Finance

Summary
The Accounting job family consists of positions that record, maintain, analyze, and report on all financial data. 

Job holders examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. 
May also install or advise on systems of recording costs or other financial and budgetary data.

Typical Activities

• Records, maintains, and analyzes financial data.
• Prepares financial reports for planning and for use by other departments.
• Advises executive leadership on budgetary questions.
• Ensures appropriate accounting procedures are followed.

Synonyms or related job titles

Accountant, Auditor, Certified Accountant, Chartered Accountant, Management Accountant

Summary
The Bookkeeping job family consists of positions that compute, classify, and record numerical data to keep financial records complete to support the accounting department on a specialized administrative level. 

Job holders perform any combination of routine duties such as calculating, posting, and verifying information to obtain primary financial data for use in maintaining accounting records. 

Typical Activities

• Enters and maintains all debit and credit amounts.
• Checks the accuracy of figures, calculations and postings.
• Prepares and issues documents, including reports, invoices, payroll, and collections/credit.
• May act as a liaison for audit requests coming from other departments.

Synonyms or related job titles

Bookkeeper, Accounting Assistant, Accounts Payable, Accounts Receivable

Summary
Credit / Collections positions assess the creditworthiness of applicants and current customers, noting financial risk, verifying references, and recommending credit limits. When needed, they investigate problematic and overdue accounts, and oversee the collection process. 

They analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. 

Typical Activities

• Prepares reports with credit information for use in decision-making.
• Investigates overdue accounts.
• Conducts collection efforts in accordance with company policy and procedures.
• May initiate repossession proceedings or service disconnection.
• Ensures legal compliance.

Synonyms or related job titles

Credit Administrator, Credit Analyst, Credit and Collections Analyst, Credit Officer, Credit Representative, Credit Risk Analyst

Summary
The Controlling / Financial Analysis job family consists of positions that conduct financial analyses of cash flow, profit-and-loss statements, investments, and rates of return. 

Job holders prepare forecast reports and recommendations for management based on ongoing financial, economic, and sales trends. Depending on the organization, they may be required to analyze budgets and perform cost analyses.

Typical Activities

• Analyzes budgeting and accounting reports.
• Examines budget estimates for completeness, accuracy, and conformance with procedures and regulations.
• May make recommendations based on ongoing financial, economic, and sales trends.

Synonyms or related job titles

Controller, Financial Controller, Business Controller, Financial Analyst, Financial Advisor, Economist, Budget Analyst, Budget Controller

Summary

The Financial / Business Audit job family consists of positions that are responsible for performing audits of financial statements and business practices to ensure compliance with laws, regulations, and standards.

Job holders may also provide consulting services to management on financial and organizational matters. They plan and perform internal audits that offer objective assessments of an organization’s health and effectiveness. They oversee the overall financial status, ensuring accurate reporting and recommending better policies, procedures, and controls. In addition, they may investigate reported instances of fraud, theft, or waste.

Typical activities

• Performs internal audits that offer an objective assessment of an organization’s financial health.
• Oversees the financial status of an organization, ensuring accurate reporting.
• Investigates reports of fraud and waste.
• Maintains a professional relationship with and assists outside auditors as necessary.

Synonyms or related job titles

Business Auditor, Internal Auditor, Compliance Manager

Summary
The corporate Tax job family consists of positions that are responsible for the preparation, analysis, and management of corporate tax returns and tax provisions. The job family includes positions that are responsible for tax policy, tax planning, tax compliance, tax filing and reporting.

Job holders are responsible for ensuring that the company complies with all federal, state, and local tax laws. They prepare and file corporate tax returns, as well as research and develop tax strategies to minimize the tax liability of corporations. They may also provide legal advice on tax matters to senior management, and may also represent corporations in tax audits and litigation.

Typical Activities

• Develops and implements a comprehensive tax strategy based on tax law and regulations.
• Oversees, prepares, maintains and file all records and reporting for local, state, federal, and other tax liabilities
• Supports the compliance with tax requirements by developing and implementing comprehensive tax guidelines
• Recommends ways to minimize tax liability via regulations and laws.

Synonyms or related job titles

Tax Accountant, Tax Manager

Summary

The corporate Treasury job family is responsible for the financial management of the company's cash, investments, and debt. This includes the development and implementation of financial strategies, the management of financial risks, and the supervision of the company's financial activities. 

Job holders work closely with other financial professionals to ensure that the company's financial resources are used in the most efficient and effective manner possible. They may also have responsibility for the company's financial planning and forecasting, and the development and management of the company's financial policies.

Typical Activities

• Prepares and conducts cash flow forecasts and analyses that reveal areas of weakness and strength in a variety of financially related aspects, including disbursement, investments, banking, debt management, and more.
• Develops a variety of reports that offer a comprehensive look at the financial health of an organization.
• Coordinates with other departments to manage cash balances and funding.

Synonyms or related job titles

Treasurer, Treasury Consultant

Summary 

The Mergers and Acquisitions job family consists of positions that are responsible for planning, coordinating, and executing the merger or acquisition of two or more companies. 

Job holders work closely with the legal, financial, and operational teams of both companies to ensure a smooth transition and integration. They are typically involved in all aspects of the merger or acquisition process, from initial due diligence to post-transaction integration. In larger transactions, there may be multiple positions within the job family, each with a specific focus area. For example, there may be separate positions for financial analysis, legal review, and operational planning.

Typical Activities

• Seeks out possible purchase and sale opportunities that align with the company’s goals and values.
• Conducts quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
• Carries out the sale and purchase of both physical and intellectual property.
• Stays current with ongoing and evolving market trends and helps other staff members understand the chances and risks of specific M&A-opportunities.

Synonyms or related job titles

Corporate Developer, Investment Analyst

Please match in this collective family all specialized Finance jobs that cannot be assigned to one of the above-mentioned families. Competencies from the parent family will be shown. A selection of parent family-specific Benchmark Job Matches is available and can be selected manually. The availability of benchmark job matches depends on the survey vendor chosen.