Will “Financial Analyst” 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 Adviser
• 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 Analyst”

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

Related Technology & Tools

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

• New Millennium Communications Genesis Accounting
• Oracle Fusion Applications
• Orrtax Software IntelliTax Business for Windows
• Accounts receivable software
• Intuit QuickBooks
• Lead Business Analyzer
• SAP
• AuditWare
• Oracle Business Intelligence Enterprise Edition
• Paisley RiskNavigator
• 1099 ProsSoftware
• Structured query language SQL
• FileMaker Pro
• RSM McGladrey Auditor Assistant
• H&R Block Tax
• IDMS Account Ability
• Microsoft Outlook
• SAP Business Objects
• Heron CrossTie General Ledger
• Sage 300 Construction and Real Estate
• Best Software CPAPayroll
• Billing software
• Healthcare common procedure coding system HCPCS
• Human resource management software HRMS
• Microsoft Excel
• American Riviera Magtax
• Microsoft Windows
• Softrax Revenue Management
• Summit Software Summit Biofuels Accounting
• Microsoft SharePoint
• FRx Software Microsoft FRx
• Universal Tax Systems TaxWise
• General ledger software
• Yardi
• AcornSystems Corporate Performance Management
• AcorynSystems Activity Based Costing/Management ABC/M
• Oracle PeopleSoft Financials
• Oracle PeopleSoft
• BNA Income Tax Planning Solutions
• OmniRIM Records Management Suite
• NewPortWave Year End Solutions
• Orrtax Software IntelliTax Classic
• Profit Developers Electronic File Interchange
• Microsoft Dynamics SL
• Microsoft Office
• Invoice software
• BNA Estate and Gift Tax Suite
• Sync Essentials Trade Accountant
• OSI TrustWise
• UA Business Software Professional Edition
• Microsoft PowerPoint
• Automation Counselors municiPAL
• Sage Abra HRMS
• Yardi Systems Yardi Enterprise
• Advanced Micro Systems 1099-Etc
• Microsoft Visual Basic
• Cammack Computations Inter-Est
• Fixed-assets depreciation software
• Sage CPAAccounts Receivable
• Sage MAS 200
• Accounting compliance software
• Tax compliance property tax management software
• Micronetics Xpert Write-up
• AdaptaSoft CyberPay
• Sage Platinum for Windows PFW
• Tumbleweed SecureTransport
• Microsoft Dynamics GP
• Intuit TurboTax
• Epic Systems
• Financial reporting software
• Sage CPAClient Checkbook
• Oracle Hyperion
• Abacus Tax
• PROPHIX Enterprise
• Evron Computer Systems SAGE PFW (Platinum For Windows)
• Accountants Templates JAZZ-It!
• MethodWare ProAudit Advisor
• Financial statement software
• Accounting fraud detection software
• ATX Total Tax Office
• Accutrac Records Management Software
• Accurate NXG
• Microsoft Access
• SAP BusinessObjects Data Integrator
• Blackbaud The Raiser's Edge
• Creative Solutions UltraTax 1040
• Intuit Lacerte
• Sage ERP Accpac
• Medical condition coding software
• Paisley IssueTrack
• Thomson GoSystem Tax
• IBM Power Systems software
• ATX Total Accounting Office
• Accounts payable software
• Asset management software
• Qlik Tech QlikView
• CYMA IV Accounting for Windows
• NetSuite ERP
• Avalara AvaTax ST
• Roundtable Software Advantage Accounting System
• Medical procedure coding software
• Exact Software Macola ES
• Sage CPAAccounts Payable
• IBM Notes
• CPSI EHR System
• Intuit QuickBooks Premier
• MEDITECH software
• Oracle JD Edwards EnterpriseOne
• Tax software
• Pro Systems Client Write-Up System for Windows
• Lead Activity Analyzer
• ADP Workforce Now
• Intrax ProcedureNet
• Cartesis Magnitude iAnalysis
• BNA Sales and Use Tax Rates and Forms
• Intuit ProSeries
• Data entry software
• Cartesis ES Magnitude
• Paisley Cardmap
• Microsoft Word
• Income tax return preparation software
• Estate planning software
• Best MIP Fund Accounting
• Delphi Technology
• CCH ProSystem fx TAX
• Oracle E-Business Suite Financials
• Paisley AutoAudit
• Payroll software
• Microsoft Dynamics NAV
• eXtensible Business Reporting Language XBRL
• ATX Total Engagement Office
• LexisNexis
• Sage BusinessWorks
• IBM Cognos Impromptu
• CCIS AccountAbility
• Paisley Focus Control Assurance
• Microsoft Dynamics
• Cost accounting software
• ADP Super Report Writer
• Pentana audit work system PAWS
• Document management system software
• Multiview Accounts Receivable
• Sage CPADocument Manager
• Fund accounting software
• Brentmark Estate Planning Quickview
• KPB Associates TaxStream
• Sage MAS 500
• Practice management software PMS
• RSM McGladrey Advanced Practice Solutions Paperless Audit
• Microsoft FRx
• Sage 50 Accounting
• ACCUCert
• SAP Crystal Reports
• FLS eDP PAYROLLtax