FINANCIAL ASSISTANT SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Mar 24, 2025 - The Financial Assistant excels in managing complex transactions and processes with detailed follow-ups. Skilled in multitasking and integrating various functions, prioritize tasks effectively amidst disruptions. Proficient in Microsoft Excel, adeptly handle data and craft sophisticated financial reports, ensuring thoroughness and accuracy in every task.

Essential Hard and Soft Skills for a Standout Financial Assistant Resume
  • Invoice Processing
  • Payment Processing
  • Vendor Management
  • SAP Management
  • Purchase Order Management
  • Tax Accounting
  • Invoice Reconciliation
  • Financial Reporting
  • Cost Analysis
  • Reconciliation
  • Communication
  • Customer Service
  • Time Management
  • Problem Solving
  • Team Support
  • Client Relationship Management
  • Scheduling
  • Task Tracking
  • Problem Resolution
  • Administrative Support

Summary of Financial Assistant Knowledge and Qualifications on Resume

1. BA in Finance with 4 Years of Experience

  • Demonstrated ability to understand, manage and follow up with multi-step transactions and processes. 
  • Well-developed organizational skills, attention to detail and accuracy. 
  • Ability to multi-task and integrate several functions together, remain focused with frequent interruptions and independently prioritize work to meet deadlines.
  • Intermediate to advanced proficiency in Microsoft Excel, including demonstrated ability to manipulate data and develop financial reports within spreadsheets.
  • Excellent customer service, written and oral communication skills. 
  • Ability to handle sensitive information in a confidential manner.
  • Excellent attendance and punctuality record 
  • Strong self-starter with proven ability to demonstrate initiative and follow through on assignments.
  • Strong knowledge of Yale financial policies and procedures. 
  • Experience with Workday Financials including ability to run and interpret Workday reports.
  • Excellent research and problem-solving skills
  • Ability to perform multiple tasks simultaneously while adhering to deadlines
  • Strong interpersonal skills, including ability to work independently yet effectively in a team environment

2. BA in Accounting with 3 Years of Experience

  • Accounting clerk or bookkeeping experience
  • Solid understanding of basic accounting principles
  • Extensive experience with data entry, record keeping and spreadsheets
  • Proficient computer skills, including Quick Books or other accounting software, Microsoft Office, and advanced Excel skills
  • Strong Accounting Experience in Accounting
  • Experience in customer service or sales support experience
  • Excellent telephone skills
  • Resourceful, well organized, highly dependable, efficient and detail oriented
  • Ability to multi-task
  • Ability to work independently and be a self-starter

3. BA in Business Administration with 5 Years of Experience

  • Ability to adhere to rules and regulations as required by advisor, Ameriprise Financial, and FINRA
  • Direct attention to detail and organization
  • Effective communication with clients and other advisors/staff
  • Team player who is able to work independently
  • Positive attitude and sincere willingness to constantly learn and grow
  • Stable knowledge of accounting administration procedures.
  • Accounts admin experience with both sales and purchasing.
  • Must be experienced and confident with pivot tables and formulas
  • Excellent customer service skills
  • Attention to detail
Relevant Information
Financial Officer Skills, Experience, and Job Requirements
Financial Operations Analyst Skills, Experience, and Job Requirements
Financial Executive Skills, Experience, and Job Requirements
Financial Administrator Skills, Experience, and Job Requirements