Finance coach vs finance advisor

Differences between finance coach and finance advisor 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 advisor example responsibilities.

• Manage all budget and forecast submissions into Hyperion.
• Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
• Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
• Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
• Research eligibility and status of all Medicare and Medicaid patients.
• Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
Show more