Financial Specialist
Competency-based
ONET: 43-3031.00
1
Years
34
Skills
Classroom instruction topics
- ACG 1403 - Excel for Business
- ACG 2021 - Financial Accounting (Co-Req: ACG 2021L - Financial Accounting Lab)
- ACG 2071 - Managerial Accounting (Pre-Req: ACG 2021 / Co-Req: ACG 2071L - Managerial Accounting Lab
- ACG 2450 - Microcomputers in Accounting (Pre/Co-Req: ACG 2021)
- TAX 2000 - Income Tax
- TAX 2021 - Taxation of Business Organizations
On-the-job training
- Maintain financial or account records
- Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software
- Perform personal bookkeeping services
- Prepare trial balances of books
- Operate computers or computerized equipment
- Operate computers programmed with accounting software to record, store, and analyze information
- Execute sales or other financial transactions
- Prepare and process payroll information
- Verify accuracy of financial or transactional data
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
- Match order forms with invoices, and record the necessary information
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks
- Compare computer printouts to manually maintained journals to determine if they match
- Compile data or documentation
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets
- Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses
- Prepare cash for deposit or disbursement
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks
- Calculate financial data
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principa
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software
- Compute deductions for income and social security taxes
- Calculate and prepare checks for utilities, taxes, and other payments
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures
- Monitor organizational compliance with regulations
- Comply with federal, state, and company policies, procedures, and regulations
- Collect deposits, payments or fees
- Receive, record, and bank cash, checks, and vouchers
- Operate office equipment
- Operate 10-key calculators, computers, and copy machines to perform calculations and produce documents
- Reconcile records of sales or other financial transactions
- Reconcile or note and report discrepancies found in records
- Reconcile records of bank transactions
- Monitor financial information
- Monitor status of loans and accounts to ensure that payments are up to date
- Code data or other information
- Code documents according to company procedures
- Answer telephones to direct calls or provide information
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence
- File documents or records
- Perform general office duties, such as filing, answering telephones, and handling routine correspondence
- Search files, databases or reference materials to obtain needed information
- Access computerized financial information to answer general questions as well as those related to specific accounts
- Convert data among multiple digital or analog formats
- Transfer details from separate journals to general ledgers or data processing sheets
- Prepare documentation for contracts, transactions, or regulatory compliance
- Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents
- Prepare purchase orders and expense reports
- Calculate costs of goods or services
- Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists
- Maintain inventory records
- Maintain inventory records
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Made in the USA.