University of South Florida Financial Analyst Job Description Cover Letter

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University of South Florida

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Register with HandShake identify an entry level job which you would like  to apply after graduation, then draft a resume and cover letter (must  be a business letter) for this job.  The resume and cover letter should  not be an old one but one that you have drafted/revised for a current  job description.  Please include a copy of the job discretion with your  resume and cover letter as one PDF document.

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Chris Maltezos Tampa, FL 33647 Michelle Jenkins Director of Advising Muma College of Business- Undergraduate Advising 4202 East Fowler Ave, BSN 3403 Tampa, FL 33620 Feb 11, 2012 To Whom It May Concern: I am applying for The College of Business academic advisor position at the University of South Florida in Tampa. I feel this position will allow me to continue to provide excellence service to our students at USF. As an admissions advisor with sixteen years experience and extensive knowledge of university policy and computer systems, I am eager to contribute my abilities and passion for student success to the College of Business Advising office. In addition, I have taught a popular FKL course for five years enlightening students on film, acting and cultural historical perspective. Thus, I believe I can aid the Undergraduate Business Advising office in its goal of providing students excellence and commitment. Enclosed in my application is my resume and list of references. Feel free to call me at 813-4518329 or email: csm1072000@yahoo.com if you have questions. I look forward to hearing from you. Sincerely Chris Maltezos Employment Unit Research Career Position: Auditor Summary What Auditor Do Accountants and auditors prepare and examine financial records. They ensure that financial records are accurate and that taxes are paid properly and on time. Accountants and auditors assess financial operations and work to help ensure that organizations run efficiently. Duties Accountants and auditors typically do the following: • Examine financial statements to ensure that they are accurate and comply with laws and regulations • Compute taxes owed, prepare tax returns, and ensure that taxes are paid properly and on time • Inspect account books and accounting systems for efficiency and use of accepted accounting procedures • Organize and maintain financial records • Assess financial operations and make best-practices recommendations to management • Suggest ways to reduce costs, enhance revenues, and improve profits In addition to examining and preparing financial documentation, accountants and auditors must explain their findings. This includes preparing written reports and meeting face-to-face with organization managers and individual clients. Many accountants and auditors specialize, depending on the particular organization that they work for. Some work for organizations that specialize in assurance services (improving the quality or context of information for decisionmakers) or risk management (determining the probability of a misstatement on financial documentation). Other organizations specialize in specific industries, such as healthcare. The following are examples of types of accountants and auditors: Public accountants perform a broad range of accounting, auditing, tax, and consulting tasks. Their clients include corporations, governments, and individuals. Public accountants work with financial documents that clients are required by law to disclose. These include tax forms and balance sheet statements that corporations must provide to potential investors. For example, some public accountants concentrate on tax matters, advising corporations about the tax advantages of certain business decisions or preparing individual income tax returns. Public accountants, many of whom are Certified Public Accountants (CPAs), generally have their own businesses or work for public accounting firms. Publicly traded companies are required to have CPAs sign documents they submit to the Securities and Exchange Commission (SEC), including annual and quarterly reports. Some public accountants specialize in forensic accounting, investigating financial crimes such as securities fraud and embezzlement, bankruptcies and contract disputes, and other complex and potentially criminal financial transactions. Forensic accountants combine their knowledge of accounting and finance with law and investigative techniques to determine if an activity is illegal. Many forensic accountants work closely with law enforcement personnel and lawyers during investigations and often appear as expert witnesses during trials. Management accountants, also called cost, managerial, industrial, corporate, or private accountants, record and analyze the financial information of the organizations for which they work. The information that management accountants prepare is intended for internal use by business managers, not by the general public. Management accountants often work on budgeting and performance evaluation. They also may help organizations plan the cost of doing business. Some may work with financial managers on asset management, which involves planning and selecting financial investments such as stocks, bonds, and real estate. Government accountants maintain and examine the records of government agencies and audit private businesses and individuals whose activities are subject to government regulations or taxation. Accountants employed by federal, state, and local governments ensure that revenues are received and spent in accordance with laws and regulations. Internal auditors check for mismanagement of an organization’s funds. They identify ways to improve the processes for finding and eliminating waste and fraud. The practice of internal auditing is not regulated, but The Institute of Internal Auditors (IIA) provides generally accepted standards. External auditors perform similar duties to internal