Will “Financial Adviser” be Replaced By Robots? 🤔

Job Description

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.

Job Details

• The SOC (Standard Occupational Classification) code is 13-2011.01

☝️ Information based on the reference occupation “Accountants”.

Also Known As…

• Accountants
• Staff Accountant
• General Accountant
• Financial Reporting Accountant
• Cost Accountant
• Certified Public Accountant (CPA)
• Business Analyst
• Accounting Supervisor
• Accounting Officer
• Accounting Manager
• Accountant
• Traveling Repair Accountant
• Traveling Accountant
• Tax Representative
• Tax Preparer
• Tax Manager
• Tax Expert
• Tax Associate
• Tax Analyst
• Tax Accountant
• Systems Accountant
• Revenue Manager
• Revenue Accountant
• Reporting Analyst
• Railroad Accountant
• Public Accountant
• Property Accountant
• Project Accountant
• Procurement Accountant
• Plant Controller
• Payroll Analyst
• Payroll Accountant
• Nonprofit Financial Controller
• Non Profit Financial Controller
• Mutual Fund Accountant
• Medical Accountant
• Key Account Manager
• Inventory Accountant
• Industrial Accountant
• General Ledger Accountant
• Fund Accountant
• Forensic Accountant
• Fiscal Accountant
• Financial Systems Analyst
• Financial Analyst
• Financial Accountant
• Finance Director
• Cost Controller
• Cost Accounting Manager
• Corporate Accountant
• Controller
• Chief Accountant
• Chartered Accountant
• Cash Accountant
• Bursar
• Budget Accountant
• Bookkeeper
• Bank Accountant
• Asset Analyst
• Accounting Technician
• Accounting Systems Analyst
• Accounting Methods Analyst
• Accounting Consultant
• Accounting Bookkeeper
• Accounting Analyst
• Accountant Manager

Tasks for “Financial Adviser”

• Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
• Serve as bankruptcy trustees or business valuators.
• Advise management about issues such as resource utilization, tax strategies, and the assumptions underlying budget forecasts.
• Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial problems.
• Maintain or examine the records of government agencies.
• Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
• Establish tables of accounts and assign entries to proper accounts.
• Provide internal and external auditing services for businesses or individuals.
• Represent clients before taxing authorities and provide support during litigation involving financial issues.
• Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
• Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
• Appraise, evaluate, and inventory real property and equipment, recording information such as the description, value, and location of property.
• Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
• Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.
• Prepare forms and manuals for accounting and bookkeeping personnel and direct their work activities.
• Report to management regarding the finances of establishment.

Related Technology & Tools

• Personal computers
• Laser facsimile machines
• Scanners
• 10-key calculators
• Desktop computers
• Photocopying equipment
• Notebook computers
• Tablet computers

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• Accounts receivable software
• ACCUCert
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• Sage Abra HRMS
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• KPB Associates TaxStream
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• Invoice software
• Lead Activity Analyzer
• Microsoft Dynamics SL
• Accounts payable software
• AcornSystems Corporate Performance Management
• Microsoft FRx
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• FLS eDP PAYROLLtax
• Thomson GoSystem Tax
• Cammack Computations Inter-Est
• PROPHIX Enterprise
• Financial statement software
• SAP Business Objects
• Financial reporting software
• AuditWare
• RSM McGladrey Auditor Assistant
• Microsoft Word
• eXtensible Business Reporting Language XBRL
• Tumbleweed SecureTransport
• ATX Total Accounting Office
• Microsoft Office
• IBM Notes
• Oracle Business Intelligence Enterprise Edition
• Paisley RiskNavigator
• Accutrac Records Management Software
• Intuit TurboTax
• Sage ERP Accpac
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• Best Software CPAPayroll