Accounting and Finance Job Descriptions

Robert Half places a range of accounting and finance professionals at a variety of jobs in organizations worldwide. To assist you, we've developed job descriptions for those positions we most commonly place.

Each job description below details the typical duties and required skills for the position. Job descriptions for specific accounting and finance positions will vary, based on the size of the organization and other factors.

Corporate accounting
Corporate accounting — operational support
Financial services — banking and financial markets
Financial services — finance and accounting
Financial services — operations
Financial services — risk and compliance
Healthcare
Public accounting

Corporate accounting

Assistant Controller

Assistant controllers should have strong analytical, technology, communication and organizational skills. This position generally requires at least five years of experience in accounting or finance, and public accounting experience is highly valued. Businesses expect a bachelor’s degree in accounting or finance, but many prefer applicants who also have an MBA or a certification such as a CPA, CGMA or CMA.

Typical duties include:

  • Preparing and consolidating financial statements
  • Establishing and maintaining internal controls
  • Managing all aspects of the general ledger
  • Providing monthly, quarterly and year-end analyses
  • Coordinating or assisting with the budget process
  • Researching accounting issues for compliance with GAAP
  • Analyzing and reporting cost variances
  • Serving as a liaison to external auditors
  • Supervising accounts receivable, accounts payable and general accounting departments

Assistant Treasurer

For the assistant treasurer position, companies seek candidates with strong communication, technology, problem-solving and analytical skills. Assistant treasurer positions generally require a bachelor’s degree in accounting or finance, and at least seven years of relevant experience. Experience in public accounting also is highly valued. Applicants who possess an MBA or a professional certification have an advantage.

Typical duties include:

  • Researching and analyzing approaches to financing and hedging strategies
  • Reviewing and negotiating documents including loan agreements and letters of credit
  • Determining the company’s ability to meet financial terms of contracts
  • Compiling information from various corporate departments for loan agreements
  • Monitoring compliance with loan agreements
  • Tracking cash flow and developing cash forecasts
  • Managing banking relationships
  • Maintaining records for corporate stock plans

Budget Analyst (up to 1 year of experience)

Organizations seek recent college graduates with accounting and finance degrees for this position. They also look for candidates with top-notch technical, analysis and communications skills, along with those who can handle multiple projects under deadline.

Typical duties include:

  • Assisting the budget analyst manager in preparing the organization’s budget
  • Helping departmental managers with preparation and monitoring of budgets
  • Performing other projects as assigned

Budget Analyst (1-3 years of experience)

At this level, budget analysts have a bachelor’s degree in accounting, finance or a related field and at least one year of experience working with budgets. Companies require strong financial, technical and analytical skills, as well as the ability to communicate with colleagues at all levels and the capability to work in a fast-paced environment.

Typical duties include:

  • Assisting the budget analyst manager in preparing the organization’s budget
  • Helping departmental managers with preparation and monitoring of budgets
  • Performing other projects as assigned

Budget Analyst — Manager

For this position, organizations seek professionals with at least five years of experience with budget preparation and analysis. Strong financial, technical and analytical skills are required, as are top-notch communication skills. A bachelor’s degree in accounting, finance or a related field is required, and a master’s degree is often preferred. Supervisory experience is also preferred.

Typical duties include:

  • Preparing the organization’s budget
  • Participating in analytical work with regard to budgets, finance and operations
  • Assisting managers with preparation and monitoring of departmental budgets
  • Supervising, training and reviewing staff
  • Performing other projects as assigned

Budget Analyst — Senior

Senior-level budget analysts have at least three years of experience, along with strong financial, technical and analytical skills. Top candidates have previous work experience with budget preparation and analysis and are excellent communicators. A bachelor’s degree in accounting, finance or a related field is required.

Typical duties include:

  • Assisting the budget analyst manager in preparing the organization’s budget
  • Helping departmental managers with preparation and monitoring of budgets
  • Performing other projects as assigned

Business Analyst (up to 1 year of experience)

Individuals pursuing these positions need some experience in financial analysis, data flow analysis and project management. Companies typically prefer candidates who possess a bachelor’s degree in accounting, finance or business administration.

Typical duties include:

  • Ensuring that business data and reporting needs are met
  • Monitoring data quality metrics
  • Organizing and formatting reports for distribution

Business Analyst (1-3 years of experience)

Companies seek business analysts with experience in financial analysis, data flow analysis and project management. Candidates must be able to communicate effectively with all levels of the organization in both oral and written form. Many companies prefer candidates who possess a bachelor’s degree in accounting, finance or business administration.

Typical duties include:

  • Assisting with planning, implementation, improvement, monitoring and support of business information systems across multiple departments
  • Ensuring that business data and reporting needs are met
  • Developing and monitoring data quality metrics
  • Organizing and formatting reports for distribution

Business Analyst — Manager

For manager positions, companies seek business analysts with experience in financial analysis, data flow analysis and project management. This role requires strong leadership, technology, data analytics and communication skills. At least eight to 10 years of experience as a business analyst is preferred, including two years of experience gathering business requirements and documentation. Experience with mergers and acquisitions is a plus. Advanced knowledge of Microsoft Word, Excel, PowerPoint, Visio and Project is expected. These positions require an MBA.

Typical duties include:

  • Planning, implementing, improving, monitoring and supporting business information systems across multiple departments
  • Conducting market analysis and analyzing both product lines and the overall profitability of the business
  • Working with advertising, customer service, finance, sales and marketing managers to make better business decisions
  • Ensuring business data and reporting needs are met
  • Developing and monitoring data quality metrics
  • Organizing and formatting reports for distribution
  • Supervising and managing staff

Business Analyst — Senior

Companies value senior business analysts with experience in financial analysis, data flow analysis and project management. This position requires strong technology, data analytics and communication skills. At least three to five years of experience as a business analyst is preferred, and proficiency with Microsoft Excel, PowerPoint, Visio and Project are highly sought. Companies expect a bachelor’s degree in accounting, finance or business administration, at minimum, but usually prefer a master’s degree.

Typical duties include:

  • Assisting with implementation and support of business information systems across multiple departments
  • Conducting market analysis and analyzing both product lines and the overall profitability of the business
  • Developing and sharing reports that enable advertising, customer service, finance, sales and marketing managers to make better business decisions by understanding geography, supply chain and price
  • Ensuring business data and reporting needs are met
  • Developing and monitoring data quality metrics

Business Intelligence Analyst (up to 1 year of experience)

Entry-level business intelligence analysts have solid analytical, troubleshooting and problem-solving skills, along with proficiency with using Excel vlookup and pivot table tools to analyze data. A bachelor’s degree in finance, business or information systems is typically required, and some related experience and SQL proficiency are a plus.

Typical duties include:

  • Identifying and interpreting trends and patterns in datasets and recommending actions and solutions
  • Producing datasets and reports for analysis using system reporting tools
  • Communicating results of business intelligence analysis to management in a clear, relevant way
  • Participating in cross-functional teams to identify business risks and create analytics and dashboards to monitor trends
  • Collaborating and strategizing with business intelligence team to improve efficiencies across the organization
  • Supporting implementation of new systems or modifications

Business Intelligence Analyst (1-3 years of experience)

At this level, business intelligence analysts must have one to three years of experience in a data reporting or analysis role and strong quantitative and analysis skills, as well as experience turning large amounts of data into meaningful information. Candidates should possess experience using Excel as an advanced modeling tool and knowledge of common database systems (like SQL) and other technical business intelligence tools. A bachelor’s degree in business, finance, computer science, information systems, statistics or a related field is required, and those with strong communication and interpersonal skills are preferred.

Typical duties include:

  • Identifying and interpreting trends and patterns in datasets and recommending actions and solutions
  • Producing datasets and reports for analysis using system reporting tools
  • Communicating results of business intelligence analysis to management in a clear, relevant way
  • Participating in cross-functional teams to identify business risks and create analytics and dashboards to monitor trends
  • Assisting senior business intelligence analysts to improve efficiencies across the organization

Business Intelligence Analyst — Manager

Business intelligence analysis managers apply at least five years of experience in data reporting or analysis and a strong aptitude for problem solving based on trends in the data to perform needs assessments and make recommendations to the company. Expertise in Excel and SQL, strong organizational skills, and the ability to work independently are crucial to the role. Companies look for candidates who have supervisory experience and strong collaboration and communication skills; a bachelor’s degree in finance, accounting or business is required, but many businesses also prefer those with a master’s in business administration.

Typical duties include:

  • Creating and implementing business intelligence solutions that meet operational requirements
  • Enforcing business intelligence policies by ensuring data integrity, efficient coding, data validation, product testing, clear documentation, and maintenance practices
  • Managing and mentoring the business intelligence team to deliver high-quality and timely reports
  • Collaborating with management across the organization to understand business drivers, gaps, and issues and creating relevant data strategies and business intelligence capabilities
  • Identifying and prioritizing gaps between the firm’s current state and industry best practices
  • Documenting and sharing insights with business intelligence team and management for building skills on technologies and processes
  • Monitoring data to ensure consistency of quality

Business Intelligence Analyst — Senior

Part of a team that analyzes complex business problems and issues using data to provide strategic insights, the senior business intelligence analyst must have strong Excel and data management skills, with SQL expertise a plus. Candidates with a strong balance of business, financial and technical skills are sought by companies, which also look for those who have good communication and collaboration abilities. A bachelor’s degree in finance, business, computer science or information systems is required, along with three to seven years of experience as a financial or business analyst.

Typical duties include:

  • Identifying and interpreting trends and patterns in datasets and recommending actions and solutions
  • Producing datasets and reports for analysis using system reporting tools
  • Communicating results of business intelligence analysis to management in a clear, relevant way
  • Participating in cross-functional teams to identify business risks and create analytics and dashboards to monitor trends
  • Collaborating and strategizing with the business intelligence team to improve efficiencies across the organization

Business Systems Analyst (up to 1 year of experience)

An entry-level business systems analyst should have a bachelor’s degree in computer science, finance, information systems, business or a related field, and must possess strong technical, analytical, organizational and communication skills. Proficiency with information systems applications and databases is required.

Typical duties include:

  • Supporting business systems management with data consultation, data gathering and data analysis
  • Providing production assistance and support for systems and resolving system issues
  • Developing and providing reports for business systems
  • Researching and resolving problems and issues based on documented policies, procedures and standards
  • Implementing temporary solutions to problems when appropriate, and recommending system solutions alternatives

Business Systems Analyst (1-3 years of experience)

Professionals in this role must have comprehensive, in-depth knowledge of system applications and experience with the software implementation life cycle. Strong technical, analytical and troubleshooting skills are critical, as are writing, speaking and interpersonal skills, since these analysts often work with colleagues and managers from across the company. Businesses look for candidates with a bachelor’s degree in finance, accounting, computer science or a related field and one to three years of experience in business analysis.

Typical duties include:

  • Providing production assistance and support for systems and resolving system issues
  • Developing and providing reports for business systems
  • Identifying opportunities to improve or gain efficiencies within the system applications
  • Researching and resolving problems and issues based on documented policies, procedures and standards
  • Implementing interim solutions to problems when appropriate, and recommending system solutions alternatives
  • Contributing to the definition, planning, coordination, execution and status reporting for business systems projects

Business Systems Analyst — Manager

Business systems analysts at the manager level must have advanced technological and analytical expertise and a comprehensive understanding of the software development life cycle, workflow, process modeling and design. They should be highly organized, detail-oriented and able to communicate complex information to people throughout the company. Businesses look for candidates with 10 years of experience in business analysis or systems analysis, with some supervisory experience, and a bachelor’s degree in business, computer science, information systems or a related field.

Typical duties include:

  • Strategizing, developing and delivering information systems solutions for the business
  • Updating and supporting all information systems
  • Managing and delivering information systems projects
  • Implementing new systems and integrating them with legacy systems
  • Coordinating and managing problem resolution, disaster recovery, and reporting
  • Working with management and executives to develop dashboards and reports on key performance indicators

Business Systems Analyst — Senior

Senior-level business systems analysts should have at least five years of experience working as a business analyst, to go along with strong technical and analytical skills. Knowledge of the software development life cycle and various systems applications is important, as are strong collaboration and communication skills. Top candidates are fast learners who can get up to speed quickly on new systems and applications. A bachelor’s degree in business, information systems or a related field is required.

Typical duties include:

  • Providing production assistance and support for systems and resolving system issues
  • Developing and providing reports for business systems
  • Identifying opportunities to improve or gain efficiencies within the system applications
  • Researching and resolving problems and issues based on documented policies, procedures and standards
  • Implementing temporary solutions to problems when appropriate, and recommending system solutions alternatives
  • Assessing impact of proposed business solutions on current systems and procedures
  • Identifying project issues and communicating progress and obstacles to management
  • Contributing to the definition, planning, coordination, execution, and status reporting for business systems projects

Chief Audit Executive/Vice President, Internal Audit/Internal Audit Director

Chief audit executives need advanced experience with financial and accounting applications, financial and operational controls, and high-level expertise with GAAP, Sarbanes-Oxley and The Committee of Sponsoring Organizations of the Treadway Commission (COSO) framework requirements. Professionals should have strong critical thinking, communication and technology skills. Candidates generally must have at least seven years’ experience in auditing, including in public accounting and corporate industry. Firms seek individuals who possess a bachelor’s degree in accounting or finance, along with an MBA, and certifications such as a CIA or CPA. Travel is often required for this position. Depending on the organization, the title for this position also could be internal audit director or vice president of internal audit.

Typical duties include:

  • Identifying, understanding and documenting processes and procedures surrounding internal controls
  • Monitoring and updating on a continual basis the assessment of the control environment, keeping abreast of significant control issues, trends and developments
  • Identifying and assessing the implementation of new controls as necessary
  • Developing test plans and coordinating the performance of management testing of internal controls required by Sarbanes-Oxley
  • Preparing and updating a comprehensive risk-based audit plan for evaluating the effectiveness of controls in place to manage significant risk exposures, ensure the integrity and reliability of information and financial reporting, safeguard company assets, and comply with laws and regulations
  • Identifying and designing anti-fraud criteria and controls
  • Monitoring and auditing the company’s compliance with established internal controls
  • Establishing procedures and plans for conducting internal control audits
  • Reporting findings to senior management and the company’s audit committee
  • Coordinating activities with external auditors to support their audit and review procedures
  • Hiring, training and retaining internal audit staff

Chief Compliance Officer

Chief compliance officers (CCOs) should have strong analytical, communication, collaboration skills and long-term strategic-planning skills. Candidates must possess knowledge of federal and state government regulatory ethics and compliance-related issues. Depending on company size, CCOs typically have at least 10 years of compliance experience, and public companies may require experience with SEC reporting. Many organizations also prefer applicants with demonstrated experience in Sarbanes-Oxley compliance. Candidates often have held positions of progressive responsibility in public accounting or within a law firm or corporate finance department. CCOs work closely with the general counsel and, particularly in highly regulated industries such as financial services and healthcare, also may report to the CEO or chief operations officer.

Typical duties include:

  • Developing and communicating policies and procedures for the company’s standard of legal and ethical conduct
  • Providing reports on a regular basis to keep the board and senior management informed of the progress and status of the compliance program and advising them of new developments in ethics and regulatory compliance
  • Coordinating with the human resources department to develop an effective compliance training program, including appropriate introductory training for new employees and ongoing training for existing staff
  • Instituting a standard reporting mechanism within the company for the reporting of compliance issues for investigation and resolution, including confidentiality measures for reporting employees and reporting violations to outside authorities as appropriate or required
  • Monitoring possible areas of compliance risk and implementing corrective action plans for the resolution of current and potential problems

Chief Financial Officer

CFOs must have strong analytical, strategic-planning, operational and communication skills, including an ability to work well with the CEO, board members and other senior executives. CFOs typically have at least 10 years of experience in accounting or finance, including a minimum of five years in a management role. The larger the firm, the more experience required. Many companies prefer candidates who possess a master’s degree in business administration (MBA) and/or a professional certification such as a certified public accountant (CPA), certified management accountant (CMA) or chartered global management accountant (CGMA). Professionals should possess knowledge of all aspects of generally accepted accounting principles (GAAP). Public companies also require experience with U.S. Securities and Exchange Commission (SEC) reporting. Public accounting experience is highly valued. Candidates for CFO should have held positions of increasing responsibility within accounting and finance, such as director of finance, director of accounting or controller.

Typical duties include:

  • Providing strategic management of the accounting and finance functions
  • Directing accounting policies, procedures and internal controls
  • Recommending improvements to ensure the integrity of a company’s financial information
  • Managing or overseeing the relationship with independent auditors
  • Collaborating with chief information officers on technology decisions
  • Overseeing financial systems implementations and upgrades
  • Managing relationships with investors and investment institutions
  • Identifying and managing business risks and insurance requirements
  • Hiring, training and retaining accounting and finance staff

Compliance Analyst

Compliance analysts must possess knowledge of the rules, regulations and statutes regarding the issues of compliance. They should have a strong familiarity with corporate compliance policies and processes. Candidates must be able to communicate effectively with the CEO, board members and other senior managers and possess excellent writing, presentation, analytics and problem-solving skills. Candidates should have at least three to five years of experience in compliance, auditing or risk management. A bachelor’s degree in business, finance or accounting is required.

