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Modified a comprehensive financial reporting package to reflect growing organisational complexity.
Maintained integrity of general ledger, including the chart of accounts.
Filed tax returns and prepared governmental reports in compliance with strict standards.
Analysed monthly balance sheet accounts for corporate reporting.
Cooperated with engineering, manufacturing and corporate accounting to verify that quality standards were met.
Optimised and managed research and development spending through collaboration with key business leaders.
Generated financial statements and facilitated account closing procedures each month.
Compiled general ledger entries on a short schedule with nearly 100% accuracy.
Analysed and researched reporting issues to improve accounting operations procedures.
Trained new employees on accounting principles and company procedures.
Computed taxes owed by applying prescribed rates, laws and regulations.
Proactively researched technical tax issues related to consulting projects.
Created periodic reports comparing budgeted costs to actual costs.
Reduced annual tax adjustments through better financial control.
Suggested budgetary changes to increase company profits.
Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting or other tax requirements.
Maintain or examine the records of government agencies.
Report to management regarding the finances of establishment.
Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.
Establish tables of accounts and assign entries to proper accounts.
Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
Provide internal and external auditing services for businesses or individuals.
Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice.
Advise management about issues such as resource utilization, tax strategies, and the assumptions underlying budget forecasts.
Represent clients before taxing authorities and provide support during litigation involving financial issues.
Prepare forms and manuals for accounting and bookkeeping personnel, and direct their work activities.
Appraise, evaluate, and inventory real property and equipment, recording information such as the description, value and location of property.
Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial problems.
Serve as bankruptcy trustees or business valuators.
Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
Receive payments and post amounts paid to customer accounts.
Advise customers of necessary actions and strategies for debt repayment.
Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
Locate and monitor overdue accounts, using computers and a variety of automated systems.
Answer customer questions regarding problems with their accounts.
Record information about financial status of customers and status of collection efforts.
Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
Contact insurance companies to check on status of claims payments and write appeal letters for denial on claims.
Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.
Sort and file correspondence, and perform miscellaneous clerical duties such as answering correspondence and writing reports.
Negotiate credit extensions when necessary.
Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
Prepare detailed reports on audit findings.
Supervise auditing of establishments, and determine scope of investigation required.
Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
Review data about material assets, net worth, liabilities, capital stock, surplus, income, and expenditures.
Confer with company officials about financial and regulatory matters.
Prepare, analyze, and verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
Direct activities of personnel engaged in filing, recording, compiling and transmitting financial records.
Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
Conduct pre-implementation audits to determine if systems and programs under development will work as planned.
Examine inventory to verify journal and ledger entries.
Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
Review taxpayer accounts, and conduct audits on-site, by correspondence, or by summoning taxpayer to office.
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Examine, evaluate, or process loan applications.
Network within communities to find and attract new business.
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
Oversee the flow of cash or financial instruments.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Prepare operational or risk reports for management analysis.
Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
Recruit staff members and oversee training programs.
Submit delinquent accounts to attorneys or outside agencies for collection.
Communicate with stockholders or other investors to provide information or to raise capital.
Evaluate data pertaining to costs to plan budgets.
Analyze and classify risks and investments to determine their potential impacts on companies.
Review reports of securities transactions or price lists to analyze market conditions.
Develop or analyze information to assess the current or future financial status of firms.
Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
Operate computers programmed with accounting software to record, store, and analyze information.
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
Perform personal bookkeeping services.
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
Prepare trial balances of books.
Receive, record, and bank cash, checks, and vouchers.
Calculate and prepare checks for utilities, taxes, and other payments.
Comply with federal, state, and company policies, procedures, and regulations.
Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
Code documents according to company procedures.
Compute deductions for income and social security taxes.
Prepare and process payroll information.
Reconcile or note and report discrepancies found in records.
Access computerized financial information to answer general questions as well as those related to specific accounts.
Compare computer printouts to manually maintained journals to determine if they match.
Reconcile records of bank transactions.
Transfer details from separate journals to general ledgers or data processing sheets.
Prepare purchase orders and expense reports.
Match order forms with invoices, and record the necessary information.
Monitor status of loans and accounts to ensure that payments are up to date.
Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
Perform general office duties such as filing, answering telephones, and handling routine correspondence.
Calculate costs of materials, overhead and other expenses, based on estimates, quotations and price lists.
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
Maintain inventory records.
Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
Receive cash and checks and make deposits.
Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
Advise management on short-term and long-term financial objectives, policies, and actions.
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
Develop and maintain relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.
Perform tax planning work.
Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
Compute, withhold, and account for all payroll deductions.
Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.
Lead staff training and development in budgeting and financial management areas.
Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
Recommend investments and investment timing to companies, investment firm staff, or the public.
Determine the prices at which securities should be syndicated and offered to the public.
Prepare plans of action for investment, using financial analyses.
Evaluate and compare the relative quality of various securities in a given industry.
Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
Monitor developments in the fields of industrial technology, business, finance, and economic theory.
Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
Present oral or written reports on general economic trends, individual corporations, and entire industries.
Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
Contact brokers and purchase investments for companies, according to company policy.
Collaborate with investment bankers to attract new corporate clients to securities firms.
Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
Develop or direct development of offering documents or marketing materials.
Direct activities of accounting or operations departments.
Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.
Identify group or individual target investors for a specific fund.
Meet with investors to determine investment goals or to discuss investment strategies.
Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.
Prepare for and respond to regulatory inquiries.
Present investment information, such as product risks, fees, or fund performance statistics.
Review offering documents or marketing materials to ensure regulatory compliance.
Select specific investments or investment mixes for purchase by an investment fund.
Verify regulatory compliance of transaction reporting.
Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
Develop or implement fund investment policies or strategies.
Develop, implement, or monitor security valuation policies.
Hire or evaluate staff.
Manage investment funds to maximize return on client investments.
Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.
Select or direct the execution of trades.
Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies.
Process paperwork for new employees and enter employee information into the payroll system.
Verify attendance, hours worked, and pay adjustments, and post information onto designated records.
Compute wages and deductions, and enter data into computers.
Record employee information, such as exemptions, transfers, and resignations, to maintain and update payroll records.
Process and issue employee paychecks and statements of earnings and deductions.
Keep track of leave time, such as vacation, personal, and sick leave, for employees.
Compile employee time, production, and payroll data from time sheets and other records.
Prepare and balance period-end reports, and reconcile issued payrolls to bank statements.
Distribute and collect timecards each pay period.
Issue and record adjustments to pay related to previous errors or retroactive increases.
Complete, verify, and process forms and documentation for administration of benefits such as pension plans, and unemployment and medical insurance.
Provide information to employees and managers on payroll matters, tax issues, benefit plans, and collective agreement provisions.
Keep informed about changes in tax and deduction laws that apply to the payroll process.
Compile statistical reports, statements, and summaries related to pay and benefits accounts, and submit them to appropriate departments.
Post relevant work hours to client files to bill clients properly.
Conduct verifications of employment.
Coordinate special programs, such as United Way campaigns, that involve payroll deductions.
Collect taxes from individuals or businesses according to prescribed laws and regulations.
Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
Maintain records for each case, including contacts, telephone numbers, and actions taken.
Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
Confer with taxpayers or their representatives to discuss the issues, laws, and regulations involved in returns, and to resolve problems with returns.
Enter tax return information into computers for processing.
Send notices to taxpayers when accounts are delinquent.
Conduct independent field audits and investigations of income tax returns to verify information or to amend tax liabilities.
Investigate claims of inability to pay taxes by researching court information for the status of liens, mortgages, or financial statements, or by locating assets through third parties.
Review selected tax returns to determine the nature and extent of audits to be performed on them.
Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
Process individual and corporate income tax returns, and sales and excise tax returns.
Recommend criminal prosecutions or civil penalties.
Examine accounting systems and records to determine whether accounting methods used were appropriate and in compliance with statutory provisions.
Answer questions from taxpayers and assist them in completing tax forms.
Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
Notify taxpayers of any overpayment or underpayment, and either issue a refund or request further payment.
Impose payment deadlines on delinquent taxpayers and monitor payments to ensure that deadlines are met.
Participate in informal appeals hearings on contested cases from other agents.
Examine and analyze tax assets and liabilities to determine resolution of delinquent tax problems.
Direct service of legal documents, such as subpoenas, warrants, notices of assessment and garnishments.
Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
Prepare briefs, and assist in searching and seizing records to prepare charges and documentation for court cases.
Install systems of recording costs or other financial and budgetary data or provide advice on such systems, based on examination of current financial records.
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Calculate form preparation fees according to return complexity and processing time required.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
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