SlideShare a Scribd company logo
1 of 8
financial assistant job 
description 
A typical financial assistant job description be included elements such as: 
financial assistant duties, financial assistant qualifications, financial assistant 
traits, financial assistant job information, financial assistant templates, financial 
assistant work conditions… 
Other useful materials for financial assistant career: 
• financemanagement123.com/23-free-ebooks-for-finance-management 
• financemanagement123.com/215-free-finance-management-forms 
• financemanagement123.com/16-free-tools-for-finance-management 
• financemanagement123.com/top-84-finance-KPIs 
• financemanagement123.com/top-21-finance-job-descriptions 
• financemanagement123.com/100-finance-interview-questions-and-answers
Key duties/responsibilities for financial assistant 
1. Drafts preliminary financial sections of proposals. 
2. Reviews all proposals for accuracy, completeness, and compliance to 
grantor and University requirements and regulations. 
3. Monitors, controls, and maintains financial activity of accounts. Ensures 
expenditures are posted to proper accounts. Identifies, researches, and 
corrects questionable expenditures. 
4. Serves as the principal source of information on financial policies and 
procedures and financial activity. 
5. Reconciles and analyzes financial statements. Prepares standardized and 
specialized financial reports and analyses. 
6. Oversees and instructs support staff. 
7. Oversees the maintenance of financial records and files. 
8. Assists with the development and implementation of systems and 
procedures. 
9. May calculate weekly payroll for department staff. 
10. Performs clerical functions incidental to accounting activities.
Key job qualifications for financial assistant 
1. A high school diploma or equivalent or the equivalent combination of 
education, training and experience from which comparable skills can be 
acquired; 
2. Basic knowledge of accounting or financial principles; 
3. Three years’ accounting & bookkeeping experience or the equivalent 
combination of education & experience; 
4. Solid working knowledge of MSOffice. 
5. An associate’s or bachelor's degree in accounting, finance or other business 
related field or the equivalent combination of education, training and 
experience from which comparable skills can be acquired; 
6. Excellent computer skills with advance MSOffice skills particularly Excel; 
7. Familiarity with financial reporting and forecasts; 
8. Some on-hand experience with NUFinancials.
Format for financial assistant job description 
A typical job description includes 4 
main part as follows: 
1. Job information 
This part includes: job title, reporting 
relationships, department, job 
location, manager/supervisor’s title, 
job code, purpose and objective of the 
job. 
2. List of main task 
3. Contents of Job Specifications 
• Knowledg/education. 
• Skill requirements. 
• Experience. 
• Abilities. Ability include physical 
ability, metal ability, aptitudes. 
4. Contents of working conditions 
• Environmental conditions 
• Job hazards / safety 
• Machine, tools and equipments
KSA model in setting up job description 
1. What is KSA model? 
KSA model is a competency model of individual. KSA is the same KSAO. 
KSA include Knowledge, Skills and Abilities (also called KSAs model) that an 
applicant must have to perform successfully in the position. 
2. Components of KSA: 
Knowledge 
• A body of information needed to perform a task. 
• For example, Human Resources Knowledge include knowledge of personnel 
recruitment, selection, training, compensation and benefits, labor relations and 
negotiation, and personnel information systems. 
Skills 
• Skills are the proficiency to perform a certain task. 
• For example, skill in operating computer peripherals such as printers. 
Abilities 
• Abilities are an underlying, enduring trait useful for performing tasks. 
• For example, oral comprehension – the ability to listen to and understand 
information and ideas presented through spoken words and sentences.
Materials for financial assistant career: 
Other useful materials for finance management 
that available at financemanagement123.com 
• Top free ebooks for finance management 
• Top free tools and techniques for finance 
management 
• Top skills for finance management 
• Top free finance job description templates 
• 5 steps to writer write an effective finance job 
description 
• 12 tips to write finance job description 
• Top 12 tips for career development 
• Top 9 career path tips 
• Top 14 career objectives 
• Top 12 career promotion tips
Useful materials (continue…) 
• Top 14 career objectives 
• Top 12 career promotion tips 
• Top 15 ways to search jobs 
• Top 7 cover letter samples 
• Top 8 resume samples 
• 110 finance interview questions with 
answers 
• 13 types of interview questions and how 
to solve them 
• 11 performance appraisal methods 
(includes appraisal templates and forms) 
• Top 28 performance appraisal forms 
• Top 12 salary negotiation tips 
• Top 9 tips to get high salary
Fields related to financial assistant: 
The above job description can be used for fields as: 
construction, manufacturing, healthcare, non profit, advertising, agile, 
architecture, automotive, agency, banking, budget, building, business 
development, consulting, communication, clinical research, design, software 
development, product development, interior design, web development, 
engineering, education, events, electrical, exhibition, energy, ngo, finance, 
fashion, green card, oil gas, hospital, it, marketing, media, mining, nhs, non 
technical, oil and gas, offshore, pharmaceutical, real estate, retail, research, 
human resources, telecommunications, technology, technical, senior, digital, 
software, web, clinical, hr, infrastructure, business, erp, creative, ict, hvac, 
sales, quality management, uk, implementation, network, operations, 
architectural, environmental, crm, website, interactive, security, supply chain, 
logistics, training, project management, administrative management… 
The above job description also can be used for job title levels: entry level 
financial assistant, junior financial assistant, senior financial assistant…

