A Finance Assistant provides crucial administrative and clerical support to finance departments by maintaining financial records, processing transactions, and assisting with accounting functions, ensuring the organization's financial operations run smoothly and accurately.
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What is a Finance Assistant?
A Finance Assistant is an entry-level to mid-level administrative professional who supports the financial operations of an organization. They work under the supervision of senior finance staff such as accountants, financial analysts, or finance managers. This role serves as the backbone of day-to-day financial activities, handling essential tasks that maintain the integrity and accuracy of financial data. Finance Assistants are typically found in corporate finance departments, accounting firms, and various organizations across industries, providing foundational support that enables higher-level financial analysis and decision-making.
What does a Finance Assistant do?
Finance Assistants perform a variety of tasks to support the finance department's operations. Their primary responsibilities include processing accounts payable and receivable invoices, reconciling bank statements, and maintaining accurate financial records. They assist with payroll processing, expense report verification, and preparing basic financial reports. Additionally, Finance Assistants help with budget tracking, manage vendor communications, and support month-end and year-end closing procedures. They often handle administrative duties such as filing financial documents, responding to financial inquiries, and ensuring compliance with company financial policies.
Job Overview
We are seeking a detail-oriented Finance Assistant to support our accounting and finance operations. This role will handle day-to-day financial transactions, assist with month-end closing procedures, and ensure accurate record-keeping in compliance with US GAAP standards. The ideal candidate will contribute to maintaining our financial health through precise data entry and thorough documentation.
Finance Assistant responsibilities include:
1. Process accounts payable and receivable transactions accurately and timely
2. Reconcile bank statements and credit card transactions monthly
3. Assist with payroll processing and employee expense reimbursements
4. Maintain organized digital financial records using QuickBooks Online
5. Support month-end and year-end closing procedures
6. Prepare basic financial reports and assist with budget tracking
7. Handle vendor communications and payment inquiries
8. Assist with 1099 preparation and other tax documentation
1. 2+ years of experience in bookkeeping or accounting support role
2. Proficiency in QuickBooks Online or similar accounting software
3. Strong understanding of basic accounting principles and US GAAP
4. High school diploma or equivalent with accounting coursework
5. Excellent data entry skills with 10-key proficiency
6. Ability to handle confidential financial information with integrity
7. Basic Excel skills (pivot tables, VLOOKUP, formulas)
8. Strong attention to detail and organizational skills
Preferred Qualifications
1. Associate's degree in Accounting, Finance, or related field
2. Experience with multi-state payroll processing
3. Familiarity with Bill.com or similar AP automation tools
4. Knowledge of sales tax reporting requirements across US states
5. Experience supporting month-end closing processes
6. Previous work in corporate finance environment (non-profit experience a plus)
7. Basic understanding of financial compliance requirements
Bonus Skills
1. QuickBooks Online Certification
2. Experience with advanced Excel macros and financial modeling
3. Knowledge of SQL for financial data extraction
4. Notary Public certification
5. Bilingual skills (Spanish preferred)
6. Experience with audit preparation support
7. Understanding of cryptocurrency transactions accounting
8. Previous experience with financial process improvement initiatives
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