Typical duties include:

  • Coordinating compliance processes and procedures across organizational and functional boundaries
  • Researching regulatory requirements, assisting in the development of internal policies and procedures to support the compliance department, and preparing various reports and other compliance documentation
  • Assisting in providing guidance to senior management regarding compliance regulatory policies, practices and internal controls
  • Ensuring critical business processes are well understood and documented with appropriate controls in place
  • Liaising with internal and external auditors regarding all aspects of corporate compliance issues
  • Maintaining strong working relationships across the organization and demonstrating the ability to establish cooperation

Compliance Director

Compliance directors must have excellent auditing, statistical analysis and communication abilities. A minimum of five years of experience in accounting, auditing or compliance, as well as management, is required, and candidates need knowledge of federal and state compliance regulations. A bachelor’s degree is required, and an MBA is preferred. Experience working in a regulated business or industry is prized.

Typical duties include:

  • Overseeing regulatory compliance for the organization
  • Managing compliance interactions and negotiations with regulatory agencies
  • Providing regulatory compliance guidance and policies to the organization
  • Writing, reviewing and evaluating necessary documentation to ensure full company compliance
  • Conducting audits of processes within all departments
  • Overseeing new program development and revisions for compliance
  • Working with the controller and internal audit department to ensure internal control processes are documented and maintained

Compliance Officer

Compliance officers need a strong working knowledge of federal and state regulatory guidelines and standards. Monitoring accounting and regulatory guidelines as they relate to financial reporting and documentation also is essential and requires compliance officers to have excellent analytical, project-management, communication and organizational skills. Compliance officers should possess knowledge of compliance standards and policies, audit techniques, regulatory issues, operations, and procedures as they relate to the organization. Candidates need a minimum of three years of experience in regulatory compliance. A bachelor’s degree in accounting, business, finance or a related field is required, and an MBA or certification such as the CPA is preferred.

Typical duties include:

  • Developing, implementing and managing an organization’s corporate-wide compliance program
  • Coordinating with federal and state regulators
  • Planning, implementing and overseeing risk-related programs
  • Creating and coordinating proper reporting channels for compliance issues
  • Writing and disseminating company compliance communication
  • Coordinating and scheduling required compliance training for employees

Controller

Controllers must possess solid communication, technology, analytical and management skills. Candidates should possess knowledge of all aspects of GAAP. Public companies also require knowledge of SEC regulations and provisions of the Sarbanes-Oxley Act. The role usually requires at least seven years of relevant experience and a bachelor’s degree in accounting or finance. Many organizations prefer candidates who have an MBA or professional certification such as CPA, CGMA or CMA. Experience in public accounting is highly valued.

Typical duties include:

  • Planning, directing and coordinating all accounting operational functions
  • Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results
  • Coordinating and preparing internal and external financial statements
  • Coordinating activities of external auditors
  • Providing management with information vital to the decision-making process
  • Managing the budget process
  • Assessing current accounting operations, offering recommendations for improvement and implementing new processes
  • Evaluating accounting and internal control systems
  • Evaluating the effectiveness of accounting software
  • Developing and monitoring business performance metrics
  • Overseeing regulatory reporting, frequently including tax planning and compliance
  • Hiring, training and retaining accounting staff

Cost Accountant (up to 1 year of experience)

Candidates for entry-level cost accountant positions should be proficient with Microsoft Office applications and have excellent communication, research, problem-solving and organizational skills. A bachelor’s degree in accounting or finance is required.

Typical duties include:

  • Preparing all inventory-related journal entries at month-end
  • Defining various product and operational costs
  • Developing depreciation schedules

Cost Accountant (1-3 years of experience)

Cost accountants at this level need solid organizational, communication, problem-solving and research abilities. Companies also seek technology expertise, including proficiency with Microsoft Excel and ERP systems. A bachelor’s degree in accounting or finance is required.

Typical duties include:

  • Monitoring unit cost variance
  • Implementing cost standards for materials and labor
  • Preparing cost of goods sold and production reports
  • Reconciling beginning raw materials, work-in-progress and finished-goods stock

Cost Accountant — Manager

Cost accounting managers must have strong communication, interpersonal, analytical and technology skills. Businesses seek individuals with at least five years’ experience and a bachelor’s degree in accounting or finance. A CPA, CGMA or CMA, as well as an MBA, is highly valued.

Typical duties include:

  • Developing cost standards for materials and labor
  • Designing and implementing cost accounting systems
  • Analyzing production costs and recommending changes
  • Overseeing annual physical inventory
  • Hiring, training and supervising cost and inventory accounting staff

Cost Accountant — Senior

Senior cost accountants should have strong technology skills, including proficiency with Microsoft Office applications and ERP systems. Companies seek candidates who have at least three years of experience in a specialty, as well as a bachelor’s degree in accounting or finance. A certification such as a CPA, CGMA or CM or an MBA is highly valued.

Typical duties include:

  • Analyzing manufacturing operations
  • Analyzing manufacturing equipment availability and utilization
  • Performing month-end cost accounting close
  • Maintaining cost accounting system and cost ledger
  • Performing life cycle cost-benefit analysis
  • Analyzing inventory valuations

Corporate Controller

Corporate controllers oversee the accounting and financial reporting functions of a company and should have strong knowledge of U.S. GAAP and financial reporting. Businesses prefer candidates with a CPA, CGMA or CMA, a master’s degree in business administration and experience working in public accounting. The job typically requires 10 years of experience in the finance and accounting sector, with five years in a managerial capacity.

Typical duties include:

  • Managing accounts payable/accounts receivable, payroll and financial reporting transactions
  • Performing analysis on financial results, trends, costs and budgets
  • Preparing forecast reports for income, expenses and earnings
  • Ensuring that accounting activities are in compliance with GAAP and IFRS
  • Preparing tax schedules and returns and ensuring that corporate income tax compliance is accurate
  • Creating and implementing policies and procedures to identify, resolve and document accounting issues
  • Creating procedures to make the close and reporting processes more efficient and accurate.

Data Analyst (up to 1 year of experience)

Entry-level data analysts should be proficient in Excel with tables, pivot tables, aggregate functions, and vlookups and should have experience working with databases such as SQL. Businesses look for candidates with a bachelor’s degree in business, finance, accounting or economics and give priority to those who have experience with data reporting and analysis.

Typical duties include:

  • Working with, analyzing and interpreting large data sets
  • Creating summaries and recommendations on findings
  • Supporting budgeting functions for the company
  • Running financial reports

Data Analyst (1-3 years of experience)

Data analysts at this level should have one to three years of related experience in finance or accounting and proven strong data analysis skills. Strong Access and Excel skills, especially with pivot tables, are required, along with a bachelor’s degree in accounting or finance. Detail-oriented, organized candidates with excellent research and communication skills are preferred.

Typical duties include:

  • Analyzing complex business problems and issues using data from internal and external sources to provide insight to decision-makers
  • Identifying and interpreting trends and patterns in datasets
  • Creating specifications for reports and analysis based on business needs and required or available data elements
  • Performing reconciliations on financial data for accuracy
  • Researching system data exceptions for resolution by supervisors or directors
  • Troubleshooting data-processing issues and reporting resolutions

Data Analyst — Manager

For this increasingly crucial role, companies look for candidates who have five to eight years of experience with statistical analysis and data extraction. Expertise with Excel and strong written and oral communication skills are required, as is the ability to translate complex statistical information into functional recommendations. Candidates must have a bachelor’s degree in finance or accounting and supervisory experience.

Typical duties include:

  • Creating reports and running processes to extract information using the appropriate system and program language
  • Performing complex analysis and interpretation of data to identify trends, potential impacts and areas requiring special consideration, as well as utilizing pivot tables, filters or other tools in programs such as Excel, Hyperion or Access
  • Researching and performing data comparisons and audits and providing corrective measures where necessary to ensure accuracy and validity of data prior to distribution
  • Organizing and formatting data in a clear, logical and easily comprehensible manner using graphs, charts and diagrams
  • Preparing and presenting preliminary and final data analysis to management

Data Analyst — Senior

Companies look for senior data analysts with at least four years of related experience and a bachelor’s degree in accounting, finance, economics or business. Advanced knowledge of Excel and other technical tools, as well as strong aptitude in data analysis and the ability to identify patterns and trends in data, are required. Top candidates have a strong work ethic, are organized and detail-oriented, and exhibit excellent written and oral communication skills.

Typical duties include:

  • Analyzing complex business problems and issues using data from internal and external sources to provide insight to decision-makers
  • Identifying and interpreting trends and patterns in datasets
  • Creating specifications for reports and analysis based on business needs and required or available data elements
  • Performing reconciliations on financial data for accuracy
  • Researching system data exceptions for resolution by supervisors or directors

Director of Accounting

Directors of accounting must possess strong communication, organizational, technology and leadership skills. Candidates usually have at least 10 years of experience, including previous management responsibility. They also should have comprehensive GAAP expertise. Those with public accounting experience have an advantage. Businesses expect a minimum of a bachelor’s degree in accounting but generally prefer applicants who also have earned an MBA or certifications such as the CPA, CGMA or CMA.

Typical duties include:

  • Developing and maintaining accounting policies and procedures
  • Planning, organizing and coordinating the year-end close process with internal and external auditors
  • Ensuring successful completion of the company’s tax filings
  • Preparing financial statements, including cash flow statements
  • Planning, budgeting and authorizing expenditures
  • Hiring, training and retaining accounting staff

Director of Finance

As part of the management team, directors of finance must have strong leadership, management, technology, analytical and communication skills. The position generally requires at least 10 years of experience in accounting or finance, and public accounting experience is highly valued. A bachelor’s degree in finance or accounting is required, and an MBA or certifications such as the CPA is preferred.

Typical duties include:

  • Overseeing insurance and risk management
  • Maintaining budgeting and forecasting models
  • Performing financial modeling and analysis
  • Assisting with business funding decisions
  • Hiring, training and retaining finance staff

Director of Financial Reporting

The director of financial reporting must have advanced knowledge and understanding of U.S. GAAP, SEC reporting requirements and financial statement analysis. Companies expect candidates for this job to have a CPA, a bachelor’s degree in accounting or business, and at least eight years of experience. Top candidates have experience in public accounting and SEC reporting. Strong analytical, critical thinking, and oral, written and interpersonal communication skills are crucial to the position, as is the ability to interact with all levels of corporate and divisional management.

Typical duties include:

  • Preparing, analyzing and reviewing quarterly and annual financial statements, footnotes, and management discussion and analysis
  • Performing technical accounting research as required and meeting with division controllers on accounting and financial reporting issues
  • Preparing all GAAP and SEC financial reporting, including supporting documents
  • Ensuring compliance related to financial reporting and disclosure requirements
  • Supervising, training and mentoring staff with duties related to corporate accounting and reporting
  • Communicating regularly with management and business units

Divisional Controller

This role applies the responsibilities of a controller to an assigned division, office or market. Candidates should have strong accounting and financial analysis skills, as well as excellent communication skills. Businesses require a bachelor’s degree and at least eight years of experience in accounting and finance. Those with the CPA designation, supervisory experience and public accounting experience have an advantage.

Typical duties include:

  • Managing the monthly close process and ensuring the timely preparation of accurate periodic financial statements
  • Supporting the development and implementation of policies and procedures to ensure compliance with U.S. GAAP
  • Generating and distributing financial statements to management personnel
  • Assisting with the preparation of annual budgets, budget variance reports and forecasts
  • Supporting the design and implementation of effective internal controls over financial reporting
  • Preparing internal analysis for internal and external reporting requirements
  • Supporting the facilitation of timely audits and reviews with external auditors
  • Supervising and directing the work of accounting staff
  • Performing accounting and finance duties as needed

Financial Analyst (up to 1 year of experience)

Companies hiring entry-level analysts seek candidates with strong communication, organizational and interpersonal skills. Solid technology skills, including proficiency with Microsoft Excel, are also important. These positions require a bachelor’s degree in accounting or finance.

Typical duties include:

  • Gathering information for and generating ongoing financial reports
  • Helping with financial planning and modeling
  • Assisting with the preparation of operating budgets
  • Supporting senior staff with special projects

Financial Analyst (1-3 years of experience)

Candidates for staff analyst positions need strong technology abilities, including experience with Microsoft Excel and database applications. They should possess a bachelor’s degree in accounting or finance. Proficiency with enterprise resource planning (ERP) systems is also useful, in addition to good organizational and communication skills.

Typical duties include:

  • Assisting with budget, cost and variance analyses
  • Ensuring proper allocation of overhead charges
  • Helping with financial planning and modeling
  • Assisting with the preparation of operating budgets

Financial Analyst — Director

The director of financial analysis must have strong analytical, critical thinking, leadership, presentation and organization skills to go along with a solid background in financial planning and analysis. The position requires a bachelor’s degree in accounting, finance, economics or a related field, but many businesses also seek candidates with a master’s in business administration. Top candidates have a minimum of eight years of relevant experience and at least two years of experience supervising others. Excellent oral, written and interpersonal communication skills are a must, as this role includes communicating complex information to coworkers in all departments and at all levels.

Typical duties include:

  • Managing the budgeting and forecasting process
  • Creating projections for performance analyses
  • Assisting in cross-functional strategic and long-range planning
  • Providing analysis and recommendations to help the business optimize the effectiveness and efficiency of processes and expenditures
  • Preparing models to evaluate and prioritize new business initiatives
  • Developing and maintaining key performance metrics
  • Developing and delivering presentations to management
  • Supervising and training financial analyst staff

Financial Analyst — Manager

Candidates for these positions must have excellent communication and problem-solving abilities, as well as Microsoft Excel expertise. Managers generally need at least five years of experience in their specialty area. Enterprise resource planning (ERP) systems proficiency also is valued. Businesses expect a bachelor’s degree in accounting, finance or economics, but prefer advanced credentials such as an MBA or CPA designation.

Typical duties include:

  • Providing strategic analysis and advice to senior management
  • Contributing to the forecasting and budget-setting process
  • Tracking business results and cash flow
  • Hiring, training and supervising staff

Financial Analyst — Senior

Senior-level analysts must be excellent communicators who also have strong organizational and problem-solving abilities. Candidates need to have superior technology skills, including proficiency with Microsoft Excel, PowerPoint and database applications. Enterprise resource planning (ERP) systems experience also is valued. Companies expect a bachelor’s degree in accounting, finance or economics but prefer candidates who also have an MBA.

Typical duties include:

  • Performing financial analysis and modeling
  • Assisting with the preparation of financial plans and budgets
  • Analyzing, interpreting and communicating cost and expense variances to management
  • Verifying cost allocations according to company procedures
  • Evaluating borrowing structures to ensure competitive funding costs

Financial Project Manager

The financial project manager should have at least five years of experience with financial or strategic planning or analysis and the demonstrated ability to manage projects, including development, implementation, reporting, schedule creation and risk management. Experience developing financial models, presenting to colleagues and management from various departments, leading cross-functional teams, and implementing initiatives across business lines is preferred, as is proficiency with ERP tools such as SAP and Oracle. Businesses require a bachelor’s degree in business, finance or a similar field for this position, but prefer those with a master’s degree and a project management certificate.

Typical duties include:

  • Directing and leading financial analysis and developing short- and long-term financial forecasts
  • Providing budget support and analysis
  • Supporting regulatory filings
  • Using expertise in corporate finance, financial analysis, and critical thinking to identify and resolve complex issues
  • Participating in and contributing to cross-functional development teams to address strategic issues
  • Contributing to the development of strategic plans and objectives for the organization
  • Testing fiscal and budget assumptions in the development of operating plans
  • Developing operating budget and forecasts by estimating the costs and benefits of operating plans during the annual budget development cycle

Financial Reporting (up to 1 year of experience)

This staff role requires a bachelor’s degree in finance or accounting. CPA candidates are preferred, as are those who demonstrate familiarity with financial reporting regulations, a strong work ethic, and good written and oral communication skills.

Typical duties include:

  • Assisting with SEC filings and regulatory reports
  • Assisting in the preparation of financial schedules
  • Assisting in the completion of month-end and quarter-end activities
  • Helping with annual financial statements

Financial Reporting (1-3 years of experience)

This staff role requires a bachelor’s degree and one to three years of experience in finance or accounting. Public accounting experience and the CPA designation, or work completed toward the designation, are considered a plus. Companies look for detail-oriented candidates with general knowledge of SEC and financial reporting requirements and strong communication skills.

Typical duties include:

  • Assisting with SEC filings and regulatory reports
  • Assisting in the preparation of financial schedules
  • Assisting in the completion of month-end and quarter-end activities
  • Helping with annual financial statements

Financial Reporting — Manager

Financial reporting managers drive the financial reporting function in a company and must have excellent analytical and communication skills. Businesses look for candidates with a minimum of five years of experience in financial reporting roles and give preference to those who have worked as financial analysts. A bachelor’s degree in accounting or finance is required, as is experience with major ERP systems such as Oracle or SAP and knowledge of internal controls requirements.

