Finance Assistant

Writing a great finance assistant resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own finance assistant resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the finance assistant job you're after.

Resume samples

Jaleen Kassik | (573) 537-5208 | Charleston, WV


I have over 1 year of experience as a Finance Assistant. I am expert in data entry, bookkeeping, and financial reporting. I have a keen eye for detail and accuracy, which has allowed me to excel in this role. I am also highly organized and efficient, able to manage multiple tasks simultaneously with ease. In addition to my core finance skills, I also possess excellent customer service skills gained through previous roles in the retail sector. These skills come into play when dealing with clients or vendors on behalf of the company.


Finance Assistant at BB&T, WVMay 2022 - Present

  • Negotiated with vendors to reduce costs by 10%.
  • Processed invoices totaling $1.5 million per month.
  • Reconciled discrepancies on customer accounts worth a total of $300,000.
  • Analyzed financial data and created reports summarizing findings for management.
  • Trained two new employees in accounting procedures.
  • Assisted the controller in preparing the annual budget.

Finance Assistant II at Wells Fargo, WVAug 2021 - Mar 2022

  • Led the charge in developing and implementing a new budgeting system that saved the company $100,000 annually.
  • Played an integral role in streamlining the accounts payable process, which reduced processing time by 25%.
  • Successfully completed CPA exam.
  • Negotiated better interest rates on loans for 3 consecutive years, saving the company a total of $250,000.
  • Managed a team of 5 accountants and 2 support staff members responsible for all aspects of accounting operations.


Associate of Arts in Accounting at West Virginia University, WVAug 2017 - May 2021

Some skills I've learned are bookkeeping, tax preparation, and payroll.


  • Excel
  • Word
  • PowerPoint
  • QuickBooks
  • Tax Preparation Software
  • Financial Analysis

Baylie Baldivia | (472) 744-3006 | 600 N Rockledge Blvd, Rockledge, FL 32955


I have over 1 year of experience as a Finance Assistant. I am responsible for assisting the finance team with daily tasks, including invoicing, data entry, and reconciling accounts. I have excellent attention to detail and enjoy working in a fast-paced environment.


Finance Assistant at American Express, FLMay 2022 - Present

  • Successfully completed a/an finance assistant training program.
  • Assisted in the development of new financial reports and analysis.
  • Successfully implemented new accounting software system.
  • Maintained accurate records of all transactions.
  • Provided support to senior finance staff.

Finance Assistant II at Navy Federal Credit Union, FLJul 2021 - Apr 2022

  • Negotiated and secured $15 million in financing for a new factory.
  • Led the development of a new financial forecasting model which resulted in improved accuracy by 5%.
  • Managed a team of 4 finance analysts and increased department productivity by 20%.
  • Reduced company exposure to risk by hedging against currency fluctuations.
  • Implemented cost-saving measures that saved the company $250,000 per year.


Associate of Arts in Accounting at Broward College, FLAug 2016 - May 2021

I have learned how to communicate effectively with others, how to manage my time wisely, and how to complete tasks efficiently.


  • Microsoft Office
  • QuickBooks
  • Accounts Payable/Receivable
  • Bank Reconciliation
  • Financial Analysis
  • Budgeting