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Finance Assistant Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated November 6, 2025
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Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

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5 min read

A Finance Assistant’s job generally supports an organization’s financial operations. The position may be responsible for various clerical duties, such as maintaining records and preparing reports. A Finance Assistant may also be involved in more complex tasks like developing budgets and performing data analysis.

12842645finance3.44accounting2.94administrative assistant2.11bookkeeper2.07accounts payable1.49971721177317.2521.5844.35HOURLY318128262025-10-012025-10-312025-09-012025-09-302025-11-05Finance Assistant job duties and responsibilities

12842645finance3.44accounting2.94administrative assistant2.11bookkeeper2.07accounts payable1.49971721177317.2521.5844.35HOURLY318128262025-10-012025-10-312025-09-012025-09-302025-11-05Finance Assistant job duties can be divided into five categories: 

  • Financial management

  • Customer service

  • Administrative support

  • Financial analysis and reporting

  • Record keeping

Financial management duties include maintaining financial records, preparing reports and developing budgets. The 12842645finance3.44accounting2.94administrative assistant2.11bookkeeper2.07accounts payable1.49971721177317.2521.5844.35HOURLY318128262025-10-012025-10-312025-09-012025-09-302025-11-05Finance Assistant may be responsible for tracking spending, monitoring income and reconciling accounts. They may also perform data analysis to help identify trends or areas needing improvement.

Customer service duties involve assisting customers or clients who have questions about their accounts or billing statements.

Administrative support duties involve performing general office tasks, such as answering phones, filing documents and handling mail.

In larger organizations, the 12842645finance3.44accounting2.94administrative assistant2.11bookkeeper2.07accounts payable1.49971721177317.2521.5844.35HOURLY318128262025-10-012025-10-312025-09-012025-09-302025-11-05Finance Assistant may be required to carry out financial analysis and prepare reports on a variety of financial topics.

An important part of the Finance Assistant’s role is keeping accurate and up-to-date financial records. This could involve maintaining ledgers, processing invoices or inputting data into accounting software.

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Finance Assistant Job Description Examples

Example 1

The Finance Assistant will provide effective support for maintaining accurate and timely financial records tracking and processing financial transactions for the Hadassah West Coast Regions. The finance assistant is also responsible for supporting the local Region volunteer leadership.

Duties and Responsibilities include but are not limited to:

  • Processing receipts
  • Preparing bank deposits
  • Entering vendor invoices and other disbursement requests into accounting software
  • Processing disbursement checks
  • Maintaining financial files
  • Prepare spreadsheets, collect data, and explain transactions
  • Troubleshoot problems that arise, consulting help resources as appropriate
  • Other duties as required

Required Knowledge, Education or Experience

  • BA required. 3+ years of experience
  • High level of confidentiality
  • Experience with Financial software like QuickBooks Online or equivalent.
  • Basic accounting and bookkeeping skills
  • Excellent written, oral and interpersonal skills
  • Knowledge of Microsoft Word and Excel
  • Detail-oriented, precise, organized, and proactive
  • Ability to work independently and handle concurrent projects and assignments
  • General office skills including answering telephone, maintaining files, etc.

Apply for Finance Assistant using the link below:
[website]�00001&jobId=469785&lang=enUS

Job Type: Full-time

Pay: $50,000.00 - $52,000.00 per year

Benefits:
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance
Physical setting:
  • Office
Schedule:
  • Monday to Location: In person

Example 2

Definition: Under direct supervision, performs bookkeeping duties related to accounts payable, accounts receivable, budget preparation, budget tracking, payroll, and/or utilities; and performs related duties as assigned.

Essential Functions: (Essential functions, as defined under the Americans with Disabilities Act, may include the following tasks, knowledge, skills and other characteristics. This list of tasks is Illustrative ONLY, and is not a comprehensive listing of all functions and tasks performed by incumbents of this classification.)

TASKS:Assists in the preparation and presentation of the annual budget; tracks budget expenditures; drafts and submits budgetary reports; maintains ongoing review of the Sheriff s Office s budget; performs bookkeeping duties related to accounts payable, accounts receivable, payroll and/or utilities; assists with development and processing of purchase orders, requisitions, and other procurement documents; ensures timely tracking and processing of procurement documents.

Reviews receivable activities to ensure payments are processed in a timely manner; verifies cash receipts and tracks revenues; reviews billing registers to ensure billings are accurate, and makes corrections as necessary; prepares correspondence, grant applications, and/or revenue budget information; resolves issues and balances accounts; compiles information and maintains files on expenses, revenue, personnel, payroll, and/or grant items; reconciles information with ledger balances.

