EDUCATION

• Bachelor’s degree

EXPERIENCE

• 2 years to less than 3 years

• Identify clients’ financial goals and objectives
• Plan, set up and administer accounting systems
• Arrange training for staff
• Prepare financial information for individuals, departments or companies
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Prepare financial statements and reports
• Arrange for sale of financial products and investments
• Develop and maintain cost findings, reporting and internal control procedure
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Analyze financial documents and reports
• Examine accounting records
• Provide financial, business and tax advice
• Assist in the planning and execution of financial statement audits
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Oversee payroll administration