Finance Assistant Job Description Examples

Here is a Finance Assistant Job Description for you to get on job easily . Finance Assistant plays a vital role in any organization as they are responsible for maintaining financial records, preparing reports, and providing administrative support to the finance team. The key requirements for this role are excellent math skills, attention to detail, and experience with bookkeeping or accounting software.

The duties of a Finance Assistant include assisting with budget preparation, maintaining financial databases, and preparing invoices for payment. Furthermore, they are responsible for reconciling bank statements and researching discrepancies.

The skills that are required for this role include strong time management and organizational skills, the ability to meet deadlines, and excellent communication skills. If you are interested in pursuing a career in finance, then working as a Finance Assistant is an excellent way to get your foot in the door.

Finance Assistant Job Description

This role is for a well-established, family run business who are leaders in their field. Our company culture is unique as they really do look after their own, with excellent staff retention rates. They have an impressive client base and the team is growing! If you are someone who wants to join a supportive, friendly and sociable team then this could be the role for you!

Job Description:
The Finance Assistant will support the Finance Manager with all aspects of the day to day running of the finance function. Duties will include but not be limited to; assisting with month end, bank reconciliations, VAT returns, credit control and ad hoc duties as being require.

The Successful Applicant:

  • AAT Qualified or Part Qualified (CIMA/ACCA) or QBE
  • Previous experience working within a similar role
  • Excellent communication skills both written and verbal
  • Strong attention to detail
  • Be able to work on your own initiative as well as part of a team
  • IT Literate including good Excel skills Offer Details:
  • Salary up to £28,000 per annum DOE
  • Hours – Monday – Friday 9am – 5pm (1 hour lunch)
  • 20 days holiday + Bank Holidays

Assistant finance manager job description

As we are market leading organization within the Manufacturing/Engineering sector. With a rich heritage spanning over 100 years, We have continued to grow from strength to strength and are now present in multiple countries across the globe. We place great importance on developing their staff and offer fantastic opportunities for career progression.

Job Description:

  • As Assistant Finance Manager you will report directly into the Head of Finance for the UK business unit.
  • You will be responsible for assisting with all aspects of financial management, including month end reporting, forecasting, budgeting and variance analysis.
  • You will also take charge of specific projects as required by the Head of Finance. This may include process improvements, system implementations and ad hoc analysis.
  • In addition, you will support with the production of statutory accounts and audit preparation. The role offers excellent scope for career progression and exposure to senior stakeholders both within finance and other business functions.

The Successful Applicant:

  • To be considered for this position you must be a qualified accountant (ACA/ACCA/CIMA or overseas equivalent). Alternatively, you may be qualified by experience with strong accounting knowledge gained within a fast paced environment.
  • You will possess excellent communication skills with the ability to build relationships at all levels both internally and externally. Strong Excel skills are essential along with good systems knowledge (ideally SAP). Experience of month end reporting is also key along with excellent attention to detail and problem solving abilities. Finally, you must demonstrate a proactive approach with a willingness to learn new things and get stuck in where needed!

Offer Details:

  • In return our client is offering an attractive salary plus benefits package including pension, private healthcare & parking whilst working within an excellent working environment which offers genuine opportunities for career progression!

Finance admin assistant job description

We are market leader in the financial services industry. We are looking for a Finance Admin Assistant to join their team. This is a great opportunity to learn and grow within the finance industry.

Job Description:

  • Assist with the preparation of financial statements and reports
  • Maintain financial databases and spreadsheets
  • Reconcile bank statements and petty cash accounts
  • Handle Accounts Payable and Accounts Receivable
  • Prepare tax returns and assist with auditing processes
  • Support senior accountants with ad hoc tasks as required

The Successful Applicant:

  • Degree in Accounting or Finance preferred but not required
  • 1+ years of experience working in accounting or finance
  • Proficient in Microsoft Office Suite, specifically Excel
  • Strong analytical and problem solving skills

Offer Details:

  • Competitive salary + bonus structure
  • Full benefits package including 401k + match -Medical, dental, and vision insurance
  • Generous PTO policy

Financial planning assistant job description

As We are a well-established and reputable financial planning firm. We work with individuals and businesses of all sizes to provide comprehensive financial planning services. We are looking for a Financial Planning Assistant to join their team.

Job Description:
The Financial Planning Assistant will provide support to the financial planners in all aspects of the financial planning process. This includes but is not limits to: researching information, preparing reports and presentations, maintaining client files, coordinating schedules, and handling administrative tasks.

The Financial Planning Assistant will also be responsible for communicating with clients on behalf of the financial planner, as well as providing excellent customer service.

The Successful Applicant:

  • A minimum of two years’ experience working in a professional office environment is required.
  • Must have excellent written and verbal communication skills.
  • Must be highly organized and detail oriented.
  • Must be able to work independently as well as part of a team.
  • Proficiency in Microsoft Office applications is required.

Offer Details:

  • Salary will be based on experience and qualifications.
  • Full benefits package including medical, dental, and vision insurance; 401(k) with employer matching; paid time off; and more!


As you can see, there are many important aspects to the role of finance assistant. The key requirements, duties, responsibilities and skills should give you a good idea of what can be expect from someone in this position. If you are looking for a job in finance or accounting

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