Financial Associate from Tri-Starr Personnel

Finance Associate Job Description Template

We are looking for a detail-oriented finance associate to assist our senior management with day-to-day financial procedures. You will be managing account records primarily in QuickBooks format, revising and updating financial reports, and preparing financial data for audits, reviews, and taxation.

To ensure success as a finance associate, you should possess in-depth knowledge of best practices in financial management and experience in a similar environment. An outstanding finance associate will be someone whose expertise results in accurate financial reporting and efficient account management.

Finance Associate Responsibilities: Assisting with the preparation of operating budgets, financial statements, and reports.

• Checking account balances, and approving purchases.
• Advising management on best practices related to fiscal procedures.
• Managing account records, issuing invoices, and handling payments.
• Collaborating with internal departments to reconcile any accounting discrepancies.
• Analyzing financial data and assisting with audits, reviews, and tax preparations.
• Updating financial spreadsheets and reports with the latest available data.
• Reviewing existing financial policies and procedures to ensure regulatory compliance.
• Providing assistance with payroll administration.
• Keeping records and documenting financial processes.

Finance Associate Requirements:

• Bachelor's degree in finance, accounting, or in a related field.
• At least 2 years experience working as a finance associate.
• Proficiency in integrated financial management software, specifically QuickBooks and MSExcel
• Extensive knowledge of accounting standards, fiscal procedures, and applicable tax codes.
• Exceptional attention to detail and strong work ethic.
• Excellent collaboration and communication skills.
• Great analytical and problem-solving abilities.
• Superb organizational and time-management skills.