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Finance Assistant Job Description

What does a Finance Assistant do?

A Finance Assistant works in the accounting or finance department. Finance Assistant responsibilities include preparing financial statements, financial reporting, and updating financial spreadsheets. Finance Assistants typically report to a Finance Manager.

Our Finance Assistant job description includes the Finance Assistant responsibilities, duties, skills, education, qualifications, and experience.

Finance Assistant Example


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If you need an example job description for a Finance Assistant download the one below, alternatively we have many other Finance job description samples and a job description library with over 3000 job descriptions templates that you can download for free.

What does a Finance Assistant do?

A finance assistant provides assistance in maintaining financial records. Finance assistants are responsible for updating financial spreadsheets, draughting spreadsheets, and reviewing and reconciling bank statements.

Finance Assistant Role

We are recruiting for a Finance Assistant to support our financial department. As Finance Assistant the responsibilities will include processing payments, updating financial records, and managing invoices.

To be succeed as a Finance Assistant, you should have strong knowledge of bookkeeping and accounting principles, good organisational skills, and working knowledge of accounting software. Ultimately, a top-notch Finance Assistant should have integrity, excellent mathematical skills, and an understanding of data privacy standards.

Finance Assistant Duties

  • Degree in Accounting or Finance.
  • Excellent knowledge of MS Excel and accounting software.
  • Strong knowledge of bookkeeping.
  • Good organisational skills.
  • Strong analytical skills.
  • Detail-oriented.
  • Excellent time management skills.

Finance Assistant Requirements

  • Manage and Oversee client accounts.
  • Process and prepare financial statements.
  • Create, send and following up on invoices.
  • Collect and review data for reports.
  • Review and performing audits on financial statements and reports.
  • Report discrepancies.
  • Prepare payments for employees.
  • Suggest improvements on accuracy, efficiency, and reducing costs.
  • Degree in Accounting or Finance.
  • Excellent knowledge of MS Excel and accounting software.
  • Strong knowledge of bookkeeping.
  • Good organisational skills.
  • Strong analytical skills.
  • Detail-oriented.
  • Excellent time management skills.

Finance Assistant Qualifications

The education and qualifications of a Finance Assistant might include the following:

  • A Bachelor’s Degree in Finance, Accounting, or Business Studies
  • Two A Levels
  • At least two GCSEs, including English and Maths

Finance Assistant Desired Experience

The relevant experience of a Finance Assistant might include working in similar roles such as Finance Clerk or Accounting Technician, where the individual could develop their computer skills and attention to detail by completing accounting tasks.

Finance Assistant Training

Possible training of an excellent Finance Assistant candidate might include:

  • Assistant Accountant Advanced Apprenticeship
  • Level 2 Certificate in Accounting
  • Level 2 Certificate in Bookkeeping
  • Level 3 Professional Diploma in Financial Studies
  • T Level in Accounting
  • The London Institute of Banking and Finance Membership

How to write a Finance Assistant Job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

A job description informs the reader about a job, whereas a job advert’s main objective is to sell the job opportunity to attract as many suitable applicants possible. A job advert maybe the first touch-point a candidate has with your company so it is important to create a great impression.

Job Advertisements should enticing, so considering using short, exciting language which get the reader’s attention.

How to write a Finance Assistant Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

Job Description Advice - Guidance on How to Personalise a Finance Assistant Job Specification

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

Job Description Tips - Help on formatting a Finance Assistant Job Specification

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company's culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.

How to Hire a Finance Assistant

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

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