More Related Content

What's hot

Top 5 chief information officer cover letter samples
Top 5 chief information officer cover letter samplesTop 5 chief information officer cover letter samples
Top 5 chief information officer cover letter samples
gerisfori
 
Country manager cover letter
Country manager cover letterCountry manager cover letter
Country manager cover letter
bradleyyoung377
 
Top 8 recruiter assistant resume samples
Top 8 recruiter assistant resume samplesTop 8 recruiter assistant resume samples
Top 8 recruiter assistant resume samples
shahakahn
 
Top 8 chief technology officer resume samples
Top 8 chief technology officer resume samplesTop 8 chief technology officer resume samples
Top 8 chief technology officer resume samples
MarkBosnich888
 
Top 8 non profit cfo resume samples
Top 8 non profit cfo resume samplesTop 8 non profit cfo resume samples
Top 8 non profit cfo resume samples
DevidGrey678
 
Portfolio manager cover letter
Portfolio manager cover letterPortfolio manager cover letter
Portfolio manager cover letter
alissabaker776
 
Critical cover letter advice
Critical cover letter adviceCritical cover letter advice
Critical cover letter advice
Chelse Benham
 
Top 5 civil engineer cover letter samples
Top 5 civil engineer cover letter samplesTop 5 civil engineer cover letter samples
Top 5 civil engineer cover letter samples
dorifuza
 
Top 5 production supervisor cover letter samples
Top 5 production supervisor cover letter samplesTop 5 production supervisor cover letter samples
Top 5 production supervisor cover letter samples
poozasderi
 
Top 8 junior consultant resume samples
Top 8 junior consultant resume samplesTop 8 junior consultant resume samples
Top 8 junior consultant resume samples
fumarichsi
 
Top 8 procurement consultant resume samples
Top 8 procurement consultant resume samplesTop 8 procurement consultant resume samples
Top 8 procurement consultant resume samples
tonychoper4905
 
Top 8 internal consultant resume samples
Top 8 internal consultant resume samplesTop 8 internal consultant resume samples
Top 8 internal consultant resume samples
ColbieCaillat567
 
Top 8 executive search consultant resume samples
Top 8 executive search consultant resume samplesTop 8 executive search consultant resume samples
Top 8 executive search consultant resume samples
tonychoper1205
 
Top 8 risk consultant resume samples
Top 8 risk consultant resume samplesTop 8 risk consultant resume samples
Top 8 risk consultant resume samples
tonychoper4905
 
