FINANCE ASSOCIATE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Updated: Jun 14, 2025 - The Finance Associate brings a robust background in finance, consulting, and business operations. Develop analytical frameworks and build complex financial models to support cross-functional decision-making. Skilled in using advanced tools like Tableau, Hyperion Essbase, and Oracle Financials, enhancing data visualization and financial reporting capabilities.

Essential Hard and Soft Skills for a Standout Finance Associate Resume
  • Financial Reporting
  • Audit Support
  • Financial Reconciliation
  • VAT Compliance
  • SAP Mastery
  • Invoicing Management
  • Payment Processing
  • Accounts Management
  • Data Entry
  • ERP Proficiency
  • Communication
  • Problem-Solving
  • Project Management
  • Analytical Skills
  • Stakeholder Communication
  • Collaboration
  • Customer Relations
  • Accuracy Verification
  • Process Consistency
  • Project Support

Summary of Finance Associate Knowledge and Qualifications on Resume

1. BA in Finance with 3 Years of Experience

  • Background in power and renewables or infrastructure
  • Strong understanding of applied investment and valuation methodologies
  • Demonstrated experience valuing corporate or project-level acquisition opportunities
  • Experience creating and reviewing detailed cash flow and three-statement financial models
  • Strong technical/computer skills (Excel, Word, PowerPoint, Bloomberg)
  • Proven ability to think strategically and to translate complex financial inputs into concise financial analysis and recommendations
  • Strong oral and written English communication skills, including the ability to interact with diverse internal and external stakeholders and counterparties
  • Ability to perform complex analyses, build financial models, draw conclusions, and communicate recommendations to business leaders.
  • Prioritize multiple tasks in a fast-paced environment with critical deadlines.
  • Good expertise in Data Lineage, data flow/architecture, and data quality.

2. BA in Accounting with 2 Years of Experience

  • Excellent in Computer and App (Excel) literacy.
  • Must have a Business, Finance, or Accounting background.
  • Must be comfortable with daily communication regarding work to be done.
  • Ability to change direction quickly.
  • Ability to consistently meet deadlines.
  • Excellent verbal and written communication skills, attention to detail, and critical thinking.
  • Ability to work independently and manage one’s time.
  • Knowledge of federal, state, and company policies, procedures, and regulations as related to accounting.
  • Must have previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related accounting software.
  • Experience working in a fast-paced environment
  • High ethical and professional standards

3. BA in Economics with 4 Years of Experience

  • Advanced knowledge of MS Excel and other MS Office software 
  • Strong knowledge of the General Ledger
  • Ability to manage multiple projects, prioritize, and meet deadlines
  • Excellent organizational skills and attention to detail essential
  • Must be analytical, have excellent written and verbal communication skills
  • Ability to multi-task and prioritize in a deadline-oriented environment
  • Must be a self-starter with the ability to work well independently with minor supervision
  • Excellent verbal, written, and interpersonal communication skills & and PowerPoint.
  • Ability to analyze and interpret data to draw out insights and drive strong business decisions

4. BA in Business Administration with 5 Years of Experience

  • Finance, consulting, or business operations experience.
  • Experience developing analytical frameworks and communicating financial concepts to cross-functional partners/leadership.
  • Experience problem-solving independently, organizing workload and priorities, and completing tasks on time.
  • Experience with building financial models in Excel and/or Google Sheets.
  • Experience with PowerPoint.
  • Experience with dashboarding and data visualization tools like Tableau.
  • Experience with Hyperion Essbase, Oracle Financials, Tableau, SQL.
  • Experience supporting research/hardware engineering teams and managing diverse product portfolios.
  • Experience in working across one or more geographic territories or regions.
  • Strong time management skills and ability to meet deadlines.
  • Possess strong analytical & problem-solving skills

5. BA in Management with 1 Year of Experience

  • Experience in a similar role in a multicultural environment.
  • Relevant professional experience in the Airline industry.
  • Good numerical skills and attention to detail.
  • Computer literate with thorough knowledge of Microsoft Word and Excel.
  • Fluent in English language, both written and oral.
  • Willingness to learn and develop good interpersonal skills. 
  • Ability to cope under pressure.
  • Ability to foster teamwork among team members. 
  • Be a team player committed to the success of the team and work effectively with cross-functional teams
  • Demonstrate strong time management skills with attention to detail and ability to set priorities
  • Self-motivated and driven to learn and lead

6. BA in Statistics with 2 Years of Experience

  • Experience in the BPO environment
  • Excellent organizing abilities
  • Great attention to detail
  • Good with numbers and figures and an analytical acumen
  • Good understanding of accounting and financial reporting principles and practices
  • Excellent knowledge of MS Office and familiarity with relevant computer software
  • Good communication, analytical, and problem-solving skills.
  • Should be attentive to details and accuracy.
  • Excellent administrative skills
  • Ability to build and develop relationships across the business, building partnerships with people and teams

7. BA in Finance with 4 Years of Experience

  • Experience in an accounting/financial reporting role, preferably with a demonstrable track record in a well-regarded accounting firm and/or financial services company 
  • Understanding of German GAAP, IFRS, and GAAP, as well as general knowledge of financial reporting in a regulatory environment
  • Charity accounting knowledge in Germany 
  • Understanding and experience of regulatory capital reporting in Germany and the regulatory environment (Bundesbank returns/BaFin) as European prudential rules are beneficial.
  • Demonstrate good analytical and critical thinking skills, including the ability to identify problems and suggest solutions.
  • Work well under pressure and have the ability to prioritize multiple projects with a sense of urgency towards meeting deadlines and resolving open issues.
  • Proactive self-starter who is able to work independently as well as within a team.
  • Highly organized, risk aware, controls focused, process experience beneficial, with strong documentation skills.
  • Proficient in MS Word, Excel, and PowerPoint
  • Experience with SAP a benefit.
  • Good communication (written and verbal) and interpersonal skills, can work with all levels and stakeholders both internally and externally.

8. BA in Accounting with 3 Years of Experience

  • Strong reporting and analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to gather, organize, and interpret data
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Experience using business knowledge and critical thinking skills to deliver upstream and downstream project impacts
  • SQL and SAS experience
  • Tableau experience and Micro strategy experience
  • Good operational expertise on Essbase/Hyperion and or other data retrieval tools
  • Good with Excel skills.
  • Be fast and quick and trouble-shooting, problem solving and also be good at query resolutions
  • Good at handling ad-hoc projects, transformation and process efficiency

9. BA in Economics with 3 Years of Experience

  • Experience working in corporate finance
  • Familiar with standard accounting concepts, practices, and procedures, as well as posting journal entries
  • Strong computer skills, including Word, Excel, and Outlook
  • Strong verbal and written communication and analytical skills
  • Ability to work independently on tasks and projects while also collaborating with peers in a team-oriented environment
  • Understand clients’ needs and is proactive in identifying solutions
  • Ability to work fluidly with data and across systems e.g., reporting tools
  • Experience in a large company environment, preferably retail (desired)
  • Good planning and prioritisation skills, with attention to detail
  • Positive, proactive work ethic and approach

10. BA in Business Administration with 6 Years of Experience

  • Finance experience or a related analytical field
  • Experience with building financial models in Excel
  • Experience with PowerPoint, Oracle, and Hyperion
  • Experience in accounting concepts and financial planning
  • Demonstrated experience communicating effectively with leadership
  • Experience working independently and navigating ambiguity
  • Experience managing diverse product portfolios
  • Exposure to large-scale product development
  • Exposure to fast-paced growth environments
  • Ability to drive process simplification and improvements
  • Good analytical and Excel skills
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