Typical duties include:

  • Preparing and reviewing public filings (10-K, 10-Q, 8-K and other SEC filings)
  • Ensuring compliance with Sarbanes-Oxley requirements
  • Presenting internal financial statements
  • Supporting the controller in preparing for and implementing new accounting standards
  • Assisting in the maintenance of internal financial controls, including developing and/or updating procedures to enhance efficiency and internal controls
  • Communicating with external and internal auditors regarding financial reporting matters

Financial Reporting — Senior

Professionals in a senior financial reporting position must have strong knowledge of GAAP, SEC reporting, internal controls and Sarbanes-Oxley requirements. Candidates should also possess good general knowledge of several areas of finance and accounting, including tax, cost and general ledger accounting. A bachelor’s degree in finance or accounting is required, and many companies prefer those with a CPA and experience in public accounting. Businesses look for candidates with at least three years of experience in a staff-level finance and accounting role, as well as good written and oral communication skills.

Typical duties include:

  • Analyzing and preparing complex general ledger account reconciliations and journal entries
  • Analyzing general ledger accounts and resolving discrepancies
  • Assisting in preparation of public filings (10-K, 10-Q, 8-K and other SEC filings)
  • Preparing and analyzing financial reports
  • Assisting with monthly and quarterly closing
  • Performing technical accounting research
  • Helping coordinate and facilitate quarterly and annual external audits

Financial Systems — Administrator

Organized, detail-oriented professionals get their start in financial systems with administrator roles, where they use strong technical and data-analysis skills, along with expertise in Excel, to support the company’s financial team. Businesses typically require a bachelor’s degree in business, finance, accounting or a related discipline and one to two years of related experience.

Typical duties include:

  • Supporting the financial systems team by analyzing and reporting monthly financials to senior leadership
  • Assisting with the creation and preparation of the annual budget
  • Creating and maintaining reporting tools and templates to facilitate the production of financial reports and analysis
  • Helping to continually improve and automate financial processes
  • Identifying key performance measures and indicators that drive reporting and analytics

Financial Systems — Director

For this high-level position, companies look for candidates who have a minimum of 10 years of experience in finance or accounting, at least some of which must be in a managerial capacity. Strong quantitative and analytical skills, as well as solid business and financial acumen, are required, along with expertise in financial operations, financial controls, financial reporting, and financial systems. Collaboration, communication and strategic-thinking skills are also crucial to the position. Many businesses require the director of financial systems to have a CPA, CGMA or CMA designation; a project management certification; and a bachelor’s degree in accounting, finance, information technology or business, though many prefer candidates with a master’s degree in these fields. Proficiency with Microsoft Office, ERP systems and database tools are likewise required.

Typical duties include:

  • Defining and driving long-term strategy for financial systems and related processes
  • Working with business units and IT to address specific financial systems issues and requirements
  • Developing strategies for analyzing metrics to identify trends, processes, and system opportunities and recommending action
  • Applying broad industry and commercial awareness to drive financial and operational performance
  • Working with IT to drive system enhancements, upgrades and modifications
  • Leading the design, resource management, implementation and support of finance system solutions
  • Directing and coordinating the activities of financial systems staff to ensure that projects are on schedule
  • Monitoring project results against objectives, milestones and scope
  • Overseeing solution testing, training and communication

Financial Systems — Manager

The financial systems manager position is typically filled by someone with strong technical, organizational and problem-solving skills. A minimum of five years working in the financial systems administration field and a proven track record of working with ERP systems is often required. Strong written and oral communication skills are preferred, as the role includes communicating with colleagues and clients from a wide range of backgrounds. Businesses look for candidates with a bachelor’s degree in accounting, information systems, finance or a related field.

Typical duties include:

  • Overseeing financial system functionality related to the general ledger, accounts payable and receivable, electronic payments, revenue recognition and fixed assets
  • Maintaining and supporting the system
  • Managing updates, enhancements, integrations and testing for the system
  • Working with cross-functional teams to plan system-related projects
  • Working with system vendors to manage contract renewals
  • Supervising and training the financial systems administrator

Financial Systems — Project Manager

For financial systems project manager positions, businesses look for candidates with the demonstrated ability to customize, integrate and implement software applications. These professionals must have project management experience encompassing the full life cycle of software development and strong collaboration and communication skills. At least five years of experience in financial systems management and a bachelor’s degree in finance, business, information systems or a related field are typically required.

Typical duties include:

  • Providing leadership, management and coordination of all activities pertaining to project direction, goal setting, planning, estimating, resource allocation and assignments, project health and reporting, problem resolution, and collaboration
  • Coordinating with different teams and communicating expertise on financial systems
  • Facilitating regular meetings for the discussion and coordination of activities with cross-functional teams
  • Defining and monitoring life-cycle execution for financial systems and facilitating the resolution of issues
  • Identifying requirements for testing, developing test plans and scripts, and coordinating test transmissions

Forensic Accountant

Forensic accountants should possess strong analytical and investigation skills to uncover essential facts and insights pertaining to alleged criminal activity. A bachelor’s degree in accounting, with a professional designation such as the CPA, is required. At least five to seven years of forensic accounting or auditing experience also is needed, along with a strong background in finance, accounting or economics. Litigation consulting and fraud investigation experience is a plus.

Typical duties include:

  • Assisting clients and legal counsel in reconstructing accounting and business records
  • Reviewing pleadings, financial statements, SEC filings and other key documents to identify accounting and financial activity
  • Preparing expert questions and reports for depositions, based on findings and opinions in regulation with accounting rules
  • Providing expert testimony and preparing demonstrative trial exhibits
  • Supervising audit teams and leading key audit processes
  • Consulting with all levels of management on tools and techniques to strengthen risk management and internal controls
  • Interacting with internal corporate investigation departments and forensic information technology

General Accountant (up to 1 year of experience)

This position requires proficiency with Microsoft Excel and strong time management, analytics, communication and interpersonal skills. Candidates need a bachelor’s degree in accounting or finance.

Typical duties include:

  • Preparing journal entries
  • Assisting with audit fieldwork for both operational and financial audits
  • Reconciling and balancing general ledger accounts
  • Researching and correcting account discrepancies

General Accountant (1-3 years of experience)

This position requires proficiency with Microsoft Excel and strong time management, analytical, communication and interpersonal skills. Candidates need a bachelor’s degree in accounting or finance.

Typical duties include:

  • Preparing journal entries
  • Assisting with audit fieldwork for both operational and financial audits
  • Reconciling and balancing general ledger accounts
  • Researching and correcting account discrepancies

General Accountant — Manager

Accounting managers generally need at least five years of experience, as well as solid communication, technology and analytical abilities. Proficiency with ERP systems is also in demand. Companies expect a bachelor’s degree in accounting or finance and prefer candidates with a CPA, MBA, CGMA or CMA.

Typical duties include:

  • Preparing and/or reviewing appropriate ledger entries and reconciliations
  • Maintaining the general ledger system
  • Preparing monthly, quarterly and annual financial statements; assisting with regulatory reporting
  • Researching accounting issues for compliance with GAAP
  • Coordinating the budget process
  • Hiring, training and supervising accounting staff

General Accountant — Senior

Candidates for senior accountant positions should possess solid communication, technology, organizational and analytical skills. Companies hiring senior accountants generally look for at least three years’ experience, along with a bachelor’s degree in accounting or finance. A CPA, CGMA or CMA also is preferred.

Typical duties include:

  • Reconciling sub-ledger to general ledger account balances
  • Preparing financial statements
  • Assessing internal controls, including risk assessments and reviews of risk areas
  • Assisting with budget preparation and preparing the monthly budget variance analyses
  • Maintaining and reconciling fixed assets schedules
  • Assisting with initial internal control evaluations
  • Supervising accounting staff

Internal Auditor (up to 1 year of experience)

Candidates for this position should have strong analytical, organizational and communication skills, in addition to proficiency with Microsoft Office applications. Entry-level internal auditors need an undergraduate degree in accounting or finance.

Typical duties include:

  • Performing individual internal audit projects, as part of the internal audit plan
  • Performing internal audit procedures and preparing internal audit reports
  • Covering functional and operating units with a focus on financial, information technology and operational processes
  • Applying knowledge of internal control concepts and experience to planning, performing, managing and reporting on the evaluation of various business processes, areas and functions
  • Performing follow-up on the status of outstanding internal audit issues
  • Assisting in the development of the annual internal audit plan

Internal Auditor (1-3 years of experience)

Internal auditors at this level should have one to three years of public accounting and/or private industry experience. Knowledge of accounting, finance and internal controls is required, as is comprehension of internal auditing standards, GAAP, Sarbanes-Oxley, COSO framework and risk-assessment practices. An undergraduate degree in accounting or finance is required.

Typical duties include:

  • Performing individual internal audit projects, as part of the total internal audit plan
  • Developing the internal audit scope, performing internal audit procedures and preparing internal audit reports
  • Covering functional and operating units with a focus on financial, information technology and operational processes
  • Applying knowledge of internal control concepts and experience to planning, performing, managing and reporting on the evaluation of various business processes, areas and functions
  • Performing follow-up on the status of outstanding internal audit issues
  • Assisting in internal audit management and the development of the annual internal audit plan

Internal Auditor — Senior

Candidates for senior internal auditor positions should have five or more years of public accounting and/or private industry experience. Knowledge of accounting, finance and internal controls is required, as is comprehension of internal auditing standards, GAAP, Sarbanes-Oxley, COSO framework and risk-assessment practices. An undergraduate degree in accounting or finance is required, along with a professional certification, such as a CIA or CPA. Candidates also should possess strong project-management abilities and excellent verbal and written communication skills. Senior internal auditors are expected to work independently with limited direction and guidance and interact with senior management at all levels of the organization.

Typical duties include:

  • Performing individual internal audit projects, as part of the total internal audit plan
  • Developing the internal audit scope, performing internal audit procedures and preparing internal audit reports
  • Covering functional and operating units with a focus on financial, information technology and operational processes
  • Directing and reviewing the work performed by other internal audit personnel, including resources from co-sourcing firms
  • Applying knowledge of internal control concepts and experience to planning, performing, managing and reporting on the evaluation of various business processes, areas and functions
  • Performing follow-up on the status of outstanding internal audit issues
  • Assisting in internal audit management and the development of the annual internal audit plan
  • Supervising internal audit staff

Internal Auditor — Manager

Internal audit managers must possess knowledge of GAAP, as well as financial and accounting applications and financial and operational controls. Professionals also should have an understanding of internal auditing standards, COSO framework and risk-assessment practices. Candidates need strong critical-thinking, communication and technology skills. A bachelor’s degree in business, accounting or management is required; an MBA is preferred, and professional certifications such as the CIA and CPA also may be required. A minimum of five years of experience in accounting or auditing, including supervisory experience, is expected. Travel is often required for this position.

Typical duties include:

  • Managing complex audits and preparing audit reports
  • Performing critical project management duties in the planning, scheduling, coordinating, reviewing and reporting of the work of audit teams
  • Developing procedures, schedules, priorities and programs for achieving audit objectives and goals
  • Undertaking comprehensive planning and risk assessments to identify potential business risks
  • Planning, assigning and supervising the daily activities and work of the audit team
  • Identifying and communicating to audit staff changes in professional standards, pronouncements, laws, guidelines and audit requirements
  • Developing and maintaining productive client and staff relationships
  • Hiring, training and supervising internal audit staff

IT Auditor (up to 1 year of experience)

Candidates for IT auditor positions must have knowledge of the technical infrastructure and architecture of computer systems, as well as exposure to platforms such as operating systems, networks, databases and ERP systems. These professionals must possess excellent interpersonal skills, including communication, presentation and leadership abilities. Employers typically seek a bachelor’s degree in computer science, information systems, business administration, finance or a similar field.

Typical duties include:

  • Testing and evaluating IT systems and controls for conformity with industry standards of efficiency, accuracy and security
  • Providing independent verification of compliance with statutory requirements and similar regulations
  • Assisting in making recommendations for systems operations and process improvements
  • Assisting the IT audit manager in developing risk-based audit plans

IT Auditor (1-3 years of experience)

IT auditors must have broad knowledge of the technical infrastructure and architecture of computer systems, as well as exposure to platforms such as operating systems, networks, databases and ERP systems. These professionals must possess excellent interpersonal skills, including communication, presentation and leadership abilities. Employers typically seek a bachelor’s degree in computer science, information systems, business administration, finance or a similar field. A CIA or CISA also may be required.

Typical duties include:

  • Testing and evaluating IT systems and controls for conformity with industry standards of efficiency, accuracy and security
  • Providing independent verification of compliance with statutory requirements and similar regulations
  • Making recommendations for systems operations and process improvement
  • Developing risk-based audit plans

IT Auditor — Manager

IT auditors must have broad knowledge of the technical infrastructure and architecture of computer systems, as well as exposure to a variety of platforms, such as operating systems, networks, databases and enterprise resource planning (ERP) systems. These professionals must possess excellent interpersonal skills, including communication, presentation and leadership abilities. The position requires a bachelor’s degree in computer science, information systems, business administration, finance or a similar field. A master’s degree in these fields is preferred. A professional certification such as a CIA, CPA or certified information systems auditor (CISA) also may be required. A minimum of five years of public accounting or IT auditing experience also is expected.

Typical duties include:

  • Testing and evaluating IT systems and controls for conformity with industry standards of efficiency, accuracy and security
  • Providing independent verification of compliance with statutory requirements and similar regulations
  • Presenting written findings and recommendations to senior management
  • Making recommendations for systems operations and process improvement
  • Developing risk-based audit plans
  • Providing support to audit staff and assistance on IT matters related to financial audit engagements
  • Hiring, training and supervising IT audit staff

IT Auditor — Senior

Senior IT auditors must have in-depth knowledge of business processes, as well as process controls and risks, and understand how this relates to relevant IT audit procedures. Professionals should have experience working with a variety of technology platforms and must be familiar with performing network, internet database and technical audits. A bachelor’s degree in computer science, information systems or business is required. A master’s degree in these fields, as well as a professional certification such as a CIA, CPA or CISA also may be required. An average of five years of relevant experience in IT auditing is expected.

Typical duties include:

  • Developing and managing the complex compliance of an organization’s financial and IT audits
  • Establishing objectives and procedures for audit review of computer systems
  • Developing and implementing testing and evaluation plans for IT systems and controls to meet industry standards of efficiency, accuracy and security
  • Examining and evaluating the adequacy and effectiveness of information systems, identifying weaknesses and recommending enhancements
  • Assessing compliance with regulatory requirements in relation to IT, accounting and auditing standards and company policies
  • Supervising IT audit staff

Property Accountant

Property accountants should have experience in accounting and property management, with strong proficiency in Microsoft Office programs (particularly Excel) and property-specific ERP systems such as Yardi and Timberline. Companies look for candidates who can manage the full monthly accounting cycle and have proven problem-solving abilities. They must also be detail-oriented and organized with a track record of meeting deadlines. A bachelor’s degree in accounting, finance or a related field is required.

Typical duties include:

  • Preparing complex journal entries and account reconciliations
  • Preparing monthly balance sheet and income statement analyses for management reporting
  • Assisting in the month-, quarter- and year-end closing processes
  • Assisting in the implementation, maintenance and adherence to internal controls under Sarbanes-Oxley and accounting procedures to ensure compliance with GAAP
  • Maintaining capital lease and monthly payment schedules
  • Maintaining fixed-asset ledger, depreciation and reconciliation
  • Analyzing and coordinating a variety of financial data and reporting it in a clear, useful manner

SEC Financial Reporting — Analyst

The senior financial reporting analyst role requires three to four years of relevant experience in finance and a bachelor’s degree in accounting or finance. Businesses prefer candidates with public accounting experience and at least some progress toward the CPA designation. Excellent Excel skills are a must, and experience with financial software applications (such as Oracle and Hyperion) are a plus. Top candidates have excellent organizational, analytical and communication skills.

Typical duties include:

  • Assisting with internal and external financial reporting activities, including assistance in the preparation of quarterly and annual financial reports, and account reconciliation and analysis
  • Assisting with the preparation of quarterly and annual reports on public filings (10-Q, 10-K and other SEC filings) and managing internal and external reviews for these documents
  • Analyzing and reviewing data submitted by divisions/business units for financial reporting
  • Maintaining, updating and developing accounting policies and procedures
  • Assisting in the documentation/update of department Sarbanes-Oxley 404 processes

SEC Financial Reporting — Director

The SEC financial reporting director must have expertise in financial reporting regulations and U.S. GAAP. Top candidates have a CPA designation and experience at a Big 4 accounting firm. Strong analytical, problem-solving and organization skills, as well as top-notch Excel skills, are critical to the position. Firms look for detail-oriented candidates with excellent oral, written and interpersonal communication skills who can communicate complex information to a variety of audiences. A bachelor’s degree in finance, accounting, business or a related field and a minimum of 10 years’ relevant experience are required.

