Finance Assistant, Part-Time

Summary

The Part-Time Finance Assistant supports the Finance Manager with day-to-day accounting and administrative operations, with a primary focus on Accounts Receivable. This role offers hands-on exposure to core finance functions and is well suited for a college student or early-career professional pursuing a degree or career in finance, accounting, or business.

Essential Duties and Responsibilities include the following.  (Other duties may be assigned.)

• Process and post customer payments and apply cash receipts to the correct accounts.


• Prepare and send customer invoices and statements.


• Monitor accounts receivable aging reports and follow up on past-due balances.


• Assist with account reconciliations and research billing discrepancies.


• Maintain accurate financial records and supporting documentation.


• Support month-end close activities and prepare basic reports in Excel.


• Assist the finance team with other projects as needed.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

Education and Experience

• No prior education or experience is required. On-the-job training will be provided.


• Current enrollment in or completion of a bachelor's degree program in Finance, Accounting, Economics, Business Administration, or a related field is preferred.

Preferred Skills and Abilities

• Understanding of basic accounting principles, such as debits and credits, the accounting cycle, and accrual versus cash basis.


• Familiarity with standard accounts receivable and accounts payable processes, including invoicing, payment posting, and reconciliations.

• Must be detail-oriented and be able to problem-solve.


• Possess strong organizational skills.


• Must possess the ability to maintain confidentiality of financial and personnel information.


• Experience with QuickBooks or similar accounting software.


• Proficiency in Microsoft Excel, including formulas, sorting and filtering, and basic pivot tables.


• Working knowledge of Microsoft Word and Outlook.


• Interest in building a career in finance or accounting.

Physical Demands

 The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

 While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand and walk.  Specific vision abilities required by this job include close vision. 

 Work Environment 

 The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

The noise level in the work environment is usually moderate.