Job Descriptions (Accountants & Financial Personnel)
Accountant I
Prepares balance sheets, profit and loss statements, and other financial reports. Responsibilities also include analyzing trends, costs, revenues, financial
commitments, and obligations incurred to predict future revenues and expenses. Reports organization’s finances to management, and offers suggestions about
resource utilization, tax strategies, and assumptions underlying budget forecasts. May require a bachelor’s degree in accounting and 0-2 years of experience in the
field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and preestablished
guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment.
Typically reports to a supervisor or manager.
Accountant II
Prepares balance sheets, profit and loss statements, and other financial reports. Responsibilities also include analyzing trends, costs, revenues, financial
commitments, and obligations incurred to predict future revenues and expenses. Reports organization’s finances to management, and offers suggestions about
resource utilization, tax strategies, and assumptions underlying budget forecasts. May require a bachelor’s degree in accounting, finance and 2-4 years of experience
in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on judgment and limited experience to
plan and accomplish goals. Performs a variety of tasks. Works under general supervision; typically reports to a supervisor or manager. A certain degree of creativity
and latitude is required.
Accountant III
Prepares balance sheets, profit and loss statements, and other financial reports. Responsibilities also include analyzing trends, costs, revenues, financial
commitments, and obligations incurred to predict future revenues and expenses. Reports organization’s finances to management, and offers suggestions about
resource utilization, tax strategies, and assumptions underlying budget forecasts. Requires a bachelor’s degree in accounting, and 4-6 years of experience in the field
or in a related area. Familiar with a variety of the field’s concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals.
Performs a variety of complicated tasks. May lead and direct the work of others. May report to an executive or a manager. A wide degree of creativity and latitude is
expected.
Accountant IV
Prepares balance sheets, profit and loss statements, and other financial reports. Responsibilities also include analyzing trends, costs, revenues, financial
commitments, and obligations incurred to predict future revenues and expenses. Reports organization’s finances to management, and offers suggestions about
resource utilization, tax strategies, and assumptions underlying budget forecasts. Requires a bachelor’s degree in accounting and 6-8 years of experience in the field
or in a related area. Familiar with a variety of the field’s concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish
goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. Typically reports to a manager or head of
a unit/department.
Bookkeeper
Maintains and records business transactions. Balances ledgers and prepares reports. May require an associate’s degree or its equivalent with 2-4 years of experience
in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to
plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to
a manager or head of a unit/department.
Cost Accountant I
Determines and implements cost accounting procedures and methods. Responsible for the preparation and analysis of cost reports and costing audits. Examines and
reviews unusual cost records and ensures cost data is allocated correctly. May require a bachelor’s degree and 0-2 years of experience in the field or in a related area.
Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the
functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a
supervisor or manager.
Cost Accountant II
Determines and implements cost accounting procedures and methods. Responsible for the preparation and analysis of cost reports and costing audits. Examines and
reviews unusual cost records and ensures cost data is allocated correctly. May require a bachelor’s degree and 2-4 years of experience in the field or in a related area.
Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals.
Performs a variety of tasks. Works under general supervision; typically reports to a supervisor or manager. A certain degree of creativity and latitude is required.
Cost Accountant III
Determines and implements cost accounting procedures and methods. Responsible for the preparation and analysis of cost reports and costing audits. Examines and
reviews unusual cost records and ensures cost data is allocated correctly. Requires a bachelor’s degree and 4-6 years of experience in the field or in a related area.
Familiar with a variety of the field’s concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals. Performs a variety of
complicated tasks. May lead and direct the work of others. May report to an executive or a manager. A wide degree of creativity and latitude is expected.
Cost Accountant IV
Determines and implements cost accounting procedures and methods. Responsible for the preparation and analysis of cost reports and costing audits. Examines and
reviews unusual cost records and ensures cost data is allocated correctly. Requires a bachelor’s degree in area of specialty and 6-8 years of experience in the field or in
a related area. Familiar with a variety of the field’s concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals.
Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. May report to an executive or a manager.
Credit Analyst I
Duties include researching and examining credit risks, assessing credit history, and approving or disapproving extension of credit. May work with accounts
receivable department. May require a bachelor’s degree and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts,
practices, and procedures within a particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate
supervision. Primary job functions do not typically require exercising independent judgment. Typically reports to a supervisor or manager.
Credit Analyst II
Duties include researching and examining credit risks, assessing credit history, and approving or disapproving extension of credit. May work with accounts
receivable department. May require a bachelor’s degree and 2-5 years of experience in the field or in a related area. Familiar with standard concepts, practices, and
procedures within a particular field. Relies on limited experience and judgment to plan and accomplish goals to perform a variety of tasks. Works under general
supervision; typically reports to a supervisor or manager. A certain degree of creativity and latitude is required.
Credit Analyst III
Duties include researching and examining credit risks, assessing credit history, and approving or disapproving extension of credit. May work with accounts
receivable department. Requires a bachelor’s degree and at least 5 years of experience in the field or in a related area. Familiar with a variety of the field’s concepts,
practices, and procedures. Relies on experience and judgment to plan and accomplish goals. Performs a variety of complicated tasks. May report to an executive or a
manager. A wide degree of creativity and latitude is expected.
