able to maintain confidential information

Work Experience

Financial Assistant, Aerotek, Goffstown, TX( 2016 – present )
Duties and Responsibilities:

  • Maintained documents including property tax forms and payment adjustment
  • Updated and entered information into the database
  • Handled outbound collections
  • Processed documents and send invoices through tax

Financial Assistant, Jacobs Engineering Group Inc., TX  (2014 – 2016 )
Duties and Responsibilities:

  • Regularly performed database mining for payroll data and created a report for management
  • Generated weekly expenses spending report for management
  • Assisted in collecting and logging employee expense report
  • Supported process improvement initiatives

Financial Assistant, Gallant Incorporate, TX  (2012 – 2014 )
Duties and Responsibilities:

  • Responsible for working in payroll and confirmed hourly total and final pay numbers
  • Performed doing extensive research and helped to handle budget numbers for the coming year
  • Assisted maintain financial database and pulled out the information needed
  • Worked on basic accounting task and supported Adhoc projects
  • Assisted financial controller and gathered data for excel reports


Masters in Accounts – Cleveland State University

Bachelor Degree in Accounts – Cleveland State University

High School: Central High School


Karen Blake, Financial Assistant, Jacobs Engineering Group Inc., TX  

Personal Information:

  • Civil Status: Married
  • Date of Birth: 11/3/1998
  • Hobbies: Playing badminton and tennis

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