Senior finance specialist vs finance consultant

Differences between senior finance specialist and finance consultant duties and responsibilities

Senior finance specialist example responsibilities.

• Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
• Align all financial activity with the regulations of the GAAP.
• Analyze technical financial problems and provide professional assistance and advice concerning their solutions using GAAP and GASB standards.
• Administer accounts payable, accounts receivable, bank statements reconciliations and confirmations.
• Monitor and maintain various account reconciliations for audit requirements, compliance controls, and other special analysis requests.
• Handle the tasks of monitoring payroll activities and program components to ensure compliance with establish legal and administrative requirements.
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Finance consultant example responsibilities.

• Lead new hire training for FINRA test preparation and consultative sales model.
• Manage client's portfolio to ensure proper taxation of gains/losses on exercise stock options.
• Provide expert advice to clients to achieve their financial planning goals in conjunction with an independent RIA.
• Lead and organize a weekly macro meeting with multi-asset strategists to discuss and challenge the team's positioning.
• Focuse on separately manage accounts, mutual fund and ETF wrap programs, variable annuities, and alternative strategies.
• Manage all employee relate matters, including stock options, benefits , 401K, payroll administration and human resources.
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