FINANCE ASSISTANT SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Mar 10, 2025 - The Finance Assistant excels in verbal and written communication, ensuring clear and effective interactions across all levels. Balances multiple projects efficiently in dynamic environments, demonstrating advanced Excel skills and a robust understanding of Microsoft Office tools. Possesses a solid foundation in finance and accounting, equipped with LCCI Higher or equivalent qualifications and the capability to manage complex analytical tasks.

Essential Hard and Soft Skills for a Standout Finance Assistant Resume
  • Financial Reporting
  • Account Reconciliation
  • Month-End Close
  • Vendor Payments
  • Purchase Order Processing
  • Bank Reconciliation
  • Transaction Processing
  • Payment Processing
  • Invoice Processing
  • Financial Analysis
  • Relationship Management
  • Supplier Liaison
  • Debt Collection
  • Client Communication
  • Workflow Management
  • Problem-Solving
  • Team Collaboration
  • Process Improvement
  • Supplier Communication
  • Customer Service

Summary of Finance Assistant Knowledge and Qualifications on Resume

1. BA in Accounting with 3 years of Experience

  • Experience in accounting, finance, or related fields.
  • Proficient in Microsoft Office, specifically Excel
  • Experience with or exposure to accrual-based accounting
  • Ability to think, act, and work independently with high attention to detail and strong analytical skills
  • Ability to organize, prioritize, and multi-task while taking ownership of tasks and seeing them through to completion
  • Excellent communication skills both verbal and written, to communicate with customers, colleagues, and management
  • Be an innovative problem solver
  • Be accountable to yourself, team, the client, and workload
  • Can collaborate with cross-functional and inclusive teams
  • Have the ability to switch gears to suffice a changing project load
  • Have multiple skills that can be leveraged for any given project
  • Demonstrate an interest in accounts work
  • Experience in data handling within Excel
  • Experience in using Dynamics 

2. BA in Finance with 4 years of Experience

  • Able to work on own initiative, willing to learn and adapt in a fast-moving environment
  • Relevant accounting qualification(s)
  • Demonstrate appropriate skills and knowledge
  • Ability to communicate the financial requirements to finance and non-finance colleagues
  • Experience with invoicing, expense management, or finance administration
  • Experience with Greentree MYOB or similar mid-size accounting software package and/or Freedom or similar expense management system
  • Experience in a consulting/professional services business
  • Ability to perform accurate work with strong attention to detail and promptly
  • Good communication skills, both verbally and in writing
  • Ability to work effectively and constructively with immediate colleagues
  • Show good interpersonal and influencing skills

3. BA in Economics with 5 years of Experience

  • Thorough attention to detail
  • Ability to work autonomously and in a team
  • Ability to identify and implement process improvements
  • Strong communicator with finance and non-finance professionals
  • Knowledge of SUN5 and Q&A10 
  • Experience working in an insurance accounting environment would be an advantage
  • Finalist working towards the UK or International accountancy qualification (ACA, ACCA, CIMA or equivalent)
  • Experience within a D2C e-commerce tech business
  • Excellent Excel skills and data manipulation.
  • Highly organized with the ability to prioritize and work independently
  • Attention to detail and rigorous attitude to ensuring accuracy.
  • Must be fluent in English with great communication skills.
  • Familiarity with Xero or equivalent cloud accounting package
  • Experience in a multi-entity group

4. BA in Business Administration with 3 years of Experience

  • Have proven experience working in a busy finance department, including purchase ledger and sales ledger experience.
  • Have previously used SAGE accounting products.
  • Possess excellent IT skills (mainly Microsoft Excel/Word/Outlook).
  • Be able to work on initiative and have accountability for workload.
  • Demonstrate a flexible approach and resilience under pressure.
  • Be a good team player and demonstrate excellent communication skills both internally and externally.
  • Be reliable, enthusiastic, and committed
  • Excellent computer literacy skills to include Excel
  • Experience in using multiple operating systems
  • Numerate with excellent attention to detail
  • Good communicator both verbally and via email
  • Hard-working with a can-do attitude.
  • Capable of working unsupervised

5. BA in Banking and Finance with 3 years of Experience

  • Experience with accounting software & Bank of America CashPro Online System
  • Prior experience with a domestic or international service program (e.g. AmeriCorps, Peace Corps, etc.) 
  • Demonstrated enthusiasm for learning
  • Demonstrated commitment to community service, education, and partnership
  • Aptitude for numbers and a commitment to accuracy
  • Ability to prioritize tasks have strong technology and Excel skills
  • See value in diversity and is easily able to collaborate with diverse groups to accomplish mission-driven goals
  • Meet challenges with persistence and creative problem-solving
  • Possess the ability to multi-task and balance daily administrative tasks in a timely and self-driven manner
  • Be adaptive, and flexible, and enjoy the opportunity to work with an evolving program model
  • Demonstrate respect for donors, partners, and fellow employees’ privacy
  • Trustworthy and ability to maintain confidentiality

