Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Position Goals:
Assist with preparation of financial statement disclosures related to public filings and regulatory reporting to ensure compliance with Security and Exchange Commission (SEC) rules and regulations and United States Generally Accepted Accounting Principles (GAAP). Assist with the development of balance sheet estimates, financial analysis, monthly variance analysis, Key Performance Indicator (KPI) reporting and analysis, budget analysis, capital planning and stress testing to support development of annual plan.
Essential Duties and Responsibilities:
Position Requirements:
Education - Bachelor’s degree in finance, accounting or related.
Experience - A minimum of two (2) years of finance, accounting or related experience.
Other - None.
Preferred Requirements:
Experience with Financial statement analysis.
Advanced MS Excel skills.
Key words: Public accounting, accounting analyst
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