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5 Financial Assistant Resume Examples...

5 Financial Assistant Resume Examples & Guide for 2024

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All resume examples in this guide

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INDUSTRY STATS

According to the U.S. Bureau of Labor Statistics, Financial Assistant positions are at a 5% growth rate, which is slower than average. With that said, there are currently 275,200 jobs in the market right now. The total number of jobs is expected to increase by 12,600 to 287,800 in the period of 2020-30.

What’s more, the median annual wage for the Financial Assistant jobs was $89,330 in May 2020. The lowest 10% earned less than $44,100, and the highest 10% more than $208,000.

Our conclusion? The Financial Assistant job market is wide open for candidates.

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Top financial assistant sections that make the best resume

  • Header
  • Professional summary
  • Experience (with numbers and results)
  • Relevant skills
  • Education
  • Certifications

Writing a memorable experience section: financial assistant resume edition

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Checklist: ways to make your experience section stand out
  • Find balance: use 4-6 bullet points per position;
  • Include positions that are relevant to the job you’re applying for;
  • Use action verbs when describing your responsibilities and results;
  • Highlight your achievements by adding numbers to them (e.g. instead of saying “achieved a steady increase in…”, say “achieved an X% increase in…”);
  • Prove that you’re willing to work hard, both individually and in a team.

We’ve gathered the most impressive Financial Assistant experience sections from real Enhancv resumes. Check them out for some additional inspiration!

Work Experience
Financial Assistant
ABC Financial Planning
01/2019 present
  • Managed and maintained client data and accounts, ensuring accuracy and completeness of information.
  • Assisted in the preparation of financial reports, statements, and other documents for clients.
  • Developed and implemented new procedures to streamline operations, resulting in a 20% increase in efficiency.
  • Performed research and analysis on financial markets and products, providing valuable insights to the Financial Planners.
  • Maintained an excellent telephone manner, responding to queries and providing support to clients and colleagues.
  • Contributed to the growth of the company, expanding client base by 15% through excellent customer service and relationship building.
  • Obtained relevant qualifications in financial planning and administration.
Work Experience
Financial Analyst Intern
XYZ Corporation
06/2018 12/2018
  • Conducted research on various financial products and markets, providing valuable insights to the team.
  • Assisted in the preparation of financial models and projections for clients.
  • Managed and maintained client data and accounts, ensuring accuracy and completeness of information.
  • Provided administrative support to the team, including diary management, planning, and organisation.
  • Developed and implemented new procedures to streamline operations, resulting in a 15% increase in efficiency.
  • Assisted in the preparation of financial reports, statements, and other documents for clients.
  • Obtained relevant qualifications in financial planning and analysis.
Work Experience
Financial Assistant
ABC Ltd
01/2018 12/2021
  • Performed cashbook processing, bank, and petty cash reconciliations, ensuring all transactions were accurately recorded and tracked
  • Managed payments and reporting through banking software, streamlining processes and reducing errors by 20%
  • Processed purchase ledger payments, reducing payment delays by 25%
  • Provided VAT processing and returns submissions to HMRC, maintaining a 100% accuracy rate
  • Ensured that calculations on employee timesheets were accurately reported to payroll bureau, reducing errors by 15%
  • Conducted routine account audits and assisted with visits from HMRC, improving compliance with financial regulations
  • Maintained accurate records and end-of-year accounts reporting, meeting all filing requirements
  • Collaborated with Finance Director to provide timely and accurate financial reports to senior management
Work Experience
Bookkeeper
XYZ Inc
06/2015 12/2017
  • Managed accounts payable and accounts receivable, ensuring all payments were made on time and accurately recorded
  • Reconciled bank and balance sheet accounts, identifying and resolving discrepancies in a timely manner
  • Processed payroll and maintained accurate personnel data, reducing payroll errors by 20%
  • Provided end-of-tax year reporting and accounts for P11D, meeting all regulatory requirements
  • Maintained good record-keeping and housekeeping practices, ensuring financial records were easily accessible and well-organized
  • Trained new employees on bookkeeping and financial management procedures
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PRO TIP

Don't make the same mistake everyone else does. What we mean is, don't list your Financial Assistant job responsibilities instead of your achievements. Recruiters know what you do. They want to know what kind of difference you can bring to their company. Focus on what you've accomplished.

Action verbs for your financial assistant resume

Action verbs (also known as power verbs) are great for describing your achievements and responsibilities. They highlight your skills and show you’re able to take responsibility. Use these gems to make your experience section shine!

Financial assistant resume: Crafting a strong skills section

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Do this if you want to make your skills section stand out.
  • Check the job advert for keywords and add them to your skills section to pass ATS;
  • List only skills that are relevant to the position to keep the hiring manager focused;
  • Balance between hard, soft, and technical skills;
  • Elaborate on some of your strongest skills in other sections of your Financial Assistant resume, e.g. the experience section or your resume’s summary.
Top skills for your financial assistant resume
HARD SKILLS

Microsoft Office

SAP

Excel

Salesforce

Data Entry

Quickbooks

Project Management

Customer Service

CRM

SOFT SKILLS

Communication

Negotiation

Critical thinking

Problem solving

Collaboration

Flexibitly

Resilience

Dedication

Empathy

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PRO TIP

Don’t feel obliged to spend a separate section for your soft skills - you can weave them throughout your job experience or career summary. But, don’t just write empty words - back them with examples.

what to write in your resume header
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Checklist for your financial assistant resume header
  • Your name and surname in a legible and larger resume font
  • The job title you’re applying for or your current job title as a subheading to your name
  • Link to your portfolio or online profile, such as LinkedIn
  • Address (City and State for the US; just your city for rest of the world)
  • Email address
  • Headshot (required or welcomed in the EU; not required and sometimes frowned upon in the US)

Stick to popular email providers such as Gmail or Outlook. And use these professional formats to create your username:

  • first.last@gmail.com
  • last.first@gmail.com
  • firstlast@gmail.com
  • f.last@gmail.com
  • first.l@gmail.com
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PRO TIP

Include a link to your portfolio in your Financial Assistant resume header. Most companies will require that you include one in your resume, and even if they don’t, it’s an excellent opportunity to directly show them your proudest projects.

