Primary functions

• Enters financial data into books daily
• Maintains ledgers
• Categorizes transactions
• Ensures accuracy of financial data entry
• Reconciles accounts 

• Conducts financial analyses and reviews
• Assists in budgeting
• Conducts financial forecasting
• Analyzes books

Potential additional duties

• Payroll processing
• Accounts receivable management
• Accounts payable management
• Banking duties
• Invoicing

• Performs audits
• Makes recommendations to management
• Creates compliant financial statements
• Develops tax strategies
• Prepares federal, state and local tax returns
• Ensures regulatory compliance

Interaction with other departments and offices

• Submits financial data to the accountant
• Often coordinates with other departments

• Works with the bookkeeper to ensure all tasks are completed
• Advises management on financial strategy

Career requirements

• Low career-entry barriers for individuals with organization and math skills
• Certifications are available but often not required

• Higher investment in education required
• Professional certification, such as certified public accountant, often required
• Extensive experience is a plus