Typical duties include:

  • Managing the internal and external financial reporting on a monthly, quarterly and annual basis
  • Overseeing the preparation of quarterly and annual reports on public filings (10-Q, 10-K and other SEC filings) and internal and external review for these documents
  • Assisting in implementing controls to ensure compliance with Sarbanes-Oxley
  • Performing technical accounting research and documentation on specific accounting issues
  • Assisting in analysis of the monthly financials: identifying variances, researching issues, and communicating results
  • Monitoring and ensuring timely identification and compliance with evolving accounting guidance
  • Communicating and explaining accounting issues and evolving accounting guidance to the management team
  • Assisting with merger and acquisition due diligence, integration and newly acquired entities into the financial reporting process
  • Managing staff and workload

SEC Financial Reporting — Manager

Candidates for this role should have strong technical knowledge of U.S. GAAP, Sarbanes-Oxley and SEC reporting requirements, along with expertise in Excel and highly developed analytical and communication skills. Businesses place a premium on those with at least eight years of experience in finance and accounting, the CPA designation, public accounting experience and at least three years’ experience working on SEC requirements in a publicly reported company. A bachelor’s degree in accounting, finance, business or similar discipline is required.

Typical duties include:

  • Preparing quarterly and annual financial reports, and account reconciliation and analysis
  • Preparing quarterly and annual reports on public filings (10-Q, 10-K and other SEC filings) and managing internal and external reviews for these documents
  • Preparing financial statements
  • Assisting with technical accounting research and documentation on specific accounting issues
  • Assisting in implementing controls to ensure compliance with Sarbanes-Oxley
  • Monitoring and ensuring timely identification of and compliance with evolving accounting guidance
  • Communicating and explaining accounting issues and evolving accounting guidance to the management team

Senior Compliance Analyst

Senior compliance analysts must have excellent organizational skills and the ability to juggle multiple priorities. The position also requires well-developed interpersonal skills that facilitate tactful interaction with senior-level management and departmental staff. At least three to five years of compliance experience is necessary. A bachelor’s degree in accounting, finance or economics is required, and a professional certification such as CPA or certified internal auditor (CIA) is preferred. Candidates must be detail-oriented and possess sharp analytical abilities.

Typical duties include:

  • Assisting the compliance officer in regulatory examinations and internal audits across the organization
  • Conducting periodic compliance reviews of departments, ensuring that procedures and guidelines are being met
  • Preparing documentation of internal procedures utilizing state and federal rules, regulations, statutes and other third-party compliance resources
  • Maintaining the company website as an information source for compliance
  • Preparing compliance manuals and programs
  • Assisting with developing compliance training modules and training of compliance team members
  • Performing due diligence visits and risk assessments

Tax Accountant (Up to 1 year of experience)

Businesses seek entry-level tax accountants who possess a bachelor’s degree in accounting. Candidates for these positions need strong research, communication and organizational skills, as well as proficiency with Microsoft Excel.

Typical duties include:

  • Assisting in the maintenance of tax records
  • Assisting with tax preparation and research
  • Maintaining the department’s tax compliance calendar

Tax Accountant (1-3 years of experience)

Candidates for these positions must possess a bachelor’s degree in accounting. Companies seek individuals who have excellent organizational, research and communication skills. They also expect proficiency with Microsoft Excel and ERP systems.

Typical duties include:

  • Researching tax laws and regulations
  • Completing various corporate tax returns
  • Providing assistance during tax audits
  • Responding to notices from tax authorities

Tax Accountant — Manager

This role requires expertise in various types of tax returns and financial statements, along with proficiency in Excel and tax software and technology. Candidates should have a bachelor’s degree in accounting, finance, economics or business and five to seven years of experience in tax accounting, with at least two years of supervisory experience. Companies place a premium on those with a CPA designation.

Typical duties include:

  • Preparing and reviewing complex income tax returns
  • Assisting in quality control review for all financial statements
  • Assisting in planning and compliance regarding tax matters, such as waivers and tax returns
  • Assisting in the review and oversight of the preparation of quarterly tax projections and communication of required estimated tax payments
  • Ensuring compliance with financial and tax reporting policies and procedures
  • Reviewing and providing oversight for quarterly and annual payroll tax returns
  • Preparing and reviewing tax correspondence and facilitation and oversight of tax audits
  • Assisting in the review of the calculation and distribution of W-2s and 1099s
  • Communicating tax best business practices to accounting managers and staff accountants

Tax Accountant — Senior

Senior tax accountants need strong technology skills, including expertise with Microsoft Excel, database applications and ERP systems. Companies seek candidates with at least three years’ experience in tax accounting and a bachelor’s degree in accounting. Individuals who also have earned a CPE or MBA have an advantage for these positions.

Typical duties include:

  • Completing corporate tax returns
  • Assuring compliance with federal, state and local tax laws and regulations
  • Conducting research and planning according to applicable tax laws and regulations
  • Minimizing tax liability through sound and informed application of laws and regulations
  • Supervising tax staff

Tax Director

Tax directors must be highly motivated and take the initiative to stay up-to-date with industry and government regulations through continuing education and subscriptions to professional journals. Tax director positions usually require a bachelor’s degree in accounting and a CPA. An MBA also is preferred. Candidates should have at least seven years of experience, as well as polished negotiation, communication and analytical skills.

Typical duties include:

  • Reviewing various corporate tax returns and year-end tax accruals; estimating income taxes
  • Conducting research and planning according to current tax laws, and advising senior management on the tax impact of current and proposed company activities and transactions
  • Identifying ways to minimize the organization’s tax liability each year in accordance with current tax laws
  • Representing the company on tax audits conducted by outside regulatory agencies
  • Facilitating communication with appropriate government agencies and in-house counsel related to tax matters
  • Overseeing reporting and payment of all local, state and federal taxes
  • Hiring, training and retaining tax staff

Tax Manager

Tax managers should possess strong communication and analytical skills. They also are expected to stay up-to-date with industry and government regulations through continuing education and subscriptions to professional journals. Candidates for tax manager positions generally need at least five years of tax accounting experience; many companies prefer those with public accounting backgrounds. Businesses seek applicants who have a bachelor’s degree in accounting. Individuals who also have earned an MBA or a certification such as a CPA have an advantage when pursuing these positions.

Typical duties include:

  • Reviewing corporate tax returns for completeness and accuracy
  • Assisting with research and planning according to current tax laws, and evaluating the tax impact of current and proposed company activities and transactions
  • Working with the director of accounting or controller on asset depreciation schedules and policies
  • Implementing strategies to minimize corporate tax liability in accordance with current tax laws
  • Supporting the tax director on tax audits by outside regulatory agencies
  • Hiring, training and supervising tax staff

Treasurer

The treasurer role requires excellent communication, technology, problem-solving and analytical abilities. Candidates for treasurer usually need at least 10 years of professional experience, and public accounting experience is a plus. Companies seek applicants who possess a bachelor’s degree in accounting, finance or economics and prefer advanced credentials such as an MBA or a financial certification.

Typical duties include:

  • Establishing and maintaining relationships with commercial bankers, allowing open discussion on terms of available financing
  • Researching and analyzing financing alternatives and providing recommendations
  • Structuring debt arrangements
  • Ensuring debt covenant compliance
  • Directing investments of corporate cash
  • Monitoring operating cash requirements
  • Communicating the company’s operating and financial performance goals and strategies to external investors and creditors
  • Hiring, training and retaining staff

Treasury Analyst (up to 1 year of experience)

Organizations seek entry-level treasury analysts with a bachelor’s degree in finance, accounting or a related field. These professionals must have good data analytics, problem-solving, communication and interpersonal skills. They also must be comfortable working on a team and under tight deadlines.

Typical duties include:

  • Helping to manage the company’s cash, investments and debt
  • Assisting management in developing investment strategies
  • Preparing investment reporting
  • Supporting internal risk management activities

Treasury Analyst (1-3 years of experience)

Mid-level treasury analysts must be good problem solvers with strong communication and interpersonal skills, as well as at least a year working with treasury and cash management. A bachelor’s degree in finance, accounting or a related field and advanced data analytics expertise are usually required. Companies look for professionals who work well in a fast-paced team environment.

Typical duties include:

  • Helping to manage the company’s cash, investments and debt
  • Assisting management in developing investment strategies
  • Preparing investment reporting
  • Supporting internal risk management activities

Treasury Analyst — Manager

The treasury analyst manager should have at least five years of experience working in treasury and cash management. Most organizations require an MBA for this position, as well as strong technical and analytical expertise. Communication skills and the ability to clearly explain complex topics to internal clients are also crucial to the job. Some supervisory experience and appropriate certifications are also often preferred.

Typical duties include:

  • Managing the company’s cash, investments and debt
  • Developing strategies for investing safely and successfully
  • Preparing investment reporting and providing strategic guidance regarding investments
  • Providing analysis of potential acquisitions, divestitures and other investments
  • Supporting internal risk management activities
  • Supervising, training and reviewing staff

Treasury Analyst — Senior

A senior-level treasury analyst manager must have excellent analysis and communication skills, along with at least three years of treasury and cash management experience. Companies often look for candidates with industry knowledge and strong problem-solving skills, as well. A bachelor’s degree in finance or a related field and applicable certifications are also typically required; an advanced degree is a plus.

Typical duties include:

  • Helping to manage the company’s cash, investments and debt
  • Assisting management in developing investment strategies
  • Preparing investment reporting
  • Providing analysis of potential acquisitions, divestitures and other investments
  • Supporting internal risk management activities

Vice President, Finance

This role requires advanced strategic planning, negotiation, communication and management skills. Individuals assuming vice president of finance positions generally have at least 10 years of experience in accounting, finance or treasury. Public accounting experience is highly valued. Many companies prefer candidates with a master’s degree in finance or business administration and/or a professional certification such as a CPA.

Typical duties include:

  • Ensuring compliance with state and federal regulations
  • Establishing and maintaining sound relationships with financial institutions, including commercial and investment banks
  • Making recommendations to optimize investments of financial capital
  • Coordinating and managing the annual budget process
  • Communicating the company’s actual performance versus budgets and objectives to senior management; recommending growth strategies, as well as identifying areas for improvement
  • Collaborating with leaders of other departments to prepare for critical business opportunities
  • Hiring, training and retaining finance staff

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Corporate accounting — operational support

Accounting Clerk

Accounting clerk positions are typically entry-level. Candidates should have solid interpersonal skills, as well as proficiency with basic Microsoft Office applications. A high school diploma or equivalent is required.

Typical duties include:

  • Matching invoices to purchase orders or vouchers
  • Performing data entry
  • Assisting with the processing of accounts payable and accounts receivable

Accounts Payable Manager

Accounts payable managers should have solid communication, organizational and interpersonal skills. Candidates for these positions generally have at least five years of experience and advanced knowledge of Microsoft Office applications. ERP systems expertise also is required. Companies prefer candidates who possess a college degree in accounting or a related area, but it is usually not required.

Typical duties include:

  • Preparing accruals and reconciling to the general ledger
  • Maintaining cash requirements schedules and accounts payable aging analysis
  • Performing general ledger posting and monthly/ year-end reconciliations
  • Handling escalated vendor calls
  • Hiring, training and supervising accounts payable staff

Accounts Receivable Manager

Accounts receivable managers should have solid communication, organizational and interpersonal skills. Companies expect proficiency with Microsoft Office applications and usually look for at least five years’ experience in accounts receivable. A college degree in accounting or a related area is preferred but not always required. Knowledge of Microsoft Office and electronic payment and remittance systems is required.

Typical duties include:

  • Preparing accruals and reconciling sub-ledger to the general ledger
  • Performing general ledger posting and monthly/ year-end reconciliations
  • Preparing aging reports
  • Hiring, training, developing and supervising accounts receivable, collections and billing staff

Accounts Receivable/Payable Clerk

Accounts payable or receivable clerk positions often are entry-level, although many firms prefer at least some previous experience. Candidates for these roles should have strong communication, customer service and organizational skills. Proficiency with Microsoft Office applications is expected; familiarity with additional software programs is valued. Companies expect a minimum of a high school diploma or equivalent.

Typical duties vary by specialty but may include:

  • Matching, batching, coding and entering invoices
  • Entering, posting and reconciling batches
  • Researching and resolving accounts payable or accounts receivable issues with customers or vendors
  • Updating and reconciling sub-ledger to the general ledger
  • Maintaining cash applications, account reconciliations and chargebacks

Assistant Credit Manager

Candidates for assistant credit manager positions need strong analytical, communication, negotiation and interpersonal skills. Companies generally look for at least four years of experience in credit risk management or accounts receivable management. Many employers seek applicants who have earned a bachelor’s degree in accounting or a related area.

Typical duties include:

  • Evaluating consumer and/or commercial credit
  • Preparing weekly and monthly reports, including credit hold reports, bad debt reports, new credit application reports, accounts receivable sum-maries and cash applications reports
  • Working closely with the accounts receivable department manager on chargeback issues
  • Training and supervising staff of credit analysts or collections professionals

Billing Clerk

Candidates for this position should have basic knowledge of Microsoft Office applications and excellent communication, customer service and organizational skills. Billing clerk positions often are entry-level, although many firms prefer some previous experience. A high school diploma or equivalent is required.

Typical duties include:

  • Processing bills
  • Preparing journal entries of adjustments to billings
  • Communicating with customers regarding billing adjustments

Billing Manager/Supervisor

Billing managers or supervisors should have strong communication and customer service skills. Candidates for these positions generally need at least five years of billing experience. A college degree in accounting or a related area is preferred. Knowledge of Microsoft Office and electronic billing is essential.

Typical duties include:

  • Reconciling billing accounts to the general ledger
  • Interfacing with the accounts receivable, credit/collections and client purchasing departments
  • Ensuring the accuracy of invoicing
  • Hiring, training and supervising billing staff

Bookkeeper

Candidates for bookkeeper positions should have solid communication, organizational and customer service skills. Technology expertise demands vary by company but may include proficiency with applications such as Microsoft Excel, QuickBooks or Peachtree. A high school diploma or equivalent is expected. Businesses often seek at least three years’ experience, although requirements differ significantly by firm.

Typical duties include:

  • Processing accounts payable and accounts receivable
  • Managing bank reconciliations and payroll processing
  • Posting journal entries

Credit/Collections Analyst

Credit or collections analyst positions can be entry-level, although many firms seek up to several years of experience. Candidates should have excellent customer service, negotiation, communication and analytics skills. A bachelor’s or associate degree in accounting or a related area is preferred but not always required.

Typical duties include:

  • Creating and maintaining credit history files
  • Analyzing and assessing the creditworthiness of account/client using external credit risk management tools/reports
  • Managing the collection efforts/calls for accounts receivable portfolio
  • Documenting daily collections activity
  • Researching account disputes and billing discrepancies
  • Performing account/payment reconciliations
  • Responding to credit inquiries from external and internal clients
  • Identifying delinquent accounts requiring external collection efforts
  • Identifying bad debt or financial exposure

Credit/Collections Clerk

Credit or collections clerks should have excellent customer service, negotiation, communication and analytics skills. A bachelor’s or associate degree in accounting or a related area is preferred.

Typical duties include:

  • Creating and maintaining credit history files
  • Analyzing and assessing the creditworthiness of account/client using external credit risk management tools/reports
  • Supporting the collection efforts/calls for accounts receivable portfolio
  • Documenting daily collections activity
  • Researching account disputes and billing discrepancies
  • Performing account/payment reconciliations
  • Responding to credit inquiries from external and internal clients
  • Identifying delinquent accounts requiring external collection efforts
  • Identifying bad debt or financial exposure

Credit Manager/Supervisor

Individuals pursuing these positions need strong leadership, management, analytical, communication, negotiation and interpersonal skills. Credit manager and supervisor positions generally require at least five years of credit and/or collections experience. Proficiency with Microsoft Office applications is essential. Many companies prefer candidates who possess a bachelor’s degree in accounting, finance or business administration.

Typical duties include:

  • Administering and enforcing credit and collections policies and procedures
  • Evaluating credit risk
  • Developing strategies and goals to reduce exposure to write-offs
  • Preparing and developing work strategies and goals
  • Interfacing with multiple departments, including sales and management staff
  • Selecting and managing the relationship with third-party collection agencies
  • Reviewing, preparing and analyzing accounts receivable aging reports
  • Hiring, training and supervising credit and collections staff

Full Charge Bookkeeper

Full-charge bookkeepers must be able to multitask effectively. Strong communication, organizational and customer service skills are essential. Technology expertise demands vary by company but may include proficiency with applications such as Microsoft Excel, QuickBooks or Peachtree. A high school diploma or equivalent is required; an associate degree in business or accounting is valued. Businesses often seek candidates with at least five years’ experience, although expectations differ significantly by firm.

Typical duties include:

  • Preparing financial statements
  • Processing accounts payable and accounts receivable
  • Managing bank and general ledger reconciliations, as well as payroll processing
  • Tracking fixed assets and preparing depreciation schedules
  • Preparing quarterly tax filings
  • Performing month-end closings
  • Tracking fixed assets and preparing depreciation schedules
  • Supervising accounting clerks and entry-level bookkeepers
  • Preparing the trial balance

Inventory Analyst

Companies seek inventory analysts who possess strong communication, organizational and problem-solving skills. Proficiency with Microsoft Office applications is essential. Candidates generally need a bachelor’s degree and at least two years of inventory experience.

