The document discusses compensation trends for accounting and finance professionals. It notes that demand for these professionals is rising due to economic growth and regulatory changes. This has created a competitive job market where candidates can be more selective. The document then provides detailed salary and total compensation figures for a variety of accounting and finance roles based on company size and location to help employers attract and retain top talent.
2. FUELED BY ECONOMIC GROWTH, THE DEMAND
FOR ACCOUNTING & FINANCE TALENT IS ON THE RISE.
THIS HAS CREATED A COMPETITIVE LABOR MARKET—
A MARKET IN WHICH CANDIDATES, ESPECIALLY THOSE
WITH SPECIALIZED SKILLS, CAN PICK & CHOOSE
THEIR JOBS.
BECAUSE OF THIS, IT’S NOW MORE IMPORTANT THAN
EVER FOR EMPLOYERS TO OFFER QUITE A BIT IN ORDER
TO HIRE & RETAIN TOP TALENT.
TO BUILD A TALENTED & MOTIVATED TEAM, YOU NEED
A TERRIFIC CULTURE. YOUR EMPLOYEES SHOULD STRIKE
A HEALTHY WORK-LIFE BALANCE, HAVE OPPORTUNITIES
TO GIVE BACK TO THE COMMUNITY &, GENERALLY,
BE ENGAGED IN A POSITIVE ENVIRONMENT.
BUT, AT THE CORE OF EVERY JOB IS A SALARY.
ANY ACCOUNTING OR FINANCE PROFESSIONAL IS
UNLIKELY TO ACCEPT A JOB OFFER—OR STICK AROUND
LONG IF THEY DO—WITHOUT A GENEROUS NUMBER.
FORTUNATELY, OUR 2017 SALARY GUIDE PROVIDES
EXACTLY WHAT YOU NEED TO OFFER THE RIGHT SALARIES
& EMPLOY THE BEST TALENT. YOU’LL FIND ACCURATE,
UP-TO-DATE SALARY & TOTAL CASH COMPENSATION
FIGURES BASED ON COMPANY SIZE & GEOGRAPHIC AREA
FOR COUNTLESS POSITIONS. YOU’LL ALSO FIND DETAILED,
CONTEMPORARY JOB DESCRIPTIONS.
WE’RE CONFIDENT OUR SALARY GUIDE—
& OUR PARTNERSHIP—WILL HELP YOUR BUSINESS
LAND THE TALENT YOU NEED TO SUCCEED NOW,
& FAR INTO THE FUTURE.
— David Alexander, President
OFFER
Acceptance
6 ACCOUNTING & FINANCE
9 PUBLIC ACCOUNTING
10 BANKING & FINANCIAL SERVICES
14 JOB DESCRIPTIONS
CONTENTS
2 INSIGHTS FOR 2017
4 ABOUT THE SALARIES
5 VARIANCES
3. 3
According to the Bureau of Labor Statistics (BLS), total U.S. unemployment has seen little movement,
hovering around 5%, yet accounting and finance occupations have seen job gains. In April of 2016,
employment in financial activities rose by 20,000 jobs, and over the prior 12 months, grew by 160,000 jobs.
Driven by a recovering economy and stronger regulatory environment, the BLS projects employment
for all business and financial operations occupations will
GROW 8% FROM 2014 TO 2024, ADDING OVER 632,000 NEW JOBS.
RISING SALARIES
As the economy improves, even more accounting and
finance experts will be needed to prepare and examine
financial records. The increased demand for this expertise
means salaries will rise. While this is good news for job
seekers, low unemployment in accounting and finance
(3% compared to 5% overall), means employers will
have a tough time engaging talent.
Speaking of salaries, according to the BLS
$65,710
IS THE MEDIAN ANNUAL WAGE FOR ALL
BUSINESS & FINANCIAL OCCUPATIONS.
This is significantly higher than the $36,200 figure
for all occupations.
Here are the positions with some of the highest
median pay:
> Chief Financial Officer $547,280
> Treasurer $302,145
> Finance Director $301,924
> Controller $275,157
GENERATIONS
IN THE WORKFORCE
It’s a multigenerational world—one where members
of several eras work together and blend their skills.
Here’s a breakdown of generations in the U.S. workforce,
per the Incentive Research Foundation:
When it comes to Millennials, some of their career must-
haves differ from earlier generations. Millennials demand
positive cultures, flexible hours and personal fulfillment
—they won’t stay at a company for long without those.
What remains the same is the importance they place
on salaries. The non-profit organization Catalyst reports
the following about the workforce’s largest generation:
80% Equate success with having enough
money to support their families
74% Believe success means having money in savings
These jobs will realize the most gain:
The demand for accounting and finance professionals is up across the board, from the C-Suite to entry-level.