Researches discrepancies and/or verifies account information using automated data systems, the Internet and/or hard copy documents; responds to customer inquiries regarding invoices, billings, liens, payroll, utilities, etc; audits reports to verify accuracy of data and ensure proper accounts are credited; conducts field investigative work as requested to verify information and develop accurate reports; interacts with other departments to accomplish assignments.

Keeps and computes time sheets for Sheriff s Office payroll; enters data into payroll system; transfers information to payroll reports; verifies the information and forwards it to the County payroll department; sorts and distributes paychecks; researches employee concerns from payroll and/or paycheck information and assists in rectifying the problem; provides guidance to outside providers if necessary; serves as notary public.

Maintains and enters employee training records; verifies required training hours for the position held; posts training information and distributes forms to P.O.S.T. or T.C.I.; schedules appointments for fingerprinting public and employees; makes employee identification cards; calls in copy machine repairs and copier counts.

Processes armed security guard written directives, Sheriff s special deputy commissions, purchase of Class III weapons, and good moral character letters by completing backgrounds; prepares appropriate documentation with notice of expiration dates; prepares schedule for the Sessions Court patrol deputies and detectives; prints inmate commissary list for Corrections Division; maintains records of Hamilton County Handgun permit applications and notifies the Department of Safety if any application does not qualify.

Minimum Qualifications: An associates degree or higher from an accredited community college, college, or university with a major in accounting, business administration, finance, public administration or related field and four (4) years accounting clerical work experience or six (6) years clerical work experience to include accounting.

Physical Requirements: This classification involves sedentary work in an office environment with little risk. The Hamilton County Sheriff s Office promotes a drug/alcohol-free work environment through the use of mandatory pre-employment and random drug testing.

Knowledge, Skills AND OTHER Characteristics:
Knowledge of applicable federal, state and local statutes, ordinances, laws, rules, regulations, policies and procedures.
Knowledge of the principles and practices of general accounting.
Knowledge of the principles and practices of budgeting.
Knowledge of the principles, practices, and procedures of the criminal justice system.
Skill in maintaining one s personal and professional standards.
Skill in developing and maintaining accounting records.
Skill in establishing and maintaining effective working relationships.
Skill in developing and maintaining manual and automated computer systems.
Skill in maintaining one s personal and professional standards.
Skill in tracking and maintaining budgetary and grants records.

Job Type: Full-time

Pay: $20.24 per hour

Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Physical setting:
  • Office
Schedule:
  • 8 hour shift
  • Monday to Location: In person

Example 3

Reports to: Finance Manager

Essential Duties AND Responsibilities:
  • Record sales/purchase transactions and cash receipt/disbursement transactions into accounting software.
  • Arrange ACH/wire payments and send requests to approver.
  • Deposit occasional payment checks at nearest bank branch.
  • Mail tax forms or payment checks at post office.
  • Help prepare information requested by tax return preparer.
  • Run and reconcile monthly T&E expense reporting.
  • Help with monthly general ledger journal entries and account reports for the team and management.
  • Provide ad hoc reporting and support to team members and management as needed.
  • Other duties as assigned.



Knowledge, Skills AND Abilities Required:
  • Bachelor's degree in accounting or related fields.
  • 1-2 years of accounting experience preferred.
  • Experience in Microsoft Dynamic GP preferred. Otherwise, experience in a similar accounting software required.
  • Experience and knowledge in inventory preferred.
  • Knowledge of accounting principles is a strong plus (U.S. GAAP)
  • Japanese language skill preferred.
  • Excellent computer and Excel skills.
  • Detail-oriented and organized.
  • Able to work independently and take initiative.
  • Able to work on multiple projects with accuracy and efficiency, while keeping deadlines.
  • Able to adapt to changing priorities.
  • Excellent verbal, written and interpersonal communication skills.
  • Willingness to take on new challenges.
  • Strong work ethic.
  • Experience in the publishing industry including internships a plus



About Kadokawa World Entertainment, Inc.

Kadokawa World Entertainment, Inc. directs the English-language strategies of Kadokawa Corporation’s North American holdings, which include Yen Press, J-Novel Club, and Anime News Network. Dedicated to expanding the volume and accessibility of Kadokawa’s IP to English-speaking audiences, the group focuses on print and digital publishing, news, and merchandise while also directing sales and marketing for the digital platform BOOK Walker Global. The company is based in New York City.

