Finance coach vs finance planning manager

Differences between finance coach and finance planning manager 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.
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Finance planning manager example responsibilities.

• Manage international income tax, insurance and treasury functions.
• Conduct evaluations of budgeting and forecasting tools and integration with PeopleSoft ERP system achieving more efficiency in the budgeting process.
• Prepare payroll and manage all human resource functions including recruitment, training and performance reviews for all administrative and financial personnel.
• Develop and assess profitability of product lines through interpretation of financial statements and KPIs.
• report requirements collection/analysis, reporting system design, writing SQL, building reports . )
• Partner with other developers and analysts on best practices in Essbase and QlikView design and development.
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