Top 5 event manager cover letter samples
Top 5 event manager cover letter samplesTop 5 event manager cover letter samples
Top 5 event manager cover letter samples
deripoozas
 

What's hot (20)

Top 5 chief information officer cover letter samples
Top 5 chief information officer cover letter samplesTop 5 chief information officer cover letter samples
Top 5 chief information officer cover letter samples
 
Country manager cover letter
Country manager cover letterCountry manager cover letter
Country manager cover letter
 
Top 8 recruiter assistant resume samples
Top 8 recruiter assistant resume samplesTop 8 recruiter assistant resume samples
Top 8 recruiter assistant resume samples
 
Top 8 chief technology officer resume samples
Top 8 chief technology officer resume samplesTop 8 chief technology officer resume samples
Top 8 chief technology officer resume samples
 
Cto cover letter
Cto cover letterCto cover letter
Cto cover letter
 
Resumes, Cover Letters and Applying Online
Resumes, Cover Letters and Applying Online Resumes, Cover Letters and Applying Online
Resumes, Cover Letters and Applying Online
 
Top 8 non profit cfo resume samples
Top 8 non profit cfo resume samplesTop 8 non profit cfo resume samples
Top 8 non profit cfo resume samples
 
Portfolio manager cover letter
Portfolio manager cover letterPortfolio manager cover letter
Portfolio manager cover letter
 
Critical cover letter advice
Critical cover letter adviceCritical cover letter advice
Critical cover letter advice
 
Baldev_CV
Baldev_CVBaldev_CV
Baldev_CV
 
Top 8 it asset manager resume samples
Top 8 it asset manager resume samplesTop 8 it asset manager resume samples
Top 8 it asset manager resume samples
 
Top 5 civil engineer cover letter samples
Top 5 civil engineer cover letter samplesTop 5 civil engineer cover letter samples
Top 5 civil engineer cover letter samples
 
Top 5 production supervisor cover letter samples
Top 5 production supervisor cover letter samplesTop 5 production supervisor cover letter samples
Top 5 production supervisor cover letter samples
 
Top 8 junior consultant resume samples
Top 8 junior consultant resume samplesTop 8 junior consultant resume samples
Top 8 junior consultant resume samples
 
Top 8 procurement consultant resume samples
Top 8 procurement consultant resume samplesTop 8 procurement consultant resume samples
Top 8 procurement consultant resume samples
 
Top 8 internal consultant resume samples
Top 8 internal consultant resume samplesTop 8 internal consultant resume samples
Top 8 internal consultant resume samples
 
Top 8 executive search consultant resume samples
Top 8 executive search consultant resume samplesTop 8 executive search consultant resume samples
Top 8 executive search consultant resume samples
 
Top 8 risk consultant resume samples
Top 8 risk consultant resume samplesTop 8 risk consultant resume samples
Top 8 risk consultant resume samples
 
US IT Recruitment process training
US IT Recruitment process trainingUS IT Recruitment process training
US IT Recruitment process training
 
Top 5 event manager cover letter samples
Top 5 event manager cover letter samplesTop 5 event manager cover letter samples
Top 5 event manager cover letter samples
 

Viewers also liked (7)

Receptionist Job Description Template by Bayt.com
Receptionist Job Description Template by Bayt.comReceptionist Job Description Template by Bayt.com
Receptionist Job Description Template by Bayt.com
 
Accounting & Finance Job Descriptions
Accounting & Finance Job DescriptionsAccounting & Finance Job Descriptions
Accounting & Finance Job Descriptions
 
Petty Cash Management - Introduction to Petty Cash
Petty Cash Management - Introduction to Petty CashPetty Cash Management - Introduction to Petty Cash
Petty Cash Management - Introduction to Petty Cash
 
Financial administrator job description
Financial administrator job descriptionFinancial administrator job description
Financial administrator job description
 
Financial clerk job description
Financial clerk job descriptionFinancial clerk job description
Financial clerk job description
 
