Roles For The Modern Firm

Accounting Roles

Bookkeeping

Records and maintains a company’s daily financial transactions

Senior Accountant

Takes ownership of reporting costs, productivity, margins and expenditures for companies and organizations

AP/AR Analyst

Responsible for all accounts payable & Receivable administrative functions

Accounting Manager/CPA

Responsible for developing and then maintaining the accounting systems and procedures that accountants use to collect, analyze and verify an organization’s financial data

Payroll Analyst

Checks whether all amounts are accurate based on hours worked and also ensures that all payments are made on time

Junior Accountant

Responsible for updating financial statements and sustaining accounts

Tax Roles

Tax Prep Analyst

Responsible for preparing, reviewing, and filing tax returns and tax forms

Tax Manager

Ensure that an organization’s tax strategy complies with local, state and federal tax laws

Tax Accountant

Examine, analyze, and interpret accounting records to prepare financial statements

CPA/Enrolled Agent (EA)

Specialised in tax issues, including the prep of taxes for individuals, business entities, & advising clients

Senior Tax Accountant

Prepares and files returns, maintains regulatory compliance and creates procedures for preparing taxes

Tax Reviewer

Determine tax liability or collect taxes from individuals or business firms

Audit Roles

Audit Analyst

Ensures that things are completed correctly and the financial documents for the bank are accurate

Audit Manager

Responsible for overseeing internal operating controls, processes and practices

Review & Compilation Analyst

Responsible for gaining approval and maintaining compliance under the credit or loan guidelines

Audit Supervisor

Supervising and coaching junior members of staff; Preparing an audit file in accordance with the ISA and KPMG’s standards

Senior Audit Analyst

Responsible for assisting in the audit planning, fieldwork and reporting of assurance and advisory engagements, communicating findings and recommendations

Marketing Roles

SEO Analyst

Helps an organisation to increase the number of people viewing its website by analysing data on website performance and staying on top of ever-changing SEO trends

LinkedIn Conversion Analyst

Carefully examines data and reports to make sure conversion is proceeding correctly

Content Marketing Analyst

Assess and interpret data including advertising copy, web content, translations, product description, and print media

Graphic Design Analyst

Understand business requirements and translate the same into the appropriate visuals with high level of creativity

Performance Marketer

Allows to measure results and determine return on investment, leading to more efficient use of advertising budget

Advisory & Sales Roles

Growth & Advisory Analyst

Monitor all existing systems in the company, determine areas that need improvement, pinpoint weaknesses, and provide recommendations for improvements

Sales Associate

Attends to customers inquiries about their purchases and help them make the right purchases

Growth & Advisory Manager

Guide and advise clients through a wide range of processes related to business planning, operational evaluations and assessments, and major decision making

Government Contracting Roles

Research Analyst

Helps companies make informed decisions by deriving actionable data from market research

Govt Con Analyst

Examines contract clauses, liabilities, stipulations, and obligations, and recommend and draft provisions and amendments accordingly

Govt Con Manager

Responsible for the successful delivery of goods and services to federal, state or local government agencies

Business Funding Roles

Funding & Grant Research Analyst

Researches and assesses funding opportunities for the organization, including identifying potential resources organizational needs regarding grants

Funding Application Analyst

Develop profiles that allow them to assess applicant eligibility and likelihood or approval

Business Funding Manager

Responsible for managing the flow of capital into and out of a company

Cyber Security Roles

Cybersecurity Pentester/App Security

Evaluate the security of an application, server, database, or network by exploiting any security vulnerabilities present in the system

Cybersecurity Audit Analyst

Tests the safety and effectiveness of individual components of cybersecurity defenses

Cybersecurity Audit Manager

Monitor the channels through which information flows into and out of an organization’s information network

"Highly recommend the team"

Credfino has helped me rebrand my accounting practice and helped me with content marketing in a way that has resulted in phenomenal engagement and organic lead generation.

Amy Richardson

Property Tax Queen

"I will refer everyone I know."

Credfino has helped us in delivering CFO services from their remote staffing team. We have been able to scale our advisory services and have high margins.

Chiwale Gooding

Grey Suit Advisors

"The go-to team for Growth."

The team at credfino has been instrumental in helping Jackman Professional Accounting set up multiple new business avenues – government contracting, business funding cybersecurity services among others.

Barry Jackman

Jackman Prof. Accounting

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