Finance associates are responsible for a broad range of basic financial functions, including managing accounting duties and providing financial expertise. They offer guidance and advice on long-term financial decisions and strategic plans, using metrics and data analytics to support their positions. They are often enlisted to participate in discussions and decision-making related to budgets, investments, and other financial matters. By staying well-informed of historical trends and current economic activities, they can formulate educated predictions to guide future planning. They may also perform basic accounting and budgeting tasks.
Finance associates typically have at least a bachelor’s degree in finance, accounting, or a business field. Proficiency in common office and accounting programs like Excel and QuickBooks is usually required. They must be highly organized, detail oriented, and able to manage multiple complex projects simultaneously.
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Common Skill Sets