FINANCIAL ASSOCIATE SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Mar 25, 2025 - The Financial Associate has financial and accounting experience, with proficiency in financial systems and procedures. Skilled in Microsoft Excel, Office suite, and database management, with exceptional attention to detail. Strong time management and multi-tasking abilities, with the capacity to work independently or collaboratively in remote environments.

Essential Hard and Soft Skills for a Standout Financial Associate Resume
  • Vendor Maintenance
  • Invoice Entry
  • Error Investigation
  • Month-End Accruals
  • Payment Processing
  • Model Updating
  • Business Analysis
  • Process Improvement
  • Valuation Support
  • Fund Reporting
  • Payment Dispute Resolution
  • Purchase Order Resolution
  • Customer Support
  • Communication
  • Collaboration
  • Independent Work
  • Team Management
  • Customer Engagement
  • Stakeholder Collaboration
  • Fundholder Communication

Summary of Financial Associate Knowledge and Qualifications on Resume

1. BA in Finance with 7 years of Experience

  • Experience in LGU Compliance, BIR Compliance, and SEC Compliance 
  • Proficient with MS Excel and other MS Office
  • Can work independently and should be keen on details
  • Excellent interpersonal skills and the ability to communicate clearly.
  • Professional proficiency in English.
  • Ability to work on own initiative.
  • Attention to detail and the ability to identify data patterns.
  • Experience in an accounting environment.
  • Strong computation skills.

2. BA in Accounting with 4 years of Experience

  • Financial/accounting experience
  • Understanding of financial systems and accounting procedures
  • Proficiency with Microsoft Excel and other Office suite applications
  • Excellent attention to detail and ability to deliver exceptional customer service
  • Communicates and works effectively in a remote environment
  • Ability to handle multiple tasks and prioritize in a fast-paced environment
  • Works independently or collaboratively with minimal supervision
  • Strong database skills.
  • Fluency in English.
  • Excellent time management and multi-tasking abilities, with an ability to meet multiple deadlines

3. BA in Economics with 5 years of Experience

  • Strong understanding of the key RTR processes
  • Strong knowledge of accounting principles and International Financial Reporting Standards (IFRS) / Generally Accepted Accounting Principles (USGAAP) Accounting
  • Flexibility to support different time zones and geographies
  • Strong knowledge of finance & accounting systems (Oracle / SAP / Netsuite / Assurenet tools)
  • Fluency in English language (verbal and written)
  • Excel and PowerPoint knowledge with ability to extract information from existing business systems
  • Strong problem solving skills
  • Excellent prioritization skills
  • High level of attention to detail
  • Ability to work on own initiative and under pressure to make key decisions

4. BA in Business Administration with 2 years of Experience

  • State Fund Accounting Experience
  • Experience collecting and analyzing financial data
  • Experience preparing financial reports using MS Excel (e.g., revenue, expenditures, cash flow)
  • Experience working with Centralized Accounting and Revenue (CARS) systems or other accounting systems (e.g., OAKS, Oracle, PeopleSoft)
  • Experience with reporting systems (e.g., Cognos, Business Intelligence)
  • Experience resolving customer inquiries
  • Good project management skills.
  • Strong understanding of accounting processes.
  • Strong communication skills.
  • Highly organized and motivated team player

5. BA in Financial Analysis with 3 years of Experience

  • Experience in financial services or financial analytics
  • Experience in deal valuation and other financial modeling
  • Strong analytical & quantitative skills
  • Expert-level Excel and other analytical tools
  • Strong communication & reasoning skills
  • Experience creating & presenting presentations to senior levels
  • Experience working independently as well as in a team environment
  • Strong attention to detail and highly motivated
  • Ability to shift priorities quickly and work on multiple projects

6. BA in Financial Management with 7 years of Experience

  • Experience in an accounting environment.
  • Strong computation skills.
  • Excellent business application skills (e.g., Microsoft Office Suite, SAP).
  • Fluency in English.
  • Excellent understanding of accounting processes.
  • Excellent database skills.
  • Strong communication skills.
  • Strong project management skills.
  • Good problem-solving skills, understanding and work with data
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