Finance Associate

Prepare Budgets

• Finance associates assist with a company or department’s yearly operating budget.
• This includes developing, analyzing, and interpreting statistical and accounting information to evaluate operating results in terms of profitability and performance against budget.

Compile Financial Reports

• Finance associates often prepare reports that outline the company’s financial position regarding income, expenses, and earnings based on past, present, and future operations.
• This includes revising and updating reports to be more useful and efficient and furnishing external reports as necessary.

Assist with Audits

• These professionals assist with audits, reviews, and tax preparation.
• They closely examine financial and accounting records, compile data, and conduct financial reviews and audits.
• This requires familiarity with recognized accounting standards and a basic understanding of the tax code.

Compliance Assistance

• Finance associates help develop and implement policies, procedures, and best practices for their company’s financial and accounting operations and for general compliance.
• They might also review proposed changes to existing policies and procedures to better comply with current laws and regulations.