Job Description Template: Finance Administrator

How to Use This Template: Expertly craft a post for the open Finance Administrator position at your organization using this BambooHR job description template as a guide. Simply work with your hiring managers to customize each section to fit your company’s vision for this role.

Finance Administrator Job Description

Full-Time | Remote/Hybrid/Onsite | Location

$53,000–$60,000 (Suggested salary range for this role per Payscale)

Why [Company]?

Introduce your organization in 3–5 sentences. This is the perfect place to explain what you do and why your company is a great place to work! For example, here's our bio:

Our mission is simple: we want to set people free to do meaningful work. People love our software—and it turns out that people love working here, too. BambooHR has been recognized as a "Best Company to Work For," and we're proud of our team for creating software that makes an impact in the lives of HR pros and employees all over the world.

About Your Role

Give a general overview of what this person will do at your company. For example:

As our finance administrator, you'll work closely with our executive team and other stakeholders to support the financial health of our organization. You'll strategize financial plans, maintain detailed business records, and prepare for audits and tax season. Additionally, you'll ensure we remain compliant with the most current laws, regulations, and confidentiality policies.

What You'll Do

List specific job responsibilities. For example:

  • Create financial plans with measurable goals and track performance
  • Develop financial policies and processes
  • Forecast and monitor cash flow
  • Handle payroll and budgeting tasks
  • Prepare tax documents
  • Review and process invoices
  • Prepare financial reports and statements
  • Reconcile ledgers and accounts
  • Monitor corporate investments
  • Prepare for annual audits
  • Update internal records and maintain an organized file system
  • Follow all federal, state, and private regulations
  • Uphold the highest standards of compliance and confidentiality

What You'll Need to Get the Job Done

List what a qualified candidate needs to do their job effectively. For example:

  • Bachelor’s degree in finance, accounting, economics, or a related field
  • 3–5 years of experience in a similar financial role
  • Solid understanding of corporate finance and data analysis
  • QuickBooks and Microsoft 365 proficiency

What Will Make Us Really Love You

List the soft skills or "nice-to-haves" that will help your candidate be successful. For example:

  • Excellent interpersonal and communication skills
  • Good organizational and time-management skills
  • An aptitude for critical thinking and problem solving
  • CPA or CCA certification

What You'll Love About Us

Describe your company's benefits, culture, work environment, and anything else that makes your organization stand out. For example:

Our mission is to create a work environment where everyone feels valued. Just like we strive to create experiences that turn prospects into lifelong customers, we've built a collaborative work culture that fosters a sense of community among our employees.

Along with competitive compensation, we offer the following benefits:

  • Retirement: 401(k) plan with employer matching
  • Healthcare: Medical, dental, vision, and mental wellness coverage
  • Life insurance: Group life insurance through our partner
  • Charitable giving: Donation matching to a charity of your choice
  • Time off: Flexible PTO policy with floating holidays
  • Remote program: Virtual team-building events, internet stipend, and ongoing support
  • Career development: Professional development reimbursement program
  • Family care: Parental leave for all new parents

More About Our Company

Add your equal employment opportunity (EEO) statement, a note about required background checks, and other things a candidate may want to know before applying.