Manage accounts

Manage the accounts and financial activities of an organisation, supervising that all the documents are correctly maintained, that all the information and calculations are correct, and that proper decisions are being made.

maintain financial records
oversee accounts
maintain accounts
oversee financial records
administer financial records
administer accounts

skill/competence

cross-sector

Manage accounts is an essential skill of the following occupations:

Accounting manager: Accounting managers assume responsibility for all accounting activities relating to financial reporting. They develop and maintain accounting principles and procedures to ensure timely and accurate financial statements issued, supervise accounting staff and manage the accounting activities within the appropriate time frame and budget.
Fundraising assistant: Fundraising assistants provide administrative support for fundraising managers. They target potential donators or sponsors by applying surveys. They process donations and grant payments, maintain electronic and paper filing systems for all grants and donations, acknowledge donations and write thank you letters and maintain fundraising records.
Verger: Vergers perform administrative duties for churches and parishes, ensure equipment maintenance and support the parish priest or other superiors. They also perform assisting duties before and after church service such as tidying, readying the equipment and supporting the priest.
Client relations manager:
Client relations managers act as the middle person between a company and its customers. They ensure that the customers are satisfied by providing them with guidance and explanation on their accounts and services received by the company. They also have possible other tasks such as developing plans or delivering proposals.
Defence administration officer: Defence administration officers perform managerial duties and administrative tasks in defense institutions, such as maintenance of records, management of staff, and handling of accounts.
Legal assistant:
Legal assistants work closely together with lawyers and legal representatives in the research and preparation of cases brought to courts. They assist in the paper work of cases and management of the administrative side of court affairs.
Court administrative officer: Court administrative officers perform administrative and assisting duties for the court and judges. They are designated to accept or reject applications for informal probate and informal appointment of a personal representative. They manage case accounts and handle official documents. Court administrative officers perform assisting duties during a court trial, such as calling out the cases and identification of parties, keeping notes, and recording orders from the judge..
Bank treasurer: Bank treasurers oversee all aspects of the financial management of a bank. They manage the liquidity and solvency of the bank. They manage and present current budgets, revise financial forecasts, prepare accounts for audit, manage the bank’s accounts and maintain accurate record-keeping of financial documentation.
Business developer:
Business developers strive to improve the market share of companies in the market. They perform strategic analyses of the core advantages that a company’s products or services have to offer, they cooperate in the development of marketing campaigns for lead generation and support on sales efforts.
Accountant:
Accountants review and analyse financial statements, budgets, financial reports, and business plans in order to check for irregularities resulting from error or fraud, and provide their clients with financial advice in matters such as financial forecasting and risk analysis. They may audit financial data, resolve insolvency cases, prepare tax returns and provide other tax-related advice in reference to current legislation.
Youth centre manager: Youth centre managers plan and supervise the operations of children and youth homes which provide care and counselling services. They assess the needs for youths in the community, develop and implement pedagogical methods, and develop programs for the improvement of youth care in the centre.

Manage accounts is optional for these occupations. This means knowing this skill may be an asset for career advancement if you are in one of these occupations.