Finance officer job description
Finance officer  job description Finance officer  job description
Finance officer job description
 
Finance powerpoint
Finance powerpointFinance powerpoint
Finance powerpoint
 

Similar to Financial assistant job description

Similar to Financial assistant job description (20)

Financial manager job description
Financial manager job descriptionFinancial manager job description
Financial manager job description
 
Financial officer job description
Financial officer job descriptionFinancial officer job description
Financial officer job description
 
Financial representative job description
Financial representative job descriptionFinancial representative job description
Financial representative job description
 
Chief financial officer job description
Chief financial officer job descriptionChief financial officer job description
Chief financial officer job description
 
Financial analyst job description
Financial analyst job descriptionFinancial analyst job description
Financial analyst job description
 
Financial consultant job description
Financial consultant job descriptionFinancial consultant job description
Financial consultant job description
 
Financial controller job description
Financial controller job descriptionFinancial controller job description
Financial controller job description
 
Financial coordinator job description
Financial coordinator job descriptionFinancial coordinator job description
Financial coordinator job description
 
Financial auditor job description
Financial auditor job descriptionFinancial auditor job description
Financial auditor job description
 
Financial planner job description
Financial planner job descriptionFinancial planner job description
Financial planner job description
 
Financial specialist job description
Financial specialist job descriptionFinancial specialist job description
Financial specialist job description
 
Financial counselor job description
Financial counselor job descriptionFinancial counselor job description
Financial counselor job description
 
Financial executive job description
Financial executive job descriptionFinancial executive job description
Financial executive job description
 
Financial advisor job description
Financial advisor job descriptionFinancial advisor job description
Financial advisor job description
 
Financial adviser job description
Financial adviser job descriptionFinancial adviser job description
Financial adviser job description
 
Financial director job description
Financial director job descriptionFinancial director job description
Financial director job description
 
Financial broker job description
Financial broker job descriptionFinancial broker job description
Financial broker job description
 
Administrative associate job description
Administrative associate job descriptionAdministrative associate job description
Administrative associate job description
 
Financial engineer job description
Financial engineer job descriptionFinancial engineer job description
Financial engineer job description
 
Administrative analyst job description
Administrative analyst job descriptionAdministrative analyst job description
Administrative analyst job description
 

Recently uploaded

Salient Features of India constitution especially power and functions
Salient Features of India constitution especially power and functionsSalient Features of India constitution especially power and functions
Salient Features of India constitution especially power and functions
KarakKing
 

Recently uploaded (20)

Exploring_the_Narrative_Style_of_Amitav_Ghoshs_Gun_Island.pptx
Exploring_the_Narrative_Style_of_Amitav_Ghoshs_Gun_Island.pptxExploring_the_Narrative_Style_of_Amitav_Ghoshs_Gun_Island.pptx
Exploring_the_Narrative_Style_of_Amitav_Ghoshs_Gun_Island.pptx
 
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdfUGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
UGC NET Paper 1 Mathematical Reasoning & Aptitude.pdf
 
Towards a code of practice for AI in AT.pptx
Towards a code of practice for AI in AT.pptxTowards a code of practice for AI in AT.pptx
Towards a code of practice for AI in AT.pptx
 
This PowerPoint helps students to consider the concept of infinity.
This PowerPoint helps students to consider the concept of infinity.This PowerPoint helps students to consider the concept of infinity.
This PowerPoint helps students to consider the concept of infinity.
 
