Education: Bachelor's degree. Work setting: Accounting firm. Tasks: Identify clients' financial goals and objectives. Manage balance sheets and profit/loss statements. Plan, set up and administer accounting systems. Analyze clients' financial records. Prepare financial information for individuals, departments or companies. Develop financial plans for clients. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Prepare financial statements and reports. Recommend improvements to accounting systems and management practices. Develop and maintain cost findings, reporting and internal control procedure. Prepare income tax returns from accounting records. Analyze financial documents and reports. Examine accounting records. Provide financial, business and tax advice. Certificates, licences, memberships, and courses : Chartered Professional Accountant (CPA). Computer and technology knowledge: Bloomberg Terminal. Accounting software. Simply Accounting. Area of specialization: Financial planning. Accounting. Experience: 3 years to less than 5 years.