Accountant/consultant vs finance consultant

Differences between accountant/consultant and finance consultant duties and responsibilities

Accountant/consultant example responsibilities.

• Manage a staff of five to ensure their compliance with GAAP as well as best practices.
• Manage company responsibilities for budgets, forecasting, payroll and accounts receivable.
• Manage personnel financial matters including salaries, taxation procedures and other relate issues.
• Select and run weekly check run, ACH payments, and foreign payments.
• Process bi-weekly ACH and EFT payment to vendors, reimbursement and rush check payments.
• Coordinate with external CPA on financial tax filings i.e. , 990 for IRS regulations and maintain of IRS 501C status.
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Finance consultant example responsibilities.

• Lead new hire training for FINRA test preparation and consultative sales model.
• Manage client's portfolio to ensure proper taxation of gains/losses on exercise stock options.
• Provide expert advice to clients to achieve their financial planning goals in conjunction with an independent RIA.
• Lead and organize a weekly macro meeting with multi-asset strategists to discuss and challenge the team's positioning.
• Focuse on separately manage accounts, mutual fund and ETF wrap programs, variable annuities, and alternative strategies.
• Manage all employee relate matters, including stock options, benefits , 401K, payroll administration and human resources.
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