Typical duties include:

  • Maintaining and reconciling inventories
  • Performing product and cost analyses
  • Forecasting and reporting order quantities
  • Working closely with the purchasing manager

Inventory Clerk

Inventory clerks should have strong multitasking, communication and interpersonal skills. These positions often are entry-level, although many companies prefer at least some previous inventory experience. A high school diploma or equivalent is required.

Typical duties include:

  • Counting and classifying items
  • Performing data entry
  • Handling document discrepancies
  • Working closely with the purchasing manager and inventory analyst

Payroll Clerk

Payroll clerk positions often are entry-level, although many companies prefer previous payroll experience. Proficiency with Microsoft Office applications is a basic requirement; however, firms hiring experienced staff also seek automated payroll processing systems knowledge. Payroll clerks should have a high school diploma or equivalent, and solid communication, customer service and organizational skills.

Typical duties include:

  • Performing data entry and reconciling time cards
  • Distributing paychecks and statements to department managers
  • Answering inquiries from employees and vendors

Payroll Coordinator/Administrator

Candidates for payroll coordinator or administrator positions must have strong technical skills, including proficiency with Microsoft Office applications and automated payroll processing services. Payroll administrators usually need at least two years of payroll experience and a high school diploma or equivalent. Payroll administrators also should possess excellent communication and problem-solving abilities.

Typical duties include:

  • Processing payroll
  • Reconciling payroll sub-ledger to the general ledger
  • Remitting payroll taxes and government reporting
  • Preparing monthly, quarterly and year-end payroll statements

Payroll Manager/Supervisor

Individuals pursuing these positions should have strong communication, interpersonal and organizational skills. Payroll managers or supervisors generally need at least five years’ payroll experience, in addition to a bachelor’s degree in accounting or finance. A certified payroll professional (CPP) designation is valuable. Firms also seek proficiency with Microsoft Office applications, ERP systems and automated payroll processing services.

Typical duties include:

  • Ensuring compliance with current government regulations
  • Establishing and implementing policies on such matters as garnishments and payroll advancements to employees
  • Preparing government reporting
  • Preparing accruals and reconciling sub-ledger to the general ledger
  • Hiring, training, developing and supervising payroll staff

Purchasing Manager

Candidates for this position should have solid negotiation, communication, analytical and organizational skills. Proficiency in Microsoft Excel is required. Purchasing managers generally need at least five years of experience in purchasing, in addition to a bachelor’s degree. Individuals who have earned a certified purchasing manager (CPM) designation are at an advantage.

Typical duties include:

  • Researching and selecting vendors
  • Maintaining and identifying economic order quantities to manage inventory costs
  • Processing purchase orders
  • Managing pricing and contract negotiations
  • Hiring, training and supervising purchasing staff

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Financial services — banking and financial markets

Analyst

For this position, banks and financial services firms look for candidates with experience in financial valuation, modeling, data management and research. Proven communication and analytical-thinking skills are critical in this role, as are attention to detail and the ability to work in a fast-paced environment under multiple deadlines. At least four years of relevant work experience in the financial field is typically required, along with a bachelor’s degree in business or finance; an MBA and CFA are often strongly preferred.

Typical duties include:

  • Preparing, analyzing and explaining historical and projected financial information
  • Preparing and delivering presentations for management and marketing pitches
  • Coordinating and performing business due diligence, value analysis and financial modeling
  • Developing and building relationships with current and prospective clients
  • Supervising staff

Associate

Banks seek associates with strong credit, technical and analysis skills and the ability to interpret financial statements and work with financial models. At least five years of relevant work experience in the financial services industry is typically required, along with a bachelor’s degree in business or finance; an MBA and CFA are often strongly preferred. Candidates should have strong writing and presentation skills and a demonstrated ability to collaborate with coworkers, handle multiple assignments at once and meet deadlines.

Typical duties include:

  • Assisting lead analysts who are preparing, analyzing and explaining historical and projected financial information
  • Assisting with business due diligence, value analysis and financial modeling
  • Preparing presentations to be given to management at company meetings
  • Collaborating with other associates and various groups within the company
  • Assisting with special projects
  • Helping train new hires on analytical or process-related tasks

Business Development Officer

Business development officers should have a minimum of 10 years of experience in the banking or financial services industry, along with a solid understanding of the needs of investors. They must be strong communicators and have a proven ability to reach new clients and generate business. Business development officers typically deal with several clients at a time and should possess top-notch sales skills. A bachelor’s degree in finance or business is required, and firms often give preference to candidates with a CFA.

Typical duties include:

  • Bringing in new business for the institution
  • Working with executives, management and other staff to create new opportunities for the firm
  • Aligning current clients with the best investment opportunities

Commercial Lender (1-3 years of experience)

Commercial lenders need excellent analytical, interpersonal and organizational skills, in addition to networking and business development abilities. Candidates for this position should have a bachelor’s degree. Most banks require credit analysis experience.

Typical duties include:

  • Developing new business
  • Interviewing applicants and researching credit histories
  • Constructing loan packages, loan structures, costs and fees, and loan repayment options and terms
  • Preparing credit proposals for business loans and capital funding
  • Verifying information on loan agreements

Commercial Lender (3-5 years of experience)

Banks seek commercial lenders who have excellent networking and business development skills. Candidates must be able to work closely with cash management, treasury, specialty finance and other areas of the bank to promote cross sales. Candidates should have a demonstrated knowledge of commercial lending policies and procedures. Banks also look for professionals possessing strong interpersonal, analytical and organizational abilities. The ideal candidate will have at least two years of experience in commercial banking credit analysis. This position requires a bachelor’s degree, ideally in finance or accounting or an equivalent major. Some specialty commercial lending positions may require a master’s degree.

Typical duties include:

  • Preparing credit proposals for business loans and capital funding
  • Reviewing loan closing and funding activities
  • Developing new business
  • Interviewing applicants and researching credit histories
  • Constructing loan packages, loan structures, costs and fees, and loan repayment options and terms
  • Verifying information on loan agreements
  • Managing loan workouts

Commercial Lender (5+ years of experience)

Senior commercial lenders need the ability to work closely with cash management, treasury, specialty finance and other areas of the bank to promote cross-sales. A strong set of analytics skills is required to review, assess and structure complex financial information. Lenders also need to deftly manage myriad financial portfolios and create new business. Candidates also should possess solid interpersonal and communication skills, as they will represent the financial institution in the community or at civic and professional organizations. A minimum of five years of commercial loan, credit and business development experience is required. A bachelor’s degree in finance, business or a related field also is expected; an MBA in finance is preferred.

Typical duties include:

  • Handling development, underwriting administration and management of commercial loans and lines of credit for commercial customers
  • Interviewing, analyzing, underwriting and authorizing approval of customer applications for commercial loans and lines of credit
  • Negotiating complex commercial loans and lines of credit within specified limits
  • Ensuring loan documents are complete, in accordance with approved terms and in compliance with existing bank policy
  • Developing and managing relationships with management, peers, commercial customers, prospects and referral sources
  • Monitoring compliance of ongoing portfolio management and actively managing portfolio risk

Credit Analyst (1-3 years of experience)

At this level, credit analysts must have advanced Excel skills, along with strong written and oral communication abilities. Banks look for candidates who can work effectively with colleagues at all levels and have proven problem-solving skills. A bachelor’s degree in accounting or finance and at least a year of experience working in credit are required.

Typical duties include:

  • Assessing credit risk and establishing credit limits
  • Assisting with collections on accounts receivable and reconciling customer statements
  • Contacting banks, credit-reporting firms, sales departments and other sources to obtain credit information
  • Examining and maintaining the credit history of customer companies
  • Compiling credit results and preparing reports for customers and bank loan committee
  • Assisting commercial lenders with loan structures
  • Participating in major department projects and on cross-functional teams

Credit Analyst (3-5 years of experience)

Credit analysts must have a high degree of technical competence and the ability to work independently. Strong quantitative skills, with familiarity of statistics, are needed. Credit analysts must have at least two to three years of experience working in a quantitative and analyst capacity. A bachelor’s degree in finance, economics, accounting, mathematics or physics is required; a master’s degree is preferred. A certification such as a chartered financial analyst (CFA) is a plus.

Typical duties include:

  • Analyzing existing and potential loans
  • Presenting recommendations to senior management and credit committees
  • Providing written loan approvals, and modifying and restructuring existing loans with loan officers
  • Creating financial projections
  • Performing required monitoring of existing investment portfolio performance
  • Assisting portfolio managers with analysis and due diligence on prospective fund investments
  • Maintaining various financial databases
  • Identifying potential investment offerings
  • Assembling and synthesizing data needed to run risk management models

Credit Analyst (5+ years of experience)

Banks seek commercial credit analysts who have strong communication, organizational and multitasking abilities, as well as proficiency with Microsoft Office applications. At this level, banks require several years of credit experience and a bachelor’s degree in accounting or finance.

Typical duties include:

  • Formulating financial statements and preparing financial projections
  • Suggesting credit limitations to bank management
  • Contacting banks, credit-reporting firms, sales departments and other sources to obtain credit information
  • Examining and maintaining the credit history of customer companies
  • Compiling credit results and preparing reports for customers and bank loan committee
  • Assisting commercial lenders with loan structures

Internal Wholesaler

Banks seek internal wholesalers with strong sales and customer service skills, along with top-notch oral and written communication skills. A bachelor’s degree in business, finance or marketing is required, along with at least two years of sales experience with a banking or financial services firm.

Typical duties include:

  • Working with external wholesalers to develop new business and maintain current business relationships
  • Gathering and using marketing intelligence to increase sales
  • Making sales calls to financial advisors
  • Responding to calls and questions about the firm’s products

Managing Director/Partner

This role requires expertise in wealth management and extensive experience in leadership, sales and customer relations. Banks require candidates to have at least 10 years of experience in the industry and, at minimum, a bachelor’s degree in business or a related field. These professionals should have several years of experience recruiting, developing and retaining top talent, as well as strong communication skills. An MBA and a chartered financial analyst (CFA) or other related professional designation are preferred.

Typical duties include:

  • Managing sales and customer relations employees to ensure consistency and quality of product sales and delivery
  • Acquiring new clients and retaining current clients
  • Representing a region or business line with regard to compliance, risk management, operational support and financial reporting
  • Recruiting and hiring new team members
  • Evaluating staff, providing training and addressing issues as necessary

Portfolio Manager

For this role, banks and financial services firms look for candidates with at least four years of experience managing investment portfolios. Strong communication skills and knowledge of financial modeling are strongly desired. A bachelor’s degree in business or finance is required, but banks and firms prefer candidates with a master’s degree and a CFA.

Typical duties include:

  • Conducting market research on private equity and fund markets
  • Identifying and researching potential investment opportunities
  • Monitoring existing portfolio investments
  • Reviewing, assessing and performing financial analysis and due diligence for investments
  • Leading negotiation of terms for investments

Private Banker (1-3 years of experience)

Private bankers at this level must have a bachelor’s degree in business, accounting or finance, and some experience in the industry is preferred. Banks look for candidates with strong interpersonal, marketing and customer relationship skills.

Typical duties include:

  • Generating and closing business in the high net worth market, professional associations and the investor group segment
  • Consulting with customers regarding their financial needs and recommending various financial products and services
  • Preparing loan packages for credit review and underwriting and servicing accounts
  • Supporting senior-level bankers in managing larger, more complex account relationships

Private Banker (3-5 years of experience)

Private bankers should have strong interpersonal, marketing and customer relationship skills as well as a bachelor’s degree in business, accounting or finance. A master’s degree in these fields is preferred. At least three to five years of prior corporate financial lending experience is required, two of which should have been in private banking.

Typical duties include:

  • Generating and closing business in the high net worth market, professional associations and the investor group segment
  • Consulting with customers regarding their financial needs and recommending various financial products and services
  • Preparing loan packages for credit review and underwriting and servicing accounts
  • Analyzing tax returns and financial statements
  • Managing complex portfolios of loans, trusts and deposits
  • Supporting senior-level bankers in managing larger, more complex account relationships

Private Banker (5+ years of experience)

At least five years of prior corporate financial lending experience is required at this level, and at least three should have been in private banking. Candidates need strong interpersonal, marketing and customer relationship skills. A bachelor’s degree in business, accounting or finance is required; a master’s degree in these fields is often preferred.

Typical duties include:

  • Managing larger, more complex account relationships and portfolios of loans, trusts and deposits
  • Generating and closing business to the high net worth market, professional associations and the investor group segment
  • Consulting with customers regarding their financial needs and recommending various financial products and services
  • Preparing loan packages for credit review and underwriting and servicing accounts

Vice President

To take on this role in the banking and financial services industry, finance professionals typically need seven to 10 years of experience in commercial or private lending, financial sales, portfolio management, or another area of banking. Firms look for those with strong negotiation, presentation, communication and interpersonal skills, along with a demonstrated ability to solve problems and drive results. A bachelor’s degree in business or finance is required, and an MBA and CFA are often desired.

Typical duties include:

  • Cultivating new business for the institution
  • Managing relationships with and advising current clients
  • Negotiating terms with new and current clients
  • Interacting with the community

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Financial services — finance and accounting

Accountant (1-3 years of experience)

This position requires proficiency with Microsoft Excel and strong time management, analytical, communication and interpersonal skills. Candidates need a bachelor’s degree in accounting or finance.

Typical duties include:

  • Preparing journal entries
  • Assisting with audit fieldwork for both operational and financial audits
  • Reconciling and balancing general ledger accounts
  • Researching and correcting account discrepancies

Accountant (3-5 years of experience)

Candidates for senior accountant positions should possess solid communication, technology, organizational and analytical skills. Companies hiring senior accountants generally look for at least three years’ experience, along with a bachelor’s degree in accounting or finance. A CPA, CGMA or CMA also is preferred.

Typical duties include:

  • Reconciling sub-ledger to general ledger account balances
  • Preparing financial statements
  • Assessing internal controls, including risk assessments and reviews of risk areas
  • Assisting with budget preparation and preparing the monthly budget variance analyses
  • Maintaining and reconciling fixed assets schedules
  • Assisting with initial internal control evaluations
  • Supervising accounting staff

Accountant (5+ years of experience)

Accounting managers generally need at least five years of experience, as well as solid communication, technology and analytical abilities. Proficiency ERP systems is also in demand. Companies expect a bachelor’s degree in accounting or finance and prefer candidates with a CPA, MBA, CGMA or CMA.

Typical duties include:

  • Preparing and/or reviewing appropriate ledger entries and reconciliations
  • Maintaining the general ledger system
  • Preparing monthly, quarterly and annual financial statements; assisting with regulatory reporting
  • Researching accounting issues for compliance with GAAP
  • Coordinating the budget process
  • Hiring, training and supervising accounting staff

Chief Financial Officer

CFOs must have strong analytical, strategic-planning, operational and communication skills, including an ability to work well with the CEO, board members and other senior executives. CFOs typically have at least 10 years of experience in accounting or finance, including a minimum of five years in a management role. The larger the firm, the more experience required. Many companies prefer candidates who possess a master’s degree in business administration (MBA) and/or a professional certification such as a certified public accountant (CPA), certified management accountant (CMA) or chartered global management accountant (CGMA). Professionals should possess knowledge of all aspects of generally accepted accounting principles (GAAP). Public companies also require experience with U.S. Securities and Exchange Commission (SEC) reporting. Public accounting experience is highly valued. Candidates for CFO should have held positions of increasing responsibility within accounting and finance, such as director of finance, director of accounting or controller.

Typical duties include:

  • Providing strategic management of the accounting and finance functions
  • Directing accounting policies, procedures and internal controls
  • Recommending improvements to ensure the integrity of a company’s financial information
  • Managing or overseeing the relationship with independent auditors
  • Collaborating with chief information officers on technology decisions
  • Overseeing financial systems implementations and upgrades
  • Managing relationships with investors and investment institutions
  • Identifying and managing business risks and insurance requirements
  • Hiring, training and retaining accounting and finance staff

Controller

Controllers must possess solid communication, technology, analytical and management skills. Candidates should possess knowledge of all aspects of GAAP. Public companies also require knowledge of SEC regulations and provisions of the Sarbanes-Oxley Act. The role usually requires at least seven years of relevant experience and a bachelor’s degree in accounting or finance. Many organizations prefer candidates who have an MBA or professional certification such as CPA, CGMA or CMA. Experience in public accounting is highly valued.

Typical duties include:

  • Planning, directing and coordinating all accounting operational functions
  • Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results
  • Coordinating and preparing internal and external financial statements
  • Coordinating activities of external auditors
  • Providing management with information vital to the decision-making process
  • Managing the budget process
  • Assessing current accounting operations, offering recommendations for improvement and implementing new processes
  • Evaluating accounting and internal control systems
  • Evaluating the effectiveness of accounting software
  • Developing and monitoring business performance metrics
  • Overseeing regulatory reporting, frequently including tax planning and compliance
  • Hiring, training and retaining accounting staff

Financial Analyst

Financial analysts must have the ability to effectively communicate across all levels of the organization since they can be highly visible and interact daily with executive management, project team leaders, sales managers and financial professionals. A thorough knowledge of general accounting procedures, reporting and expense analysis, and journal posting is required. A bachelor’s degree in business, accounting or finance is required; an MBA is preferred. A professional certification such as a CPA is a plus. A minimum of five to 10 years of experience in the banking industry is required, as are excellent technology skills, particularly Microsoft Excel and other financial software.

