Financial Assistant

Writing a great financial 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 financial 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 financial assistant job you're after.

Resume samples

Azucena Kollins | (184) 336-7886 | 810 W 7th St, Bloomington, IN 47404


I am a highly motivated professional with over 1 year of experience in the financial industry. I have a proven track record of providing support to senior management, as well as handling all aspects of accounting and finance for my previous employers. I possess excellent communication skills, both written and verbal, which has allowed me to effectively interface with different departments within an organization. My analytical abilities enable me to quickly identify problems and recommend solutions that improve operational efficiency. As a result of my diverse skill set, I am confident that I can provide value and contribute to the success of any organization


Financial Assistant at JP Morgan, INApr 2022 - Present

  • Successfully managed and reconciled accounts for 50+ clients with a total value of $5 million.
  • Coordinated annual tax preparation for 100 individual and business clients.
  • Processed payroll bi-weekly for 60 employees.
  • Maintained up-to-date records of all financial transactions using QuickBooks Pro software.
  • Researched and resolved discrepancies in client account balances.

Financial Assistant II at Wells Fargo, INAug 2021 - Mar 2022

  • Successfully completed daily tasks and responsibilities with little to no errors.
  • Input data into spreadsheets with 100% accuracy.
  • Maintained up-to-date records of all financial transactions.
  • Generated monthly reports detailing all income and expenditures.
  • Assisted in the development of budgets for upcoming projects/events.


Associate of Arts in Accounting at Ivy Tech Community CollegeAug 2016 - May 2021

The skills I've learned while studying Associate of Arts in Accounting are double-entry bookkeeping, balance sheets, income statements, and cash flow statements.


  • Microsoft Office
  • QuickBooks
  • Accounts Payable/Receivable
  • Banking Procedures
  • Financial Analysis
  • Budgeting

Edra Kolessar | (118) 957-6120 | Detroit, MI


I am a financial assistant with over 1 year of experience. I have experience in managing finances, preparing reports, and assisting in the budgeting process. I am skilled in QuickBooks and Excel, and have a strong attention to detail. I am able to work independently as well as part of a team.


Financial Assistant at First National Bank, MIApr 2022 - Present

  • Negotiated and secured a $15,000 line of credit for the company.
  • Achieved a 97% customer satisfaction rating.
  • Reduced late payments by 10%.
  • Processed an average of 200 invoices per week.
  • Maintained updated records of all financial transactions.

Financial Assistant II at Chase Bank, MIAug 2021 - Mar 2022

  • Successfully completed daily tasks with little to no errors for 3 months.
  • Achieved a 96% accuracy rating on all monthly reports.
  • Assisted in preparing the budget for the upcoming fiscal year.
  • Successfully trained 2 new employees in the financial department.
  • Worked closely with auditors during annual audit and provided them with requested information promptly.


Associate of Arts in Accounting at University of MichiganAug 2017 - May 2021

Some skills I've learned are bookkeeping, preparing financial statements, and tax accounting.


  • Math
  • Microsoft Office
  • QuickBooks
  • Accounts Payable/Receivable
  • Bank Reconciliations
  • Financial Statements