Finance

An accountant is an important career field in finance and business. Accountants prepare taxes, examine financial records for accuracy, and prepare financial reports for individuals and businesses. They track a company’s profits and losses and ensures their clients comply with tax laws and regulations. Watch a video to learn what an accountant does: How to …

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A bail bondsman helps arrested defendants pay their bail in exchange for a fee. They do this when bail is set for the defendant; this happens if the court believes the defendant will attend their scheduled court dates and releases them but requires a payment (bail) in exchange for their release pending the outcome of …

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Bank tellers work the counters at the bank. They are responsible for direct customer banking interactions. They accurately handle and process routine transactions customers request. These transactions include cashing money orders or checks, depositing money, and collecting loan payments. Watch a video to learn what a bank teller does: How to Become a Bank Teller …

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A brokerage clerk handles the many various aspects of the sales, purchases, or holding of securities, to include market fluctuations, documenting security transactions, or monitoring daily stock prices. They also compute transfer taxes and keep records of daily holdings and transactions. Watch a video: ⭐ Find a College How to Become a Brokerage Clerk According …

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A budget analyst organizes the finances of private and public institutions by monitoring spending and preparing budget reports. They analyze data to determine the benefits and costs of recommended funding levels and other programs. Budget analysts then provide this information to top executives and elected officials of these institutions. These recommendations help to determine needs …

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Buyer and purchasing agents evaluate supplies, review the quality of products, and negotiate contracts. These findings are used to buy products and services for an organization or institution to use or resell. They attend trade shows, conferences, and meetings to remain current on new industry trends and make contacts with suppliers. Buyer and purchasing agents …

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A claims adjuster inspects damage done to property such as automobiles, homes, or businesses then determines how much financial obligation an insurance company has. They are usually employed by insurance companies and are required to travel to the damaged property to inspect it. They may also be tasked to provide surveillance for the insurance company …

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A cost estimator calculates the cost for labor, time, and materials by collecting and analyzing information that is needed to construct a building or product other products. They visit work sites to review the manufacturing process and usually have expertise in a particular area of product or industry. They prepare the cost estimates to assist …

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A credit analyst reviews the financial picture of an individual or business to determine what the level of risk is when lending money. They may also help determine if the amount the individual or business requests can be reduced to become a less risky loan. They often work on the computer and use software programs …

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A financial advisor assists a client plan their short and long term financial goals both. These goals may include saving for retirement, college education, and ensuring a client has the appropriate insurance plan to secure a sound financial future. Their primary goal is to provide advice for financial security. Watch a video to learn what …

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A financial analyst analyzes trends and predictions of financial changes for corporations, businesses, or individuals. They constantly assess bonds, stocks, and other investment options that may affect their client’s finances. They will also project a company’s revenue and expenses and advise the company on financial needs and budgets. Watch a video to learn what a …

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A financial clerk works for many organizations doing administrative duties such as helping customers, keeping records, and carry out financial transactions. These duties may vary by setting and specialty. They work in a variety of office settings including medical offices, banks, government agencies, or insurance companies. Usually they work on a full-time basis. Watch a …

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A financial examiner determines if financial businesses and transactions comply with the law. These examiners evaluate the risk level of financial loans, assess bank management, and review balance sheets. They also monitor lending activity to make ensure borrowers are fairly treated and report on the financial soundness of a company. They typically work full-time and …

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A financial manager maintains the financial health of an organization and develops strategies and plans for long-term financial goals, produces financial reports, and directs investment activities. There are various types of financial managers such as insurance managers, cash managers, chief financial officers (CFOs), treasure and finance officers, controllers, credit managers, and risk managers. Watch a …

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A fraud investigator reviews the evidence and investigates allegations of fraud. Their investigative work may require them to interview those that may have information about the fraud, analyze documentation (paper trails), report their findings, and finally testify what their investigation revealed. Additional titles people in this profession may hold include: fraud examiner, financial investigator, and …

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Loan officers meet with applicants who wish to borrow money and evaluate, approve, or reject the loan applications. They answer questions and help guide customers through the application process as well. They may also market the service and products of their lending institution and contact people or companies to solicit new business. Watch a video …

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A mathematical technician helps businesses solve problems by using math at a high level to address technical problems mainly in the physical sciences and engineering fields. How to Become a Mathematical Technician Those in this career field typically hold a bachelor’s degree in science or math, though having a bachelor’s is not technically always necessary …

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A mathematician analyzes data and applies mathematical and statistical techniques to solve real-world problems in business, engineering, healthcare, or other fields. They typically work in conjunction with other professionals to interpret numerical data to determine or project outcomes and needs, whether it be statistically or mathematical. Watch a video to learn what a mathematician does: …

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Purchasing managers oversee the work of buyers and purchasing agents. They plan, direct, and coordinate the buying obtainment of products, services, and materials for retailer organizations and wholesalers. They also handle complicated purchases and negotiations. They are also responsible for the supervision of purchasing and buyer agents as well to ensure the best procurements, products, …

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Appraisers and assessors of real estate prepare estimates of the value of a property, such as the land and building or structure. This is typically provided before it is sold, developed, insured, taxed, or mortgaged. Before arriving at the property, an appraiser and assessor of real estate prepares current data and then performs an inspection …

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A revenue agent works for local, state, and federal governments reviewing tax returns, conducting audits, identifying any owed taxes, and collecting overdue tax payments. They ensure that the state, local, and federal governments are able to collect tax money from citizens and businesses that may owe. They work primarily in an office but may do …

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A statistician develops and applies statistical or mathematical theories to obtain and summarize useful information to help solve real-world problems. They collect and analyze data and use it in several industries, such as engineering, science, and business. The numerical data collected helps companies or clients understand quantitative data and track or predict potential trends that …

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A survey researcher creates surveys and analyzes the data in order to provide useful information businesses can be decisions from. They must be skilled in crafting the right questions and giving the survey to the right populations in order to provide a survey with valid, accurate data. Watch a Video: How to Become a Survey …

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An actuary analyzes a company’s financial risk and tests the probability of a detrimental event that may affect its financial security. They play a key role in the insurance industry by reducing potential risk and instability. Actuaries use statistics, math, and financial theory to predict these factors. Actuaries also use advanced modeling statistics and software …

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An appraiser determines the value of property, such as automobile, real estate, or personal claims. They are usually called when one reports damage, injury, or decreased coverage or when buying or selling merchandise or property. The primary goal is to provide monetary value to merchandise, damage, property, or compensation for clients or companies. Common areas …

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An audit is an official inspection of an individual’s or organization’s accounts, typically by an independent body. Where an accountant would work on financial documents for a client or business, an auditor comes in after and inspects those documents to ensure their accuracy. They also provide unbiased reports on the quality of the company’s financial …

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An economist studies the distribution and production of services, goods, and resources by analyzing data on economic issues and research trends. Economists may work in corporations, firms, and think tanks. Others are teachers while half of work in federal, state, or local government. Watch a video to learn what an economist does: How to Become …

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Insurance underwriters are the main connection between an insurance company and an insurance agent. Using computer software programs, they evaluate insurance applications and determine whether an applicant should be approved for a policy, coverage amount, and premiums. Insurance underwriters analyze a candidate’s risk factors such as medical documents and financial situations. Watch a video to …

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According to the U.S. Department of the Treasury, “the Treasurer of the United States has direct oversight over the U.S. Mint, the Bureau of Engraving and Printing and Fort Knox and is a key liaison with the Federal Reserve. In addition, the Treasurer serves as a senior advisor to the Secretary in the areas of …

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