Job Type: Full-time

Pay: $46,000.00 - $55,000.00 per year

Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Parental leave
  • Vision insurance
Schedule:
  • 8 hour shift
Work setting:
  • Hybrid work



Ability to Commute:
  • New York, NY 10001 Location: Hybrid remote in New York, NY 10001

Example 4

Schomp Subaru, 580 S Havana St, Aurora, CO 80012

Employment Type:Full Time - Tuesday through Saturday schedule

Position Type:Hourly

Pay Starting at:$18.00 per hour

We are looking for top talent ready to join our forward-thinking, high volume, dynamic organization. At Schomp, we encourage our team members to be their best, we celebrate our success, and we strive to exceed customer expectations.

If you are looking for an amazing team of hard working and fun individuals, apply now!

Responsibilities

The Subaru Entry Level Finance Assistant will help maintain positive relationships with major auto lenders, they process car deals, print, package and scan paperwork. They are responsible for preparing and sending documents to lenders for funding.

  • Responsible for packaging deals and funding contracts.
  • Must accurately receipt cash deposits and ensure all monies are received on transactions.
  • Accurately watch and update the Contract In Transit (CIT) account; update notes in Dealer Bible for all unfunded deals.
  • Send/scan all F&I contracts for remittance daily, logging all contracts sent.
  • Does not work directly with customers.

Requirements

  • Eagerness to learn and grow in the company!
  • Positive attitude!
  • Interest in Finance.

Why Schomp:

  • Full suite of insurances - medical, dental, life,
  • Pet insurance, you read that right, insurance for your furry or not so furry friends
  • 401(k) with company match
  • Paid Time off - Vacation, sick and benefit days
  • Short term and long term disability
  • Accident insurance
  • On site Gym/ Gym reimbursement
  • Your mental health is important to us - we have an Employee Assistance program that offers counseling sessions, financial and legal advice
  • Culture that values and recognizes
  • Committed to your career, leadership and development training
  • With all of the organizational growth, we offer a wealth of career opportunities
  • The best part of automotive: Employees are eligible for discounts on vehicles, parts and service

Schomp Automotive Group is an Equal Opportunity Employer

The compensation range represents the low and high end of the compensation range for this position. Actual compensation will vary depending on factors including but not limited to location, experience and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include bonuses, Paid Time Off policy, region- specific benefits.

If you are an individual with a disability and need a reasonable accommodation to assist with your application for employment or the recruiting process, please contact us by sending an email to [website] or contact [phone number].

Job Type: Full-time

Pay: From $18.00 per hour

Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance
Schedule:
  • 8 hour shift



Application Question(s):
  • Why do you think this position is a good fit for you?
  • Are you OK communicating with Schomp's Recruiter via SMS texting for the purposes of scheduling an interview?
  • Are you at least 18 years of age or older?
  • What are your compensation expectations?
  • Are you open to hearing about other positions at other stores? If yes, please list positions/stores. If no, please state "Not interested in other roles" or "No".
  • If you are out of state, do you have plans to relocate? What is your timeline?
  • How soon are you looking to start in a new position upon receiving an offer? Do you need to provide a notice to your current employer?
  • This position is on site only, can you commute to the location?
  • Can you work full time or part time? Do you have any scheduling restrictions? If yes, please list days and times throughout the week.


Work In person

Example 5

Audi and Porsche Beaverton are looking for a Processing Analyst to add to our award winning Sales & Finance team! The Processing Analyst is a highly clerical and process oriented position that acts as the final backstop and protection for the dealership. The essential job duties for this role include but are not limited to prepping & finalizing transaction paperwork, funding & monitoring contracts with banks, collecting checks, cash and credit card payments along with other duties as assigned. The ideal candidate will possess strong analytical skills, exceptional attention to detail, and a solid understanding of finance principles. If you are motivated, diligent, and eager to contribute to the success of our dealership, we encourage you to apply.

Responsibilities:

  • Process financial transactions, including sales contracts, lease agreements, and loan applications, with a high level of accuracy and efficiency.
  • Conduct thorough verification of financial documents, ensuring compliance with relevant regulations and company policies.
  • Analyze financial data to identify discrepancies, errors, or inconsistencies and resolve them promptly.
  • Assist customers with finance-related inquiries and provide clear explanations regarding payment terms, interest rates, and financing options.
  • Collaborate with sales and administrative teams to gather required information and ensure seamless processing of financial transactions.
  • Prepare and maintain accurate records of financial transactions, ensuring data integrity and confidentiality.
  • Assist in generating financial reports and analyzing key performance indicators (KPIs) to support decision-making processes.
  • Stay updated on industry trends, financial regulations, and best practices to ensure compliance and improve efficiency.
  • Provide administrative support to the finance department, including filing, data entry, and general office tasks.

