Finance associates prepare and review financial information. They manage account records, process transactions, and analyze financial data. They also advise senior managers and internal departments on best practices to ensure compliance in financial regulations.
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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 two 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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