Finance Assistant Resume examples & templates
Copyable Finance Assistant Resume examples
Ever wondered why Finance Assistants are often called the "heartbeat" of financial departments? These professionals do far more than just crunch numbers—they're the ones who keep daily financial operations running smoothly while providing crucial support that impacts an organization's bottom line. From processing accounts payable and receivable to reconciling bank statements and assisting with month-end closings, Finance Assistants wear many hats in today's business environment.
The role has evolved dramatically in recent years, with automation reshaping many traditional tasks. According to a 2023 Robert Half survey, 73% of Finance Assistants now spend at least a quarter of their time using specialized financial software—a 19% increase from just five years ago. Despite this technological shift, the human element remains irreplaceable. Companies increasingly value Finance Assistants who combine technical proficiency with
problem-solving skills and attention to detail. Looking ahead, those who master both the technical and interpersonal aspects of the role will find themselves well-positioned for advancement into specialized accounting roles or financial analysis.
Junior Finance Assistant Resume Example
JAMIE WILSON
San Diego, CA | (619) 555-2134 | jamie.wilson88@gmail.com | linkedin.com/in/jamiewilson88
Detail-oriented Finance Assistant with internship experience in bookkeeping, accounts payable/receivable, and financial data analysis. Eager to leverage my accounting knowledge and strong Excel skills to support financial operations while pursuing CPA certification. Recognized for accuracy in data entry and ability to manage multiple priorities in fast-paced environments.
EXPERIENCE
Finance Assistant – Pacific Coast Credit Union, San Diego, CA (June 2022 – Present)
- Process 30+ daily expense reports and reimbursement requests, maintaining 99.7% accuracy rate
- Assist with month-end closing procedures by reconciling 4 bank accounts and preparing preliminary reports
- Manage accounts payable workflow, ensuring timely payment of invoices while identifying $7,400 in duplicate payments
- Help maintain the general ledger and flag discrepancies for senior accountants to review
- Created Excel template that reduced report generation time by 35% (supervisor now uses it for entire team)
Accounting Intern – Rivera Manufacturing, San Diego, CA (Jan 2022 – May 2022)
- Assisted with accounts payable functions, including invoice processing and vendor statement reconciliation
- Performed data entry for daily financial transactions with 98% accuracy
- Supported accounts receivable team by helping prepare customer invoices and tracking outstanding payments
- Organized and digitized 3 years of historical financial documents, improving accessibility
Finance Club Treasurer – San Diego State University (Sept 2020 – Dec 2021)
- Managed club budget of $3,200, tracked expenses, and processed reimbursements for 45+ members
- Prepared monthly financial reports and presented updates during club meetings
- Collaborated with club president to forecast expenses for upcoming events and fundraisers
EDUCATION
Bachelor of Science in Business Administration, Accounting Concentration
San Diego State University – GPA: 3.75 (May 2021)
Relevant Coursework: Financial Accounting, Managerial Accounting, Business Finance, Financial Statement Analysis, Intermediate Accounting I & II, Taxation
CERTIFICATIONS & TRAINING
QuickBooks Online Certification – Intuit (March 2022)
Excel for Financial Analysis – LinkedIn Learning (August 2021)
SKILLS
- Accounting Software: QuickBooks, SAP (basic), Excel (advanced)
- Financial Functions: Accounts payable/receivable, bank reconciliations, journal entries
- Technical: Advanced Excel (VLOOKUP, PivotTables, macros), MS Office Suite
- Soft Skills: Attention to detail, time management, communication
- Languages: Conversational Spanish
ADDITIONAL INFORMATION
Member, California Society of CPAs (Student Member)
Volunteer Tax Preparer, VITA Program (2021 tax season)
Mid-level Finance Assistant Resume Example
Sarah Donovan
Denver, CO • (303) 555-8912 • sarah.donovan@gmail.com • linkedin.com/in/sarahdonovan
Detail-oriented Finance Assistant with 5+ years supporting accounting teams in fast-paced environments. Strong background in AP/AR processes, financial reporting, and month-end close procedures. Known for accuracy in reconciliations and ability to streamline payment processes. Quick learner of new financial systems who thrives in collaborative settings.
