Assistant, Finance Resume Sample

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Gerald Rau
628 Zion Mission,  Phoenix,  AZ
+1 (555) 661 5604

Work Experience

Executive Assistant, Finance
12/2015 - PRESENT
Detroit, MI
  • Act as systems super-user and the team’s key contact for SAP, MACCS
  • Support in reviewing and analysis of actuals, forecasts and budgets
  • Contributing toward ensuring the completeness, accuracy and timelines of all related reporting and analysis
  • Contributing to continuously improving the processes of the Business Controlling team
  • Assist in the day to day support of the CFO and SVP Finance (Def Jam Recordings, Island Records, Republic Records, Verve Label Group)
  • Maintain agendas, tasks, to-dos, and call sheet
  • Prepare, update and distribute monthly management account binders
Assistant Finance Director
08/2011 - 08/2015
Phoenix, AZ
  • Work with assigned principal investigators, faculty, or staff members to identify potential ledger discrepancies between the financial system and departmental records, providing statistical information to isolate these areas and recommend new procedures to prevent deviations or undesirable accounting trends
  • Develop key documents and templates (where needed) for use by field offices. Develop annual procurement plans for each country in collaboration with Field and HQ program staff and ensure that these plans are executed within time and budget
  • Support field offices to develop procurement pre-qualification processes and work collaboratively to execute them. Responsible for implementation of Standard Operating Procedures and provide input for continuous improvements and updates
  • Process assigned SHI claims (envelope and on-line submission) in accordance with the Staff Health Insurance rules, based on daily distribution in the range of 20-30 claims per day
  • Provide efficient administrative support related to SHI including issuance of letter of guarantee to hospitals and service providers, reply to queries and requests, and update of SHI reference and monitoring folders
  • Assist on urgent matters relating to SHI, providing back-up and support in the absence of teammembers; and
  • Ensure effective governance of the shared service office
  • Anticipate and ensure development and maintenance of robust, scalable shared service capabilities (processes, systems, internal controls, policies/procedures, organization and compliance) to support the university’s mission and goals
Assistant Finance Analyst
10/2004 - 03/2011
Chicago, IL
  • Coordinate travel arrangements and compose travel itinerary
  • Maintain schedule and coordinate with other department assistants
  • Assist department with meetings and special events
  • Streamline and manage all departments beverage order and vacation approval process
  • Ad hoc tasks that arise at request of CFO and/or SVP
  • Proficient in MS Office products – meeting set up but also powerpoint, word, and excel
  • Maintains the department accounting functions including the development and maintenance of planning and budgeting systems, analysis and interpretation of financial trends and develops easy to read presentations of financial data
  • Provides leadership and guidance to accounting support personnel to assure accuracy and efficiency of work activities in accordance with departmental policies and procedures. Interface with program managers in a team building, spirited way in order to explain complex, financial reports and to guide the program staff to use the financial reports as an accounting tool
  • Participates in the hiring, performance evaluation and discipline of staff, as appropriate. Monitors, reviews and provides technical direction to finance staff on accounting practices and departmental procedures


Strayer University - Delaware County Campus
2000 - 2004
Bachelor's Degree in Accounting

Professional Skills

  • Strong people skills and a proven record of building and maintaining successful relationships
  • Proficient computer literate skills, with strong experience of office software packages (i.e. Word, Excel and PowerPoint.)
  • Excellent interpersonal skills and ability to communicate effectively at all levels
  • Excellent influencing skills, including the ability to communicate complex process issues to non-technical people
  • Computer skills and financial/accounting skill as described above required
  • Strong communication skills and a ‘can do’ attitude
  • Strong interpersonal skills, confident dealing with people across seniority levels and departments

How to write Assistant, Finance Resume

Assistant, Finance role is responsible for excel, organizational, organization, interpersonal, advanced, software, research, powerpoint, microsoft, trading.
To write great resume for assistant, finance job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Assistant, Finance Resume

The section contact information is important in your assistant, finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Assistant, Finance Resume

The section work experience is an essential part of your assistant, finance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous assistant, finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular assistant, finance position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Assistant, Finance resume experience can include:

  • Strong analytical skills, preferably with experience in Oracle/SAP
  • Attention to detail with good organizational skills
  • Enhanced organizational skills with ability to multi-task and prioritize
  • Experience managing multi-site financial controls and demonstrated history of increasing responsibilities in financial leadership
  • Insane organizational skills with time-management down to a tee
  • Planning Cycle/Calendar experience

Education on an Assistant, Finance Resume

Make sure to make education a priority on your assistant, finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your assistant, finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Assistant, Finance Resume