Typical duties include:

  • Analyzing new and existing product lines, promotion spending and service segment costs of the organization
  • Preparing profit and loss models, balance sheets and other management reports, using Microsoft Excel to forecast financial outcomes
  • Maintaining confidential financial information
  • Performing budgeting variance and forecasting analysis for various levels of management

Financial Planning and Analysis (1-3 years of experience)

Entry-level financial planning and analysis professionals should have strong analytical and oral and written communication skills. Advanced technical skills, particularly in Excel and Access, are desired qualifications. A bachelor’s degree in accounting, finance or a related field is required.

Typical duties include:

  • Assisting with the preparation of weekly, monthly, quarterly and annual budget analysis and reports
  • Preparing written reports as requested by the manager and controller
  • Assisting in the preparation of meeting materials and presentations
  • Analyzing complex financial information and reports to provide accurate and timely financial information to management for decision-making purposes

Financial Planning and Analysis (3-5 years of experience)

Financial planning and analysis roles at this level require deep analytical capabilities, strong oral and written communication skills, and the ability to multitask and work under multiple tight deadlines at once. Advanced technical skills, particularly financial modeling in Excel and Access, are desired qualifications. A bachelor’s degree in accounting, finance or a related field, along with at least three years in corporate accounting or financial planning and analysis, is required.

Typical duties include:

  • Preparing weekly, monthly, quarterly and annual budget analysis and reports
  • Managing the development of budget and financial forecasts, the operating plan and modeling tools
  • Preparing written reports as requested by the manager and controller
  • Meeting with directors and managers to communicate and assess division results
  • Creating and delivering presentations to organization management

Financial Planning and Analysis — Manager

For this role, financial services firms look for candidates with deep analytical capabilities, strong oral and written communication skills, and the ability to multitask and work under multiple tight deadlines at once. Strong technical skills, particularly financial modeling in Excel and Access, are desired qualifications. A bachelor’s degree in accounting, finance or a related field is required, and an MBA and CPA are pluses. At least eight years of experience in financial services is also required, with at least three of them in a supervisory capacity.

Typical duties include:

  • Providing key financial analysis to enable both day-to-day and strategic decisions
  • Collaborating with colleagues working in other operational areas of the business
  • Supporting financial deliverables to the executive team
  • Managing and overseeing the day-to-day operations of the financial planning team
  • Preparing financial models and data mining tools for variance analysis
  • Providing financial analysis support for the corporate budgeting and forecasting processes
  • Performing financial analysis and valuation related to mergers and acquisitions
  • Managing staff by recruiting, selecting, training, evaluating and retaining employees

Hedge Fund Accountant (1-3 years of experience)

For this entry-level role, firms look for detail-oriented team players who have at least a year of experience in investment accounting, product controller work, auditing, accounts payable/accounts receivable or budgeting and experience with financial products. Strong oral and written communication abilities, analytical expertise, and proficiency with Excel are highly preferred. A bachelor’s degree in finance or accounting is required.

Typical duties include:

  • Analyzing fund performance on daily and monthly basis
  • Reconciling funds cash and positions to outside sources
  • Performing month-end close processes and preparing financial statements
  • Working with auditors to prepare and present year-end financial accounts

Hedge Fund Accountant (3-5 years of experience)

A hedge fund accountant at this level should have at least three years of prior work history in investment accounting, product controller work, auditing, accounts payable/accounts receivable or budgeting and experience with various financial products. Strong oral and written communication abilities, analytical expertise, and proficiency with Excel are highly preferred. A bachelor’s degree in finance or accounting is required.

Typical duties include:

  • Analyzing fund performance on daily and monthly basis
  • Working with various financial products
  • Pricing fund portfolios
  • Reconciling funds cash and positions to outside sources
  • Performing month-end close processes and preparing financial statements
  • Working with auditors to prepare and present year-end financial accounts

Hedge Fund Accountant — Manager

Hedge fund accountant managers should have at least five years of prior work history in investment accounting, product controller work, auditing, accounts payable/accounts receivable or budgeting and experience with various financial products. Proven leadership and supervisory skills, strong oral and written communication abilities, analytical expertise, and proficiency with Excel are highly preferred. A bachelor’s degree in finance or accounting is required, and a master’s degree in business administration is a plus.

Typical duties include:

  • Managing the work of staff hedge fund accountants
  • Communicating regularly with executive team on fund performance
  • Recruiting, hiring, evaluating performance of and retaining staff
  • Analyzing fund performance on daily and monthly basis
  • Pricing fund portfolios
  • Reconciling funds cash and positions to outside sources
  • Performing month-end close processes and preparing financial statements
  • Working with auditors to prepare and present year-end financial accounts
  • Recruiting, hiring, evaluating the performance of and retaining staff

Internal Auditor (1-3 years of experience)

Internal auditors at this level should have one to three years of public accounting and/or private industry experience. Knowledge of accounting, finance and internal controls is required, as is comprehension of internal auditing standards, GAAP, Sarbanes-Oxley, COSO framework and risk-assessment practices. An undergraduate degree in accounting or finance is required.

Typical duties include:

  • Performing individual internal audit projects, as part of the total internal audit plan
  • Developing the internal audit scope, performing internal audit procedures and preparing internal audit reports
  • Covering functional and operating units with a focus on financial, information technology and operational processes
  • Applying knowledge of internal control concepts and experience to planning, performing, managing and reporting on the evaluation of various business processes, areas and functions
  • Performing follow-up on the status of outstanding internal audit issues
  • Assisting in internal audit management and the development of the annual internal audit plan

Internal Auditor (3-5 years of experience)

Candidates for senior internal auditor positions should have five or more years of public accounting and/or private industry experience. Knowledge of accounting, finance and internal controls is required, as is comprehension of internal auditing standards, GAAP, Sarbanes-Oxley, COSO framework and risk-assessment practices. An undergraduate degree in accounting or finance is required, along with a professional certification, such as a CIA or CPA. Candidates also should possess strong project-management abilities and excellent verbal and written communication skills. Senior internal auditors are expected to work independently with limited direction and guidance and interact with senior management at all levels of the organization.

Typical duties include:

  • Performing individual internal audit projects, as part of the total internal audit plan
  • Developing the internal audit scope, performing internal audit procedures and preparing internal audit reports
  • Covering functional and operating units with a focus on financial, information technology and operational processes
  • Directing and reviewing the work performed by other internal audit personnel, including resources from co-sourcing firms
  • Applying knowledge of internal control concepts and experience to planning, performing, managing and reporting on the evaluation of various business processes, areas and functions
  • Performing follow-up on the status of outstanding internal audit issues
  • Assisting in internal audit management and the development of the annual internal audit plan
  • Supervising internal audit staff

Internal Auditor — Manager

Internal audit managers must possess knowledge of GAAP, as well as financial and accounting applications and financial and operational controls. Professionals also should have an understanding of internal auditing standards, COSO framework and risk-assessment practices. Candidates need strong critical-thinking, communication and technology skills. A bachelor’s degree in business, accounting or management is required; an MBA is preferred, and professional certifications such as the CIA and CPA also may be required. A minimum of five years of experience in accounting or auditing, including supervisory experience, is expected. Travel is often required for this position.

Typical duties include:

  • Managing complex audits and preparing audit reports
  • Performing critical project management duties in the planning, scheduling, coordinating, reviewing and reporting of the work of audit teams
  • Developing procedures, schedules, priorities and programs for achieving audit objectives and goals
  • Undertaking comprehensive planning and risk assessments to identify potential business risks
  • Planning, assigning and supervising the daily activities and work of the audit team
  • Identifying and communicating to audit staff changes in professional standards, pronouncements, laws, guidelines and audit requirements
  • Developing and maintaining productive client and staff relationships
  • Hiring, training and supervising internal audit staff

Mutual Fund Accountant (1-3 years of experience)

Entry-level mutual fund accountant positions require a bachelor’s degree in accounting or finance and at least one year of experience in a financial services firm. Candidates should have strong analytical, Microsoft Office, and written and oral communications skills. Firms look for professionals who are organized and detail-oriented and have a proven ability to meet tight deadlines.

Typical duties include:

  • Reviewing, analyzing and overseeing mutual funds
  • Compiling, analyzing, printing and/or filing financial data for mutual funds
  • Creating reports on mutual funds
  • Preparing board reporting on a quarterly and annual basis
  • Preparing fund expense analysis/budgets and monitoring expense accruals monthly
  • Preparing monthly reimbursement calculations
  • Validating monthly asset-based fees

Mutual Fund Accountant (3-5 years of experience)

The mutual fund accountant position at this level requires at least three years of experience in financial services, with at least one year in mutual funds. Candidates should be detail-oriented with strong organizational skills and the ability to thrive under tight deadlines. Strong written and oral communication abilities, along with good problem-solving skills and proficiency with Microsoft Office, are preferred. Firms require a bachelor’s degree in accounting or finance for this role.

Typical duties include:

  • Reviewing, analyzing and overseeing mutual funds
  • Compiling, analyzing, printing and/or filing financial data for mutual funds
  • Creating reports on mutual funds for the SEC on a semi-annual and annual basis, or as needed
  • Preparing board reporting on a quarterly and annual basis
  • Preparing fund expense analysis/budgets and monitoring expense accruals monthly
  • Preparing monthly reimbursement calculations
  • Validating monthly asset-based fees
  • Completing monthly audit control checks
  • Assisting in audit confirmations for annual reporting cycles

Mutual Fund Accountant — Manager

The mutual fund accountant manager role requires at least five years of experience in financial services, with at least three years in mutual funds. Candidates should have demonstrated leadership and supervisory skills, along with strong analytical, problem-solving, and written and oral communication skills. Firms look for detail-oriented candidates with advanced Microsoft Office skills. A bachelor’s degree in accounting or finance is required, and a master’s degree is a plus.

Typical duties include:

  • Supervising mutual fund accounting staff
  • Reviewing, analyzing and overseeing mutual funds
  • Compiling, analyzing, printing and/or filing financial data for mutual funds
  • Creating reports on mutual funds for the SEC on a semiannual and annual basis, or as needed
  • Preparing board reporting on a quarterly and annual basis
  • Preparing fund expense analysis/budgets and monitoring expense accruals monthly
  • Preparing monthly reimbursement calculations
  • Validating monthly asset-based fees
  • Completing monthly audit control checks
  • Assisting in audit confirmations for annual reporting cycles

Product Controller (1-3 years of experience)

Banks look for entry-level product controllers with a minimum of one year of experience in the financial services industry; a bachelor’s degree in accounting, finance or business; and progress toward a CPA designation. Candidates with strong analytical skills who are detail-oriented, comfortable working with large data sets and proficient in Excel are preferred.

Typical duties include:

  • Preparing, reviewing and analyzing financial reports and information
  • Reviewing exceptional issues and discussing them with managers and other product controller staff
  • Working with trading, operations, finance, risk and compliance departments
  • Assisting with audit queries and preparation of year-end financial statements
  • Assisting with the preparation of monthly client reporting for various funds
  • Assisting in the regulatory reporting process

Product Controller (3-5 years of experience)

Product controllers at this level should have at least three years of experience in the financial services industry, a bachelor’s degree in accounting, finance or business, and a CPA designation. Banks look for candidates with strong analytical skills who are detail-oriented, comfortable working with large data sets and proficient in Excel.

Typical duties include:

  • Preparing, reviewing and analyzing financial reports and information
  • Reviewing exceptional issues and discussing them with managers and other product controller staff
  • Working with trading, operations, finance, and risk and compliance departments
  • Assisting with audit queries and preparation of year-end financial statements
  • Preparing monthly client reporting for various funds
  • Assisting in the regulatory reporting process

Product Controller — Manager

Managers of product controller staff must have at least five years of experience working in the role. Candidates are required to hold a bachelor’s degree in accounting, finance or business and a CPA designation. Strong collaboration, communication, analytical, organizational and leadership skills are preferred, as is supervisory experience.

Typical duties include:

  • Advising partners on accounting and valuation matters impacting the financial statements, including daily profit and loss and balance sheet movements
  • Developing and implementing strategic systems and their implementation and managing continuous improvement of processes
  • Preparing, reviewing and analyzing financial reports and information
  • Reviewing any exceptional issues and discussing them with managers and other product controller staff
  • Working with trading, operations, finance, and risk and compliance departments

Regulatory Reporting (1-3 years of experience)

At this level, regulatory reporting professionals require at least one year of experience in the industry and strong knowledge of U.S. GAAP and current regulatory reporting rules. Strong research, communication, analytical and problem-solving skills are critical, as is the ability to handle several deadline-driven projects at one time. A bachelor’s degree in finance, business or a related field is required, and progress toward a CPA is preferred.

Typical duties include:

  • Preparing and filing various banking regulatory reports
  • Maintaining neat, easy-to-follow work papers
  • Coordinating with other departments to prepare the internal reporting package and external filings
  • Assisting in the continuous improvement of the process flow
  • Assisting the research of recently released regulatory guidance and assessing the impact on the firm
  • Evaluating regulatory requirements for new products or transactions

Regulatory Reporting (3-5 years of experience)

Regulatory reporting professionals at this level should have at least three years of experience in the industry and strong knowledge of U.S. GAAP and current regulatory reporting rules. Strong research, communication, analytical and problem-solving skills are critical, as is the ability to handle several deadline-driven projects at one time. A bachelor’s degree in finance, business or a related field is required, and a CPA is preferred.

Typical duties include:

  • Preparing and filing banking regulatory reports
  • Maintaining neat, easy-to-follow work papers
  • Coordinating with other departments to prepare the internal reporting package and external filings
  • Assisting in the continuous improvement of the process flow
  • Assisting in the research of recently released regulatory guidance and assessing the impact on the firm
  • Evaluating regulatory requirements for new products or transactions

Regulatory Reporting — Manager

For the regulatory reporting manager role, firms seek finance professionals with at least eight years of experience in the industry and strong knowledge of U.S. GAAP and regulatory guidance. Strong research, analytical, and problem-solving skills are critical, as is the ability to handle several deadline-driven projects at one time. A bachelor’s degree in finance, business or a related field is required, and a CPA is preferred.

Typical duties include:

  • Managing regulatory reporting staff to ensure adherence to regulatory reporting requirements and timelines
  • Reviewing and preparing banking regulatory reports
  • Coordinating with other departments to prepare the internal reporting package and external filings
  • Working to continuously improve the process flow and ensure data completeness and accuracy
  • Analyzing newly released regulatory guidance and assessing the impact on the firm
  • Reviewing and preparing various schedules for internal reporting requirements including the monthly board package
  • Hiring, supervising and retaining regulatory reporting staff

Tax Accountant

Candidates for these positions must possess a bachelor’s degree in account¬ing. Companies seek individuals who have excellent organizational, research and communication skills. They also expect proficiency with Microsoft Excel and enterprise resource planning (ERP) systems.

Typical duties include:

  • Researching tax laws and regulations
  • Completing various corporate tax returns
  • Providing assistance during tax audits
  • Responding to notices from tax authorities

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Financial services — operations

Banking Operations Specialist (1-3 years of experience)

Entry-level banking operations specialists should have a bachelor’s degree in finance, business or a related field and at least one year of experience. Proven customer service abilities and strong technical and communication skills are required, as well as familiarity with the institution’s procedures, products and operations.

Typical duties include:

  • Developing, maintaining and working to maintain and nurture relationships with customers
  • Investigating customer questions and issues and following up as necessary with solutions or escalation to management
  • Providing marketing and operational support to managers
  • Monitoring client activities, recognizing needs and promoting services

Banking Operations Specialist (3-5 years of experience)

At this level, banking operations specialists must have top-notch technical and customer service skills. The proven ability to communicate clearly about complex issues is also important, as is a good understanding of banking procedures, products and operations. A bachelor’s degree in finance, business or a related field and three or more years of experience are required.

Typical duties include:

  • Developing, maintaining and working to maintain and nurture relationships with customers
  • Investigating customer questions and issues and following up as necessary with solutions or escalation to management
  • Maintaining databases of customer information and retrieving and analyzing information as needed
  • Providing marketing and operational support to managers
  • Monitoring client activities, recognizing needs and promoting services

Banking Operations Specialist (5+ years of experience)

Firms look for banking operations specialists at this level with strong customer service skills, excellent communication abilities, and in-depth knowledge of the company’s banking procedures, products and operations. Strong technical skills are likewise required, along with a bachelor’s degree in finance, business or a related field and five or more years of experience.

Typical duties include:

  • Developing, maintaining and working to maintain and nurture relationships with customers
  • Investigating customer questions and issues and following up as necessary with solutions or escalation to management
  • Maintaining databases of customer information and retrieving and analyzing information as needed
  • Providing marketing and operational support to managers
  • Monitoring client activities, recognizing needs and promoting services
  • Troubleshooting and investigating issues and serving as a liaison with other departments to solve problems

Client Service Representative (1-3 years of experience)

Entry-level client service representatives should have some experience working with financial instruments and proficiency with Microsoft Office tools and database technology. Candidates must be strong oral and written communicators with proven customer service skills. A bachelor’s degree in finance or business and at least one year working in the financial services industry are required.

