Client Technical Analyst Accounting Job Description Sample


The Client Technical Analyst Accounting job description, including duties, tasks, and responsibilities

The Client Technical Analyst Accounting connects management with designated clients to ensure overall client satisfaction. Image source: analystit.ca

Client Technical Analyst Accounting Job Description Sample

The client technical analyst accounting works as the basic connection for designated clients and offers an association between the internal departments and the customers to guarantee provision and retention of client satisfaction and optimal service.

The job description of the client technical analyst focusing on accounting issues involves efficiently explaining and corresponding client goals with all stages of internal management to guarantee contentment and ensure that service levels are attained.

His/her role also entails working together in partnership with the customers to complement growth of the business course and operating with the internal departments to reduce costs while performing profitably.

In addition to this, he/she will be obligated to be conversant with current technologies and business trends and integrate them when required.

The accounting client technical analyst must submit status reports to business contacts on a weekly basis.

He/she will be responsible for explaining and executing new accounting operations and systems.

He/she will carry out analysis and propose recommendations based on the feasibility of accounting data and information proposals.

He/she will establish if proposed standards meet user information prerequisites and correspond to accounting policy.

He/she will review the financial workability and impact of suggested budget items, alternative investments and capital transaction programs and offer assistance in organizing expenditure demands.

Client technical analysts focusing on accounting will arrange highly technical and classified financial documentation and forecasts on disbursements, cash vouchers, capital plans, corporate income, manpower budgets, expenditures, investments and the combined financial position.

They are obligated to analyze future variances and observe opportunities and trends to reduce costs.

Sample Job Description of a Client Technical Analyst Accounting

The dynamic and versatile roles of a client technical analyst accounting will include the following duties, tasks, and responsibilities as outlined in the sample job description below:

  • Organize meaningful relationships and delivery of service to customers with one or more accounts
  • Stand for clients within the organization and manage other functions so as to execute complete projects, client systems and handle ongoing service requirements
  • Evaluation of customer matters for the efficient and prompt development of technical solutions
  • Program and stabilize activities to attain deadlines, meetings and deliverable items
  • Offer regular evaluations of support performance offered to clients using both formal and informal components
  • Interpret problems and issues that hinder the delivery of quality assistance to customers to the supervisor in charge
  • Confirm that services are offered to the customers as recorded while targeting support and quality of the service
  • Connects with clients to determine and offer solutions for domains that need improvement of service and new aspects for support.

The above job description can be a valuable source of information for preparing a resume for seeking the job of an accounting client technical analyst.

Requirements – Knowledge, Skills and Abilities for the position of a Client Technical Analyst Accounting

These following abilities and prerequisites will be essential for effective performance of the duties of a client technical analyst in the accounting department:

  • A first degree in accounting or finance associated field from an accredited institution with over three years practical and comprehensive accounting experience
  • Outstanding skills in utilizing self reliant judgment to determine the preciseness and rationality of information
  • Possess advanced knowledge of Microsoft Office package and software including MS Excel
  • Proficiency in disseminating information and sharing knowledge at various levels of the company
  • Must be amicable towards customers and maintain focus with excellent ability to give attention to details
  • Demonstrated ability to manage and find solution to conflicts successfully.


Posted on August 15, 2014

Accounting Technician Job Description Sample


Accounting Technician job description, including duties, tasks, and responsibilities

Accounting Technicians’ major role involves recording their organization’s financial operations. Image source: polyglot.org

Sample Job Description for the Accounting Technician Post

The accounting technician is a professional who can work in diverse organizations, and whose role is to record the organization’s financial operations.

His/her job description entails revising and guaranteeing that all the financial records are precise and perfect.

The individual for this position is also in charge of making financial statements and as such, he/she will concentrate on accomplishing his/her job obligations.

He/she will offer support to experienced and competent accountants and direct issues and duties efficiently.

Positions in the office of an accounting technician are designated the responsibility of carrying out paraprofessional technical work concerning the reporting and maintenance of financial bookkeeping data.

This job involves maintenance of proper ledgers, registers, accounts, journals as well as similar financial records.

The candidate for this position will reconcile several financial documents, statements and process varied transactions for expense vouchers, preparation of routine or standard reports and maintenance and processing of payroll data with regards to financial data and operation.

He/she will be required to code and classify expenditure and revenue for input into the designated accounting records.

Sample Job Description for the Accounting Technician Position

Most accounting technicians will be expected to perform the following vital duties, tasks, and responsibilities shown in the sample job description below:

  • Organizes accounting records such as registers, ledgers, journals and individual account
  • Evaluates and reconciles diverse financial operations, inspects and confirms sources documents, including invoices and expense vouchers, to affirm commitments and post suitable records
  • Manages schedules of standard objectives, financial statements and reports
  • Organizes source documents, files and other account affiliated information
  • Organizes all routine registers, manages the budget and carries out analysis on all data
  • Proper maintenance of all end-of-the-year records
  • Carry out job duties on spreadsheets, online database and all accounting software
  • Offer superlative assistance to diverse departments and organize a yearly plan on it
  • Supervise invoices and keep all contract-filing system up to date and carry out audits with the organization
  • Organize all journal entries, perform analysis on account records and conciliate all statements for month ending
  • Organize appropriate list of fixed assets for remittance of taxes and preparation of budget
  • Render assistance to other departments in organizing requests for diverse business units for customers and regulators
  • Perform analysis of accounting systems, observe any flaws and give suggestions for improvement.
  • Reassess all check requests and supervise all invoices for precision.

