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Finance, Budgeting and Taxation Careers

    Showing 1-20 of 37 items.

    Auditor

    Auditors are independent specialists who review the accounts of companies and organisations to ensure the validity and legality of their financial records. They can also act in an advisory role to recommend possible risk aversion measures and cost savings that could be made.

    Actuary

    Actuaries evaluate, manage and advise on financial risks. They use their knowledge of business and economics, together with their understanding of probability theory, statistics and investment theory, to provide strategic, commercial and financial advice.

    Accountant

    Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.

    Financial Analyst

    Also known as: Corporate Financial Analyst, Corporate Securities Research Analyst, Corporate Statistical Financial Analyst, Institutional Commodity Analyst. Financial analysts provide guidance to businesses and individuals making investment decisions. They assess the performance of stocks, bonds, and other types of investments.

    Teller

    Also known as: Bank Teller, Commercial Teller, Exchange Teller, Foreign Banknote Teller, Foreign Exchange Clerk, Loan Teller, Money Order Clerk, Receiving Teller, Savings Teller, Securities Teller. Tellers receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.

    Sales Agent , Securities and Commodities

    Also known as: Commodities Broker, Commodity Trader, Equity Trader, Investment Banker, Municipal Bond Trader, Mutual Fund Sales Agent, Securities Trader, Stock Broker, Stock Trader. Sales Agents buy and sell securities in investment and trading firms and develop and implement financial plans for individuals, businesses, and organizations.

    Loan Officer

    Also known as: Branch Lending Officer, Commercial Lender, Loan Analyst, Loan Officer, Loan Reviewer, Real Estate Loan Officer. Loan Officers, Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.

    Financial Manager

    Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

    Treasurers and Controller

    Direct financial activities, such as planning, procurement, and investments for all or part of an organization.

    Financial Manager, Branch or Department

    Direct and coordinate financial activities of workers in a branch, office, or department of an establishment, such as branch bank, brokerage firm, risk and insurance department, or credit department.

    Claims Adjusters, Examiners, and Investigator

    Review settled claims to determine that payments and settlements are made in accordance with company practices and procedures. Confer with legal counsel on claims requiring litigation. May also settle insurance claims.

    Claims Examiner, Property and Casualty Insurance

    Review settled insurance claims to determine that payments and settlements have been made in accordance with company practices and procedures. Report overpayments, underpayments, and other irregularities. Confer with legal counsel on claims requiring litigation.

    Insurance Adjuster, Examiner, and Investigator

    Investigate, analyze, and determine the extent of insurance company's liability concerning personal, casualty, or property loss or damages, and attempt to effect settlement with claimants. Correspond with or interview medical specialists, agents, witnesses, or claimants to compile information. Calculate benefit payments and approve payment of claims within a certain monetary limit.

    Insurance Appraiser, Auto Damage

    Appraise automobile or other vehicle damage to determine repair costs for insurance claim settlement. Prepare insurance forms to indicate repair cost or cost estimates and recommendations. May seek agreement with automotive repair shop on repair costs.

    Budget Analyst

    Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.

    Credit Analyst

    Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decision making.

    Personal Financial Advisor

    Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.

    Insurance Underwriter

    Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.

    Loan Officers

    Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.

    Tax Preparers

    Prepare tax returns for individuals or small businesses.

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