SOC 101 Demonstration of Learning Presentation
SOC 101 Demonstration of Learning PresentationSOC 101 Demonstration of Learning Presentation
SOC 101 Demonstration of Learning Presentation
 
Plant propagation: Sexual and Asexual propapagation.pptx
Plant propagation: Sexual and Asexual propapagation.pptxPlant propagation: Sexual and Asexual propapagation.pptx
Plant propagation: Sexual and Asexual propapagation.pptx
 
Wellbeing inclusion and digital dystopias.pptx
Wellbeing inclusion and digital dystopias.pptxWellbeing inclusion and digital dystopias.pptx
Wellbeing inclusion and digital dystopias.pptx
 
How to Manage Global Discount in Odoo 17 POS
How to Manage Global Discount in Odoo 17 POSHow to Manage Global Discount in Odoo 17 POS
How to Manage Global Discount in Odoo 17 POS
 
Single or Multiple melodic lines structure
Single or Multiple melodic lines structureSingle or Multiple melodic lines structure
Single or Multiple melodic lines structure
 
On_Translating_a_Tamil_Poem_by_A_K_Ramanujan.pptx
On_Translating_a_Tamil_Poem_by_A_K_Ramanujan.pptxOn_Translating_a_Tamil_Poem_by_A_K_Ramanujan.pptx
On_Translating_a_Tamil_Poem_by_A_K_Ramanujan.pptx
 
Fostering Friendships - Enhancing Social Bonds in the Classroom
Fostering Friendships - Enhancing Social Bonds  in the ClassroomFostering Friendships - Enhancing Social Bonds  in the Classroom
Fostering Friendships - Enhancing Social Bonds in the Classroom
 
General Principles of Intellectual Property: Concepts of Intellectual Proper...
General Principles of Intellectual Property: Concepts of Intellectual  Proper...General Principles of Intellectual Property: Concepts of Intellectual  Proper...
General Principles of Intellectual Property: Concepts of Intellectual Proper...
 
Application orientated numerical on hev.ppt
Application orientated numerical on hev.pptApplication orientated numerical on hev.ppt
Application orientated numerical on hev.ppt
 
Salient Features of India constitution especially power and functions
Salient Features of India constitution especially power and functionsSalient Features of India constitution especially power and functions
Salient Features of India constitution especially power and functions
 
How to Give a Domain for a Field in Odoo 17
How to Give a Domain for a Field in Odoo 17How to Give a Domain for a Field in Odoo 17
How to Give a Domain for a Field in Odoo 17
 
2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx
2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx
2024-NATIONAL-LEARNING-CAMP-AND-OTHER.pptx
 
Micro-Scholarship, What it is, How can it help me.pdf
Micro-Scholarship, What it is, How can it help me.pdfMicro-Scholarship, What it is, How can it help me.pdf
Micro-Scholarship, What it is, How can it help me.pdf
 
How to Add New Custom Addons Path in Odoo 17
How to Add New Custom Addons Path in Odoo 17How to Add New Custom Addons Path in Odoo 17
How to Add New Custom Addons Path in Odoo 17
 
Understanding Accommodations and Modifications
Understanding  Accommodations and ModificationsUnderstanding  Accommodations and Modifications
Understanding Accommodations and Modifications
 
COMMUNICATING NEGATIVE NEWS - APPROACHES .pptx
COMMUNICATING NEGATIVE NEWS - APPROACHES .pptxCOMMUNICATING NEGATIVE NEWS - APPROACHES .pptx
COMMUNICATING NEGATIVE NEWS - APPROACHES .pptx
 

