Core responsibilities
Financial Record-Keeping: Accurately record all financial transactions, including daily bookkeeping and maintaining ledgers.
Financial Reporting: Prepare and present monthly, quarterly, and annual financial statements and reports for management, investors, and lenders.
Tax Preparation: Prepare and file company and/or individual tax returns, ensuring compliance with tax laws.
Budgeting and Forecasting: Assist with developing budgets and forecasts, and monitor financial performance against these plans.
Auditing: Conduct internal audits and assist with external audits to ensure accuracy and compliance.
Analysis and Advice: Analyze financial data to identify trends, risks, and opportunities, then provide recommendations to management for improving profitability and efficiency.