Finance Assistant resume examples

Choose and edit as your own

Get inspired by the best resume examples picked for your profession and create your!

Add pre-written phrases

Describe yourself as a professional just in 2 clicks! All the phrases you need are prepared by us

Save and Download your Resume

Save it in PDF format. Ready-to-sent to you employer!

This resume is created in 7 minutes.
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
This resume is created in 7 minutes.
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

 


Robert Paterson

Objective Corporation Limited, Chief Financial Officer (CFO)

0414 822 557


Sinead Rynne

Objective Corporation Limited, Finance Manager

0089 (Ireland)  

This resume is created in 7 minutes.
Summary
Accurate and detail-oriented with extensive automotive clerical knowledge. Administrative Assistant who answers a high volume of incoming calls while handling in-person inquiries from clients and colleagues. Flexible and hardworking with the drive to succeed.
Skills
  • Meticulous attention to detail
  • Microsoft Office proficiency 
  • Reynolds & Reynolds 
  • Professional and mature
  • Excel proficient
  • ADP Automotive Software
Education and Training
1985
High School Diploma: General Studies Earl Wooster High School Reno, NV, USA
Experience
01/2011 to 07/2017
Administrative Assistant/Accounts Payable/Finance Assistant Internet Auto Rent and Sales Boise, ID
Submitted automotive contracts and documentation to several banking establishments for expedited funding.  Processed warranty cancellations, bad debt collection as well as court filings and appearances. In charge of accounts payable and processed an average of 200 invoices per month.  Processed paying off customer trade-in vehicles in an expedited manner.
09/2010 to 12/2010
Sales Customer Service AARP/Hartford Insurance Reno, NV Provided accurate and appropriate information in response to customer inquiries. Addressed customer service inquiries in a timely and accurate fashion.
09/1998 to 04/2010
Finance Assistant Reno Mazda-Kia Reno, NV Assisted the Finance Director with the accuracy and completion of automotive sales contracts.  Submitted documentation to various banking establishments, and followed up on any missing information to ensure that contracts would be funded in an expedited manner. Had an active role in greeting visitors and responding to telephone and in-person requests for information. 
This resume is created in 7 minutes.
Summary

Highly motivated individual with six years working experience in various industries including retail and restaurant-based customer service, staffing, as well as automotive and finance. I would like to bring my attention to detail and reliability to enhance a great working environment.

Skills
  • Medical terminology
  • Microsoft Office
  • CRM software
  • CDK Global
  • Self-motivated
  • Detail oriented
  • Able to multi-task
  • Excellent written and verbal communication skills
Experience
Subaru of Gwinnett/Select Mitsubishi-Gwinnett Duluth, GA Finance Assistant 11/2016 to Current
  • Reduce gross profit loss for Sales and Finance departments by verifying costs and commissions for 250+ car deals per month.
  • Increase company profits by monitoring funding delays and sending in necessary documentation to various banks.
  • Lower overhead costs by contacting customers for titles and any needed documents for future sale of traded vehicles.
  • Keep updated daily and monthly reports for Sales and Finance departments for tracking of back-end product sales penetration and salesperson participation.
  • Help out with various administrative duties throughout dealerships.
RemX Specialty Staffing Atlanta, GA Administrative Coordinator 09/2015 to 11/2016
  • Lowered rate of unemployment claims lost by keeping accurate records and documenting temporary employees' personnel files.
  • Reduced weekly payroll discrepancies by ensuring employee timesheets were complete and accurate during each payroll period.
  • Increased business with client by improving rapport and managing employees to company standards and releasing employees from their assignments when necessary.
RemX Specialty Staffing Atlanta, GA Administrative Coordinator 10/2015 to 12/2016
  • Lowered rate of unemployment claims lost by keeping accurate records and documenting 400+ temporary employees' personnel files.
  • Reduced weekly payroll discrepancies by ensuring employee timesheets were complete and accurate during each payroll period.
  • Increased business with client by improving rapport and managing employees to company standards and releasing employees from their assignments when necessary.
  • Target Duluth, GA Softlines Team Member 05/2014 to 09/2015
    • Increased store profits by ensuring sales floor and products were displayed to company specifications for customers to shop in and happily represent the company to customers to increase rate of return visits.
    • Promoted Target Red Card credit and debit card penetration by informing customers at the register during check-out about their benefits.
    Georgia State University Calling Center Atlanta, GA Student Fundraiser 11/2013 to 01/2014
    • Increased money raised for scholarships and individual college funds by contacting alumni, family, and friends of Georgia State and proudly representing the university.
    • Kept university records accurate by updating demographic information for those spoken to about donating to the university scholarships and funds.
    China Fun Restaurant Powder Springs, GA Cashier 02/2012 to 08/2013
    • Increased profits by upselling various menu items to customers.
    • Improved rate of customer returns by ensuring accurate order placement and building rapport with customers.
    • Ensured restaurant was clean and maintained for passing annual health inspections.
    Education and Training
    Health Science Certificate Current Chattahoochee Technical College, Marietta, GA
    Bachelor of Science Degree: Psychology Dec 2016 Georgia State University, Atlanta, GA Minor in Chemistry 
    High School Diploma: College Prep Coursework Dec 2010 Hillgrove High School, Powder Springs, GA