Financial assistant job description

Financial assistant job description

This post includes contents of job profile/title such as: job purpose/role, job functions, key duties/responsibilities/tasks list and other documents related to Financial assistant position.

You also ref top job materials for Financial assistant as below (at the end of this post):

• Top 23 finance job descriptions
• Top 9 skills for finance positions
• Top 12 books for finance management
• 100 finance interview questions

Key duties/responsibilities of Financial assistant

You can ref some job descriptions for Financial assistant as follow:

Job description sample 1

1. To investigate and answer routine queries arising from Budget Holders, Management and other Finance staff as well as external bodies (including the Inland Revenue, other Trusts, Reporting agencies and suppliers).

2. To be aware of Trust policy and relevant legislation (principally the Data Protection Act) with regard to Client confidentiality and communicate appropriately.

3. To develop and maintain a good knowledge of the Trust’s processes and procedures and the accounting system relating to the activities of a section of the Finance directorate (see sections below).

4. To have knowledge and awareness of the application of relevant national accounting standards and NHS Finance Initiatives e.g. Payment by Results, Agenda For Change, etc.

5. To attend finance meetings and document key information and decisions as required.

6. To apply basic accounting knowledge and techniques to all areas of work, including the production of journals, routine costing and variance analysis.

7. To perform financial calculations to support financial transactions relating to a section of the finance directorate.

8. To analyze basic financial information in response to queries from Managers, suppliers and customers.

9. To identify and resolve errors and discrepancies.

10. To be able to process high volumes of information while also evaluating the data’s relevance for inclusion in costing and other reports.

11. To plan, organize and manage own workload to ensure your contribution to the Trust’s monthly financial reporting process is achieved in a timely and accurate manner.

12. To input accounting data into the accounting system with speed and accuracy.

13. To be aware of the needs of patients within the Hospital environment and to act courteously at all times.

14. To be responsible for following national NHS Accounting guidelines and relevant legislation as incorporated in the established internal policies and procedures of the Trust.

15. To suggest changes to internal department procedures as identified and be involved in the continuous improvement development of processes.

16. Monitors and contributes to the drawing up of budgets during the yearly budget setting process.

17. Collates and records cheque payments and/or cash as received.

18. To provide induction training to new Finance trainees and demonstrate own activities.

19. To create, develop and maintain accounting spreadsheets used in the Finance function.

20. Assist in the upkeep of department journal logs, database of budgeted staff costs and recharges.

21. To maintain departmental storage and retrieval systems.

22. To undertake periodic audit of own work and report on areas of possible improvement.

23. To be guided by standard procedures, good practice & precedents and is expected to understand what results or outputs are required.

24. To ensure that work is performed in accordance with Trust processes and procedures and to refer to line managers for guidance as required.

25. To spend significant periods of the working day sitting at a workstation inputting and viewing data (in excess of ¾ of the working day).

26. To be able to work in a busy office environment, demanding high levels of concentration while inputting, checking and making calculations, while also coping with frequent interruptions, e.g. responding to staff/customer enquires.

27. To sometimes work long and irregular hours in order to meet the finance accounting service commitment to internal and external clients, taking into account any staff sickness or absences.

28. To occasionally deal with potentially distressed staff and budget holders in a calm and professional manner.

29. To maintain a pleasant outward disposition.

30. To more or less continually use a VDU and a keyboard for much of each day for the purposes of communication and work completion.

31. Infrequent requirement to retrieve documents from a storage area that is likely to be less clean than a typical modern office environment.

Job description sample 2

1. Provides day-to-day financial & accounting support using an advanced knowledge of Excel skills and analysis;
2. Uses Cognos GL008 and GL005 reporting tools to generate monthly budget forecast spreadsheets and confer with Business manager in identifying questionable charges and line entries;
3. Assists in troubleshooting and resolving ledger and budget account issues;
4. Prepares monthly dashboard for the Director of Business Operation’s use in financial reporting;
5. Prepares, submits and ensures successful posting of monthly revenue journals prior to accounting month end;
6. Updates financial calendar, spreadsheets, templates and forms as necessary, monitor submissions and prepare other specialized financial reports, charts and presentation materials as needed;
7. Lead RFID reporting development;
8. Assist in reviewing financial transactions some of which may be complex in size or account duration;
9. Benchmarks peer institutions on per diem and special service rates as required during rate review periods and when needed;
10. Manage Executive Director’s calendar and scheduling and provide other administrative support as needed;
11. Prepare power point presentations for the Director, Business Operations and the Executive Director;
12. Manage cell phone reimbursement and registration/documentation process for all CCM business cell phone users;
13. Manage parking passes including purchasing, tracking and proper distribution;
14. Manage documentation of NU Services motor pool expenses;
15. Manage departmental petty cash;
16. Track and manage monthly answering service and payment;
17. Performs other duties as assigned.