According to the National Association of Colleges and Universities, for students who graduated in 2015,
accounting and finance majors were among those most likely to land jobs.
11% ACCOUNTANTS
AUDITORS
12% FINANCIAL
ANALYSTS
30% FINANCIAL
PLANNERS
55 MILLION
MILLENNIALS
53 MILLION
GEN XERS
44 MILLION
BABY BOOMERS
4 MILLION
TRADITIONALISTS
THE INSIGHT YOU NEED TO PLAN A GREAT
RECRUITING RETENTION STRATEGY FOR 2017
GROWTH
Demand
2
4. 5
Here’s an example:
AN ACCOUNTANT HAS AN
AVERAGE BASE SALARY OF $47,059
THE COMPANY IS BASED IN SAN DIEGO,
WHICH HAS A LOCAL VARIANCE OF 117.16%
HERE IS THE CALCULATION
YOU WOULD USE:
$47,059 x 117.16% = $55,134
THE SALARY FOR SAN DIEGO
WOULD BE $55,134
4 accountingprincipals.com/salaryguide
AZ
Mesa..............................104.86%
Phoenix.........................105.05%
CA
Burbank...........................110.57%
East Bay.........................126.76%
Los Angeles..................115.93%
Los Angeles West....... 112.69%
Newport Beach............ 116.49%
Ontario............................105.14%
Sacramento...................114.19%
San Diego........................117.16%
San Francisco..............132.81%
San Gabriel Valley........114.00%
Silicon Valley.................132.81%
Torrance..........................113.27%
Woodland Hills............. 115.43%
CO
Denver...........................108.58%
CT
Stamford........................109.16%
DC
Washington.................. 113.45%
FL
Fort Lauderdale...........103.66%
Jacksonville...................101.37%
Miami...............................102.17%
Orlando............................99.04%
Tampa.............................100.91%
West Palm Beach.........98.87%
GA
Atlanta............................108.07%
Columbus....................... 97.50%
IL
Chicago..........................113.06%
Deerfield.........................112.57%
Oakbrook Terrace........ 112.69%
Schaumburg................. 112.69%
IN
Indianapolis..................103.91%
KS
Overland Park..............100.28%
KY
Louisville..........................99.12%
MA
Boston............................115.89%
MD
Baltimore........................110.14%
MI
Detroit.............................109.76%
Grand Rapids................103.74%
MN
Minneapolis..................110.69%
MO
Kansas City...................101.82%
St. Louis........................ 105.44%
NC
Charlotte.......................104.56%
Greensboro....................99.42%
Raleigh..........................104.92%
NJ
Edison............................120.06%
Paramus........................ 121.22%
Parsippany................... 120.23%
Princeton.........................117.61%
NM
Albuquerque................102.99%
NV
Las Vegas.....................105.62%
NY
Long Island.....................114.14%
New York City............... 124.66%
OH
Cincinnati.....................102.98%
Cleveland......................105.33%
Columbus..................... 106.22%
OK
Oklahoma City............... 97.58%
Tulsa..................................97.70%
OR
Portland......................... 105.17%
PA
King of Prussia..............111.20%
Philadelphia...................111.02%
Pittsburgh....................103.28%
TN
Knoxville..........................94.86%
Nashville........................101.23%
TX
Austin.............................101.44%
Dallas..............................105.31%
Fort Worth....................104.40%
Houston........................ 109.42%
VA
McLean...........................116.86%
Norfolk.............................94.84%
Richmond.....................103.25%
WA
Bellevue......................... 115.24%
Seattle.............................116.47%
WI
Milwaukee....................105.62%
National variances are based
on salary averages. Increases
and decreases of demand for
certain positions may impact
this percentage.
We realize that salaries in your city may not be the same
as salaries in other areas of the country. That’s why we’ve
provided variances for all of the key markets throughout
the U.S. You can use a variance to calculate the most
accurate salary ranges for your specific job market.
Take the average base salary for the position you are
researching and multiply it by the variance.
The figures in this 2017 Salary Guide are based on
national averages compiled through Accounting Principals’
partnership with CareerBliss, a career community dedicated
to helping people find happiness in the workplace and
in life. CareerBliss has millions of salary reports from
real employees that are aggregated and formatted to be
helpful to employers and employees alike, and their work
has been featured on CNN, CNBC, Fox Business, Forbes
and many other media outlets.
To further validate the data, each office in Accounting
Principals’ nationwide branch network reviewed their
local market data. Based on that review, some figures
were revised to ensure local accuracy.