Financial assistant job description

  • 1. financial assistant job description A typical financial assistant job description be included elements such as: financial assistant duties, financial assistant qualifications, financial assistant traits, financial assistant job information, financial assistant templates, financial assistant work conditions… Other useful materials for financial assistant career: • financemanagement123.com/23-free-ebooks-for-finance-management • financemanagement123.com/215-free-finance-management-forms • financemanagement123.com/16-free-tools-for-finance-management • financemanagement123.com/top-84-finance-KPIs • financemanagement123.com/top-21-finance-job-descriptions • financemanagement123.com/100-finance-interview-questions-and-answers
  • 2. Key duties/responsibilities for financial assistant 1. Drafts preliminary financial sections of proposals. 2. Reviews all proposals for accuracy, completeness, and compliance to grantor and University requirements and regulations. 3. Monitors, controls, and maintains financial activity of accounts. Ensures expenditures are posted to proper accounts. Identifies, researches, and corrects questionable expenditures. 4. Serves as the principal source of information on financial policies and procedures and financial activity. 5. Reconciles and analyzes financial statements. Prepares standardized and specialized financial reports and analyses. 6. Oversees and instructs support staff. 7. Oversees the maintenance of financial records and files. 8. Assists with the development and implementation of systems and procedures. 9. May calculate weekly payroll for department staff. 10. Performs clerical functions incidental to accounting activities.
  • 3. Key job qualifications for financial assistant 1. A high school diploma or equivalent or the equivalent combination of education, training and experience from which comparable skills can be acquired; 2. Basic knowledge of accounting or financial principles; 3. Three years’ accounting & bookkeeping experience or the equivalent combination of education & experience; 4. Solid working knowledge of MSOffice. 5. An associate’s or bachelor's degree in accounting, finance or other business related field or the equivalent combination of education, training and experience from which comparable skills can be acquired; 6. Excellent computer skills with advance MSOffice skills particularly Excel; 7. Familiarity with financial reporting and forecasts; 8. Some on-hand experience with NUFinancials.
  • 4. Format for financial assistant job description A typical job description includes 4 main part as follows: 1. Job information This part includes: job title, reporting relationships, department, job location, manager/supervisor’s title, job code, purpose and objective of the job. 2. List of main task 3. Contents of Job Specifications • Knowledg/education. • Skill requirements. • Experience. • Abilities. Ability include physical ability, metal ability, aptitudes. 4. Contents of working conditions • Environmental conditions • Job hazards / safety • Machine, tools and equipments
  • 5. KSA model in setting up job description 1. What is KSA model? KSA model is a competency model of individual. KSA is the same KSAO. KSA include Knowledge, Skills and Abilities (also called KSAs model) that an applicant must have to perform successfully in the position. 2. Components of KSA: Knowledge • A body of information needed to perform a task. • For example, Human Resources Knowledge include knowledge of personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems. Skills • Skills are the proficiency to perform a certain task. • For example, skill in operating computer peripherals such as printers. Abilities • Abilities are an underlying, enduring trait useful for performing tasks. • For example, oral comprehension – the ability to listen to and understand information and ideas presented through spoken words and sentences.
  • 6. Materials for financial assistant career: Other useful materials for finance management that available at financemanagement123.com • Top free ebooks for finance management • Top free tools and techniques for finance management • Top skills for finance management • Top free finance job description templates • 5 steps to writer write an effective finance job description • 12 tips to write finance job description • Top 12 tips for career development • Top 9 career path tips • Top 14 career objectives • Top 12 career promotion tips
  • 7. Useful materials (continue…) • Top 14 career objectives • Top 12 career promotion tips • Top 15 ways to search jobs • Top 7 cover letter samples • Top 8 resume samples • 110 finance interview questions with answers • 13 types of interview questions and how to solve them • 11 performance appraisal methods (includes appraisal templates and forms) • Top 28 performance appraisal forms • Top 12 salary negotiation tips • Top 9 tips to get high salary
  • 8. Fields related to financial assistant: The above job description can be used for fields as: construction, manufacturing, healthcare, non profit, advertising, agile, architecture, automotive, agency, banking, budget, building, business development, consulting, communication, clinical research, design, software development, product development, interior design, web development, engineering, education, events, electrical, exhibition, energy, ngo, finance, fashion, green card, oil gas, hospital, it, marketing, media, mining, nhs, non technical, oil and gas, offshore, pharmaceutical, real estate, retail, research, human resources, telecommunications, technology, technical, senior, digital, software, web, clinical, hr, infrastructure, business, erp, creative, ict, hvac, sales, quality management, uk, implementation, network, operations, architectural, environmental, crm, website, interactive, security, supply chain, logistics, training, project management, administrative management… The above job description also can be used for job title levels: entry level financial assistant, junior financial assistant, senior financial assistant…