Finance Assistant resume examples

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Skillful Finance Assistant resume

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Misty Montoya
Summary
To obtain a challenging career within a solid organization where I can utilize my past and present skills.
Experience
Clinical Assistant 05/2017 Current Bristlecone Family Resources Reno, NV
  • Provide on-going support to the Clinical Director to help with agency programs and compliance.
  • Provide support for the Admissions Department on a daily basis to ensure that the department runs effective and efficiently.
  • As the SNAP representative for Bristlecone I am required to meet with all clients to enroll them for SNAP and Medicaid benefits.
  • Provide coverage for the front desk receptionist for any breaks and time off.
  • Complete monthly reports such as Food Bank and SAPTA and other various reports that are required.
  • Transport clients as needed to their medical, dental, and vision appointments.
Finance Assistant 07/2015 06/2017 Bristlecone Family Resources Reno, NV
  •  Executed accounts receivable reporting enhancements and reconciliation procedures.
  • Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.
  • Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.
  • Addressed and resolved non-routine, complex and unexpected variances.
  • Ensured all clients were billed through Medicaid and private insurance on a monthly basis. 
  • Organizing files, Basic & advanced computer skills, Customer Service.
  • Performing other duties required by counselors and management staff.
Client Advocate Supervisor 10/2014 07/2015 Bristlecone Family Resources Reno, NV
  • Audit Medication Binders, Narc book, photo consent book, client and linen inventory, sign-in books, UA logs by checking all sheets.
  • Make sure clients are taking their medications as prescribed, advocates are initialing appropriately, and no empty boxes are being left.
  • Destroy medications after 30 days.
  • Room searches are performed on a weekly basis.
  • Ensure that units are deep cleaned on a weekly basis.
  • Train staff and have monthly meetings.
  • Check all shift reports and report any errors or problems to a clinical director.
  • Read all emails and respond when the advocates have concerns, email out new updates on policies and procedures.
Client Advocate 09/2011 10/2014 Bristlecone Family Resources Reno, NV
  • Working alongside of counselor by observing and monitoring client behaviors and reporting to counselor(s).
  • Management of client medications and vitals.
  • Basic computer skills and answering phone while providing excellent customer service.
  • Conducting UA collection and following appropriate procedures.
Education
1999 High School Diploma: Fernley High School - General Studies Fernley, NV, U.S.A

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Job-winning Finance Assistant resume

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Reka Kendall
Professional Summary

Driven finance and banking professional effective at maximizing customer service opportunities while exceeding individual performance goals.

Work History
December 2019-Current Team Lead, Operations Review | Social Finance, Inc. | Jacksonville, FL
  • Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
  • Evaluated employee skills and knowledge regularly, providing hands-on training and mentoring to individuals in need of additional coaching and development.
  • Delivered superior training and leadership to teams to boost performance and help team members achieve performance targets.
  • Helped get a new site up and running and assisted site to be #1 out of 4 sites multiple months within the first six months of site being ramped up and operational.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer interactions.
  • Developed monthly and daily production output plans to deliver on customer service and financial metrics.
  • Incorporated MBTI profiles into communication tactics inside teams in order to help managers and agents improve employee experience and build a better work environment.
May 2017-November 2019 Consumer Loan Reviewer III | Social Finance Inc. | Healdsburg, CA
  • Calculated Self-Employed income in order to verify applicants' income and ability to handle loans
  • Second reviewed other reviewers' applications in order to ensure efficiency and accurate information
  • Looked over and approved 25+ Personal Loans and Education Loans per day
  • Reviewed financial statements and contacted institutions and customers to clarify details
  • Obtained copies of applicants' credit histories and reviewed them to determine feasibility of granting loans
  • Responded to customer requests via telephone and email
  • Researched and reviewed health of applicants' businesses using many sources such as Secretary of State websites, IRS transcripts, and Profit & Loss statements
July 2015-March 2017 Finance Assistant | Hansel Auto Group | Santa Rosa, CA
  • Prepared the packets for all Finance contracts for 6 Hansel Auto Group stores to ensure that all required documents for prompt financing were present and ensured that they were sent to the proper lender
  • Ensured the Auto Group was funded on all contracts ($15,000,000 to $23,000,000 of contracts monthly) expeditiously
  • Worked with the Finance Managers to ensure that they promptly handled any Funding Delays and assisted them with those issues
  • Compiled Weekly reports of all outstanding Finance Contracts for the Senior Management to ensure that they were properly informed on the status
  • Corresponded with the Banks and Credit Unions to facilitate the 700 - 800 contracts each month
  • Observed all laws, regulations and other applicable obligations

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Experienced Finance Assistant resume

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Richa Chand
Professional Summary

Diligent CPA and self-motivated Financial Accountant with experience in various high performing finance teams. Richa's current role at the National Gallery of Australia is primarily focused around month end reconciliations and procedures, compliance requirements, preparation of annual consolidated financial statements, monthly internal management reports and external reporting to the Department of Finance.

Richa is a detail-oriented Financial Accountant who consistently exhibits sound judgement when scrutinising complex financial documents and is adept at creating clear and comprehensive financial reports to present to senior management. She enjoys a collaborative company culture and being part of a dynamic team which helps her create and seize opportunities to advance her career.