This comprehensive approach results in more regionally
accurate data than the public data that is found in
other salary guides. Salaries may be affected by many
factors, including company size, benefits offered, location,
educational requirements and local supply/demand trends.
The accurate, up-to-date data in our guide is broken into
the categories shown below.
SMALL
This figure represents the national
average for companies in all
industries with less than $50 million
in annual sales.
MEDIUM
This figure represents the national
average for companies in all
industries with $50-$200 million
in annual sales.
LARGE
This figure represents the national
average for companies in all
industries with greater than $200
million in annual sales.
LOW
Only 10% of the national workforce —
across all industries and company
sizes — is paid below this figure.
HIGH
Only 10% of the national workforce —
across all industries and company
sizes — is paid above this figure.
AVERAGE
This figure represents the national
average across all industries and
company sizes.
LOW
Only 10% of the national workforce
— across all industries and company
sizes — is below this figure, which
includes annual cash incentives.
HIGH
Only 10% of the national workforce
— across all industries and company
sizes — is above this figure, which
includes annual cash incentives.
AVERAGE
This figure represents the national
average across all industries and
company sizes and includes annual
cash incentives.
AVERAGE BASE SALARY
BY COMPANY SIZE
BASE
SALARY
TOTAL CASH
COMPENSATION VARIANCES
ABOUT THE SALARIES IN THIS GUIDE VARIANCES FOR SPECIFIC JOB MARKETS
5. 7
2017 Salary Guide
Base salary by company size Base salary Total cash compensation
SMALL MEDIUM LARGE LOW HIGH AVERAGE LOW HIGH AVERAGE
ACCOUNTING FINANCE
Accountant 44,454 47,349 50,778 38,837 56,692 47,059 39,473 58,230 47,988
Accountant, Sr. 66,913 70,006 72,403 55,358 83,566 68,194 55,873 87,391 70,817
Accounting Clerk 33,839 34,143 35,988 27,115 41,915 33,899 27,483 42,870 34,550
Accounting Supervisor 72,948 74,865 78,910 55,381 95,088 74,333 56,413 100,795 77,732
Accounting Manager 79,650 85,032 102,378 74,321 116,153 94,475 75,658 126,008 99,448
Accounting Director 125,543 131,714 147,838 101,135 174,468 135,416 105,928 211,791 150,550
Accounts Payable Clerk 32,598 36,896 39,333 27,928 44,421 36,185 28,300 45,288 36,893
Accounts Payable Specialist 35,754 37,983 41,928 29,174 47,696 38,906 29,305 55,865 39,969
Accounts Payable Specialist, Sr. 43,342 48,648 51,192 36,196 62,798 47,910 37,162 64,749 49,985
Accounts Payable Supervisor 56,564 59,485 63,710 42,565 74,622 59,551 44,008 75,646 62,328
Accounts Payable Manager 74,154 78,918 82,985 56,672 101,365 77,702 57,588 110,420 81,647
Accounts Receivable Clerk 33,693 36,925 42,067 28,576 45,392 38,122 28,753 46,383 38,542
Accounts Receivable Specialist 35,992 37,401 43,039 29,502 48,442 39,183 30,685 56,174 40,558
Accounts Receivable Specialist, Sr. 41,739 49,095 51,745 37,080 63,143 49,654 38,688 65,137 52,758
Accounts Receivable Supervisor 54,358 57,989 60,122 40,412 72,267 54,031 41,783 72,762 58,366
Accounts Receivable Manager 74,092 77,817 81,759 56,509 103,392 76,587 56,825 112,431 79,932
Assistant Controller 104,170 108,261 125,807 83,205 166,895 101,047 85,749 190,503 109,782
Assistant Treasurer 107,206 117,709 176,376 88,556 191,305 139,447 89,745 234,553 158,964
Billing Clerk 35,032 38,893 42,527 27,844 44,244 36,293 28,132 45,107 36,492
Billing Specialist 36,800 41,057 44,288 30,155 48,048 38,491 31,155 48,482 39,936
Billing Specialist, Sr. 37,271 42,334 44,569 31,571 49,743 40,198 32,062 51,427 40,423
Billing Supervisor 58,920 60,684 63,878 42,627 81,101 60,067 42,780 83,171 61,477
Billing Manager 64,812 66,753 70,266 46,890 89,211 66,074 47,058 91,488 67,624
Bookkeeper 39,234 40,763 42,881 31,563 53,111 41,651 31,798 53,540 43,012
Budget Analyst 52,313 53,713 54,506 41,342 67,314 53,936 42,482 67,587 55,047