How to write an inspiring financial assistant resume summary

what to write in your resume summary
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Checklist: Writing a resume summary that makes you stand out
  • Keep it short and use well-structured sentences;
  • Mention your total years of experience in the field and your #1 achievement;
  • Highlight your strengths and relevant skills;
  • Add keywords from the company’s website or the job description.
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Resume summary formula:
Resume Summary Formula: [Adjective] [job title] with [number] years of experience in [industry], a proven ability to [relevant, measurable skills], and a strong background in [relevant context of your work experience] seeks a position as [the job title you’re applying for].
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PRO TIP

When writing a resume summary or objective, avoid first-person narrative.

Making the education section of your financial assistant resume stand out

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Education section checklist for your financial assistant resume:
  • List your highest education degree: including your major, year of graduation, and the institution you attended;
  • Highlight the extracurricular activities that have helped you gain additional expertise;
  • Share more about the certifications you’ve got, especially if they are relevant to the job position;
  • Entry-level applicants: Mention relevant courses and projects.
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Top Certifications for your Financial Assistant resume
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Financial and Economic Modeling and Investments

Financial Statement Analysis, Business Analysis, Investments, Finance, Financial modeling, Financial Ratio Analysis,MBA

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The Complete Financial Analyst Course 2022

Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!

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Financial Analysis and Financial Modeling using MS Excel

Perform financial analysis & financial modeling using Microsoft excel. For people who want to become a Financial Analyst

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Beginner to Pro in Excel: Financial Modeling and Valuation

Financial Modeling in Excel that would allow you to walk into a job and be a rockstar from day one!

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Introduction to Financial Ratio Analysis

Learn to calculate and interpret various activity, liquidity, solvency, profitability, and valuation ratios

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PRO TIP

There are dozens of certifications that you can claim as a Financial Assistant. But, some are more effective than others. That’s why you mustn’t include every certificate other applicants might have. Try instead to earn and list a few of the difficult ones.

Financial assistant resume: Formatting tips & tricks

Which came first: the hen or the egg? This question reminds us of the thing our resume experts hear most often in their job – which comes first: the content or the format? Well, we advise you to pick the format first and then go on with drafting your resume’s content.

And how do you choose a resume format? Well, based on your applicant profile. In general, there are three basic resume formats for you to choose from:

Let’s look at each one of them in more detail:

The reverse-chronological resume format is quite straightforward. Here, you describe all your previous jobs in a reverse-chronological form, meaning your latest job comes first. This resume format is great for people with lots of experience and skills who don’t have any career gaps.

If you are a recent graduate or don’t really have much experience in the industry you’re applying for, go for the functional skills-based resume format. This format focuses on skills and character traits, rather than experience. It makes the hiring manager realize you’re the perfect fit for the role without putting too much emphasis on your work history.

And if you’re looking for something a bit more intriguing and exciting, check out the hybrid resume format. It’s a combination of the reverse-chronological and functional skills-based formats, which makes it great for all types of job-seekers. The hybrid resume allows you to showcase both your professional experience and your skills, education, and additional qualifications. If you’re feeling creative, add a separate section about your typical day or life philosophy.

Our top style and layout resume format tips:

Read this: How to make your resume stand out

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PRO TIP

Sometimes you’ll want to go after a job which requires more experience than you have. Instead of using a typical Financial Assistant resume layout, you can use a creative layout. Getting noticed is the most important challenge and a creative resume layout might help you get invited for an interview as most of other accountants have boring resume designs.

Other sections that’ll look good on your Financial Assistant resume

Do you want to move beyond the traditional skills, education, and experience section? Easy-peasy!

Just choose one or two additional sections to help recruiters get a fuller picture of who you are, both as a person and as a professional:

Adding a splash of creativity to your financial assistant resume

Boring resumes are no longer an option if you’re looking to impress recruiters.

And no matter whether you’re looking to give your old resume a new life or want to start building a new one from scratch, being at least moderately creative is always a good idea. Do this by adding a ‘favorite books’ section or even a pie chart of what your typical day looks like.

day of my life on resume   Enhancv resume section

What makes a great financial assistant resume: key takeaways

  • Choose a resume layout that sends the right message across and fits your current career situation;
  • Create a resume header that shows your desired job title, and easy to find contact numbers;
  • Be specific about your experience, accomplishments and future goals in your summary;
  • Feature detailed metrics and specific examples that show the impact you made in your previous roles when describing your experience;
  • List soft skills backed by examples;
  • Add all of your technical skills and certifications that you have and match the job description;
  • Show off a dash of personality in your resume that will demonstrate your culture fit and the right mix of hard and soft skills.
financial assistant resume example

Looking to build your own Financial Assistant resume?

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