Finance representative vs finance specialist

Differences between finance representative and finance specialist duties and responsibilities

Finance representative example responsibilities.

• Work in QuickBooks to process payroll, submit payroll taxes, manage accounts payable and record income.
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Educate clients and provide financial and retirement solutions utilizing life insurance and annuities.
• Demonstrate ability to continually learn and apply that knowledge and execute necessary details involve with the risk management and securities industry.
• Facilitate timely customer service by opening new accounts and cross-selling products enabling co-workers to maintain focus on their primary job duties.
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Finance specialist example responsibilities.

• Lead lease of aircraft including analysis and coordination of treasury, legal, tax and insurance reviews.
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Ensure the highest standards of SOX compliance by conducting internal audits and annual SOX testing with external auditors.
• Compare the closed month and calendar month reports in Hyperion.
• Prepare work papers for annual audit and tax filings and coordinate with external CPA.
• Prepare and audit coworker contract development of insurance provider contracts, SOX testing and publishing system wide contract updates.
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