Budget Analyst, Sr. 77,664 80,699 83,131 62,115 96,786 78,851 62,619 102,435 80,839
Budget Manager 96,185 96,892 108,795 75,475 130,972 101,071 77,378 142,446 107,198
Cash Applications Clerk 42,272 45,087 48,802 37,059 57,870 45,980 39,070 63,927 51,812
Chief Financial Officer 213,627 270,906 444,444 189,701 547,280 353,748 237,259 1,005,472 513,994
Collections Specialist 33,198 36,311 41,084 25,374 44,952 34,687 25,442 45,807 35,145
Collections Specialist, Sr. 38,961 43,552 46,059 30,861 50,014 40,043 31,367 51,679 42,119
Controller 125,921 151,882 232,640 118,392 275,157 185,158 129,935 388,003 224,560
Cost Accountant 49,004 51,548 53,735 41,216 63,464 52,882 41,881 65,015 53,694
Cost Accountant, Sr. 73,889 75,523 78,596 49,554 89,200 69,549 49,872 93,213 70,776
ACCOUNTING FINANCE
#3and
#4ACCOUNTING FINANCE ARE TWO OF THE
TOP-RANKED INDUSTRIES IN THE U.S. NEWS
WORLD REPORT’S BEST JOBS RANKING
The 2015 U.S. Salary Survey from the Institute of
Management Accountants found that base salary
and total compensation for accounting and finance
occupations increased at a year-over-year rate of
nearly 4%, exceeding the U.S. gross domestic product
growth rate. The best-compensated accountants work
in securities and commodity contracts intermediation
and brokerage and for the federal executive branch.
28-46%
OF PROFESSIONALS WITH
CMA OR CPA DESIGNATIONS
EARN MUCH MORE THAN THEIR
NON-CERTIFIED PEERS
On another positive note, employment for financial
managers in private industry is expected to grow
7% from 2014 to 2024, about as fast as the average
for all occupations.
Today, many professionals ask for—and receive—
higher compensation. This good news for job seekers
means a bumpy road ahead for employers. Per the
article “It’s a Seller’s Market for Accountants: Report
Finds Demand is High” on AccountingWEB, it’s getting
tougher for businesses to find skilled candidates
for job openings, especially in major urban markets.
As a result, employers must be willing to negotiate
salaries and move quickly in their recruiting efforts.
Offering the right compensation from the start could
be the difference between landing top candidates
and losing them to the competition.
+ + + + + + + +
6 accountingprincipals.com/salaryguide
6. 9
2017 Salary Guide
8 accountingprincipals.com/salaryguide
PUBLIC ACCOUNTINGBase salary by company size Base salary Total cash compensation
SMALL MEDIUM LARGE LOW HIGH AVERAGE LOW HIGH AVERAGE
ACCOUNTING FINANCE continued
Cost Accounting Manager 94,893 96,003 107,787 68,636 123,140 95,215 68,861 143,317 101,924
Credit Collections Clerk 33,007 33,729 37,029 22,405 39,968 31,086 22,774 42,461 31,839
Credit Collections Manager 78,901 86,389 95,609 57,657 106,801 80,524 58,950 117,451 84,748
Credit Analyst 47,162 50,336 51,310 36,764 59,003 48,484 39,472 60,800 49,899
Credit Analyst, Sr. 71,447 73,090 74,696 48,476 91,657 70,965 49,910 99,224 73,566
Finance Manager 73,177 81,911 87,833 46,842 98,479 76,616 48,498 113,628 84,779
Finance Director 173,613 182,367 246,380 138,539 301,924 213,994 142,321 467,911 290,800
Financial Analyst 52,011 54,634 55,999 41,693 64,105 52,535 42,199 66,361 53,911
Financial Analyst, Sr. 78,724 81,943 84,134 64,358 94,544 78,884 65,458 100,284 81,910
Financial Analysis Manager 99,242 103,115 110,781 83,431 130,404 105,090 87,283 147,081 114,308
Financial Reporting Accountant 50,790 56,658 58,274 43,783 68,470 54,041 44,084 70,985 56,494
Financial Reporting Accountant, Sr. 78,542 82,729 85,340 60,253 101,309 80,687 62,258 107,931 84,512
Financial Reporting Manager 105,480 109,993 114,563 81,260 130,821 104,455 84,394 147,760 113,041
Financial Reporting Director 125,558 137,083 155,176 91,250 152,826 129,814 104,973 192,133 137,882
Internal Auditor 52,769 54,481 55,240 43,566 65,039 53,138 43,788 67,686 54,324
Internal Auditor, Sr. 78,507 81,896 83,288 62,536 95,062 78,838 65,052 99,775 81,473
Internal Audit Manager 92,468 104,027 121,364 98,247 115,585 109,806 104,027 138,702 124,832
