Finance coach vs finance administrator

Differences between finance coach and finance administrator duties and responsibilities

Finance coach example responsibilities.

• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Review home buying information with clients and discuss HUD programs available.
• Carry out office objectives while constantly reviewing company program guidelines and HUD funding conditions essential to reaching company goals.
• Compile capital vendor lists, analyze bank reconciliations, process goods receipt/invoice reports, and generate company codes while extensively learning excel
• Adhere to federal, IRS, federal reserve, lending, OFAC & NCUA regulations.
• Process accounts payable for company including cutting checks, setting up ACH payments, processing positive pay and check exceptions.
Show more

Finance administrator example responsibilities.

• Manage the design and implementation of appropriate controls as per Sarbanes-Oxley (SOX) and internal corporate procedures.
• Manage key logistics and secure necessary resources within budget constraints.
• Monitor all transactions in assign inventory finance portfolio to manage invoice funding approval decision.
• Do A/P, A/R and G/L.
• Prepare daily, weekly and monthly reports including fund loans, commissions, titles, A/P & A/R.
• Assist families with Medicaid applications.
Show more