When listing skills on your assistant, finance resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical assistant, finance skills:

  • Excellent organizational skills, critical thinking skills, and the ability to address multiples priorities, and meet deadlines
  • Effectively manage multiple priorities while supporting daily office operations
  • Outstanding organizational skills are necessary to manage many competing timetables and responsibilities
  • Outstanding interpersonal skills, ability to handle sensitive human resources issues
  • Experience in financial shared service environment or consulting experience
  • Prior experience in the Finance industry (preferably 3+ years)

List of Typical Experience For an Assistant, Finance Resume


Experience For Assistant Finance Analyst Resume

  • Outstanding planning and organizational skills and meticulous attention to detail
  • Advanced MS Office skills specifically Excel
  • Demonstrate the company's 'Winning Ways of Working'
  • Oversee the development of cross functional processes/and or structures that improve the efficiency and effectiveness of operations and financial reporting
  • Experience of providing financial support to Sales functions (desirable)
  • Establish goals and priorities within the office
  • Experience in a similar role with associated finance and broad business knowledge (preferably in financial services)

Experience For Executive Assistant, Finance Resume

  • Manages all aspects of the VP’s calendar to ensure meetings are prioritised with internal and external clients/business partners as appropriate
  • Be proactive in identifying and managing conflicts in advance of future scheduled events, travel arrangements, and change in priorities
  • Maintain calendars and coordinate meetings, webinars, and conference calls. Prepare agendas, publish minutes, and prioritize schedules as necessary
  • Prioritize and execute preparation of budgetary information, staff communications, information requests and document maintenance
  • Regularly review processes and reporting suite to improve effectiveness and drive a continuous improvement culture
  • Arranging audio & video conference calls and scheduling meetings
  • Billing/expense tracking and approval coordination
  • Planning & heavy calendar management; making considered and appropriate judgments

Experience For Assistant Finance Director Resume

  • Managing up to 25 accounts with an annual budget of ~$10M
  • Providing support for three directors
  • Organizing meetings and events with both internal and external participants
  • Responding to numerous ad hoc financial requests from local and regional stakeholders around results and forecasts
  • Supporting key business projects and ad-hoc analysis and insight as required
  • Ownership of fixed cost lines, including Common Area Maintenance, Repairs & Maintenance, Utilities, Point of sale and Insurance totalling over $11m per annum

Experience For Assistant Finance Resume

  • Assist in the completion of monthly forecasting across the business, providing value added analysis and commentary
  • Assistant on the analysis and control of Marketing Spend via liaising with Financial Shared Services
  • Sound commercial acumen – being cost aware and seizing commercial opportunities
  • Responsible for ensuring the data is maintained in an accurate and timely manner and meets the changing needs of the business
  • Contribute to producing the monthly financial Underwriting P&L
  • Manage calendars, meeting scheduling, travel coordination and other routine administrative tasks for CFO

Experience For Team Assistant, Finance Resume

  • Management of complex calendaring and scheduling
  • Support the compiling of budgets and other regular forecasting requirements in line with the agreed timetable in conjunction with management
  • Assist Business Partners and the Head of FP&A with problems of outstanding areas and carrying out one off projects as required
  • Be point of contact for clients and university partners regarding complex issues and lead resolution process
  • Flexibility within changing environments
  • To assist the Senior Commercial Analyst in ensuring that all business decisions have financial integrity and investigate associated risks and opportunities
  • Regularly review processes and reporting suite to improve accuracy and efficiency and drive a continuous improvement culture
  • Completed the data needed for uploading in the OLAP Cubes
  • Take the lead in delegating tasks to FAS

Experience For Student Assistant, Finance Resume

  • Attendance in FRSC team monthly meeting
  • Maintain frequently changing calendar for Director through Outlook
  • Administration, coordination and/or tracking of various projects, files, and initiatives
  • Assist with entry level financial reporting and data entry as needed
  • Pragmatic approach to ways of working
  • Comprehensive knowledge of Microsoft Excel, including knowledge of formulas and data manipulation (sumif, vlookup, pivot tables, etc)
  • A seeker of actively finding ways to improve processes
  • An eye for detail, commercially minded and passionate about adding value

Experience For Executive Assistant Finance Resume

  • Work in a high pressured and ever evolving environment
  • Space planning for teams
  • Ensure scheduled reports are produced on time and efficiently, Hi-tree and other monthly or quarterly reporting
  • Input/update budget/forecast in BPC Planning Finance system
  • Cross learning from the FP&A team to cover when they are on holiday/sick