Internal Audit Director 120,731 135,822 158,459 128,276 150,913 143,368 135,822 181,096 162,986
Internal Audit Vice President 169,567 190,763 222,557 180,165 211,959 201,361 190,763 254,351 228,916
Payroll Clerk 36,841 40,597 44,074 30,452 47,435 37,981 30,740 47,860 38,603
Payroll Specialist 43,268 45,436 47,874 35,460 54,001 43,976 36,147 55,129 44,663
Payroll Specialist, Sr. 45,635 46,522 52,199 36,323 55,497 45,188 36,606 56,498 45,868
Payroll Supervisor 64,222 65,046 68,705 48,947 82,075 64,325 49,129 83,417 64,989
Payroll Manager 68,300 72,848 99,301 62,568 107,198 84,422 65,152 118,101 89,789
Staff Accountant 52,052 55,571 60,389 48,512 63,902 56,948 48,954 69,625 58,753
Staff Accountant, Sr. 78,207 81,023 84,887 62,697 98,637 79,898 64,125 104,906 83,176
Tax Accountant 51,908 52,652 54,212 40,549 62,547 51,193 40,995 64,941 52,312
Tax Accountant, Sr. 78,525 94,796 100,674 62,975 96,071 78,840 64,899 103,423 83,194
Tax Manager 108,015 110,856 117,067 83,163 143,304 110,814 85,680 163,721 121,427
Tax Director 138,261 148,974 194,478 116,357 213,169 159,181 127,329 282,710 188,484
Treasurer 170,537 181,368 238,623 128,558 302,145 206,333 142,696 444,139 262,081
Treasury Analyst 48,377 50,926 53,204 39,186 62,367 49,778 39,221 63,643 51,204
Treasury Analyst, Sr. 72,635 75,939 79,268 58,134 94,607 74,579 59,185 99,290 77,787
Base salary by company size Base salary Total cash compensation
SMALL MEDIUM LARGE LOW HIGH AVERAGE LOW HIGH AVERAGE
PUBLIC ACCOUNTING
Audit/Assurance Services, Associate 48,933 55,049 64,224 51,991 67,283 61,166 53,826 73,399 66,059
Audit/Assurance Services, Sr. Associate 51,379 57,802 67,436 54,591 70,647 64,224 56,517 77,069 69,362
Audit/Assurance Services, Manager 61,142 68,784 80,248 64,963 84,070 76,427 67,256 91,712 82,541
Audit/Assurance Services, Sr. Manager 85,598 96,298 112,348 90,948 117,697 106,998 94,158 128,397 115,558
Tax Services, Associate 62,896 70,758 82,551 66,827 86,482 78,620 69,186 94,344 84,910
Tax Services, Sr. Associate 66,041 74,296 86,679 70,169 90,806 82,551 72,645 99,062 89,155
Tax Services, Manager 78,589 88,412 103,148 83,501 108,060 98,236 86,448 117,883 106,095
Tax Services, Sr. Manager 88,055 99,062 115,572 93,558 121,075 110,068 96,860 132,082 118,874
Partner 149,270 158,641 243,377 128,511 293,043 203,171 133,734 303,808 205,296
Some of the reasons why they are in such high demand
in public accounting are globalization, an improving
economy, tight lending standards, and a complex tax
and regulatory environment.
Public accounting firms face stiff competition from
government and other employers for top talent.
There were 1.3 million accountants and auditors
employed in the U.S. in 2014 in the following areas:
26% in public accounting, tax preparation,
bookkeeping and/or payroll
8% in government
8% in finance and insurance
7% in management of companies and enterprises
6% in manufacturing
According to The American Institute of CPAs’ report
“2015 Trends in the Supply of Accounting Graduates
and the Demand for Public Accounting Recruits,”
91% of firms expect their hiring of new accounting
grads to be the same or higher than the previous year.
With Millennials as the largest segment of the workforce,
public accounting firms need to reevaluate the old
way of working that focused on long hours. Millennials
recognize the ease of 24/7 communication and want
greater flexibility. They see more value in their modified
schedules that focus on productivity rather than meeting
a certain number of hours worked.
While 95% surveyed in PwC’s “Millennials at Work”
report valued work-life balance, the myth that Millennials
don’t place a premium on compensation is just that:
a myth. 44% of those questioned said competitive
wages made an employer more attractive, the second
highest proportion for any factor given.
PER THE BLS, EMPLOYMENT OF ACCOUNTANTS AUDITORS
IS PROJECTED TO GROW BY 11% FROM 2014 TO 2024,
FASTER THAN THE 7% AVERAGE FOR ALL OCCUPATIONS.