Skills
  • Certified Public Accountant (CPA)
  • Financial Statements
  • Comprehensive Financial Reports
  • Monthly Balance Sheet
  • Year-End Audit Processes
  • Business process improvement
  • Strong Interpersonal Skills
  • Customer Service
  • Strong Organisational Skills
  • Flexible Team Player
  • Problem solver
  • Stakeholder management
Work History
Financial Accountant 11/2016 to Current
National Gallery of Australia Parkes, ACT
  • Filed BAS returns and prepared governmental reports in compliance with strict standards.
  • Assisted the Finance Manager and Chief Finance Officer in the preparation of annual consolidated financial statements, monthly management reports and external reports such as the Portfolio Budget Statement.  
  • Carried out financial analysis, monthly journals and balance sheet reconciliations as required and communicate accounting information to both accounting and non-accounting staff.    
  • Assisted with the NGA Fund's, Gordon Darling Trust and NGA Foundation's accounting processes and prepared month end reconciliations and internal reports to department heads.
  • Completed reporting requirements for the Department of Finance.
  • Prepared monthly Collection Development Acquisition Budget (CDAB) reconciliation.
  • Completed the Payroll reconciliations and uploads monthly. 

 


Accountant 09/2016 to 10/2016
Hindmarsh Construction Pty Ltd Campbell, ACT
  • Assisted in consolidation, taxation, compliance and audit activities across the business entities which were assigned.
  • Prepared monthly reconciliations for all General Ledger items relating to multiple business entities/projects.
  • Facilitated account closing procedures at month end.
  • Maintained integrity of general ledger, including the chart of accounts.

 

Financial Accountant 07/2015 to 10/2016
Objective Corporation Limited North Sydney, NSW
  • Performed complex general accounting functions, including preparation of journal entries, profit and loss account analysis and balance sheet reconciliations.
  • Prepared taxation requirements including BAS/FBT/income tax returns for Australia and New Zealand subsidiaries.
  • Identified and investigated variances to financial plans and forecasts by interpreting financial results (monthly utilisation reporting and inter-department salary recharge).
  • Maintained the Work in Progress account and reported to the global consulting management team to assist making better financial decisions. 
  • Assisted with the year-end audit and processes including preparation of audit files, work papers, statutory notes, gathering data and responding directly to audit queries.
  • Trained new employees on accounting principles, company procedures and financial management information system.
  • Answered P&L queries from Finance, Non-Finance Managers and Operational Directors.
  • Summary of major projects;  

Designed NetSuite dashboard allowing the CFO to easily visualize KPIs and flexible reports that are integrated with real-time data providing insights to drive better business decisions.  

Rolled out new employee expense system “Employee Centre” (NetSuite) this automated and streamlined the start to end expense management cycle. Designed user manuals for employees/managers, which are available throughout the company. Streamlining the expense system allowed accurate, timely expense reporting and overall expense management by departments and project managers. Resulted to seamless to tracking and submission of expenses for rapid reimbursement and client billing.




Assistant Accountant 07/2013 to 06/2015
Objective Corporation Limited North Sydney, NSW
  • Analysed monthly balance sheet accounts for corporate reporting.
  • Owned the monthly consulting revenues/WIP summaries, invoicing and utilization reporting to global consulting management team.
  • Maintained monthly fixed asset register and depreciation schedule, accruals, prepayments and inter company recharges.
  • Assisted in preparing working papers and financial statements for New Zealand subsidiary audit.
  • Cooperated with Sales Management team in the annual Upgrade and Support Program (USP) which included weekly meetings with regional account managers, invoicing calculations and customer relationship management.
  • Compiled debtor and creditor reconciliations and ageing schedules for reporting to the Financial Controller.
  • Summary of major project;  

Worked alongside Finance Manager on Annual Upgrade and Support (Maintenance) Billing Process; Result of the project was a systematic approach, timely invoicing resulting in advance payment and a positive cash flow benefit to the business and accurate commutation of USP resulted in accurate billing and a direct success of annual revenue.

The ANZ USP is a powerful income stream representing 40% of the overall global revenue streams for Objective Corporation Limited.

 

Finance Assistant 04/2011 to 06/2013
Objective Corporation Limited North Sydney, NSW
  • Maintained bank reconciliations, full accounts receivables and accounts payable functions in accordance with the company policy.
  • Cash Management and credit control.
  • Performed financial statement audit procedures such as fluctuation/ratio analysis/analytical reviews and substantive testing.  
  • Reconciled and managed corporate credit cards.
  • Performed adhoc tasks supporting the finance team and auditors.
  • Maintained integrity of petty cash account.
  • Summary of major projects;  

Developed and setup workflow for company credit cards that effectively kept track and accountability for cardholders, supervisors and project managers; improved processes and department/region cost allocation per budgets.  

Involved in the implementation and testing of accounting system NetSuite from MYOB v.19

 

 








Education
Certified Practising Accountant: 2015 CPA Australia - Fully Qualified  
Bachelor of Commerce (B.Com.) Accounting : 2010 Macquarie University -

Income Tax Preparation Course : 2010 H&R Block -
Other Experience

Volunteer Member - Charity

EKAL YOUTH AUSTRALIA

Sep 2012 - Mar 2013

As a member of Ekal Youth I collaborated in running fundraisers, encouraged school sponsorship and raised awareness for support via various events and activities.

Ekal Youth Australia supports the work of the Ekal Vidyalaya Foundation through the involvement of Australian youth.

The Ekal Vidyalaya Foundation is an organisation dedicated to education and village development in rural India. The Ekal movement is the largest, grassroots, non-government education movement in India, operating in over 39,297 villages and educating over 1,112,001 children in rural India. The Australian branch has been operating since 2004, and the youth wing launched in September 2012.


Referees

Ivana Lemezina

National Gallery of Australia, Finance Manager (EL 1)

0423 308 942

ilemezina@hotmail.com 


Robert Paterson

Objective Corporation Limited, Chief Financial Officer (CFO)

0414 822 557


Sinead Rynne

Objective Corporation Limited, Finance Manager

00353838304389 (Ireland)  

sinead_rynne@hotmail.com