Typical duties include:

  • Maintaining client files
  • Answering questions from clients, banks, brokers and customers
  • Processing requests for changes
  • Auditing account information

Client Service Representative (3-5 years of experience)

At this level, client service representatives should have at least three years of experience in the financial services industry and a bachelor’s degree in finance or business. Firms look for candidates with strong knowledge of several different financial instruments and proficiency with Microsoft Office tools and database technology. Strong oral and written communication skills, along with proven customer service expertise, are required.

Typical duties include:

  • Resolving client service issues thoroughly and courteously
  • Helping clients with deposits and withdrawals, transfers, and other account activity
  • Informing clients about product availability and attributes
  • Helping to develop client service systems, policies and procedures
  • Coordinating with other customer service divisions to drive client satisfaction

Client Service Representative (5+ years of experience)

The client service representative role requires an in-depth understanding of several different financial instruments and proficiency with Microsoft Office tools and database technology. Strong oral and written communication skills, along with proven customer service expertise, are a must. At this level, these professionals should have a minimum of five years of experience in the financial services industry and a bachelor’s degree in finance or business.

Typical duties include:

  • Resolving client service issues thoroughly and courteously
  • Helping clients with deposits and withdrawals, transfers, and other account activity
  • Informing clients about product availability and attributes
  • Helping to develop client service systems, policies and procedures
  • Coordinating with other customer service divisions to drive client satisfaction

Director of Operations

The director of operations must have advanced project management and problem-solving skills, along with the ability to clearly communicate with management and employees across the company. Expert Microsoft Office skills are required, as is the capability to handle emergency situations calmly and with authority. At least 10 years of experience in operations and a bachelor’s degree in business administration is required; supervisory experience is strongly preferred.

Typical duties include:

  • Supervising and leading the operations and facilities/maintenance departments
  • Supporting the business planning process
  • Scheduling materials, tools and personnel necessary to meet the business plan
  • Developing long- and short-range plans for the operations function
  • Ensuring proper maintenance of the company’s buildings and grounds
  • Ensuring that the operations function is properly staffed
  • Supervising and managing operations staff

Fund Operations Specialist (1-3 years of experience)

Entry-level fund operations specialists must have at least one year of experience in the field. Companies look for team players who exhibit strong written and oral communication skills and proficiency in account analysis and reconciliation. A bachelor’s degree in finance or a related field is required.

Typical duties include:

  • Reconciling fund portfolios daily
  • Calculating performance metrics
  • Processing and posting dividends
  • Working closely with the accounting and operations teams, traders, and portfolio managers
  • Assisting with ad hoc requests from clients

Fund Operations Specialist (3-5 years of experience)

At this level, the fund operations specialist should have at least three years of experience in a related field, along with a bachelor’s degree in finance. Firms seek detail-oriented candidates with a proven understanding of account analysis and reconciliation, as well as strong written and oral communication skills.

Typical duties include:

  • Reconciling fund portfolios daily
  • Calculating performance metrics
  • Processing and posting dividends
  • Working closely with the accounting and operations teams, traders, and portfolio managers
  • Assisting with ad hoc requests from clients

Fund Operations Specialist (5+ years of experience)

This position requires a strong understanding of account analysis and reconciliation, as well as proven written and oral communication skills. Candidates should be comfortable working on a team and under tight deadlines. A bachelor’s degree in finance or a related field and at least five years of experience are required at this level.

Typical duties include:

  • Reconciling fund portfolios daily
  • Calculating performance metrics
  • Processing and posting dividends
  • Working closely with the accounting and operations teams, traders, and portfolio managers
  • Assisting with ad hoc requests from clients

Loan Administrator

For this role, firms look for candidates with three years of experience and a high school diploma or equivalent. Strong customer service skills, in-depth knowledge of Microsoft Excel and Word, and familiarity with financial statements and compliance documents are preferred. Candidates should also be organized and comfortable working in a fast-paced environment.

Typical duties include:

  • Interacting with customers
  • Assisting the credit administration and loan administration staff
  • Generating documentation for loan processing and various reports for management
  • Assisting with other administrative tasks as needed

Loan Processor

Companies look for loan processors with one to three years of related experience and a high school diploma or the equivalent. Strong communication and collaboration skills are preferred.

Typical duties include:

  • Processing loan applications
  • Explaining loan and disclosure terms to clients
  • Ensuring that all loan conditions are met before a loan is funded
  • Verifying that regulatory and/or loan disclosures have been sent to clients
  • Keeping the processing system up-to-date
  • Coordinating funding with settlement agents and clients
  • Providing updates to clients with loans in process

Mortgage Processor

Mortgage processors should have excellent organizational, customer service, negotiation, problem-solving and communication skills. Lending institutions generally seek individuals with at least two years of experience, as well as a high school diploma or equivalent.

Typical duties include:

  • Processing mortgage loan applications from the time of receipt of application to submission of the loan package to underwriting
  • Gathering, organizing and tracking loan documentation
  • Working with lenders, applicants, underwriters, appraisers and others to complete processing
  • Resolving customer service issues

Mortgage Underwriter

Candidates for mortgage underwriter positions should possess strong communication, analytical, organizational and problem-solving abilities. Lending institutions generally seek mortgage underwriters who have at least two years of experience. Most require a bachelor’s degree.

Typical duties include:

  • Evaluating creditworthiness of customers
  • Assessing whether information on loan documents meets financial institution and/or government standards
  • Approving or declining loans within the institution’s credit policy guidelines
  • Interacting with mortgage lenders to develop alternatives or exceptions on marginal loans

Operations Manager

Operations managers should possess strong multitasking and decision-making skills to address risks and have the ability to implement proactive solutions. Robust organizational, project management and problem-solving skills are expected. At least three to five years of industry experience is required, along with a bachelor’s degree in business, accounting or finance.

Typical duties include:

  • Developing and implementing initiatives and solutions to improve productivity and enhance profitability
  • Understanding and implementing banking policies and procedures, including risk management
  • Building strong professional partnerships with both internal and external constituencies
  • Gathering data and creating general and management reports
  • Hiring, supervising and training employees to meet the goals of the department
  • Monitoring production and quality statistics to ensure standards are met and maintained

Performance Analyst

A performance analyst should have at least two years of experience working in the financial services industry and a bachelor’s degree in finance or business. Proficiency in Microsoft Excel and a general understanding of investment accounting is preferred. Firms look for strong communicators who are detail-oriented and organized.

Typical duties include:

  • Ensuring portfolio returns are accurate
  • Researching, explaining and resolving differences between the firm’s calculated returns and those calculated by banks, clients and consultants
  • Testing new software to improve the performance process
  • Generating reports and validating historical performance data
  • Creating periodic account and composite performance reports

Sales/Trader Assistant

Sales/trader assistants are typically entry-level professionals willing to pitch in and learn from a trader. Candidates should have a good understanding of finance and the ability to work in a fast-paced environment.

Typical duties include:

  • Helping with research for commodities and products
  • Printing out spreadsheets for traders
  • Filling out trade tickets at the end of the trade session
  • Assisting traders as necessary

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Financial services — risk and compliance

Anti-Money Laundering Specialist

For this role, candidates must have a bachelor’s degree in business, finance or a related filed and at least four years of experience with fraud or money-laundering investigations. Proven investigative and analytical skills, as well as case report writing experience, are preferred. Some firms look for candidates with the certified anti-money laundering specialist (CAMS) and certified fraud examiner (CFE) certifications.

Typical duties include:

  • Conducting investigations of potential money laundering or fraud and filing regulatory reports according to legal requirements
  • Developing and implementing key anti-money laundering initiatives
  • Participating in committees to review and improve anti-money laundering policies and procedures
  • Reviewing transaction data to detect fraud or money laundering trends to support investigations
  • Organizing documentation and evidence resulting from investigations
  • Preparing cases for criminal prosecution or presenting evidence to law enforcement
  • Providing testimony in criminal and civil proceedings as necessary

Chief Compliance Officer

Chief compliance officers (CCOs) should have strong analytical, communication, collaboration skills and long-term strategic-planning skills. Candidates must possess knowledge of federal and state government regulatory ethics and compliance-related issues. Depending on company size, CCOs typically have at least 10 years of compliance experience, and public companies may require experience with SEC reporting. Many organizations also prefer applicants with demonstrated experience in Sarbanes-Oxley compliance. Candidates often have held positions of progressive responsibility in public accounting or within a law firm or corporate finance department. CCOs work closely with the general counsel and, particularly in highly regulated industries such as financial services and healthcare, also may report to the CEO or chief operations officer.

Typical duties include:

  • Developing and communicating policies and procedures for the company’s standard of legal and ethical conduct
  • Providing reports on a regular basis to keep the board and senior management informed of the progress and status of the compliance program and advising them of new developments in ethics and regulatory compliance
  • Coordinating with the human resources department to develop an effective compliance training program, including appropriate introductory training for new employees and ongoing training for existing staff
  • Instituting a standard reporting mechanism within the company for the reporting of compliance issues for investigation and resolution, including confidentiality measures for reporting employees and reporting violations to outside authorities as appropriate or required
  • Monitoring possible areas of compliance risk and implementing corrective action plans for the resolution of current and potential problems

Chief Risk Officer

This executive position is typically filled by a finance professional with at least a decade of experience and an MBA. Strong knowledge of risk identification and mitigation strategies, as well as the risks involved in IT systems and networks, is required. Demonstrated communication skills are also required, along with experience working with the executive team and reporting to the board of directors.

Typical duties include:

  • Developing risk maps and strategic action plans to mitigate primary threats
  • Monitoring the progress of risk mitigation efforts
  • Preparing and presenting risk analysis and progress reports to executives and the board of directors
  • Working with the executive team to determine the company’s risk appetite and integrate risk management priorities into the institution’s strategic planning
  • Developing and implementing strategies to identify and mitigate risk related to data and information systems
  • Overseeing the risk management and mitigation budget
  • Communicating the company’s risk profile and assessments to the board of directors

Compliance Analyst

Compliance analysts must have solid knowledge of applicable rules, regulations and statutes. These professionals must be able to communicate effectively with the CEO, board members and other senior leaders, and also need excellent interpersonal, analytics and problem-solving skills. Candidates should have a minimum of three to five years of experience in compliance, including auditing and risk management experience. A bachelor’s degree in business, finance or accounting is required.

Typical duties include:

  • Providing compliance support across all aspects of the business
  • Coordinating compliance processes and procedures across organizational and functional boundaries
  • Assisting in providing guidance to senior management in regards to compliance policies, practices and internal controls
  • Preparing, maintaining and updating internal databases and reports
  • Assisting in the design and development of compliance testing strategies and methodologies and performing testing activities
  • Interacting with internal and external auditors regarding all aspects of corporate compliance issues
  • Assisting with annual regulatory exams
  • Researching regulatory requirements
  • Assisting in the development of internal policies and procedures to support the compliance department
  • Preparing various reports and other compliance documentation
  • Investigating, analyzing and documenting all areas of possible regulatory concern

Compliance Manager

Compliance managers need solid statistical, analytics and organizational skills. Candidates should possess the ability to collaborate and build partnerships with multiple business units within a financial services institution. A bachelor’s degree in business or accounting is expected; an advanced degree is preferred. A least two to four years of related experience and proficiency in computer applications are required. A professional certification in the field of auditing or compliance, such as a CIA or certified regulatory compliance manager (CRCM) is preferred.

Typical duties include:

  • Creating and reviewing regulatory compliance documentation
  • Coordinating the creation, review and implementation of policies and procedures resulting from new laws and regulations
  • Applying and interpreting audit and compliance requirements for various departments
  • Working closely with the compliance director and other senior executives
  • Designing and coordinating the preparation and ongoing review of policies, procedures, training materials and other communication tools to ensure departments meet compliance requirements
  • Coordinating regulatory exams and internal business unit audits
  • Interacting with external auditors on matters related to audits of the organization’s internal controls
  • Establishing self-audit and compliance monitoring programs
  • Reviewing and assessing potential fraud activity and developing fraud detection tools
  • Filing regulatory reports and other documentation
  • Coordinating rollout and training of new or updated policies and directives when required

Compliance Officer

Compliance officers need a strong working knowledge of federal and state regulatory guidelines and standards. Monitoring accounting and regulatory guidelines as they relate to financial reporting and documentation also is essential and requires compliance officers to have excellent analytical, project-management, communication and organizational skills. Compliance officers should possess knowledge of compliance standards and policies, audit techniques, regulatory issues, operations, and procedures as they relate to the organization. Candidates need a minimum of three years of experience in regulatory compliance. A bachelor’s degree in accounting, business, finance or a related field is required, and an MBA or certification such as the CPA is preferred.

Typical duties include:

  • Developing, implementing and managing an organization’s corporate-wide compliance program
  • Coordinating with federal and state regulators
  • Planning, implementing and overseeing risk-related programs
  • Creating and coordinating proper reporting channels for compliance issues
  • Writing and disseminating company compliance communication
  • Coordinating and scheduling required compliance training for employees

Credit Risk Analyst (3-5 years of experience)

Credit risk analysts at this level should have expertise in statistics and their application and strong Excel, SAS and SQL skills. A bachelor’s degree in finance, economics, statistics, math or a related field is required. Firms look for candidates with at least three years of experience working as an analyst and strong communication and presentation skills.

Typical duties include:

  • Developing, recommending and implementing credit risk standards for products and assets
  • Conducting credit analyses using aggregated data
  • Examining the credit risk of proposed new transactions or contracts
  • Making recommendations and assigning risk levels based on analysis of the credit risk of transactions

Credit Risk Analyst — Manager

The credit risk analysis manager should have at least five years of experience working as an analyst and advanced Excel, SAS and SQL skills. Firms look for candidates who have an in-depth understanding of statistics and their application and a proven ability to explain complex subjects clearly. Presentation and supervisory experience are also critical. A bachelor’s degree in finance, economics, statistics, math or a related field is required.

Typical duties include:

  • Analyzing and forecasting current and potential credit risks
  • Reviewing transactions to evaluate and ensure adherence with company policies and procedures and regulations
  • Reviewing credit decisions with managers throughout the company and providing feedback
  • Providing subject-matter expertise on credit adjudication, policies and procedures
  • Preparing reports on risks, with recommendations on best practices regarding credit risk
  • Supervising and evaluating performance of credit risk analysis staff

Fraud Investigator

Fraud investigators must have at least three years of experience and a bachelor’s degree in business, finance or a related field. Firms look for detail-oriented candidates with effective oral and written communication skills and the ability to work well under tight deadlines. Experience completing suspicious activity reports (SAR) and drafting SAR narratives is preferred.

Typical duties include:

  • Conducting investigations on confirmed and suspected cases of fraud and other related financial crimes
  • Researching potential fraudulent activities and unusual transaction reports
  • Compiling investigative documentation
  • Conducting interviews as part of fraud investigations
  • Making recommendations to enhance internal controls
  • Drafting SARs and filing police reports as necessary

Market Risk Analyst (3-5 years of experience)

Market risk analysts at this level have three to five years of experience in risk management and a bachelor’s degree in business, economics, math or a related subject. Strong knowledge of Excel and VBA, along with risk metrics and models, is preferred. Candidates should be detail-oriented and comfortable working under tight deadlines. Communication skills and the ability to clearly explain complex issues are likewise important to the role.

Typical duties include:

  • Preparing daily, weekly and monthly market risk reports
  • Analyzing the risk in the company’s portfolio
  • Working with other departments to assess risk exposure and the risk-reward balance
  • Assisting with the development and validation of market risk models and methods
  • Helping to maintain a robust control environment across the company

Market Risk Analyst — Manager

Managers of market risk analysis have advanced Excel and Visual Basic for Applications (VBA) skills and demonstrated expertise regarding risk metrics and models. Candidates should be detail-oriented and comfortable working in a fast-paced environment under tight deadlines. Communication skills and the ability to clearly explain complex issues are important to the role, along with leadership skills and supervisory experience. Firms seek candidates with at least five years of experience in risk management and a bachelor’s degree in business, economics, math or a related subject.

Typical duties include:

  • Preparing daily, weekly and monthly market risk reports
  • Analyzing the risk in the company’s portfolio
  • Working with other departments to assess risk exposure and the risk-reward balance
  • Leading the development and validation of market risk models and methods
  • Working with other managers to lead the effort to maintain a robust control environment across the company
  • Supervising and evaluating the performance of market risk analysis staff

Operational Risk Analyst (3-5 years of experience)

Candidates for this position should have at least three years of operational risk management experience, along with a proven ability to collect, analyze and draw conclusions about complex data. Firms look for detail-oriented professionals with good problem-solving and communication skills who are comfortable working under tight deadlines. A bachelor’s degree in business, finance or a related field is required.

