Finance Administrator Job Description Template

This finance administrator job description template is free to use and includes all the typical job duties and job requirements of a finance administrator job position. With this template as your guide, you and your hiring managers can work together to build an attractive job ad that will catch the attention of top-tier candidates. Use the below format and tailor it to meet your and your organization’s needs.

For more help, learn how to use this template and read how to write effective job descriptions.

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Job Description

Please remember to consult with your hiring managers to customize this finance administrator job description to fit your organization’s vision for the position.

The finance administrator is responsible for performing a variety of financial and administrative duties. They are responsible for strategizing on and planning for financial goals by working daily to achieve and maintain the financial health of our organization. A finance administrator will maintain accurate records and is required to remain compliant with all laws and company policies at all times. This means our financial administrator will have high ethics, integrity, and accountability.

Job Duties

Be sure to review the items listed below and adjust any as necessary so they align with your organization’s expectations.

Financial duties include:

  • Prepare and post receipts, deposits, purchase orders, invoices, refunds, and other standard bookkeeping tasks

  • Manage accounts receivable and accounts payable

  • Review and process reimbursements

  • Prepare, track, and reconcile ledgers and budgets

  • Prepare and submit payroll

  • Create financial and inventory reports

  • Prepare and file company tax documents

  • Identify and correct miscalculations and financial discrepancies

  • Run and update databases

  • Develop and streamline operational efficiencies

  • Contact delinquent accounts

  • Stay current with all regulations, requirements, and laws

Administrative duties may include:

  • Front desk customer service, including answering phones and greeting guests

  • Keep a tidy and appropriate reception area

  • Manage schedules for appointments and deadlines 

  • Take clear messages and communicate effectively with customers, clients, team members, and management

  • Develop and maintain administrative processes

  • Keep an organized file system

Job Requirements

Change the finance administrator job requirements according to the experience and skills your organization expects in a qualified applicant.

  • Bachelor’s degree in finance, accounting, or similar

  • Proven work experience as a finance administrator or similar

  • Practical experience with accounting software (such as QuickBooks), spreadsheets (such as MS Excel), and databases (such as MS Access) 

  • Able to quickly learn and adapt to new software and processes

  • A solid understanding of bookkeeping procedures including crediting and debiting appropriate accounts, posting entries to ledger accounts, and reconciling accounts

  • Effective written and verbal communication skills

  • Works well in a team environment and with upper management

  • High level of critical thinking and logical analysis

  • Good organizational and time management skills

  • Able to work well under pressure and meet all deadlines

  • Always keeps the highest standards of compliance and confidentiality