EDUCATION

• Bachelor’s degree
• or equivalent experience

WORK CONDITIONS AND PHYSICAL CAPABILITIES

• Fast-paced environment
• Work under pressure
• Standing for extended periods

EXPERIENCE

• 3 years to less than 5 years

• Supervise staff
• Analyze clients’ financial records
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Investigate possible unethical conduct or breeches of securities or commodity futures law
• Assist in the planning and execution of financial statement audits
• Analyze budget to boost and maintain the restaurant’s profits