Typical duties include:

  • Evaluating key operational risks and controls and reporting recommendations regarding operational risk exposure and related control gaps
  • Assisting with continuous improvements to operating environments
  • Assisting with the company’s operational risk framework and associated assessment methodology, approach and tools
  • Communicating the results of risk analysis via written reports and verbal presentations
  • Helping to document and assess operational breaches/risk events, consulting with the business to develop appropriate controls/remediation plans, and monitoring implementation of agreed-upon mitigation

Operational Risk Analyst — Manager

For this role, firms look for candidates with at least eight years of operational risk management and some supervisory experience. Negotiation and problem-solving skills are required, as well as a proven ability to collect, analyze and draw conclusions about complex data. Candidates should be highly organized and have strong time-management skills, along with good communication and collaboration abilities. A bachelor’s degree in business, finance or a related field is required.

Typical duties include:

  • Facilitating the identification and evaluation of the organization’s key operational risks and controls, including assessing, reporting and validating remediation of operational risk exposure and related control gaps
  • Evaluating completed business operational risk self-assessments
  • Promoting a culture of risk transparency and business unit-level ownership and accountability in regard to operational risk and control environments
  • Fostering continuous improvements to operating environments
  • Serving as the subject matter expert on operational risk initiatives
  • Working on the company’s operational risk framework and associated assessment methodology, approach and tools
  • Communicating the results of risk analysis via written reports and verbal presentations to management
  • Documenting and assessing operational breaches/risk events, consulting with the business to develop appropriate controls/remediation plans, and monitoring implementation of agreed-upon mitigation
  • Supervising and evaluating performance of operational risk analysis staff

Regulatory Affairs Specialist

The regulatory affairs specialist should have at least five years of experience working with regulatory compliance and a bachelor’s degree in business or a related field. Firms look for candidates who are detail-oriented, organized, and strong critical thinkers with good communication and analytical skills.

Typical duties include:

  • Developing, implementing and coordinating compliance with relevant federal, state, local and international regulations
  • Coordinating and preparing monthly, quarterly and annual regulatory reporting
  • Supporting and advising management and staff on regulatory-related questions
  • Tracking new trends in regulatory activities and keeping management up to date on relevant developments
  • Providing support to management and operations in preparing, coordinating and submitting regulatory reports
  • Preparing and managing the annual regulatory affairs budget

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Healthcare

Charge Entry Clerk

Knowledge of medical billing and medical terminology, along with familiarity with medical billing software, CPT codes and ICD-10, is required for this position. Organizations look for detail-oriented candidates with good organizational, follow-up, and written and oral communication skills. Strong data-entry abilities and proficiency in posting charges and payments and making billing adjustments as necessary are preferred. A minimum of two to three years of experience as a charge entry clerk or medical biller is required.

Typical duties include:

  • Entering and posting charge tickets
  • Checking accounts for address and program coverage changes
  • Entering program payments, posting and filing
  • Entering cash receipts and posting and routing them to the bookkeeper
  • Checking payments for rebilling

Claims Examiner/Analyst

These professionals must have knowledge of standard claims coding and the ability to process all claim types, as well as experience with healthcare benefits structures and insurance procedures. Candidates should have strong written and oral communication skills and be proficient with Microsoft Office and familiar with HIPAA provisions. An associate’s degree or commensurate work experience is required.

Typical duties include:

  • Reviewing and evaluating incoming claims for appropriate coding against the charges that are being billed
  • Determining the level of reimbursement based on established criteria, provider contract or plan provisions
  • Denying all claims ineligible for payment and entering coding information
  • Identifying and reporting inaccuracies that are related to system configuration, benefit inconsistency and fee schedules
  • Identifying circumstances that require claim payment, development or denial and producing the appropriate corresponding outcomes

Claims Processor

Claims processors must have claims adjudication experience and knowledge of CPTs, ICD-10 and billing guidelines for different types of healthcare coverage. Strong oral and written communication, Microsoft Office, research and time-management skills are preferred. The position requires a high school diploma or the equivalent, as well as two to five years of claims processing and adjudication experience.

Typical duties include:

  • Entering, processing and/or adjusting health claims in accordance with claims policies and procedures
  • Handling complex claims
  • Reviewing, analyzing, and processing claims and policies to determine the extent of the company’s liability and entitlement
  • Researching and analyzing claims issues
  • Responding to inquiries from customers and clients

Denials Specialist

Professionals in this role must have knowledge of ICD-10, CPT coding, medical terminology and Microsoft Office. Organizations seek those with strong problem-solving skills, the ability to work well under pressure, and the ability to communicate professionally, effectively and courteously with all types of people. Three to five years of experience in healthcare billing or collections and a high school diploma or the equivalent is required, though most organizations prefer candidates with some college coursework completed.

Typical duties include:

  • Validating reasons for denying healthcare claims and ensuring that coding is accurate
  • Coordinating consultations or account referrals when necessary
  • Researching and compiling necessary supporting documentation for appeals
  • Generating appeals and online reconsiderations as needed
  • Escalating exhausted appeals efforts for resolution

Medical Biller

For this role, organizations look for professionals with strong analytical, communication and organizational skills who have experience with electronic medical records and knowledge of CPTs and ICD-10. Candidates should have clinical billing experience working with commercial medical insurance and government healthcare providers, as well as the proven ability to work under pressure.

Typical duties include:

  • Reviewing medical bills for covered expenses and processing them to private and government insurance and other third-party payers
  • Following up on medical claims
  • Answering queries pertaining to charges and medical bills
  • Reviewing claims for completeness, checking billing for accuracy and sending appeals
  • Making calls to insurance carriers

Medical Billing Manager/Supervisor

The medical billing manager/supervisor should have the ability to interpret, analyze and evaluate data and to conduct research to formulate plans and solutions. Knowledge of the medical coding, billing, follow-up and collection processes, and of medical records information systems, medical terminology, CPT and ICD-10, are required. Healthcare organizations look for those who can handle confidential and sensitive information with discretion and collaborate with administrators, physicians and peers. A bachelor’s or associate’s degree in business administration, healthcare administration, finance or accounting is preferred, along with five years of experience supervising billing staff and a professional coder certification.

Typical duties include:

  • Supervising staff and daily operations of the billing and collections team
  • Managing accounts receivable and filing of patient claims
  • Ensuring that coding, billing and collections are accurate
  • Working with insurance companies and clients to collect all balances
  • Keeping up with compliance, CPT code changes, and healthcare billing laws, rules, regulations and developments and communicating them as necessary to management
  • Ensuring procedural requirements are followed and ethical standards for the follow-up of overdue accounts are maintained
  • Recommending and implementing process improvements

Medical Collections Manager/Supervisor

This role is responsible for managing and coordinating follow-up with medical insurance companies and denials and must have strong organizational, communication and collaboration skills. Healthcare firms look for candidates with a bachelor’s degree in business, healthcare administration or a related field, certification in billing and/or coding, and a minimum of five years of experience in a healthcare environment, particularly in healthcare billing, collections, payment processing or denial management. Some supervisory experience is also typically preferred.

Typical duties include:

  • Tracking the status of all unpaid accounts, all denied accounts or accounts held for additional information
  • Gathering and assembling documentation related to insurance follow-up/denials
  • Meeting with stakeholders to communicate root causes of payment delays and/or denials and providing training and recommendations to mitigate payment delays
  • Resolving problems and rectifying inefficiencies related to payment delays or denials
  • Ensuring services are provided in accordance with state and federal regulations, organizational policy, and other requirements
  • Ensuring staff members adhere to federal and state regulations related to the protection of patient information, such as the Health Insurance Portability and Accountability Act (HIPAA), as well as facility-specific guidelines

Medical Collections Specialist

Medical collections specialists must be detail-oriented multitaskers who work well under pressure. They should also have strong interpersonal and communication skills and a proven record of providing excellent customer service. Knowledge of explanation of benefits (EOB) forms for collections purposes and of the appeals process for healthcare claims is required. Organizations typically look for candidates with at least five years of experience in collections for healthcare providers.

Typical duties include:

  • Contacting insurance companies and patients
  • Working on accounts receivable and providing detailed reports to management
  • Billing unpaid claims
  • Organizing, researching and preparing appeals
  • Providing correspondence and appeal denials and follow-up on appeals in process

Payment Poster

Payment posters should be detail-oriented professionals with good technical and communication skills. Experience with billing insurance and data processing is preferred, as is knowledge of Microsoft Office and medical billing terminology. Candidates must be able to interpret explanations of benefits from several different insurance companies and feel comfortable working with sensitive patient information in a fast-paced environment. A high school diploma or the equivalent is required.

Typical duties include:

  • Posting insurance payments and adjustments based on EOB forms, with appropriate comment/reasoning/denial codes, in the billing system
  • Preparing spreadsheets for the total daily payment process for reconciliation
  • Verifying the transmission of electronic claims
  • Answering incoming calls from patients related to billing issues

Revenue Cycle Analyst

Revenue cycle analysts must be able to review, process, and analyze large amounts of information related to claims submission and revenue for a healthcare organization and to transform it into meaningful financial information in preparation for revenue reviews. Candidates should have knowledge of marketplace dynamics, industry trends and the competitive landscape in the industry. Working knowledge of IT solutions and interfaces, operating platforms and network software, clinical workflows and terminology specific to the revenue cycle is important to the position. Organizations typically require a bachelor’s or associate’s degree in nursing, information technology, business or a related field and three years of experience in a healthcare-related information systems or business services position.

Typical duties include:

  • Preparing, modifying and developing revenue-cycle reports
  • Reviewing, processing, and analyzing large amounts of information related to claims submissions and revenue
  • Designing queries and manipulating large volumes of data to create reporting to identify and interpret revenue trends
  • Supporting the development of pricing models, risk contracting and strategies to ensure contract optimization
  • Analyzing changes and developing strategies to ensure contract optimization, and preparing and presenting findings to leadership

Revenue Cycle Director

Extensive knowledge of the healthcare revenue-cycle environment and a strong understanding of medical billing principles are required for this position. Experience in revenue-cycle system implementation, configuration, and assessment and knowledge of medical records information systems are important to the role, along with current knowledge of medical terminology, Current Procedural Terminology (CPT) and ICD-10. Candidates should have a proven ability to develop, analyze, implement and monitor productivity levels and quality-improvement strategies, as well as the ability to communicate effectively with administrators, physicians and peers. A bachelor’s degree in business, finance, accounting or healthcare administration and at least 10 years of healthcare revenue cycle and supervisory experience are required; a professional coder certification is preferred.

Typical duties include:

  • Overseeing and managing the operations of the billing department
  • Planning and directing patient insurance documentation, workload coding, billing and data processing to ensure accurate billing and efficient account collection
  • Analyzing billing and claims for accuracy and completeness, submitting claims to proper insurance entities and working with denials teams to follow up on discrepancies
  • Auditing current procedures to monitor and improve efficiency of billing operations
  • Ensuring that billing operations are conducted in compliance with federal, state and payer regulations, guidelines and requirements
  • Participating in the development and implementation of operating policies and procedures
  • Supervising billing personnel

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Public accounting

Audit/Assurance Services (up to 1 year of experience)

Entry-level staff members with audit/assurance services must hold a bachelor’s degree in accounting. Firms prefer those who are working toward their CPA, have proven technical auditing and accounting skills, have strong time-management abilities, and are strong communicators.

Typical duties include:

  • Conducting audit field work in assigned areas
  • Preparing audit reports
  • Communicating findings and recommendations to senior management

Audit/Assurance Services (1-3 years of experience)

Auditors with this level of experience should have a bachelor’s degree in accounting and one or more years working for a public accounting or financial institution. Firms prefer those who hold or are working toward their CPA and have proven technical auditing and accounting skills, strong time-management abilities, and good oral and written communication skills.

Typical duties include:

  • Conducting audit field work in assigned areas
  • Preparing audit reports
  • Communicating findings and recommendations to senior management

Audit/Assurance Services — Manager

In this role, firms look for professionals with at least five years of experience working with a public accounting firm, preferably a Big 4 firm. Because they supervise the work of auditors, they should have managerial experience. Top candidates have strong technical auditing and accounting skills and are good communicators with excellent business writing skills. These professionals should also possess a proven track record of good working relationships with clients. A bachelor’s degree in accounting is required, and a CPA is typically needed at this level.

Typical duties include:

  • Developing relationships with assigned clients and those in their area of expertise
  • Directing the work of staff assigned to their clients
  • Monitoring the progress of audits based on budgets and deadlines
  • Supervising, training and evaluating staff auditors
  • Reviewing the work of staff auditors before submitting it to the director
  • Assisting in the development of internal auditing policies, procedures and programs
  • Advising top management and the audit committee of the board of directors on audit and internal control matters

Audit/Assurance Services — Senior

At this level, auditors should have at least five years of experience in public accounting or internal auditing, along with a bachelor’s degree in accounting and a CPA; a CIA also is valued. Professionals in this role must have good technical skills in auditing and accounting and strong analytical, communication and research abilities. Firms also look for senior auditors who have strong business writing skills and the proven ability to clearly present their findings and recommendations.

Typical duties include:

  • Conducting audit field work in assigned areas
  • Preparing audit reports
  • Communicating findings and recommendations to senior management
  • Assisting in audit planning
  • Supervising and mentoring entry-level audit staff

Audit/Assurance Services — Senior Manager/Director

The senior manager/director of audit/assurance services must have at least 10 years of experience working in a public accounting environment, with at least some of those years in a supervisory capacity. These individuals must have CPA certification and excellent technical auditing and accounting skills. They should also possess the proven ability to hire and manage an audit team and communicate effectively with company management. Practice-development experience is preferred, as is a master’s degree in business administration and experience working for a Big 4 firm.

Typical duties include:

  • Directing and managing several audit engagements at a time
  • Ensuring the high quality and timeliness of staff members’ work
  • Managing the audit/assurance services team’s budget
  • Addressing and resolving client concerns
  • Developing new ideas and business solutions for the company that result in new services from the audit team
  • Working to expand the client base and supporting business development
  • Managing the department’s communication with staff and clients
  • Attracting, developing and retaining staff
  • Keeping up to date with the latest developments in U.S. GAAP and regulations and determining how they affect the firm and clients

Tax Services (up to 1 year of experience)

Entry-level tax services staff must have demonstrated analytical and technical skills, as well as good problem-solving and communication abilities. Organizations look for recent graduates with a bachelor’s degree in accounting or a related field.

Typical duties include:

  • Assisting in the preparation of tax filings and required disclosure statements
  • Assisting management with tax-planning initiatives
  • Monitoring current and proposed tax legislation and regulations for impact on the company

Tax Services (1-3 years of experience)

Companies seek mid-level tax services professionals who have a bachelor’s degree in accounting or a related field, along with at least one year of experience working on a tax services team and at least some progress toward the CPA designation. Strong analytical and technical skills are required, along with good communication and interpersonal skills. Experience with Excel and ERP systems is often preferred.

Typical duties include:

  • Preparing tax filings and required disclosure statements
  • Researching and documenting issues related to tax returns
  • Assisting management with tax-planning initiatives
  • Monitoring current and proposed tax legislation and regulations for impact on the company

Tax Services — Manager

The tax services manager typically has excellent analytical, technical and organizational skills, along with at least six years of experience working in tax services. Proficiency in Excel and ERP systems is often required, as is a CPA designation. These professionals must have strong communication skills and some supervisory experience, as well as a demonstrated ability to work well under tight deadlines. A bachelor’s degree in accounting or a related field is required, and a master’s degree is preferred.

Typical duties include:

  • Supervising and reviewing the preparation of tax filings and required disclosure statements
  • Researching and documenting issues related to tax returns
  • Leading tax-planning initiatives
  • Monitoring and analyzing the impact of new legislation and regulations with regard to taxes
  • Managing, training and reviewing tax staff

Tax Services — Senior

At the senior level, tax services professionals should have at least three years of experience in the field, as well as a bachelor’s degree in accounting or a related field. Organizations look for candidates with strong analytical, technical and organizational skills, along with proficiency in Excel and ERP systems. Strong communication and interpersonal skills are also required.

Typical duties include:

  • Preparing tax filings and required disclosure statements
  • Researching and documenting issues related to tax returns
  • Assisting management with tax-planning initiatives
  • Monitoring current and proposed tax legislation and regulations for impact on the company

Tax Services — Senior Manager/Director

The tax services senior manager/director leads the company’s efforts in tax compliance, tax planning and accounting for income taxes and must be comfortable working with colleagues from across the business, as well as third-party service providers. Strong technical skills, written and oral communication abilities, and leadership skills are important to the position. Companies typically look for candidates with 10 years of related experience and at least five years in public accounting. A bachelor’s degree in accounting or a related field, a master’s degree in business administration, and a CPA designation are usually required.

Typical duties include:

  • Creating, planning and implementing a cohesive tax strategy for the business
  • Overseeing quarterly and annual regulatory and tax preparation, submission and disclosures
  • Overseeing audits of federal and state income tax
  • Understanding all relevant domestic and/or international tax laws
  • Ensuring that appropriate internal controls are in place over accounting
  • Working with management on tax issues and accounting staff on tax accounting issues
  • Interviewing, training and supervising tax staff

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