Finance Associate Job Description

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.