financial management officer

Overview

Languages

English

Education

• Bachelor's degree

Experience

1 year to less than 2 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

Tasks

• Direct trust account investments
• Identify clients' financial goals and objectives
• Manage balance sheets and profit/loss statements
• Plan, set up and administer accounting systems
• Supervise staff
• Analyze clients' financial records
• Arrange training for staff
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• 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
• Arrange for sale of financial products and investments
• Develop and maintain cost findings, reporting and internal control procedure
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Examine accounting records
• Provide financial, business and tax advice