• Financial Record Keeping: Maintain accurate financial records, including transactions, expenditures, and income, ensuring they are up to date.
• Financial Statements Preparation: Prepare monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements.
• Budgeting and Forecasting: Assist in budgeting and financial forecasting, helping the organization manage and allocate resources effectively.
• Tax Preparation and Filing: Prepare tax returns, ensure compliance with tax laws, and manage tax liabilities and deductions.
• Audit Preparation: Prepare for internal or external audits by ensuring records and financial documents are accurate and complete.
• Accounts Payable and Receivable: Manage accounts payable and receivable, ensuring timely payment of bills and receipt of payments.
• Reconciliation: Perform regular reconciliation of bank statements, credit card transactions, and accounts to ensure accuracy and completeness.
• Financial Analysis and Reporting: Analyze financial data, identify trends, and provide reports to management for decision-making purposes.
• Compliance and Regulation: Ensure the organization complies with accounting principles (GAAP or IFRS) and financial regulations, including tax codes and corporate laws.
• Advisory Role: Provide financial advice to help improve profitability, reduce costs, and ensure efficient use of financial resources.

• Education: A bachelor’s degree in accounting, finance, or a related field is typically required. A Master’s degree or accounting certifications (e.g., CPA, CMA) are often preferred for advanced roles.
• Experience: Previous experience in accounting or finance is generally required, with a deeper level of experience needed for senior or specialized roles.

Skills:

• Knowledge of Accounting Principles: Familiarity with accounting principles (GAAP, IFRS) and standards.
• Attention to Detail: High level of accuracy in managing and reviewing financial data and transactions.
• Analytical Skills: Ability to analyze complex financial data and provide actionable insights.
• Time Management: Ability to handle multiple tasks and meet deadlines, especially during busy periods like tax season or year-end reporting.
• Software Proficiency: Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle) and Microsoft Excel for creating financial reports.
• Communication Skills: Strong written and verbal communication skills to interact with management, clients, and external auditors.

Certifications (Optional but Preferred):

• Certified Public Accountant (CPA)
• Certified Management Accountant (CMA)
• Chartered Accountant (CA)