1,475,100 AUDITORS ACCOUNTANTS
WILL BE EMPLOYED IN THE U.S. BY 2024.
7. 11
2017 Salary Guide
Base salary by company size Base salary Total cash compensation
SMALL MEDIUM LARGE LOW HIGH AVERAGE LOW HIGH AVERAGE
BANKING FINANCIAL SERVICES
Analyst, Buy Side 61,560 69,255 80,798 65,408 84,645 76,950 67,716 92,340 83,106
Associate, Buy Side 66,485 74,795 87,261 70,640 91,417 83,106 73,133 99,727 89,754
Analyst, Sell Side 61,560 69,255 80,798 65,408 84,645 76,950 67,716 92,340 83,106
Associate, Sell Side 66,485 74,795 87,261 70,640 91,417 83,106 73,133 99,727 89,754
Banking Operations Specialist 34,839 39,194 45,726 37,016 47,903 43,549 38,323 52,258 47,032
Banking Operations Specialist, Sr. 37,278 41,937 48,927 39,607 51,257 46,597 41,005 55,916 50,325
Banking Operations Specialist Manager 43,549 48,992 57,157 46,270 59,879 54,436 47,903 65,323 58,791
Business Development Officer 57,229 64,383 75,114 60,806 78,691 71,537 62,952 85,844 77,260
Client Service Representative 24,369 27,415 31,984 25,892 33,507 30,461 26,806 36,553 32,898
Client Service Representative, Sr. 25,831 29,060 33,903 27,445 35,517 32,289 28,414 38,746 34,872
Client Service Representative Manager 33,141 37,284 43,498 35,213 45,570 41,427 36,456 49,712 44,741
Commercial Lending Specialist 37,085 41,721 48,675 39,403 50,992 46,357 40,794 55,628 50,065
Commercial Lending Specialist, Sr. 40,423 45,476 53,055 42,950 55,582 50,529 44,465 60,635 54,571
Commercial Lending Manager 48,953 55,072 64,250 52,012 67,310 61,191 53,848 73,429 66,086
Commodities Analyst Specialist 68,126 76,642 89,416 72,384 93,674 85,158 74,939 102,190 91,971
Commodities Analyst Specialist, Sr. 77,664 87,372 101,934 82,518 106,788 97,080 85,431 116,496 104,847
Commodities Analyst Manager 91,289 102,701 119,817 96,995 125,523 114,112 100,418 136,934 123,241
Compliance Specialist 47,140 47,616 48,218 39,674 55,411 46,972 39,894 60,186 48,536
Compliance Specialist, Sr. 50,658 51,375 53,260 43,536 57,248 51,064 44,644 61,106 52,263
Compliance Manager 94,341 94,956 97,696 79,315 100,202 83,852 81,134 129,956 99,007
Consumer Loan Collector 29,532 30,507 31,952 24,840 35,021 30,028 26,117 45,026 31,119
Consumer Loan Collector, Sr. 36,855 38,338 40,289 31,962 44,538 37,768 32,813 52,181 40,814
Consumer Loan Collection Manager 76,252 79,230 83,358 58,573 97,114 78,780 61,279 140,489 95,970
Consumer Loan Processor 33,581 35,103 36,502 27,093 41,354 34,560 28,214 46,659 36,231
Consumer Loan Processor, Sr. 39,673 41,474 43,766 32,382 50,413 40,900 32,989 58,268 42,406
Consumer Loan Processing Manager 62,778 65,825 69,288 48,733 82,319 65,036 50,978 109,690 74,801
Credit Analyst Specialist 57,199 64,349 75,074 60,774 78,649 71,499 62,919 85,799 77,219
Credit Analyst Specialist, Sr. 76,265 85,799 100,098 81,032 104,865 95,332 83,892 114,398 102,958
Credit Analyst Manager 85,692 96,403 112,470 91,047 117,826 107,114 94,261 128,537 115,684
Director of Operations 103,147 116,040 135,380 109,594 141,827 128,934 113,462 154,720 139,248
Financial Planning Specialist 62,057 69,814 81,449 65,935 85,328 77,571 68,262 93,085 83,776
Financial Planning Specialist, Sr. 84,893 95,505 111,423 90,199 116,728 106,117 93,383 127,340 114,606
Financial Planning Manager 104,255 117,287 136,835 110,771 143,351 130,319 114,681 156,383 140,744
BANKING FINANCIAL SERVICES
10 accountingprincipals.com/salaryguide
For instance, compliance with the Dodd-Frank Act requires a talented
workforce in order to maintain regulatory compliance. Employees
with expertise in specialized areas, including financial analysts,
forensic researchers and regulatory analysts, will be in demand.
