Chartered finance analyst vs finance analyst

Differences between chartered finance analyst and finance analyst duties and responsibilities

Chartered finance analyst example responsibilities.

• Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
• Document formatting/printing/production anomalies produce by new CMS.
• Proofread final drafts of post migration hard copy character-by-character, ensuring correctness.
• Present findings and analysis to executive level management and work collaboratively with management in decision making processes regarding the asset portfolio.
• Analyze potential investments, including securities, real estate, options strategies and structure derivatives and make recommendations to senior management.

Finance analyst example responsibilities.

• Manage company asset accounts, wire funds to clients and record and structure amounts into QuickBooks.
• Manage the UAT team involve in the testing of an enterprise accounting and project management software.
• Manage customer portfolio to department KPI's, target balance, aging metrics, cash recovery and write-off tolerance.
• Manage contract database and SalesForce for historical research and financial reporting purposes.
• Manage and maintain information in worldwide-military database which include exemptions, transfers, retirements, and payroll records.
• Accomplish project accounting functions including project costing, time reporting, project accruals and proper capitalization of development costs.
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