Requirements:

  • Degree in finance, accounting, or a related field is preferred.
  • Previous experience in a finance-related role, preferably in the automotive industry, is a plus.
  • Strong numerical and analytical skills, with a keen eye for detail.
  • Proficient in using financial software and Microsoft Office suite (Excel, Word, PowerPoint).
  • Familiarity with financial regulations and compliance standards.
  • Excellent verbal and written communication skills.
  • Ability to work in a fast-paced environment and handle multiple tasks simultaneously.
  • Exceptional organizational and time management skills.
  • Strong problem-solving abilities and a proactive approach to resolving issues.
  • Integrity, professionalism, and a commitment to maintaining confidentiality.

We offer the following benefits:

  • Competitive pay plan
  • Medical, Dental, and Vision insurance
  • Life insurance
  • PTO after 90 days of employment
  • Paid Holidays
  • Career advancement opportunities
  • Paid training programs
  • Employee discount programs
  • 401K

If you are looking for the opportunity to be a part of the Audi and Porsche Beaverton family, then apply today!

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:
  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Retirement plan
  • Vision insurance
Physical setting:
  • Office
Schedule:
  • 8 hour shift



Ability to commute/relocate:
  • Beaverton, OR 97005: Reliably commute or planning to relocate before starting work Location: In person

Example 6

Waushara County Position Description

TITLE:Finance Assistant

Department:Human Services

Function: Assists in coordinating, organizing, and processing business and financial activities of the agency. Possesses a working knowledge of accounting functions, duties, and requirements within the financial unit. Responsible for the Department s time reporting, preparing 1099 report, monthly ADRC three county reconciliation & CARS/SPARC state reporting, provider insurance credentialing and other duties as assigned.

MAJOR Responsibilities:

1. Assists Financial Manager in the preparation of state reports and fiscal reconciliations, monitoring the budget and State/County contracts. Reconcile general ledger accounts and prepare journal entries as needed, year-end accruals, and 1099s.

2. Responsible for time reporting reconciliation and journal entries to redistribute payroll, including calculating Agency Management Support and Overhead (AMSO).

3. Works with the Financial Manager and county auditors on annual fiscal and program audits.

4. Lends expertise to problem solving, improved efficiency of financial procedures, and program oversight and management.

5. Assists with annual provider audit confirmations and single audit reviews.

6. Serves as back-up for the account clerk job duties, which include Medicaid, Medicare and insurance billing, processing weekly accounts payable checks and other assigned fiscal functions.

7. Responsible for all provider certifications and credentialing, maintaining and acquiring network affiliations and securing payments for services provided.

8. Monitors trends and policies relating to issues of insurance, Medicare and Medial Assistance and HIPAA. Attends workshops and meetings related to collections and communicates with staff regarding any third-party payee requirements.

9. Participates in the Financial Services Unit and All-Staff activities.

10. Performs other duties as may be requested by the Financial Manager, Clinical Services Supervisor, Deputy Director or Director.

A. Education, Training and Experience

  • Qualified candidates will hold a Bachelor s Degree or Associates Degree in a financial area of study from an accredited school in business/accounting field.
  • Two (2) or more years of accounting experience is preferred.
  • Computer skills, knowledge of computer software, and intermediate proficiency in Excel Spreadsheets are required. Knowledge of Tyler Munis and InSync software is preferable.

B. Knowledge, Ability and Skills

  • Knowledge of general ledger and governmental accounting is essential. Knowledge of computer programs including Excel spreadsheets and Microsoft Office is required. It is also necessary to have an understanding of Medical Assistance, Medicare, insurance companies, HMO s and other payment sources.
  • Must have the ability to follow complex oral and written directions, knowledge of office terminology, procedures and equipment, and have specific knowledge of general accounting practices.
  • Must have the ability to work within timelines, deadlines and under stress. Must be able to organize time, set priorities and work independently as well as cooperatively and communicate well both orally and in writing.
  • Ability to exercise independent judgment to resolve complicated or unusual problems is required. Must present a positive and professional image to public/co-workers.
  • Skills in developing rapport with customers and co-workers and assisting in problem solving are also important. An inquiring mind is a plus.
  • Must maintain regular and predictable attendance.
  • Must promote a harmonious relationship with others, including but not limited to outside agencies and county departments. Ability to perform duties and follow policies and procedures independent of direct supervision is also required.

