Accountants and auditors ensure that companies or organizations are efficiently operating. They do this by accessing the financial records of their clients. Duties include analyzing data, finance reports, budgets, tax returns, and accounting records. An accountant reports findings to management regarding finances and sometimes may make suggestions to become more financially efficient or stable.
Duties and Responsibilities
Provides financial information to management by researching and analyzing accounting data; preparing reports.
Prepares asset, liability, and capital account entries by compiling and analyzing account information.
Documents financial transactions by entering account information.
Recommends financial actions by analyzing accounting options.
Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports.
Substantiates financial transactions by auditing documents.
Maintains accounting controls by preparing and recommending policies and procedures.
Guides accounting clerical staff by coordinating activities and answering questions.
Reconciles financial discrepancies by collecting and analyzing account information.
Secures financial information by completing database backups.
Maintains financial security by following internal controls.
Prepares payments by verifying documentation, and requesting disbursements.
Answers accounting procedure questions by researching and interpreting accounting policy and regulations.
Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions.
Prepares special financial reports by collecting, analyzing, and summarizing account information and trends.
Maintains customer confidence and protects operations by keeping financial information confidential.
Attention to Detail
Reporting Research Results
Data Entry Management
General Math Skills
Bachelor’s or master’s degree in tax, accounting, or finance
Minimum 3-5 years’ experience in accounting/finance