Part-Time Finance Assistant Resume Paisley Herrera Part-Time Finance Assistant (703) 555-XXXX paisley.herrera@example.com paisleyherrera Alexandria, VA 22314 STRENGTHS Financial accuracy Trace account differences to invoices and payment records, keeping reconciliations grounded in source documentation. Analytical review Use Excel to compare ledger and banking activity, flagging unusual trends and discrepancies for timely review. Deadline follow-through Prepare filing calendars and check supporting materials early, helping identify missing information before review. Clear correspondence Resolve routine finance record requests and route tax or payment questions with concise written follow-up. Organized records Maintain consistently named financial files so recurring reports and supporting documents are easier to retrieve. SKILLS Financial reporting Tax schedules Cash balance reporting Cash transfers Banking activity review Outstanding check review Unclaimed property review Accounts payable Accounts receivable Collections follow-up Financial planning and analysis Transaction record accuracy Excel reconciliations Discrepancy and trend analysis Financial correspondence LANGUAGES English Native 40 Spanish Intermediate 20 SUMMARY Early-career accounting specialist with 2+ years of supervised, part-time, and project-based finance experience and a B.S. in Accounting. Prepare reports, reconciliations, tax schedules , and cash updates across university finance and academic settings. Use Excel to investigate discrepancies and identify trends, and support tax filings, cash transfers , collections , and organized financial records. Clear correspondence and timely follow-through help finance teams meet recurring deadlines. EDUCATION Bachelor of Science in Accounting University of the District of Columbia 2025 Washington, DC PROFESSIONAL SKILLS Accounting Records: General ledger entries, invoice records, payment records Reconciliation Resources: Excel worksheets, bank statements, ledger extracts Tax Preparation Materials: Tax schedules, filing calendars, extension materials Cash Operations Records: Cash balance reports, cash forecasts, transfer records Accounting Software: QuickBooks Online, spreadsheet workbooks, financial system reports Records Management Tools: Electronic files, paper files, naming conventions SKILLS Financial reporting Tax schedules Cash balance reporting Cash transfers Banking activity review Outstanding check review Unclaimed property review Accounts payable Accounts receivable Collections follow-up Financial planning and analysis Transaction record accuracy Excel reconciliations Discrepancy and trend analysis Financial correspondence EXPERIENCE Part-Time Finance Assistant University Finance Office Nov 2024 - Present Washington, DC Prepare daily cash balance reports from bank activity and internal records, documenting variances for review before finance staff initiate cash transfers. Reconcile accounts payable and receivable activity in Excel, tracing transaction differences to invoices and payment records to support accurate financial reporting and collections follow-up. Monitor outstanding checks and organize supporting information for unclaimed property reviews, helping maintain complete and timely records. Review incoming finance correspondence , resolve routine record requests, and route tax or payment questions to the appropriate staff member with clear written follow-up. Maintain organized electronic and paper files for finance leadership , applying consistent naming and retention practices to make recurring reports and source documents easier to retrieve. Student Tax and Treasury Practicum Accounting Practicum Jan 2024 - Oct 2024 Washington, DC Compiled tax schedules and source documentation for supervised state and local tax filing exercises, checking figures against ledger extracts before submission review. Prepared draft filing calendars and extension materials for multiple state and local scenarios, using deadline checks to identify missing support early. Analyzed sample banking activity and cash forecasts in Excel , summarizing daily liquidity needs and proposed transfer timing for instructor review. Researched outstanding-check and unclaimed-property requirements using course materials and documented follow-up steps in a clear reference log. Student Financial Analysis Project Assistant Accounting Capstone Project Sep 2023 - Dec 2023 Washington, DC Built a monthly financial planning and analysis workbook in Excel from a case-study ledger, connecting transaction categories to budget-to-actual reports and highlighting unusual trends. Learned QuickBooks Online in a supervised lab, entered sample accounting transactions, and compared system reports with workbook reconciliations to identify and correct coding errors . LEADERSHIP, AWARDS & RECOGNITION Treasurer, Accounting Society student chapter, maintained meeting expense records and shared concise budget updates with student members. Peer mentor, introductory accounting study group, organized review sessions on reconciliations and financial statements. Accounting Department Academic Achievement Award, 2024. Dean's List, University of the District of Columbia, 2023–2025. CERTIFICATIONS Microsoft Excel for Accounting and Financial Analysis, University Continuing Education 2024 State and Local Tax Fundamentals, University Continuing Education 2025 PROFESSIONAL AFFILIATIONS Student member, American Institute of Certified Public Accountants, engaging with accounting resources and professional development. Student member, Institute of Management Accountants, connecting with management accounting resources and professional learning. LANGUAGES English (Native) Spanish (Intermediate)
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