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.