EXPERIENCE
Senior Finance Assistant | Westridge Healthcare Services | Denver, CO | January 2021 – Present
- Process 175+ weekly vendor payments totaling $1.2M monthly while reducing payment errors by 17% through implementation of triple-check system
- Coordinate monthly close process for 3 departments, preparing journal entries and account reconciliations with 99.6% accuracy rate
- Developed standardized invoice tracking spreadsheet that cut processing time by 4 hours weekly
- Train and mentor 2 junior finance team members on AP/AR functions and company financial procedures
- Assisted in migration to QuickBooks Enterprise, including data validation and staff training sessions
Finance Assistant | Mountain View Credit Union | Boulder, CO | June 2019 – December 2020
- Managed daily cash reconciliation for 5 branch locations, identifying and resolving $43K in discrepancies over 18 months
- Processed loan payments and maintained customer accounts with zero complaints during tenure
- Prepared and analyzed weekly reports for management team highlighting cash flow trends
- Updated procedure manual for accounts payable processing, reducing onboarding time for new hires by 3 days
Accounts Payable Clerk | Boulder City College | Boulder, CO | August 2018 – June 2019
- Processed invoices for 3 academic departments with combined annual budget of $2.7M
- Reconciled purchasing card transactions for 27 faculty members, flagging unauthorized expenses
- Maintained vendor files and updated payment information in Banner financial system
EDUCATION
Bachelor of Science in Business Administration | Finance Concentration
Colorado State University | Fort Collins, CO | 2018
Certifications
- QuickBooks Certified User (2020, renewed 2022)
- Excel Expert Certification – Microsoft Office Specialist (2021)
SKILLS
- Accounts Payable/Receivable
- General Ledger Reconciliation
- Month-End Close Process
- Financial Reporting
- QuickBooks & QuickBooks Enterprise
- Microsoft Excel (VLOOKUP, PivotTables)
- Banner Financial System
- Vendor Management
- Payment Processing
- Data Entry (85 WPM)
Senior / Experienced Finance Assistant Resume Example
MELISSA GONZALEZ
Boston, MA | (617) 555-8743 | melissa.gonzalez@email.com | linkedin.com/in/melissagonzalez
Finance Assistant with 8+ years of experience supporting accounting operations and financial reporting processes. Known for exceptional attention to detail and ability to streamline accounting procedures. Proven track record of identifying cost-saving opportunities and implementing efficient financial controls. Excel power user with expertise in financial software systems and month-end close procedures.
PROFESSIONAL EXPERIENCE
Senior Finance Assistant | Brightway Medical Systems | Boston, MA | March 2020 – Present
- Manage accounts payable operations processing 175+ weekly vendor invoices, reducing payment cycle time by 31% through implementation of automated approval workflows
- Reconcile 12 high-volume bank accounts with combined monthly transactions exceeding $4.3M, identifying and resolving discrepancies within 24-hour timeframe
- Coordinate monthly close process for 3 business units, preparing journal entries and ensuring timely financial statement delivery to management
- Train and mentor 2 junior finance team members on AP/AR procedures and system usage
- Spearheaded migration from QuickBooks to NetSuite, creating detailed process documentation that reduced transition time by 3 weeks
Finance Assistant | Eastern Financial Group | Cambridge, MA | June 2017 – February 2020
- Processed bi-weekly payroll for 87 employees, resolving time entry discrepancies and coordinating with HR on benefits deductions
- Managed accounts receivable aging reports, reducing 90+ day outstanding balances by 42% through proactive client outreach
- Prepared monthly financial reports including P&L statements, balance sheets, and cash flow forecasts for department managers
- Created Excel macros that automated routine reporting tasks, saving approximately 6 hours weekly
- Assisted with annual audit preparation, organizing supporting documentation for external auditors
Accounting Clerk | Westford Manufacturing Inc. | Lowell, MA | August 2015 – May 2017
- Processed and coded 50+ daily expense reports, ensuring compliance with company policies
- Maintained vendor files and payment records in QuickBooks, resolving invoice discrepancies
- Assisted with monthly bank reconciliations and credit card statement processing
- Filed quarterly sales tax returns for operations in 4 states
EDUCATION
Bachelor of Science in Business Administration, Finance Concentration
Northeastern University, Boston, MA
Graduated: May 2015 | GPA: 3.7/4.0
CERTIFICATIONS
Certified Bookkeeper (CB) – American Institute of Professional Bookkeepers, 2018
QuickBooks ProAdvisor Certification – Intuit, 2019 (renewed annually)
Microsoft Excel Expert – Microsoft Office Specialist, 2020
TECHNICAL SKILLS
- Financial Software: NetSuite, QuickBooks, SAP (basic), ADP Payroll
- Microsoft Office Suite (advanced Excel including VLOOKUP, Pivot Tables, macros)
- Data visualization tools (Tableau, Power BI)
- Banking platforms: Bank of America CashPro, Wells Fargo CEO
- Experience with Concur expense management system
ADDITIONAL SKILLS
- Month-end and year-end close procedures
- Financial statement preparation
- Variance analysis and reporting
- Internal controls and compliance
- Team mentoring and training
- Bilingual: English and Spanish (conversational)
How to Write a Finance Assistant Resume
Introduction
Landing that Finance Assistant job starts with a resume that speaks the language of financial departments. Your resume isn't just a document—it's your ticket to an interview. Finance teams look for accuracy, attention
to detail, and systems knowledge, and your resume needs to showcase these qualities before you even walk through the door. I've reviewed thousands of Finance Assistant applications over my career, and the difference between those that get interviews and those that don't often comes down to how well the resume communicates specific financial competencies.
