Plans and provides systems and services relating to the financial dealings of enterprises and individuals, and advises on associated record-keeping and compliance requirements.

Tasks Include:

• assists in the formulation of budgetary and accounting policies
   
  

• prepares financial statements for presentation to boards of directors, management, shareholders, and statutory bodies
  
  
• conducts financial investigations, undertakes audits, prepares reports, and advises on such matters as the purchase and sale of businesses, mergers, capital financing, suspected fraud, insolvency and taxation
  
  
• examines operating costs and the income and expenditure of institutions
  
  
• provides assurance about the accuracy of information contained in financial reports and their compliance with statutory requirements
  
  
• provides financial and taxation advice on business structures, plans and operations
  
• liaises with bankers and brokers to establish funds management arrangements
  
  
• may advise on the selection and application of computer-based accounting systems and may appraise cash flow and financial risk of capital investment projects

Specialisations:

• Financial Analyst
• Insolvency Practitioner
• Taxation Agent