auditors, but are employed by an outside organization, rather than the one they are auditing. They review clients’ financial statements and inform investors and authorities that the statements have been correctly prepared and reported. Information technology auditors are internal auditors who review controls for their organization’s computer systems to ensure that the financial data comes from a reliable source. Work Environment Most accountants and auditors work full time. Some work more than 40 hours per week. Overtime hours are typical at certain times of the year, such as at the end of the budget year or during tax season. How to Become an Accountant or Auditor Most employers require a candidate to have a bachelor’s degree in accounting or a related field. Certification within a specific field of accounting improves job prospects. For example, many accountants become Certified Public Accountants (CPAs). Pay The median annual wage for accountants and auditors was $70,500 in May 2018. Job Outlook Employment of accountants and auditors is projected to grow 6 percent from 2018 to 2028, about as fast as the average for all occupations. In general, employment growth of accountants and auditors is expected to be closely tied to the health of the overall economy. As the economy grows, more workers should be needed to prepare and examine financial records. State & Area Data Explore resources for employment and wages by state and area for accountants and auditors. Similar Occupations Compare the job duties, education, job growth, and pay of accountants and auditors with similar occupations. More Information, Including Links to O*NET Learn more about accountants and auditors by visiting additional resources, including O*NET, a source on key characteristics of workers and occupations. Work Environment Most accountants and auditors work full time. Accountants and auditors held about 1.4 million jobs in 2018. The largest employers of accountants and auditors were as follows: Accounting, tax preparation, bookkeeping, and payroll services 24% Finance and insurance 8 Government 8 Management of companies and enterprises 7 Self-employed workers 7 Most accountants and auditors work in offices, but some work from home. Although they complete much of their work alone, they sometimes work in teams with other accountants and auditors. Accountants and auditors may travel to their clients’ places of business. Work Schedules Most accountants and auditors work full time. Some work more than 40 hours per week. Longer periods of work are typical at certain times of the year, such as at the end of the budget year or during tax season. How to Become an Accountant or Auditor Most accountants and auditors need at least a bachelor’s degree in accounting or a related field. Most accountants and auditors need at least a bachelor’s degree in accounting or a related field. Certification, including the Certified Public Accountant (CPA) credential, can improve job prospects. Education Most accountant and auditor positions require at least a bachelor’s degree in accounting or a related field. Some employers prefer to hire applicants who have a master’s degree, either in accounting or in business administration with a concentration in accounting. A few universities and colleges offer specialized programs, such as a bachelor’s degree in internal auditing. In some cases, those with associate degrees, as well as bookkeepers and accounting clerks who meet the education and experience requirements set by their employers, get junior accounting positions and advance to accountant positions by showing their accounting skills on the job. Many colleges help students gain practical experience through summer or part-time internships with public accounting or business firms. Licenses, Certifications, and Registrations Every accountant filing a report with the Securities and Exchange Commission (SEC) is required by law to be a Certified Public Accountant (CPA). Many other accountants choose to become a CPA to enhance their job prospects or to gain clients. Many employers will pay the costs associated with the CPA exam. CPAs are licensed by their state’s Board of Accountancy. Becoming a CPA requires passing a national exam and meeting other state requirements. Almost all states require CPA candidates to complete 150 semester hours of college coursework to be licensed, which is 30 hours more than the usual 4year bachelor’s degree. Many schools offer a 5-year combined bachelor’s and master’s degree to meet the 150-hour requirement, but a master’s degree is not required. A few states allow a number of years of public accounting experience to substitute for a college degree. All states use the four-part Uniform CPA Examination from the American Institute of Certified Public Accountants (AICPA). Candidates do not have to pass all four parts at once, but most states require that candidates pass all four parts within 18 months of passing their first part. Almost all states require CPAs to take continuing education to keep their license. Certification provides an advantage in the job market because it shows professional competence in a specialized field of accounting and auditing. Accountants and auditors seek certifications from a variety of professional societies. Some of the most common certifications are listed below: The Institute of Management Accountants offers the Certified Management Accountant (CMA) to applicants who complete a bachelor’s degree. Applicants must have worked at least 2 years in management accounting, pass a two-part exam, agree to meet continuing education requirements, and comply with standards of professional conduct. The exam covers areas such as financial statement analysis, working-capital policy, capital structure, valuation issues, and risk management. The Institute of Internal Auditors (IIA) offers the Certified Internal Auditor (CIA) to graduates from accredited colleges and universities who have worked for 2 years as internal auditors and have passed a four-part exam. The IIA also offers the Certified in Control Self-Assessment (CCSA), Certified Government Auditing Professional (CGAP), Certified Financial Services Auditor (CFSA), and Certification in Risk Management Assurance (CRMA) to those who pass the exams and meet educational and experience requirements. ISACA offers the Certified Information Systems Auditor (CISA) to candidates who pass an exam and have 5 years of experience auditing information systems. Information systems experience, financial or operational auditing experience, or related college credit hours can be substituted for up to 3 years of experience in information systems auditing, control, or security. For accountants with a CPA, the AICPA offers the option to receive any or all of the Accredited in Business Valuation (ABV), Certified Information Technology Professional (CITP), or Personal Financial Specialist (PFS) certifications. The ABV requires passing a written exam, completion of at least six business valuation projects, and 75 hours of continuing education. The CITP requires 1,000 hours of business technology experience and 75 hours of continuing education. Candidates for the PFS also must complete a certain amount of work experience and continuing education, and pass a written exam. Advancement Some top executives and financial managers have a background in accounting, internal auditing, or finance. Entry-level public accountants can advance to senior positions with more responsibility. Those who excel may become supervisors, managers, or partners; open their own public accounting firm; or transfer to executive positions in management accounting or internal auditing in private firms. Management accountants often start as cost accountants, junior internal auditors, or trainees for other accounting positions. As they rise through the organization, they may advance to accounting manager, chief cost accountant, budget director, or manager of internal auditing. Some become controllers, treasurers, financial vice presidents, chief financial officers, or corporation presidents. Public accountants, management accountants, and internal auditors can move from one aspect of accounting and auditing to another. Public accountants often move into management accounting or internal auditing. Management accountants may become internal auditors, and internal auditors may become management accountants. However, it is less common for management accountants or internal auditors to move into public accounting. Important Qualities Analytical skills. Accountants and auditors must be able to identify issues in documentation and suggest solutions. For example, public accountants use analytical skills in their work to minimize tax liability, and internal auditors use these skills to detect fraudulent use of funds. Communication skills. Accountants and auditors must be able to listen carefully to facts and concerns from clients, managers, and others. They must also be able to discuss the results of their work in both meetings and written reports. Detail oriented. Accountants and auditors must pay attention to detail when compiling and examining documentation. Math skills. Accountants and auditors must be able to analyze, compare, and interpret facts and figures, although complex math skills are not necessary. Organizational skills. Strong organizational skills are important for accountants and auditors, who often work with a range of financial documents for a variety of clients. Pay Accountants and Auditors Median annual wages, May 2018 Financial specialists $70,770 Accountants and auditors $70,500 Total, all occupations $38,640 Note: All Occupations includes all occupations in the U.S. Economy. Source: U.S. Bureau of Labor Statistics, Occupational Employment Statistics The median annual wage for accountants and auditors was $70,500 in May 2018. The median wage is the wage at which half the workers in an occupation earned more than that amount and half earned less. The lowest 10 percent earned less than $43,650, and the highest 10 percent earned more than $122,840. In May 2018, the median annual wages for accountants and auditors in the top industries in which they worked were as follows: Finance and insurance $74,690 Management of companies and enterprises 73,180 Accounting, tax preparation, bookkeeping, and payroll services 70,640 Government 68,420 Most accountants and auditors work full time. Some work more than 40 hours per week. Longer hours are typical at certain times of the year, such as at the end of the budget year or during tax season. Job Outlook Accountants and Auditors Percent change in employment, projected 2018-28 Accountants and auditors 6% Financial specialists 6% Total, all occupations 5% Note: All Occupations includes all occupations in the U.S. Economy. Source: U.S. Bureau of Labor Statistics, Employment Projections program Employment of accountants and auditors is projected to grow 6 percent from 2018 to 2028, about as fast as the average for all occupations. Globalization, a growing economy, and a complex tax and regulatory environment are expected to continue to lead to strong demand for accountants and auditors. In general, employment growth of accountants and auditors is expected to be closely tied to the health of the overall economy. As the economy grows, these workers will continue to be needed to prepare and examine financial records. In addition, as more companies go public, there will be greater need for public accountants to handle the legally required financial documentation. The continued globalization of business may lead to increased demand for accounting expertise and services related to international trade and international mergers and acquisitions. Technological change is expected to affect the role of accountants over the next 10 years. As platforms such as cloud computing become more widespread, some routine accounting tasks may become automated. Although this will allow accountants to become more efficient, this change is not expected to reduce the overall demand for accountants. Instead, with the automation of routine tasks, such as data entry, the advisory and analytical duties of accountants