Legal administrative assistant:
Legal administrative assistants carry out the daily administrative activities of firms, offices of notaries public, and companies. They perform activities such as writing mails, phone-answering and typing/keyboarding. They combine these activities with specific knowledge and understanding of the procedures and codes managed in legal business affairs.
Medical administrative assistant: Medical administrative assistants work very closely with health professionals. They provide office support such as correspondence, fixing appointments and answering queries of patients.
Public administration manager: Public administration managers direct, monitor and evaluate the implementation of government policies. They supervise staff and manage resources used for implementation, and write reports on the implementation process. They also communicate with government officials and the public to inform them on the policies. Public administration managers may also participate in the design and creation of public policies.
Court clerk: Court clerks provide assistance to judges in a court institution. They handle enquiries on court proceedings, and assist judges in various tasks such as performing legal research in preparation of cases or writing opinion pieces. They also contact parties involved in cases and brief judges and other court officials.
Financial manager: Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.
Video and motion picture producer: Video and motion picture producers supervise the entire production of a movie or television programme. They select the scripts that will be turned into motion pictures or series. Video and motion picture producers find the financial means to make a movie or television series. They have the final decision on the whole project, from development and editing to distribution. During large-scale productions, video and motion picture producers can be part of a team of producers and may be responsible for some of these tasks.
Court administrator: Court administrators perform managerial tasks in a court institution, such as supervision of staff, administration, communicating with judges and reviewing procedures. They also manage the court’s finances, and oversee maintenance of the facility and equipment.
Tax compliance officer: Tax compliance officers collect fees, debt, and taxes on behalf of government institutions in cities, municipalities and other jurisdictions. They perform administrative duties and communicate with other officials and institutions to ensure operations are correct and compliant with policies.
Post-production supervisor: Post-production supervisors oversee the whole post-production process. They work together with the music editor and video and motion picture editor. Post production supervisors help plan the production workflow to make sure the post production phase is included and budgeted for. They ensure that the final product is delivered and distributed.
Secretary:
Secretaries perform a variety of administrative tasks to help keep an organisation run smoothly. They answer telephone calls, draft and send e-mails, maintain diaries, arrange appointments, take messages, file documents, organise and service meetings, and manage databases.
Sales support assistant: Sales support assistants perform a variety of general sales support tasks, such as supporting the development of sales plans, managing clerical activities of sales efforts, verifying client invoices and other accounting documents or records, compiling data, and preparing reports for other company departments.
Office manager:
Office managers oversee the administrative work that clerical workers are commissioned to perform in various types of organisations or associations. They perform micromanagement and maintain a close view of administrative processes such as such as controlling correspondence, designing filing systems, reviewing and approving supply requisitions, assigning and monitoring clerical functions. They report to managers within the same department or to general managers in companies, depending on their size.
Marketing manager: Marketing managers carry out the implementation of efforts related to the marketing operations in a company. They develop marketing strategies and plans by detailing cost and resources needed. They analyse the profitability of these plans, develop pricing strategies, and strive to raise awareness on products and companies among targeted customers.
Public finance accountant: Public finance accountants head the treasury department of a governmental institution. They manage the institution’s financial administration, expenditure and income generation, and compliance with taxation and other financial legislation. They perform administrative duties to ensure record keeping, develop plans for budget management and perform financial forecasts.
Tax clerk: Tax clerks collect financial information in order to prepare accounting and tax documents. They also perform clerical duties.
Landfill supervisor: Landfill supervisors coordinate the activities and operations of landfills and landfill staff. They research legislation concerning waste management and ensure the operations of the landfill are compliant, and direct waste disposal operations.
Medical practice manager: Medical practice managers manage the day-to-day operations of a medical practice. They oversee the staff and business side of the practice.
Sales manager: Sales managers develop sales and targeting strategies for a company. They manage sales teams, allocate sales resources based on the plans, prioritise and follow up on critical leads, develop sales pitches and adjust them over time, and maintain a sales platform to track all leads and sales.
Conveyance clerk: Conveyance clerks provide services for the legal transference of legal titles and properties from one party to another. They exchange the necessary contracts and ensure all properties, titles and rights are transfered.
Publications coordinator: Publications coordinators are responsible for the production of print and online materials such as news letters, company procedures, technical documents and other publications for institutions and businesses. They supervise the publishing teams and make sure the publications reach their target audience.
Case administrator: Case administrators supervise the progress of criminal and civil cases from the point of opening to closing. They review the case files and case progression to ensure proceedings occur compliant with legislation. They also ensure the proceedings occur in a timely manner and that everything has been concluded before closing cases.
Billing clerk: Billing clerks create invoices and credit memos, issuing them to customers by all necessary means, and updating customer files. They issue invoices to customers and monthly customer statements, update customer files, process credit memos, enter and submit invoices, etc.
Service manager: Service managers are responsible for the supervision and coordination of the provision of different professional and technical services to customers. They ensure a smooth interaction with clients and high levels of satisfaction post-service. This occupation includes the provision of policing, correctional, library, legal and fire services.
Accounting assistant: Accounting assistants record and report ticketing accounting situations to the accountant they work with, verify deposits and prepare daily reports and income. They arrange authorised refund vouchers, maintain the returned check accounts and communicate with ticketing managers concerning any ticketing systems issues.
Social services manager: Social services managers have the responsibility for strategic and operational leadership and management of staff teams and resources within and or across social services. They are responsible for the implementation of legislation and policies relating to, for example, decisions about vulnerable people. They promote social work and social care values and ethics, equality and diversity, and relevant codes guiding practice. They are responsible for liaising with other professionals in criminal justice, education and health. They can be responsible for contributing to local and national policy development.
Fundraising manager:
Fundraising managers are responsible for raising money on behalf of organisations, often non-profit such as charities. Moreover, they manage the fundraised resources developing programs for its use. They perform a variety of tasks to raise money such as developing corporate partnerships, coordinating direct mail campaigns, organizing fundraisers, contacting donators or sponsors, and sourcing grant income from trusts, foundations and other statutory bodies.
Bookkeeper: Bookkeepers record and assemble the day-to-day financial transactions of an organisation or company, consisting usually of sales, purchases, payments and receipts. They ensure all financial transactions are documented in the appropriate (day) book and general ledger, and that they are balanced out. Bookkeepers prepare the recorded books and ledgers with financial transactions for an accountant to then analyse balance sheets and income statements.
Tax inspector: Tax inspectors are responsible for the calculation of taxation and the ensurance of its timely payment by individuals and organisations. They provide information and guidance concerning taxation legislation and examine financial documents and accounts to ensure compliance with legislation. They also examine records to investigate fraud.
Accounting analyst: Accounting analysts evaluate the financial statements of clients, usually companies, which include the income sheet, the balance sheet, the statement of cash flows and additional notes to other financial statements. They interpret and implement new accounting systems and accounting procedures and will analyse and determine if the proposed systems conform to accounting regulations and meet user information requirements.
Social security administrator: Social security administrators direct and develop government-provided social security programmes in order to aid public welfare, as well as promote social security programmes. They supervise staff working in governmental social security, and investigate existing policies in order to assess issues and develop improvement proposals.
Laundry workers supervisor: Laundry workers supervisors monitor and coordinate the activities of the laundry and dry-cleaning staff of laundry shops and industrial laundry companies. They plan and implement production schedules, hire and train workers and monitor the production quality levels.
Elderly home manager: Elderly home managers oversee, plan, organise and evaluate the provision of elderly care services for people who are in need of these services due to the effects of ageing. They manage the elderly care home and supervise the activities of the staff.
Civil service administrative officer: Civil service administrative officers perform administrative duties in civil service organisations and government departments. They ensure record maintenance, handle enquiries and provide information to the public, either in person, through emails or phone calls. They support senior staff, and ensure a fluent internal flow of information.

References

1. Manage accounts – ESCO