Upload
farah-nader-gooda
View
215
Download
0
Embed Size (px)
Citation preview
8/3/2019 Caps Assig
1/3
Careers:
Finance
Accounting
Job Title List:
1-Credit Analyst
2-Financial Analyst
3-Accounts Payable Accountant
4-Accounts Receivable Accountant
Job Description:
1-Credit Analyst:
Analyze credit data and financial statements to determine the degree of
risk involved in extending credit or lending money.
Prepare reports that include the degree of risk involved in extending credit
or lending money.
Evaluate customer records and recommend payment plans based on
earnings, savings data, payment history, and purchase activity.
Confer with credit association and other business representatives to
exchange credit information.
Complete loan applications, including credit analyses and summaries of
loan requests, and submit to loan committees for approval.
Generate financial ratios, using computer programs, to evaluate
customers' financial status.
Review individual or commercial customer files to identify and select
delinquent accounts for collection.
Compare liquidity, profitability, and credit histories of establishments being
evaluated with those of similar establishments in the same industries and
geographic locations.
Consult with customers to resolve complaints and verify financial and
credit transactions.
8/3/2019 Caps Assig
2/3
Analyze financial data such as income growth, quality of management,
and market share to determine expected profitability of loans.
2-Financial Analyst:
Analyze financial information to produce forecasts of business, industry,and economic conditions for use in making investment decisions.
Assemble spreadsheets and draw charts and graphs used to illustrate
technical reports, using computer.
Evaluate and compare the relative quality of various securities in a given
industry.
Interpret data affecting investment programs, such as price, yield, stability,
future trends in investment risks, and economic influences.
Maintain knowledge and stay abreast of developments in the fields of
industrial technology, business, finance, and economic theory.
Monitor fundamental economic, industrial, and corporate developments
through the analysis of information obtained from financial publications
and services, investment banking firms, government agencies, trade
publications, company sources, and personal interviews.
Prepare plans of action for investment based on financial analyses.
Present oral and written reports on general economic trends, individual
corporations, and entire industries.
Recommend investments and investment timing to companies, investment
firm staff, or the investing public.
Collaborate with investment bankers to attract new corporate clients to
securities firms.
Contact brokers and purchase investments for companies, according to
company policy.
Determine the prices at which securities should be syndicated and offered
to the public.
3-Accounts Payables Accountant
Main Job Tasks and Responsibilities
review invoices and check requests
8/3/2019 Caps Assig
3/3
sort and match invoices and check requests
set invoices up for payment
process check requests
prepare and process accounts payable checks, wire transfers and
ACH payments
reconciliation of payments
prepare analysis of accounts
monitor accounts to ensure payments are up to date
resolve invoice discrepancies
vendor file maintenance
correspond with vendors and respond to inquiries
produce monthly reports
assist in month end closing
4-Accounts Receivable Accountatnt:
Main Job Tasks and Responsibilities
maintain up-to-date billing system
follow up, collection and allocation of payments
carry out billing, collection and reporting activities according to
specific deadlines
reconciliation of accounts
monitoring customer account details for non payments, delayedpayments and other irregularities
maintain accounts receivable customer files
follow established procedures for processing receipts, cash etc
prepare bank deposits
investigate and resolve customer queries
process adjustments organizing a recovery system and initiate collection efforts
communicating with customers via phone, email, mail or personally
Work Settings:
Cooeparetive, competitive, dynamic.