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Job Description and Recruiting Strategies Worksheet

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Job Description and Recruiting Strategies Worksheet

Conduct an interview with someone who has a career or job position that is different from your own. Identify the duties associated with his or her position, as well as any skills and abilities necessary for the position. Use the information gathered in the interview, as well as the Week 3 readings, to complete the following worksheet. Answer each question in paragraph format.

JOB ANALYSIS
1. What are the duties and job responsibilities associated with the position held by the individual you interviewed?
Senior Accountant
MAJOR RESPONSIBILITIES:
• Primary responsibility is to prepare financial statements and supporting schedules according to monthly close schedule
• Facilitate and complete monthly close procedures
• Analyze revenues, commissions and expenses to ensure they are recorded appropriately on a monthly basis
• Prepare monthly account reconciliations
• Assist with analyzing financial statements on a monthly basis and report on variances
• Assist with financial and tax audits
• Assist with preparing tax returns and corporate reporting requirements
• Assist with quarterly producer commission reports; analyzing and correcting discrepancies
• Assist in documentation and monitoring of internal controls
• Other projects as assigned

2. What are the types of knowledge, skills, and abilities that are needed to successfully accomplish the job responsibilities?

REQUIRED SKILLS & QUALITIES:
• Bachelor’s or higher degree in Accounting or Finance
• Strong understanding of accounting theory
• CPA designation preferred
• 5+ years accounting/finance experience; CPA a plus, but not required
• Experience in the insurance industry preferred
• Highly detail oriented and organized in work
• Ability to meet assigned deadlines
• Excellent communication and

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