Overview
Languages
English
Education
- Bachelor's degree
Experience
2 years to less than 3 years
Work setting
- On-site customer service
Responsibilities
Tasks
- Plan, set up and administer accounting systems
- Train staff
- Prepare financial information for individuals, departments or companies
- Prepare reports and audit findings
- Supervise staff
- Prepare financial statements and reports
- Prepare income tax returns from accounting records
- Analyze financial documents and reports
- Examine accounting records
- Provide financial, business and tax advice
- Act as trustee in bankruptcy proceedings
- Underwrite new issues of stocks and bonds
- Prepare offering prospectus for new issues of stocks and bonds
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
Supervision
- 5-10 people
Credentials
Certificates, licences, memberships, and courses
- Certified General Accountants (CGA) - level 1
- Certified General Accountants (CGA) - level 3
- Certified Management Accountants (CMA) - level 2
Experience and specialization
Computer and technology knowledge
- Accounting software
- ACCPAC
- Simply Accounting
- Quick Books
- Caseware/Caseview
- Database software
- Internet
- MS Excel
- MS Windows
- TaxPrep
Area of specialization
- Financial examination
- Financial planning
- Financial investigation
Additional information
Security and safety
- Bondable
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large workload
- Large caseload
Personal suitability
- Accurate
Benefits
Health benefits
- Health care plan