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financial assistant job 
description 
A typical financial assistant job description be included elements such as: 
financial assistant duties, financial assistant qualifications, financial assistant 
traits, financial assistant job information, financial assistant templates, financial 
assistant work conditions… 
Other useful materials for financial assistant career: 
• financemanagement123.com/23-free-ebooks-for-finance-management 
• financemanagement123.com/215-free-finance-management-forms 
• financemanagement123.com/16-free-tools-for-finance-management 
• financemanagement123.com/top-84-finance-KPIs 
• financemanagement123.com/top-21-finance-job-descriptions 
• financemanagement123.com/100-finance-interview-questions-and-answers
Key duties/responsibilities for financial assistant 
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.
Key job qualifications for financial assistant 
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.
Format for financial assistant job description 
A typical job description includes 4 
main part as follows: 
1. Job information 
This part includes: job title, reporting 
relationships, department, job 
location, manager/supervisor’s title, 
job code, purpose and objective of the 
job. 
2. List of main task 
3. Contents of Job Specifications 
• Knowledg/education. 
• Skill requirements. 
• Experience. 
• Abilities. Ability include physical 
ability, metal ability, aptitudes. 
4. Contents of working conditions 
• Environmental conditions 
• Job hazards / safety 
• Machine, tools and equipments
KSA model in setting up job description 
1. What is KSA model? 
KSA model is a competency model of individual. KSA is the same KSAO. 
KSA include Knowledge, Skills and Abilities (also called KSAs model) that an 
applicant must have to perform successfully in the position. 
2. Components of KSA: 
Knowledge 
• A body of information needed to perform a task. 
• For example, Human Resources Knowledge include knowledge of personnel 
recruitment, selection, training, compensation and benefits, labor relations and 
negotiation, and personnel information systems. 
Skills 
• Skills are the proficiency to perform a certain task. 
• For example, skill in operating computer peripherals such as printers. 
Abilities 
• Abilities are an underlying, enduring trait useful for performing tasks. 
• For example, oral comprehension – the ability to listen to and understand 
information and ideas presented through spoken words and sentences.
Materials for financial assistant career: 
Other useful materials for finance management 
that available at financemanagement123.com 
• Top free ebooks for finance management 
• Top free tools and techniques for finance 
management 
• Top skills for finance management 
• Top free finance job description templates 
• 5 steps to writer write an effective finance job 
description 
• 12 tips to write finance job description 
• Top 12 tips for career development 
• Top 9 career path tips 
• Top 14 career objectives 
• Top 12 career promotion tips
Useful materials (continue…) 
• Top 14 career objectives 
• Top 12 career promotion tips 
• Top 15 ways to search jobs 
• Top 7 cover letter samples 
• Top 8 resume samples 
• 110 finance interview questions with 
answers 
• 13 types of interview questions and how 
to solve them 
• 11 performance appraisal methods 
(includes appraisal templates and forms) 
• Top 28 performance appraisal forms 
• Top 12 salary negotiation tips 
• Top 9 tips to get high salary
Fields related to financial assistant: 
The above job description can be used for fields as: 
construction, manufacturing, healthcare, non profit, advertising, agile, 
architecture, automotive, agency, banking, budget, building, business 
development, consulting, communication, clinical research, design, software 
development, product development, interior design, web development, 
engineering, education, events, electrical, exhibition, energy, ngo, finance, 
fashion, green card, oil gas, hospital, it, marketing, media, mining, nhs, non 
technical, oil and gas, offshore, pharmaceutical, real estate, retail, research, 
human resources, telecommunications, technology, technical, senior, digital, 
software, web, clinical, hr, infrastructure, business, erp, creative, ict, hvac, 
sales, quality management, uk, implementation, network, operations, 
architectural, environmental, crm, website, interactive, security, supply chain, 
logistics, training, project management, administrative management… 
The above job description also can be used for job title levels: entry level 
financial assistant, junior financial assistant, senior financial assistant…

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Financial assistant job description

  • 1. financial assistant job description A typical financial assistant job description be included elements such as: financial assistant duties, financial assistant qualifications, financial assistant traits, financial assistant job information, financial assistant templates, financial assistant work conditions… Other useful materials for financial assistant career: • financemanagement123.com/23-free-ebooks-for-finance-management • financemanagement123.com/215-free-finance-management-forms • financemanagement123.com/16-free-tools-for-finance-management • financemanagement123.com/top-84-finance-KPIs • financemanagement123.com/top-21-finance-job-descriptions • financemanagement123.com/100-finance-interview-questions-and-answers
  • 2. Key duties/responsibilities for financial assistant 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.
  • 3. Key job qualifications for financial assistant 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.
  • 4. Format for financial assistant job description A typical job description includes 4 main part as follows: 1. Job information This part includes: job title, reporting relationships, department, job location, manager/supervisor’s title, job code, purpose and objective of the job. 2. List of main task 3. Contents of Job Specifications • Knowledg/education. • Skill requirements. • Experience. • Abilities. Ability include physical ability, metal ability, aptitudes. 4. Contents of working conditions • Environmental conditions • Job hazards / safety • Machine, tools and equipments
  • 5. KSA model in setting up job description 1. What is KSA model? KSA model is a competency model of individual. KSA is the same KSAO. KSA include Knowledge, Skills and Abilities (also called KSAs model) that an applicant must have to perform successfully in the position. 2. Components of KSA: Knowledge • A body of information needed to perform a task. • For example, Human Resources Knowledge include knowledge of personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems. Skills • Skills are the proficiency to perform a certain task. • For example, skill in operating computer peripherals such as printers. Abilities • Abilities are an underlying, enduring trait useful for performing tasks. • For example, oral comprehension – the ability to listen to and understand information and ideas presented through spoken words and sentences.
  • 6. Materials for financial assistant career: Other useful materials for finance management that available at financemanagement123.com • Top free ebooks for finance management • Top free tools and techniques for finance management • Top skills for finance management • Top free finance job description templates • 5 steps to writer write an effective finance job description • 12 tips to write finance job description • Top 12 tips for career development • Top 9 career path tips • Top 14 career objectives • Top 12 career promotion tips
  • 7. Useful materials (continue…) • Top 14 career objectives • Top 12 career promotion tips • Top 15 ways to search jobs • Top 7 cover letter samples • Top 8 resume samples • 110 finance interview questions with answers • 13 types of interview questions and how to solve them • 11 performance appraisal methods (includes appraisal templates and forms) • Top 28 performance appraisal forms • Top 12 salary negotiation tips • Top 9 tips to get high salary
  • 8. Fields related to financial assistant: The above job description can be used for fields as: construction, manufacturing, healthcare, non profit, advertising, agile, architecture, automotive, agency, banking, budget, building, business development, consulting, communication, clinical research, design, software development, product development, interior design, web development, engineering, education, events, electrical, exhibition, energy, ngo, finance, fashion, green card, oil gas, hospital, it, marketing, media, mining, nhs, non technical, oil and gas, offshore, pharmaceutical, real estate, retail, research, human resources, telecommunications, technology, technical, senior, digital, software, web, clinical, hr, infrastructure, business, erp, creative, ict, hvac, sales, quality management, uk, implementation, network, operations, architectural, environmental, crm, website, interactive, security, supply chain, logistics, training, project management, administrative management… The above job description also can be used for job title levels: entry level financial assistant, junior financial assistant, senior financial assistant…