6. BA in Statistics with 4 years of Experience

  • Excellent customer service skills
  • Ability to work effectively independently and as a team player
  • Ability to work to deadlines and manage time effectively
  • Must be able to deal directly with clients and suppliers in a friendly and highly confident manner, demonstrating excellent internal and external communication skills
  • Willingness to learn and innovate
  • Knowledge and experience of various IT systems
  • GCSE Math and English or equivalent
  • Confidence and ability to communicate at all levels
  • Previous experience working in a Finance or Purchasing role
  • Experience in Xero and/or Connectwise
  • Previous experience in a customer service role
  • Finance assistant with billing and sales ledger experience
  • IT literate and competent in using Microsoft Office, Outlook and Word.

7. BA in Actuarial Science with 5 years of Experience

  • Experience working in an office environment
  • Good numeracy and literacy skills and a minimum of 5 GCSEs or equivalent
  • Computer literate with experience in Microsoft Office, including Excel, Word ,and Outlook
  • Active team member who supports and engages with others and works effectively in a team
  • Excellent communicator and confident interaction with others
  • Demonstrates a high level of professionalism at all time
  • Demonstrates excellent organizational skills with an aptitude to understand new concepts quickly
  • Flexible working approach.
  • Confident communication skills and a demonstrated ability to work independently and collaboratively
  • Strong attention to detail and dedication to accurate reporting
  • Working knowledge of Microsoft Excel
  • Willingness to learn and develop
  • Good knowledge of Microsoft Excel

8. BA in Commerce with 3 years of Experience

  • Excellent communication skills, both verbal and written.
  • Strong teamwork skills, with the ability to build effective relationships at all levels.
  • Ability to multitask between projects and highly perform in a challenging work environment
  • At least one year of experience in a similar position
  • Knowledge of Greek and English language
  • Accounting qualification needed in LCCI Higher or equivalent
  • Knowledge of Microsoft Offices, especially excel
  • Excellent organizational, communication, and teamwork skills
  • Working knowledge of Microsoft Office with a good understanding of Excel functions
  • Strong analytical skills
  • Basic knowledge of project management processes
  • Basic knowledge of finance and accounting
  • Have advanced Excel skills and proficient with other MS Office products
  • Have excellent communication, both written and verbal

9. BA in International Business with 4 years of Experience

  • Effective negotiation skills
  • Ability to communicate firmly and clearly with customers
  • Ability to develop strong relationships
  • Previous experience within a Credit Control department
  • Relevant degree, in Accounting or related business discipline, from an academic institution
  • Have demonstrable experience within finance in a similar role
  • Have a degree in Accounting/Finance or a similar level qualification (AAT)
  • Strong Excel skills, ability to problem solve, be proactive and conscientious
  • Experience in either Accounts Payable/ Accounts Receivable/ Credit Control or Finance Assistant positions
  • Good level of Excel knowledge - Pivot Tables and Vlookups
  • Excellent communications skills
  • Confidence to communicate with people of all different levels and within different locations
  • Studying towards AAT/ ACCA/ OR CIMA 
  • Have Xero software experience

10. BA in Finance with 5 years of Experience

  • Technical, numeric, and analytical skills
  • Ability to think on own feet
  • Good sense of humor, confident and self-assured manner
  • General business awareness
  • Highly motivated and capable of working on own initiative.
  • Relevant degree or experience (at least MBO+ working level)
  • Experience in the billing process
  • General knowledge of accounting principles
  • Extremely organized, able to prioritize and manage workload
  • Excellent eye for detail and presentation
  • Experience working in an international environment
  • Advanced MS Office skills, specifically in Excel. SAP knowledge
  • Fluent in English, preferably also in Dutch.

11. BA in Economics with 3 years of Experience

  • Knowledge of an Accounts Payable function
  • Understanding of customer care
  • GCSE and or A Level qualifications
  • Able to use Microsoft Office suite
  • A customer-focused approach with the confidence to deliver bad news
  • Excellent attention to detail with an enquiring mind
  • A proactive 'can do' approach and a willingness to work as a team to achieve goals
  • A strong interest in working in accounting or finance, and recent experience working in a transactional finance team
  • Good written/oral communication skills
  • Experienced in using Excel, Word and Email
  • Good interpersonal skills, both over the phone and on email
  • Ability to work independently as well as a part of a team
Relevant Information
Finance Business Analyst Skills, Experience, and Job Requirements
Finance Controller Skills, Experience, and Job Requirements
Finance Director Skills, Experience, and Job Requirements
Finance and Accounting Analyst Skills, Experience, and Job Requirements