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Finance

Summary

Finance generalists help to manage the financial life of an organization or business via financial planning, accounting, collections/credits, financial analyses, audits, and tax information. They maintain all finance-related policies and ensures they are compliant with applicable regulations. They also prepare financial reports and keep up necessary records.

Typical activities

  • Be involved with the financial functions of a business or organization.
  • Maintain records and prepares financial reports.
  • Ensure all financial policies and procedures comply with regulations.
  • Research economic trends to discover vital information for planning.

Synonyms or related job titles

Finance Manager, Financial Analyst

Summary

Accounting generalists record, maintain, and analyse all financial data. Then, they prepare reports using that data to clarify the business or organisation’s financial position, noting its profit/loss, assets, liabilities, tax liability, and other financial information.

Typical activities

  • Record, maintain, and analyse financial data.
  • Prepare financial reports for planning and for use by other departments.
  • Advise executive leadership on budgetary questions.
  • Ensure appropriate accounting procedures are followed.

Synonyms or related job titles

Accountant, Auditor, Certified Accountant, Chartered Accountant, Management Accountant

Summary

Bookkeepers support the accounting department via timely, accurate entry of all debit and credit amounts. They prepare and issue a variety of documents, including invoices, payroll, and collections/credit. They ensure that records are maintained and filed accurately. They may also compile reports and assist accountants as needed.

Typical activities

  • Support the accounting department via accurate data entry.
  • Prepare reports and various other documents.
  • Ensure necessary filings take place.
  • May act as a liaison for audit requests coming from other departments.

Synonyms or related job titles

Bookkeeper, Accounting Assistant, Accounts Payable, Accounts Receivable

Summary

Financial analysts conduct financial analyses of cash flow, profit-and-loss statements, investments, and rates of return. They prepare forecast reports and recommendations for management based on ongoing financial, economic, and sales trends. Depending on the organisation, they may be required to analyse budgets and perform cost analyses.

Typical activities

  • Conduct a variety of financial analyses.
  • Prepare forecast reports and recommendation using the available data.
  • May perform budget reviews as needed.

Synonyms or related job titles

Controller, Financial Controller, Business Controller, Financial Analyst, Financial Advisor, Economist, Budget Analyst, Budget Controller

Summary

Collections employees assess the creditworthiness of applicants and current customers, noting financial risk, verifying references, and recommending credit limits. When needed, they investigate problematic and overdue accounts, and oversee the collection process. Because of their responsibilities, they will also stay abreast of applicable laws and regulations.

Typical activities

  • Assess the creditworthiness of applicants and current customers.
  • Investigate overdue accounts and oversee the collection process.
  • Stay informed about all pertinent regulations and laws.
  • Ensure legal compliance.

Synonyms or related job titles

Credit Analyst

Summary

Financial controls and audit employees plan and perform internal audits that offer objective assessments of an organization’s health and effectiveness. They oversee the overall financial status, ensuring accurate reporting and recommending better policies, procedures, and controls. In addition, they may investigate reported instances of fraud, theft, or waste.

Typical activities

  • Perform internal audits that offer an objective assessment of an organization’s financial health.
  • Oversee the financial status of an organization, ensuring accurate reporting.
  • Investigate reports of fraud and waste.
  • Maintain a relationship with and assists outside auditors as necessary.

Synonyms or related job titles

Business Auditor, Internal Auditor, Compliance Manager

Summary 
Mergers and acquisitions staff are involved in the high-level finance operations of the business, seeking out possible purchase and sale opportunities that align with the company’s goals and values. They communicate with other businesses and members of staff within the company to ensure that they are able to help the business to grow effectively.

Typical activities

  • Meet with senior management on a regular basis to discuss the business’ position.
  • Maintain strong relationships with other local businesses.
  • Maintain a working knowledge of the business’ goals and core values.
  • Carry out the sale and purchase of both physical and intellectual property.

Synonyms or related job titles

Corporate Development, Investment Analysis, Investment Banking

Please match in this collective family all specialized Finance jobs that cannot be assigned to one of the above-mentioned families. Competencies from the parent family will be shown. A selection of parent family-specific Benchmark Job Matches is available and can be selected manually. The availability of benchmark job matches depends on the survey vendor chosen.

Summary

Tax accountants are responsible for overseeing all records and reporting for local, state, federal, and other tax liabilities. They develop and implement a comprehensive tax strategy, prepare and maintain tax records, work to minimize tax liability, and file taxes in compliance with all regulations. They may also select and train personnel needed to accomplish the organization’s tax goals.

Typical activities

  • Develop and implement a comprehensive tax strategy that keeps current tax law and regulations in mind.
  • Prepare, maintain, and file tax records in a timely, compliant manner.
  • Recommend ways to minimize tax liability via current regulations and laws.

Synonyms or related job titles

Tax Accountant, Tax Manager

Summary

Treasury analysts oversee and manage an organization’s treasury, ensuring all financial obligations and goals are met. They conduct cash flow forecasts and analyses to discover opportunities and make recommendations for better asset utilization. They also prepare reports that touch on a variety of financially related aspects of the organization, including disbursement, investments, banking, debt management, and more.

Typical activities

  • Prepare cash flow forecasts and analyses that reveal areas of weakness and strength.
  • Develop a variety of reports that offer a comprehensive look at the financial health of an organization.
  • Coordinate with other departments to manage cash balances and funding.

Synonyms or related job titles

Treasurer