C. Responsibility and Authority

  • Although there are no supervisory duties with this position, there is the responsibility to instruct and assist others in the financial unit.
  • In the absence of the Financial Manager, provides oversight for the financial unit programs and activities. Serves as back-up to account clerks in financial unit.
  • There is responsibility for the security of monies collected, confidential client files and the office equipment regularly used.

D. Working Conditions

  • The position is 85% sedentary and relies on knowledge/use of computer equipment. The balance of time involves walking within the office and courthouse, standing and bending. Communication with insurance companies and clientele is an essential part of the position.
  • At times angry clientele may be encountered. Reporting requirements and deadlines may be stressful.

Job Type: Full-time

Pay: From $23.62 per hour

Benefits:
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Retirement plan
  • Vision insurance
Schedule:
  • 8 hour shift
  • Day shift
  • Monday to Friday



Education:
  • Associate (Required)

Experience:
  • Accounting: 2 years (Required)

License/Certification:
  • Driver's License Location: In person
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What does a Finance Assistant do?

The role of a Finance Assistant can vary depending on the size and structure of the organization they work for.

As mentioned above, one of the key duties of a Finance Assistant is to maintain accurate financial records. This includes keeping track of spending, monitoring income and reconciling accounts. In some cases, the Finance Assistant may also be responsible for data analysis in order to identify any trends or areas that may need improvement.

In addition to this, Finance Assistants provide customer service to individuals or businesses who have questions about their accounts or billing statements. They may also be required to carry out general office tasks, such as answering phones, filing documents and handling mail.

Finally, Finance Assistants may also be responsible for financial analysis and reporting in larger organizations. This could involve preparing reports on a variety of topics, such as budgeting, taxation and auditing.

Finance Assistant skills and qualifications

These are some common skills and capabilities often required of Finance Assistants.

  • Organization. Finance Assistants must be able to keep track of many tasks and deadlines. They need to prioritize their work and stay calm under pressure.

  • Attention to detail. ​​To catch errors, a Finance Assistant must pay close attention to detail. They should also be able to double-check their work before submitting it.

  • Communication. Often, Finance Assistants need to explain financial concepts to non-financial staff members. For this reason, they must communicate clearly in writing and verbally.

  • Analytical skills. A Finance Assistant must understand and analyze financial data. They need to be able to identify trends and spot potential problems.

  • Computer skills. Strong computer skills are also necessary, as Finance Assistants often use spreadsheets and word processing programs to perform their duties.

  • Math skills. A strong understanding of math is essential for Finance Assistants, who need to calculate interest rates, discounts and other financial metrics.

  • Research skills. At times, Finance Assistants must research financial regulations or market trends. They need to find reliable sources of information and understand complex data.

  • Flexibility. The ability to adapt to change is vital for Finance Assistants, as business conditions can fluctuate, and new regulations can be enacted.

Finance Assistant experience requirements

Many Finance Assistant positions require 1-3 years of experience working in an office. Some organizations may need expertise in a specific area, such as customer service or financial record-keeping.

To advance to a finance manager job, Finance Assistants usually need 5 or more years of experience working in the field. Some employers may require a master’s degree in business administration or a related area.

Finance Assistant education and training requirements

Finance Assistant careers often begin with an associate degree in accounting or a related field. However, some employers may prefer applicants with a bachelor’s degree in business administration or finance.

Some Finance Assistants pursue certification through the Association for Financial Professionals (AFP). For example, The Certified Treasury Professional (CTP) credential is one of the most common certifications for finance professionals. To earn this credential, candidates must have at least 2 years of experience in treasury management and pass an exam.

Finance Assistant salary expectations

According to Indeed Salaries, the average salary for a Finance Assistant job in the United States is $57,061 annually. However, salaries can range from as low as $40,447 to as high as $80,500 per year, depending on experience, education and location.

Job description samples for similar positions

Looking for more information or job description samples for a Finance Assistant job? Check out these other related titles:

Frequently asked questions about Finance Assistants

What tools should a Finance Assistant be familiar with? 

Accounting software, like QuickBooks and FreshBooks, and advanced MS Excel skills are a must for Finance Assistants since they keep the company’s finances organized and understandable.

What companies employ Finance Assistants? 

Finance Assistants work for businesses and organizations in all sectors and industries to assist with financial tasks and procedures. Most often, they’re employed by a finance department in an office setting.

What are the career paths available to Finance Assistants?

Starting out in a Finance Assistant role is a smart way to jump-start a career in finance. With additional training and certification, they can become an Accounting Technician, a Finance Manager or a Chartered Accountant.

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