Experience For Assistant, Finance / Marketing Operations Resume

  • Hires, trains, supervises, and motivates subordinate staff members; regularly conducts performance reviews with employees, determines areas for additional training, develops training programs, and monitor effectiveness of training. Establishes and monitors performance standards for areas with the department
  • Develops effective working relationships with constituents, vendors, and university partners, including but not limited to Accounts Payable, Procurement, and the Office of the Comptroller
  • Provide oversight of performance management process & reporting
  • Actively manage senior level stakeholder relationships
  • Monitor continuous improvement activities; oversee the development of process and gap analyses; understand and apply best practices; play a hands-on role in proposing and testing solutions
  • Identifies emerging technology in shared services and evaluates its application in GW environment by providing senior management with the analysis necessary for business decision purposes
  • E-mail management, including delegation and resolution of matters that can be handled by the EVP’s team

Experience For Ccar-executive Assistant, Finance Group Resume

  • Hard-working, ability to multi-task
  • Own business continuity plan ensure plan is updated annually
  • Honest, Ethical, Integrity beyond reproach, ability to exercise discretion about confidential matters
  • Works well under high pressure environment
  • Be calm under pressure
  • Comfortable with some personal work
  • Handle confidential matters professionally
  • Assists with the technological processes for the office to include making recommendations regarding the office’s computing needs for analysis and/or reporting improvements; troubleshoots system problems. Serves as an office technology resource
  • Liaise with the CFO’s Executive Assistant regarding document signatures

Experience For Assistant Finance Controlling Manager, Corp Resume

  • Travel arrangements, including overseas travel and itineraries
  • Collaborate with stakeholders to administer Construction In Progress account and reporting of capital spend
  • Support Senior Finance Analyst with the production of capital approval requests, running financials, presentation preparation and research
  • Review of weekly trading reports
  • Assist in the preparation of the annual budgets and strategic planning

List of Typical Skills For an Assistant, Finance Resume


Skills For Assistant Finance Analyst Resume

  • Strong Microsoft office skills in particular advanced knowledge of MSExcel
  • Strong Microsoft office skills, in particular advanced knowledge of MS Excel
  • Excellent analytical skills to assimilate, understand and provide insight on key pieces of MI
  • Strong excel and other desktop skills
  • Proven experience of collaboration across departments
  • Effectively perform detailed analysis and big picture assessments of company processes

Skills For Executive Assistant, Finance Resume

  • Proven experience of relationship management internally and externally
  • Exceptional organization, time management skills and ability to multi-task
  • Advanced MS Office skills specifically Excel (VBA desirable)
  • Effectively represent the organization as appropriate
  • Consolidating and/or preparing reports and materials for executive meetings, including senior business reviews

Skills For Assistant Finance Director Resume

  • Studying towards AAT/other accounting qualification or competency through relevant experience
  • Designing effective SBU control procedures and standard work instructions
  • Studying towards professional experience (CIMA/ACCA or international equivalent)
  • Experience of financial reporting and forecasting within the media, entertainment or publishing industry desirable
  • Demonstrated success leading/mentoring a team to fulfill stated objectives
  • Experience working as a liaison between multiple parties including upper management

Skills For Assistant Finance Resume

  • Excellent ability to multi task in a fast past environment; ability to work across departments with sometimes challenging people
  • Demonstrated facility with Microsoft Office Suite applications, including Word, Excel, Outlook, Project and Power Point
  • Experience of providing administration support in at least one organisation
  • Three (3) years of supervisory or lead experience over a general accounting function
  • Experience working at an international scale for a large, tech, and/or start-up company
  • Experience working in a multi-national organisation beneficial
  • Proven ability to meet stringent reporting deadlines

Skills For Team Assistant, Finance Resume

  • At least six years of experience in accounting and finance related roles
  • Experience with making the impossible happen (e.g. executive admin support, complex logistics management, etc)
  • Work successfully in a team environment and build effective working relationships inside and outside the group
  • 8+years of experience assisting at the executive level
  • Strong working knowledge of Microsoft Suite (Outlook, Word, Excel, PowerPoint and SharePoint)
  • Consolidate and prepare information and presentations, with great attention to detail, accuracy and quality, using Microsoft Office suite of tools
  • Highly proficient knowledge of Microsoft tools, including Outlook, Word, Excel, PowerPoint and SharePoint. Website design and maintenance experience helpful
  • Prioritise workloads in accordance to deadlines set
  • Be a strong partner to SVP to ensure the right level of organization