Job description sample 3

1. Drafts preliminary financial sections of proposals.

2. Reviews all proposals for accuracy, completeness, and compliance to grantor and University requirements and regulations.

3. Monitors, controls, and maintains financial activity of accounts. Ensures expenditures are posted to proper accounts. Identifies, researches, and corrects questionable expenditures.

4. Serves as the principal source of information on financial policies and procedures and financial activity.

5. Reconciles and analyzes financial statements. Prepares standardized and specialized financial reports and analyses.

6. Oversees and instructs support staff.

7. Oversees the maintenance of financial records and files.

8. Assists with the development and implementation of systems and procedures.

9. May calculate weekly payroll for department staff.

10. Performs clerical functions incidental to accounting activities.

Tips to write Financial assistant job description

Top 7 job description forms.

5 steps to writer write an effective Financial assistant job description.

12 tips to write Financial assistant job description.

• Base on the above job description, you can set up: Financial assistant daily tasks for job levels (such as entry level, junior, senior…), monthly tasks, weekly activities, Financial assistant KPIs, Financial assistant KRAs, Financial assistant job objectives/goals, job standards/requirements, job specifications/qualifications.

Financial assistant qualifications needed, job specification

You can use the KSA model (this model to identify key/core competencies/competency profile for Financial assistant ) to determine job criteria for Financial assistant position. Financial assistant’s job standard includes the following elements:

1. Education, knowledge requirements (includes diplomat, degree, certification, training courses…)
2. Experience: (in KSA model, we use skills, not use experience).
3. Skills list/required (includes technical skills, soft skills, hard skills, management skills).
4. Abilities, attributes, traits, qualities:
5. Other characteristics: A general category for other personal như Factor personality, willingness, interest, motivation and licenses …

Below is list of Financial assistant qualifications:

1. A high school diploma or equivalent or the equivalent combination of education, training and experience from which comparable skills can be acquired;
2. Basic knowledge of accounting or financial principles;
3. Three years’ accounting & bookkeeping experience or the equivalent combination of education & experience;
4. Solid working knowledge of MSOffice.
5. An associate’s or bachelor’s degree in accounting, finance or other business related field or the equivalent combination of education, training and experience from which comparable skills can be acquired;
6. Excellent computer skills with advance MSOffice skills particularly Excel;
7. Familiarity with financial reporting and forecasts;
8. Some on-hand experience with NUFinancials.

Financial assistant career advice

Below are top useful guides for Financial assistant career:

Top 9 skills for finance positions
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• Top 23 finance job descriptions
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Financial assistant job search tips

Below are top materials for Financial assistant job application:

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• Top 8 interview thank you letter samples

Financial assistant performance appraisal

• Financeing management KPIs (this post includes metrics to measure Financial assistant performance)
• 11 performance appraisal methods (includes appraisal templates and forms)
• Top 28 performance appraisal forms
• Finance management KRAs/scorecard

Financial assistant wages, salary

Below are useful materials for Financial assistant wages, salary:

• Top 12 salary negotiation tips
• Top 9 tips to get high salary

Fields related:

The above job descriptions can be used for fields: budget, education, dealership, foundation, fcmg, grants, global, group, international, NGO, non-profit, regional, personal, treasury, trade, school, suplly chain, advertising, affiliate, aflac, airline, auto, automotive, b2b, bank, banquet, beauty, branch, business, car, commercial, country, design, digital media, direct marketing, distribution, ecommerce, enterprise, event, export, fashion, field, financial, freight, group, healthcare, hospitality, hotel, ICT, insurance, internal sales, internet, it, logistics, marketing, media, mortgage, new car, online sales, outside sales, parts, patient, pharmaceutical, project, retail, sales, services, software, technical, territory, web…

If you need more free Financial assistant job description forms/templates/formats in details, please leave comments at the end of this post. You also can save as this free file as pdf/doc or download free career, KPI ebooks at sidefinance. Update: 2014.

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