Resume Structure and Format
Keep your Finance Assistant resume clean and well-organized—just like the spreadsheets you'll be managing! Financial professionals appreciate order and clarity.
- Stick to 1-2 pages (1 page for those with under 5 years of experience)
- Use a simple, professional font like Calibri or Arial at 10-12pt
- Include plenty of white space—cramped documents signal poor organization
- Create clearly defined sections with bold headings
- Save as a PDF to preserve formatting (unless specifically asked for a Word doc)
Pro tip: Name your file professionally (e.g., "JaneSmith_FinanceAssistant_Resume.pdf"). Recruiters download dozens of files, and "Resume_Final_FINAL_v3.pdf" doesn't make a great first impression!
Profile/Summary Section
Your profile should be brief (3-4 lines) but pack a punch. For a Finance Assistant role, emphasize your numerical accuracy, software proficiency, and organizational skills. This isn't the place for vague statements—be specific!
Example: "Detail-oriented Finance Assistant with 3+ years managing accounts payable/receivable and processing 200+ monthly vendor payments with 99.7% accuracy. Proficient in QuickBooks, SAP, and advanced Excel functions including VLOOKUP and pivot tables."
Professional Experience
This is where the magic happens. Focus on responsibilities that match what Finance Assistants actually do day-to-day:
- Processed 150+ monthly expense reports, reducing processing time by 27%
- Reconciled bank statements and identified $13,456 in billing discrepancies
- Managed accounts payable for 78 vendors, maintaining accurate payment schedules
- Assisted with month-end close process, reducing closing time from 5 days to 3
- Maintained financial filing system for 7 departments with 100% accuracy
Notice how each bullet starts with a strong action verb and includes a specific metric? That's what makes hiring managers take notice.
Education and Certifications
For Finance Assistant positions, relevant education and certifications can set you apart. List your degree(s) with graduation dates (or expected completion). Got an accounting degree or business diploma? Put it front and center. No degree? Highlight relevant coursework or certifications instead.
Valuable certifications might include:
- Bookkeeping certification
- QuickBooks ProAdvisor
- Microsoft Excel Specialist
- Accounting software certifications (SAP, Oracle, etc.)
Keywords and ATS Tips
Most companies use Applicant Tracking Systems that scan resumes before human eyes ever see them. To get past this digital gatekeeper, incorporate keywords from the job description. For Finance Assistant roles, these typically include:
- Accounts payable/receivable
- Bank reconciliation
- General ledger
- Month-end close
- Purchase orders
- Financial reporting
- Journal entries
Industry-specific Terms
Show you speak the language of finance by naturally incorporating industry terminology. Terms like accruals, amortization, depreciation, and cost allocation demonstrate your familiarity with financial concepts. Just make sure you actually understand any terms you include—you might be asked about them in an interview!
Common Mistakes to Avoid
- Math errors or typos (fatal in finance!)
- Vague descriptions without measurable results
- Focusing too much on administrative tasks rather than financial duties
- Listing software without specifying proficiency level
- Including irrelevant personal interests (your marathon running is impressive but irrelevant)
Before/After Example
Before: "Responsible for helping with company finances and doing data entry."
After: "Processed 200+ invoices monthly using QuickBooks, maintaining 99.8% accuracy rate while reducing processing time by 31%. Assisted with $1.2M accounts receivable portfolio, helping reduce overdue accounts by 17%."
See the difference? The second example demonstrates specific financial responsibilities, software knowledge, and measurable achievements that make hiring managers want to learn more about you.
Related Resume Examples
Soft skills for your Finance Assistant resume
- Multitasking between competing financial priorities (managed 3 concurrent month-end closings while keeping AP processing under 48 hours)
- Clear communication with non-finance colleagues about budget constraints and spending protocols
- Discretion when handling sensitive salary information and financial discrepancies
- Team coordination during audit season and tax preparation
- Process improvement – spotted inefficiencies in our AP workflow that saved 5 hours weekly
- Adaptability to changing financial software systems (survived 2 ERP migrations!)
Hard skills for your Finance Assistant resume
- QuickBooks Desktop/Online (advanced reporting features)
- SAP FI/CO module configuration
- Microsoft Excel (VLOOKUPs, pivot tables, financial modeling)
- Accounts payable/receivable reconciliation
- NetSuite ERP system administration
- Fixed asset tracking and depreciation scheduling
- Xero Accounting Software
- Bank statement reconciliation and cash flow forecasting
- Purchase order management (Coupa, Procurify)