Skills For Student Assistant, Finance Resume

  • Relevant analytical experience
  • Experience of providing financial support to Marketing function (desirable)
  • Demonstrate the company’s ‘Winning Ways of Working&#8217
  • Well organized clear communicator, with strong attention to detail
  • Do monthly consolidation of Ledger Extract of all WV Offices. Develop & use technology tools (Monarch) to facilitate process
  • Do validation of data uploaded in OLAP Cubes in coordination with the data warehouse administrator
  • Do detailed validation to standardize the account & transaction codes used by the national offices in their database

Skills For Executive Assistant Finance Resume

  • Provide validation and reconciliation of issues/discrepancies in various analyses
  • Do weekly updates on the consolidation of CY & MY LEAP Budget templates submitted by offices
  • Document results of gathered information and consolidation and analyses for further enhancement and future project of FRSC
  • Assist in the consolidation and production of the monthly management pack, including analysis and commentary
  • Previous experience within a financial analysis function desirable, ideally in a project environment
  • Cognos (IBM) experience desirable
  • Studying, or planning to begin studying, for a professional accounting qualification (ACCA, CIMA, or equivalent)
  • Drawing up the function’s provisional plans and budgets according to Launch plans
  • Monitoring Business Drivers spending and Turnover

Skills For Assistant, Finance / Marketing Operations Resume

  • Providing direct management of FP&A activities, including 1 financial manager
  • Collating and circulating updates for internal memos, reports and documents
  • Processing invoices and expenses using the Oracle accounts software
  • Suggesting to managers’ action to achieve the growth and profitability targets that have been fixed (investment choices, etc)
  • Leading the implementation of Revenue Recognition standard 606 across the SBU
  • Understanding of materialist and risks
  • Dealing with third parties, employees and senior managers either on the telephone, in person or via email in a professional manner
  • Filing, both electronic and physical
  • Posting of monthly business impact journals (Accruals, stock write off etc)

Skills For Ccar-executive Assistant, Finance Group Resume

  • Occasional training coordination and management (including promotion of training, setup, scheduling, speaker coordination and presentation content updating)
  • Meetings – planning, arranging, preparing documents and attending to take minutes
  • Assist in the collating and production of the forecasting and budgeting for selected business group including analysis and commentary
  • Advises the Director of Finance on existing and evolving operating/financial issues
  • General understanding of Accounting Department operations and reporting responsibilities
  • High level understanding of accounting principles and financial reporting methods

Skills For Assistant Finance Controlling Manager, Corp Resume

  • Ownership of extracting and manipulating the data from the operating platform to report to the business
  • Support the FM in the EMEA Home Entertainment Forecasting and Planning process (Quarterly Forecasting, AOP and 5YP) within EMEA and Studio deadlines
  • Assist in the closing of month end accounts and reporting and providing commentary on P&L variances versus budget and forecast
  • Occasional meeting attendance for note taking and action item tracking
  • Ownership of several variable cost lines, including Visual Merchandising, Outside Services and Communications totalling over $13m per annum
  • Plan and coordinate international and domestic business travel, assuming responsibility for planning the itinerary and ensuring requirements are met

List of Typical Responsibilities For an Assistant, Finance Resume


Responsibilities For Assistant Finance Analyst Resume

  • Solid skills in Microsoft Office products, Word, Excel, PowerPoint and boardroom technologies
  • Proven knowledge and understanding of process engineering
  • Proven attention to detail with an emphasis on accuracy
  • Experience as an administrative assistant or receptionist
  • Skilled in Microsoft Word, Excel, PowerPoint and Outlook
  • Prioritise and manage workloads with tight deadlines
  • Strategic Interpretation of Financial results experience

Responsibilities For Executive Assistant, Finance Resume

  • Strong Microsoft Office, Excel (Advance), Word, Powerpoint ability
  • Finance exposure/experience beneficial
  • Support of cost centre control (including monthly accounting and forecasting analysis)
  • Develop proficiency in the use of Teleflex Audio Visual technologies to aid in setting up, and providing operational support for Finance Meetings
  • Review of key reporting information including dashboards
  • Update content on department collaboration sites as required. Coordinate approvals and tracking of outside services using Serengeti system
  • Consistently anticipate and act upon needs of assigned executive based on current business initiatives, exercising discretion and independent judgment
  • Perform work of a confidential and proprietary nature exercising discretion, professionalism and confidentiality