The above job description can provide useful information in writing a good resume for the position of an accounting technician.

Requirements – Knowledge, Skills and Abilities for the position of an Accounting Technician

The skills and qualifications highlighted below will enable an accounting technician to carry out his/her duties with the required efficiency.

  • At least a high school diploma with other certificate courses related to accounting a supplementary advantage
  • Sufficiently conversant with the use of computer with mathematics and an outstanding knowledge of utilizing accounting software as well as other basics
  • Strong interest in business and finance related subjects
  • Possession of an excellent working knowledge and application of data
  • Possession of attributes of patience and flexibility to adjust with business environment
  • Commendable skills in general bookkeeping procedures or principles
  • Excellent knowledge of payroll systems, accounts payable and general accounting ledger
  • Commendable skills in the use of office equipment and utilization of spreadsheets, word processing and microcomputer abilities in the detection of error and making amendments
  • Excellent clerical skills to be determined through accredited testing methods or through validated practical work experience.


Posted on August 14, 2014

Accounting Technician Lead Job Description Sample


Accounting Technician Lead job description, including duties, tasks, and responsibilities

An Accounting Technician Lead performs more complicated accounting aid and administration duties. Image source: sunderlandcollege.ac.uk

Accounting Technician Lead Job Description Sample

The accounting technician lead carries out complicated and reliable accounting aid and administration duties in processing and classifying accounting operations.

His/her job description includes harmonizing and maintaining designated accounts, as well as engaging in evaluating, computation and verification of information and data to prepare designated accounting and financial reports.

An individual performing the role of the leader of the accounting technician team is obligated to carry out these duties in a precise and prompt manner with regards to legal prerequisites and excellent financial management standards and procedures.

He/she will be responsible for offering daily training, guidance, supervision and leadership to designated technicians or other support personnel.

The work of an individual occupying the lead accounting technician position is distinguished from other accounting technicians in the performance of more intricate functions needing advanced technician accounting support skills and conversant with a variety of codes, status, procedures, laws and policies.

The duties of this position is also distinguished in the ability to comprehend and apply expert accounting terms, theories, principles and practices in management and reassessment of financial reports, operations and records.

An accounting technician lead heads the work of harmonizing accounting systems or organizing ledgers, automated spreadsheets and ledgers or earmarking budget inclination and suggesting budget adjustments.

This position may as well be in charge of visiting other locations to aid subordinate level fiscal accounts technicians in instructing, rectifying intricate issues and executing new procedures.

Employees in this category of work assigns, evaluates, authorizes the work of other subordinate accounting staff.

Sample Job Description of an Accounting Technician Lead

The job description sample below shows the key duties, tasks, and responsibilities which most leaders of accounting technician teams usually perform.

  • Offers lead guidance to designated accounting support personnel in areas of coaching and monitoring daily work performance of the designated personnel
  • Evaluates finished tasks of personnel for completeness, preciseness and conformance with principles and prerequisites
  • Carries out performance assessments, clarifies procedures and policies to staff through training procedures or other methods
  • Investigates and gives suggestions on procedures, enhanced systems and policies in relation to aspects of responsibilities
  • Making use of spreadsheet programs and computer database applications as well as retrieves, verifies, enters, posts and handles diverse contemporary to complex financial reports, accounting and financial data and information
  • Consolidates, initiates and distributes necessary researches, reports and provides solutions to data errors which may need connecting with IT personnel, line departments or other clients
  • Establishes, updates, distributes and reviews diverse spreadsheets, reports as well as verifies, calculates information and data from varied sources
  • Evaluates and audits reports, looks out for discrepancies and informs the supervisor or other suitable authority, and guarantees that problems receive the appropriate solution.

The above activities of an individual working as an accounting technician lead can be used in making a resume that can win a job interview for the position.

Requirements – Knowledge, Skills and Abilities for the position of an Accounting Technician Lead

The accounting technician lead will be obligated by employers in a contemporary organization to possess the following qualifications and skills as one of the criterion for effective performance:

  • Possession of high school certificate from a validated institute with four years fiscal accounting exposure with three of the years in a reconciling accounting system
  • Excellent researching, observing and interpretation skills with ability to classify uncommon and intricate transactions requiring special modifications
  • Outstanding skills in carrying out audits, observations and interpretation of intricate reconciliations requiring corrective entries in the accounts
  • Excellent knowledge of organizing reports, batches, schedules, statements and relative analysis with documents involving comprehensive knowledge complex systems, account relationships and their constituents
  • Outstanding knowledge and mastery of accounting procedures and methods
  • Sufficient knowledge on account relationships in a comprehensive intricate account framework.


Posted on August 14, 2014