will become more prominent. Job Prospects Demand for accountants may lead to good prospects for entry-level positions. However, competition will be stronger for jobs with the most prestigious accounting and business firms. Accountants and auditors who have earned professional recognition, especially as Certified Public Accountants (CPAs), should have the best prospects. Job applicants who have a master’s degree in accounting or a master’s degree in business administration (MBA) with a concentration in accounting also may have an advantage. Employment projections data for accountants and auditors, 2018-28 Projected Occupational SOC Employment, Employment, Title Code 2018 2028 Change, 2018-28 Employment by Percent Numeric Industry SOURCE: U.S. Bureau of Labor Statistics, Employment Projections program Accountants and auditors 13-2011 1,424,000 1,514,700 6 90,700 Get data State & Area Data Occupational Employment Statistics (OES) The Occupational Employment Statistics (OES) program produces employment and wage estimates annually for over 800 occupations. These estimates are available for the nation as a whole, for individual states, and for metropolitan and nonmetropolitan areas. The link(s) below go to OES data maps for employment and wages by state and area. • Accountants and auditors Projections Central Occupational employment projections are developed for all states by Labor Market Information (LMI) or individual state Employment Projections offices. All state projections data are available at www.projectionscentral.com. Information on this site allows projected employment growth for an occupation to be compared among states or to be compared within one state. In addition, states may produce projections for areas; there are links to each state’s websites where these data may be retrieved. Career OneStop Career OneStop includes hundreds of occupational profiles with data available by state and metro area. There are links in the left-hand side menu to compare occupational employment by state and occupational wages by local area or metro area. There is also a salary info tool to search for wages by zip code. Similar Occupations This table shows a list of occupations with job duties that are similar to those of accountants and auditors. OCCUPATION Bookkeeping, Accounting, and Auditing Clerks JOB DUTIES Bookkeeping, accounting, and auditing clerks produce financial records for organizations and check financial records for accuracy. Budget analysts help public and private institutions organize their Budget Analysts finances. Cost estimators collect and analyze data in order to estimate the time, Cost Estimators money, materials, and labor required to make a product or provide a service. Financial analysts provide guidance to businesses and individuals making Financial Analysts investment decisions. Financial managers produce financial reports, direct investment activities, Financial Managers and develop strategies and plans for the long-term financial goals of their organization. Management analysts propose ways to improve an organization’s Management Analysts efficiency. OCCUPATION JOB DUTIES Personal financial advisors provide advice to help individuals manage their Personal Financial Advisors finances and plan for their financial future. Postsecondary teachers instruct students in a wide variety of academic Postsecondary Teachers Tax Examiners and Collectors, and Revenue Agents and technical subjects beyond the high school level. Tax examiners and collectors, and revenue agents determine how much is owed in taxes and collect tax from individuals and businesses on behalf of the government. Top executives devise strategies and policies to ensure that an Top Executives organization meets its goals. Contacts for More Information For more information about accredited accounting programs, visit AACSB International—The Association to Advance Collegiate Schools of Business For more information about the Certified Public Accountant (CPA) designation, visit American Institute of Certified Public Accountants (AICPA) For more information about management accounting and the Certified Management Accountant (CMA) designation, visit Institute of Management Accountants For more information about internal auditing and the Certified Internal Auditor (CIA) designation, visit The Institute of Internal Auditors For more information about information systems auditing and the Certified Information Systems Auditor (CISA) designation, visit ISACA For more information about certifications in accounting, visit Global Academy of Finance and Management Cover Letter Do's & Don'ts Many recruiters take about 30 seconds to determine if your résumé has the right credentials and skills. Assuming you do, the cover letter is a way of introducing yourself to them, especially when you cannot be there in person. It also serves the important function of demonstrating your written communication ability. Here are a few things to keep in mind. The Opening Paragraph • • • States the reason for the letter. Include the specific referral source - where did you find the job? Sound excited! The Body • • • • Use info you have learned about the company, its products or services explain how you can help achieve its objectives. Why are one to two key qualification you need to help the employer focus in on? How does your academic background qualify you? Point out your specific/unique achievements but don't duplicate your résumé info. The Closing Paragraph • • • • State your interest in an interview and indicate your flexibility in time and place. Repeat your contact info. Indicate your plan for following up on the receipt of your application materials. Remember your signature and typed name. Do: • • • • Address the letter correctly! Double check names, addresses and job titles, position numbers. Make it easy to read, this is a critical element! Looks aren't everything but they do make a statement. Block format works well. Customize each cover letter to relate to the position - meet each employer's need, explain and expand your experiences and • • • • • • • • career