Work setting

• Accounting firm

Responsibilities

Tasks

• Identify clients' financial goals and objectives
• Manage balance sheets and profit/loss statements
• Plan, set up and administer accounting systems
• Analyze clients' financial records
• Prepare financial information for individuals, departments or companies
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Prepare financial statements and reports
• Recommend improvements to accounting systems and management practices
• Develop and maintain cost findings, reporting and internal control procedure
• Prepare income tax returns from accounting records
• Analyze financial documents and reports
• Examine accounting records
• Provide financial, business and tax advice

Credentials

Certificates, licences, memberships, and courses 

• Chartered Professional Accountant (CPA)

Experience and specialization

Computer and technology knowledge

• Bloomberg Terminal
• Accounting software
• Simply Accounting

Area of specialization

• Financial planning
• Accounting