Finance

Tools for financial management, accounting, and investment professionals.

Sub-Professions

Actuarial Analyst

Analysts who assess financial risks using mathematics, statistics, and financial theory to study uncertain future events.

Auditor

Individuals who examine financial records and statements to ensure accuracy and compliance with regulations and standards.

Budget Analyst

Professionals who help organizations allocate financial resources, develop budgets, and monitor spending.

Compliance Officer

Individuals responsible for ensuring that a company adheres to legal and regulatory requirements in financial practices.

Corporate Treasurer

Finance professionals responsible for managing a company's liquidity, investments, and financial risk.

Credit Analyst

Professionals who assess the creditworthiness of potential borrowers and make recommendations on credit limits and terms.

Equity Researcher

Analysts who study and report on stocks and equities to provide investment recommendations.

Financial Analyst

Professionals who evaluate financial data, create reports, and provide recommendations for investment decisions.

Financial Planner

Experts who help individuals and families manage their finances and plan for their financial future.

Forensic Accountant

Accountants who investigate financial discrepancies and fraud for legal cases and regulatory compliance.

Hedge Fund Trader

Traders who execute investment strategies for hedge funds, often using complex financial instruments.

Investment Banker

Experts who assist companies in raising capital, advise on mergers and acquisitions, and facilitate complex financial transactions.

Mergers Advisor

Specialists who provide guidance on mergers and acquisitions, including valuation and negotiation strategies.

Portfolio Manager

Individuals responsible for making investment decisions and managing assets within a fund or portfolio.

Quantitative Trader

Professionals who use quantitative analysis to identify trading opportunities in financial markets.

Risk Manager

Specialists who identify, assess, and mitigate financial risks to protect an organization's assets and earnings.

Tax Advisor

Professionals who provide guidance on tax planning, compliance, and optimization for individuals and businesses.

Treasury Analyst

Experts who manage an organization's liquidity, investments, and risk related to financial activities.

Valuation Specialist

Experts who determine the value of assets, companies, or securities for various purposes, including investment analysis and mergers.

Wealth Manager

Specialists who provide personalized financial planning and investment management services to high-net-worth clients.

About Finance

Tools for financial management, accounting, and investment professionals.

Browse specific sub-professions above or create custom tools for the Finance field.