The BLS projects:
EMPLOYMENT FOR FINANCIAL
EXAMINERS WILL GROW BY 10%
BETWEEN 2014 2024
As the economy surges, so does the need for commercial
and mortgage lending. An increased demand for loans,
coupled with increased regulatory compliance, means a more
labor intensive loan approval process. The BLS anticipates:
EMPLOYMENT FOR LOAN
OFFICERS WILL GROW BY 8%
BETWEEN 2014 2024
The competition for “star talent” is no longer only within
financial services. In the long run, banking jobs will center
on tech. According to “Millennial Disruption,” a 2015 study
by Viacom Media, 73% of Millennials would rather handle
their financial service needs with Google, Amazon, Apple,
PayPal or Square, instead of a nationwide bank.
Updating technology and satisfying demands of better-
informed and less loyal customers means banks need to
prioritize hiring technologically-savvy talent.The challenge
is competing for talent against the tech industry’s
aggressive pay policies for junior staff.
In an interview with Business Reporter, Alice Leguay,
co-founder and CEO of Emolument, said tech companies
are outpacing traditional financial and professional
service firms when it comes to on-campus recruiting.
“Working for a top investment bank no longer epitomizes
the graduate dream, especially since financial industry
remuneration has taken a bashing in the last few years.”
In Bloomberg, Jennifer Surane writes that in 2007, about
13% of Harvard MBA graduates went into investment
banking or trading. By 2015, that number fell to just 4%.
MBA graduates from the top-tier business schools are
being lured away from banking by Facebook, Google,
Apple, Amazon and tech startups.
THE BANKING INDUSTRY IS IN THE
MIDDLE OF SEVERAL MAJOR SHIFTS
THAT WILL AFFECT EMPLOYMENT
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2017 Salary Guide 2017 Salary Guide
Assistant Controller
Heads preparation, in an assistant role,
or develops reports that summarize
and forecast company business
activity and financial position. Requires
a bachelor’s degree in area of specialty
with at least 10 years of experience
in the field or related area. Leads and
directs the work of others.
Assistant Treasurer
Assists the Treasurer with the receipt,
disbursement, banking, protection
and custody of funds, securities,
and financial instruments. Requires
a bachelor’s degree in area of specialty
with at least 10 years of experience
in the field or related area. Leads and
directs the work of others.
Billing Clerk
Responsible for compiling monies owed
by the company to vendors, suppliers,
or other organizations/individuals.
Requires a high school diploma or its
equivalent with 0-2 years of experience
in the field or in a related area.
Billing Specialist
Responsible for preparation of bills
and invoices, calculation of sales tickets
and charge slips, and verification of
billing with accounts receivable ledger.
Requires a bachelor’s degree in area
of specialty and 2-4 years of experience
in the field or in a related area.
Billing Specialist, Sr.
Responsible for preparation of bills
and invoices, the calculation of sales
tickets and charge slips, and verification
of billing with accounts receivable ledger.
Requires a bachelor’s degree in area
of specialty and 4-6 years of experience
in the field or in a related area.
Billing Supervisor
Coordinates and analyzes customer
billing and accounts receivable
management. May require a bachelor’s
degree in area of specialty. Performs
invoice preparation, audits and edits
pre-bills, and performs write-offs when
approved by management.
Billing Manager
Coordinates and analyzes customer
billing and accounts receivable
management and may supervise
Billing Clerks. May require a bachelor’s
degree in area of specialty plus at
least 3 years of experience in the field
or in a related field.
Bookkeeper
Keeps books and accounting records
of financial transactions for an
establishment. May require an
associate’s degree or its equivalent
with 2-4 years of experience in the
field or in a related area.
Budget Analyst
Analyzes, advises, and provides
technical assistance in preparing
budgets while seeking new ways
to lower costs and increase efficiency.
Requires a bachelor’s degree and
0-2 years of experience in the field
or in a related area.
Budget Analyst, Sr.
Reviews proposed financial plans,
including budgets, for completeness,
accuracy, conformance with
established procedures, regulations,
and organizational objectives.
Requires a bachelor’s degree and
4-6 years of experience in the field
or in a related area.
Budget Manager
Manages activities of personnel
responsible for formulation and
presentation of budgets for controlling
funds to implement program objectives
of an organization. Requires a bachelor’s
degree and 5-7 years of experience
in the field or in a related area.
Cash Applications Clerk
Provides support and service for the
cash management needs of business
banking clients, ensuring client retention
and customer satisfaction. Requires
a bachelor’s degree in area of specialty
and 3-5 years of experience in the
field or in a related area.