Financial Analyst I
Compiles and analyzes financial information for an organization. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and
analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Identifies trends and developments in competitive
environments and presents findings to senior management. Performs financial forecasting and reconciliation of internal accounts. Requires a bachelor’s degree and
0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on
instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Typically reports to a supervisor or manager.
Financial Analyst II
Compiles and analyzes financial information for an organization. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and
analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Identifies trends and developments in competitive
environments and presents findings to senior management. Performs financial forecasting and reconciliation of internal accounts. Requires a bachelor’s degree and
2-4 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on experience and
judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required.
Typically reports to a supervisor or manager.
Financial Analyst III
Compiles and analyzes financial information for an organization. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and
analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Identifies trends and developments in competitive
environments and presents findings to senior management. Performs financial forecasting and reconciliation of internal accounts. Requires a bachelor’s degree and
4-7 years of experience in the field or in a related area. Familiar with a variety of the field’s concepts, practices, and procedures. Relies on experience and judgment
to plan and accomplish goals. Performs a variety of complicated tasks. May lead and direct the work of others. A wide degree of creativity and latitude is expected.
Typically reports to a manager.
Financial Analyst IV
Compiles and analyzes financial information for an organization. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and
analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Identifies trends and developments in competitive
environments and presents findings to senior management. Performs financial forecasting and reconciliation of internal accounts. Requires a bachelor’s degree in
accounting or finance and may be expected to have an advanced degree in a related area with at least 7 years of related experience. Familiar with a variety of the
field’s concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs
the work of others. A wide degree of creativity and latitude is expected. Typically reports to a manager.
Internal Auditor I
Audits the accounting and financial data of various departments within an organization to ensure accuracy and compliance with government guidelines and laws.
Identifies improper accounting or documentation and researches issues and makes recommendations to improve policies or procedures accordingly. May work with
outside auditors to help reconcile discrepancies or support the external auditing function. Requires a bachelor’s degree in accounting and 0-2 years of experience in
the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a particular field. Relies on instructions and pre-
established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions do not typically require exercising independent
judgment. Typically reports to a supervisor or manager.
Internal Auditor II
Audits the accounting and financial data of various departments within an organization to ensure accuracy and compliance with government guidelines and laws.
Identifies improper accounting or documentation and researches issues and makes recommendations to improve policies or procedures accordingly. May work with
outside auditors to help reconcile discrepancies or support the external auditing function. Requires a bachelor’s degree in accounting and 2-4 years of experience in
the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on limited experience and judgment to plan
and accomplish goals. Performs a variety of tasks. Works under general supervision; typically reports to a supervisor or manager. A certain degree of creativity and
latitude is required.
Internal Auditor III
Audits the accounting and financial data of various departments within an organization to ensure accuracy and compliance with government guidelines and laws.
Identifies improper accounting or documentation and researches issues and makes recommendations to improve policies or procedures accordingly. Works with
outside auditors to help reconcile discrepancies or support the external auditing function. Requires a bachelor’s degree in accounting and 4-6 years of experience in
the field or in a related area. Familiar with a variety of the field’s concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish
goals. Performs a variety of complicated tasks. May lead and direct the work of others. May report to an executive or a manager. A wide degree of creativity and
latitude is expected.
Internal Auditor IV
Audits the accounting and financial data of various departments within an organization to ensure accuracy and compliance with government guidelines and laws.
Identifies improper accounting or documentation and researches issues and makes recommendations to improve policies or procedures accordingly. Works with
outside auditors to help reconcile discrepancies or support the external auditing function. Requires a bachelor’s degree in accounting and 6-8 years of experience in
the field or in a related area. Familiar with a variety of the field’s concepts, practices, and procedures. Relies on extensive experience and judgment to plan and
accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide degree of creativity and latitude is expected. May report to an executive or
a manager.
Tax Accountant I
Maintains tax records and prepares tax returns, related schedules, and related reports. Prepares paperwork for local, state and federal level returns. May require a
bachelor’s degree and 0-2 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices, and procedures within a
particular field. Relies on instructions and pre-established guidelines to perform the functions of the job. Works under immediate supervision. Primary job functions
do not typically require exercising independent judgment. Typically reports to a supervisor or manager.
Tax Accountant II
Maintains tax records and prepares tax returns, related schedules, and related reports. Prepares paperwork for local, state and federal level returns. Requires a
bachelor’s degree and 2-4 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field.
Relies on limited experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision; typically reports to a
supervisor or manager. A certain degree of creativity and latitude is required.
Tax Accountant III
Maintains tax records and prepares tax returns, related schedules, and related reports. Prepares paperwork for local, state and federal level returns. Requires a
bachelor’s degree and 4-6 years of experience in the field or in a related area. Familiar with a variety of the field’s concepts, practices, and procedures. Relies on
experience and judgment to plan and accomplish goals. Performs a variety of complicated tasks. May report to an executive or a manager. A wide degree of
creativity and latitude is expected.
Tax Accountant IV
Maintains tax records and prepares tax returns, related schedules, and related reports. Prepares paperwork for local, state and federal level returns. Requires a
bachelor’s degree in area of specialty and 6-8 years of experience in the field or in a related area. Familiar with a variety of the field’s concepts, practices, and
procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. Leads and directs the work of others. A wide
degree of creativity and latitude is expected. May report to an executive or a manager.
2007/2008 Salary & Hiring Trends Guide
Job Title Descriptions