direction, show who you are, use clear concise statements. Vary the sentence structure. Sound excited about the opportunity. Keep it to ONE page, 3 – 4 paragraphs MAX. Use the same paper and font style as your résumé - continuity is important. Check and recheck spelling and grammar. Maintain punctuation and capitalization standards. Remember to sign it. Follow-up. Avoid: • • • • • • Frequent "I" statements Abbreviations Restating your résumé Being arrogant or presumptuous Babble Sounding bored or like everyone else Résumé Do's & Don'ts The Basics What is a résumé? A carefully written concise summary of relevant information about your education, experience, skills, qualifications and knowledge as it relates to the position for which you are applying. What is the reason for having a résumé? It's a marketing tool whose primary purpose is to get you an interview! It summarizes your related background and helps to structure the interview. In addition, it provides a sample of your organizational and communication skills. What components are essential? • • • • Identifying Information Objective Education Experience Are there optional elements? If they apply: • • • • • • • • • • Research Publications Certifications Leadership Conference Presentations Honors Community Services Computer Skills Language Skills Professional Memberships How is the identifying information written? • • • Name in 14-16 point font Address, phone, email address in 10 point font Avoid funky outgoing voice messages and email addresses - this is business! How is the objective statement written? Ideally, it has 3 parts: • • • Position Field/Environment Skills or Characteristics Example: To obtain a position as a Case Manager working with a minority population requiring experience in counseling, assessment, detailed documentation and outstanding interpersonal skills How is the education section written? • • • Put degrees in reverse chronological order Type the degree with the major, i.e. Master of Public Health with a concentration in ... Type the full name of the university, i.e., University of South Florida, Tampa, FL • Include the date the degree is expected to be received, not the years attended, i.e, May 2009 How is the employment experience section written? • • • • • • • • Format the headline in this way: Position Title, Employer, City, ST mm/yy - mm/yy Each bullet should begin with an action word that summarizes the accomplishment/result/benefit from your experience Quantify when possible Use present tense verbs for current positions, use past tense for previous positions List your bullets from the most to least significant accomplishment/result/benefit to show the range of skills Use the strongest verbs possible and aim for 3 – 5 phrases Keep to one liners if possible so language must be concise but not so short that you fail to convey to the reader what you did No end punctuation is necessary Formatting Tips Do: • • • • • • • • • • • • • • • • • Keep your résumé to 1 page unless otherwise directed by a career counselor Be sure your name and page number is on the second page if there is a second page Remember ease of reading and logical flow is important Use white space to make text stand out, one inch margins are preferable when space allows Use ONE font throughout that is easy to read and professional such as Times New Roman or Ariel Consider putting headings in 12 point font, all CAPS, perhaps BOLD as well Keep information in chronological order within each heading Use keywords relevant to the position/field Quantify accomplishments/results if possible Use underlining with discretion Be consistent in formatting i.e. the abbreviation for Florida as FL not Fl, fla Tailor the objective statement for each position and modify info to better fit the objective if necessary Use integers for dates (mm/yy) w/o leading zeros Check and recheck spelling and grammar Maintain punctuation and capitalization standards Use good quality, neutral color paper and matching envelopes Use a laser printer Avoid: • • • • • • • • • • • Unusual email addresses and funky outgoing messages on your phone Crowding the page Italics unless it is customary i.e. scientific flora & fauna Abbreviations Parenthesis Colors and different style fonts unless this is a marketing position Excessive use of horizontal lines "I" statements when writing phrases Information that is not necessary or in some way applicable to the position being applied for Characters that are busy Exaggerating job titles, accomplishments or anything else - everything should be verifiable or you lose credibility! Dilemmas: • • • • Deciding the order of headings Listing affiliations/memberships that identify religious, ethnic or political groups Justifying text may or may not be helpful Deciding to list your GPA References: • • These go on a separate page set up with your identifying info at the top Put in descending order of strength Resumes for Federal Government Positions: • • • Special considerations abound We suggest the book The Student's Federal Career Guide: 10 Steps to Find and Win Top Government Jobs and Internships by Kathryn Troutman & Emily K Troutman, which includes a CD You may also want to refer to the Go Government website
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Explanation & Answer

Please view explanation and answer below.

Cheng Gong
31142 Linfentree Dr | 813-3900255 | chenggong1@usf.edu

Education
Master Of Science: Finance, May 2022
University Of ________
BACHELOR OF Science: Finance, DECEMBER 2019
University Of _________

Employment Experience
Financial planner, Oakridge Financial group, January 2021-present







Analyze financial information to meet the financial objectives of clients by offering them financial
products, services, and strategies.
Maintain healthy client relationships.
To accumulate regular information about the financial status of the clients.
To acquire new clients and retain the existing ones.
Provide customized financial knowledgeable guidance to consumers demanding unique and
customized serv...


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