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Finance Associate Job Description Template

We are looking for a detail-oriented finance associate to assist our finance manager with day-to-day financial procedures. You will be managing account records, revising and updating financial reports, and preparing financial data for audits, reviews, and taxation.

To ensure success as a finance associate, you should possess in-depth knowledge of best practices in financial management and experience in a similar environment. An outstanding finance associate will be someone whose expertise results in accurate financial reporting and efficient account management.

Finance Associate Responsibilities:

  • Assisting with the preparation of operating budgets, financial statements, and reports.
  • Processing requisition and other business forms, checking account balances, and approving purchases.
  • Advising other departments on best practices related to fiscal procedures.
  • Managing account records, issuing invoices, and handling payments.
  • Collaborating with internal departments to reconcile any accounting discrepancies.
  • Analyzing financial data and assisting with audits, reviews, and tax preparations.
  • Updating financial spreadsheets and reports with the latest available data.
  • Reviewing existing financial policies and procedures to ensure regulatory compliance.
  • Providing assistance with payroll administration.
  • Keeping records and documenting financial processes.

Finance Associate Requirements:

  • Bachelor's degree in finance, accounting, or in a related field.
  • At least 2 years experience working as a finance associate.
  • Proficiency in integrated financial management software, such as FreshBooks and NetSuite.
  • Extensive knowledge of accounting standards, fiscal procedures, and applicable tax codes.
  • Exceptional attention to detail.
  • Excellent collaboration and communication skills.
  • Great analytical and problem-solving abilities.
  • Superb organizational and time-management skills.

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