Responsibilities For Assistant Finance Director Resume

  • Arrange domestic and international business travel, including necessary reservations
  • Prepare, process, and complete expense reports for assigned staff through the Concur expense reporting system
  • Develop and process presentations, letters, documents, spreadsheets, charts, and reports using Microsoft Office software
  • Maintain existing and create new files, contact lists, itineraries, and mailings as needed
  • Monitor deadlines and track progress toward task completion, communicating with management as appropriate
  • Deliver a professional and courteous manner when dealing with Senior Leadership Team (SLT) and Business Unit counterparts

Responsibilities For Assistant Finance Resume

  • Coordinate travel arrangements/expense reports and invoice processing for the SVP and members of the team
  • Follow up with markets to ensure timely reporting of New Releases to key stakeholders
  • Assists the assigned department leadership to meet deadlines and provide support in managing projects
  • A “can-do” attitude that focuses on getting the job done
  • Be responsible for the accurate monitoring of fiscal year charity budget and payments
  • Prepare expense reports and maintain supporting documentation
  • Review of engineering change costs and other expenditure requests to confirm alignment with project budgets
  • Accurate update and accounting of cost changes in project trackers/documents

Responsibilities For Team Assistant, Finance Resume

  • Support of resource planning, review and analysis
  • Assistance with preparation and posting of monthly accruals / pre-payments
  • Perform daily entries for vendor’s payment
  • Establish relationships with PAs and other admin staff across the business in all locations
  • B.A./B.S. from 4 year college/university
  • Assist in providing analysis and commentary on financial performance to assist growth, improve profitability and support decision making and accuracy of underlying information
  • Assist with financial modelling as required on major strategic initiatives or M&A opportunities
  • Prepare materials and presentations for meetings
  • Process and complete expense reports

Responsibilities For Student Assistant, Finance Resume

  • Coordinate as needed with 3rd party vendors
  • To support the Senior Commercial Analyst in the delivery of reporting and analysis to the business, ensuring key commercial information is communicated effectively with insight in order to aid understanding and support decision making
  • To provide accurate, timely weekly/periodic analysis, to the Marketing Function, for both regular KPI’s, sales forecasting and analysis of key trading days
  • Ad-hoc projects, analysis and insight as required
  • Exposure to any BI Tools (i.e. COGNOS, SAS…
  • Work well under pressure and in a fast pace environment
  • Part Qualified CIMA / ACCA / ACA (desirable)
  • Do detailed work on project-related reports and compliance and documentation of issues
  • Data uploaded in the cubes are accurate

Responsibilities For Executive Assistant Finance Resume

  • More accurate project-related analyses
  • Completed the data needed for various analyses
  • Documentation of the Project FR discrepancies and other related concerns
  • Prepare DTR on a monthly manner
  • Actively participate in prayer/chapel time
  • Other tasks deemed necessary in the fulfillment of the objectives of the team
  • Provide orientation & technical directions to FAS on year-end related tasks
  • Accomplished DTR for approval by the immediate supervisor
  • Provide administrative support to Finance Director

Responsibilities For Assistant, Finance / Marketing Operations Resume

  • Proactively anticipates the needs of the VP in a dynamic and fast paced environment
  • Arrange in-house and offsite meetings, ensuring meeting rooms are reserved with appropriate AV/Teleconferencing equipment and any food and beverage requirements
  • Coordinate domestic and international travel arrangements (flights, cars, hotel, etc.) with attention to quality and detail
  • Process multi-currency expense reports accurately and efficiently
  • Compose and edit a variety of professional documents (email, agendas, minutes, presentations, memos, spreadsheets, etc.), both internal and external to the organization
  • Identify and implement opportunities to reduce executives’ administrative tasks
  • Familiarity of SharePoint administration for various SharePoint sites

Responsibilities For Ccar-executive Assistant, Finance Group Resume

  • Provide a high level of confidentiality, professionalism and quality of all work products throughout the year
  • Schedule periodic meetings to review administrative activities, changes, future needs and progress against open items
  • Answer and respond to telephone inquiries, direct calls
  • Draft, proof and edit memos / PowerPoint presentations
  • Works with the Finance Director to be the primary resource for all Contract Management-related detailed functions for Finance Division Department of Contract Management

Responsibilities For Assistant Finance Controlling Manager, Corp Resume

  • Designs and supervises maintenance of Contract Management System and Patient Payment Estimator workflow for reports, analyses, models, and presentations related to shared services areas
  • Identifies need for process improvements and provides training to close competency and quality gaps in performance
  • Serve as the main contact for Licensees to ensure timely reporting and analysis of forecasts and actuals
  • Provide weekly updates to Burbank for the Global Weekly Snapshot report
  • Manage interactions at all levels of the organization, internal and external partners and vendors

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