Chief Financial Officer
Directs and coordinates company’s
financial affairs according to financial
principles and government regulations,
and establishes major economic
objectives and policies for the company.
Requires a bachelor’s degree and
at least 15 years of direct experience
in the field.
Collections Specialist
Performs routine administrative tasks
to support the collections group
including distributing documents,
responding to customer needs,
entering data and other clerical duties
as required. Requires a high school
diploma or its equivalent and 2-4
years of related experience in the
field or in a related area.
Collections Specialist, Sr.
Performs routine administrative tasks
to support the collections group
including distributing documents,
responding to customer needs,
entering data and other clerical duties
as required. Requires a high school
diploma or its equivalent and 4-6
years of related experience in the field
or in a related area.
Controller
Directs and plans the preparation
of reports that summarize and forecast
company business activity and financial
position in areas of income, expenses
and earnings, based on past, present
and expected operations. Requires
a bachelor’s degree and at least 15
years of direct experience in the field.
Cost Accountant
Provides detailed cost information
and data analysis not supplied
by general accounting systems by
applying principles of cost accounting.
May require a bachelor’s degree and
0-2 years of experience in the field
or in a related area.
ACCOUNTING
FINANCE
Accountant
Readies and maintains financial
and business transactions, applying
accounting principles, that include
work that is analytical, evaluative, and
advisory in nature and that requires
an understanding of both accounting
theory and practice. May require a
bachelor’s degree in area of specialty
and 0-2 years of experience in the
field or in a related area.
Accountant, Sr.
Readies and maintains financial
and business transactions, applying
accounting principles, that include
work that is analytical, evaluative, and
advisory in nature and that requires
an understanding of both accounting
theory and practice. Requires a
bachelor’s degree in area of specialty,
and 4-6 years of experience in the
field or in a related area. May lead
and direct the work of others.
Accounting Clerk
Prepares and keeps financial and
business transactions data up to date,
and prepares reports to ensure accurate
accounting records. Requires a high
school diploma or its equivalent with
0-2 years of experience in the field
or in a related area.
Accounting Supervisor
Supervises and trains less complex
day-to-day general accounting
functions and accounting operations
which include coding invoices and
compiling data for various accounting
reports. Leads most day-to-day
operations of group. May require a
bachelor’s degree in area of specialty.
Accounting Manager
Manages professional level accounting
functions and the preparation of reports
including earnings, profits/losses, cash
balances, and cost accounting. Requires
a bachelor’s degree in area of specialty
and at least 7 years of experience in
the field or in a related area.
Accounting Director
Directs, coordinates, and administers
accounting operations which may
include general accounting, cost
accounting, payroll, accounts payable,
and accounts receivable. Requires
a bachelor’s degree in area of specialty
with at least 10 years of experience
in the field or in a related area.
Accounts Payable Clerk
Supervises and coordinates accounts
payable activities, including processing
and payment of invoices and proper
filing and storage of records. Requires
a high school diploma or its equivalent
with 0-2 years of experience in the field
or in a related area.
Accounts Payable Specialist
Calculates, posts business transactions,
processes invoices, verifies financial
data for use in maintaining accounts
payable records, and provides other
clerical support necessary to pay the
obligations of the organization. Requires
a high school diploma or its equivalent
with 0-2 years of experience in the
field or in a related area.
Accounts Payable Specialist, Sr.
Supervises and coordinates accounts
payable activities of processing and
payment of invoices in a timely fashion,
proper matching of purchasing and
receiving documents, correct distribution
to general ledger expense accounts,
timely and accurate payments and
proper filing and storage of records.
Requires a high school diploma or its
equivalent with 2-4 years of experience
in the field or in a related area.
Accounts Payable Supervisor
Supervises and coordinates accounts
payable activities, processing payments
and reconciliation of general ledger
accounts. May require a bachelor’s
degree in area of specialty. Leads and
directs the work of others.
Accounts Payable Manager
Manages and coordinates activities
required to ensure an accurate accounts
payable system. May require a bachelor’s
degree in a related area and at least
7 years of experience in the field.
Accounts Receivable Clerk
Oversees and coordinates accounts
receivable activities including accuracy
and corrections to customer accounts
and reconciliation of revenue accounts.
Requires a high school diploma or its
equivalent with 0-2 years of experience
in the field or in a related area.
Accounts Receivable Specialist
Prepares customer statements, bills
and invoices. Reconciles expenses
to the general ledger and other clerical
tasks related to maintaining the accounts
receivable records for an organization.
Requires a high school diploma or its
equivalent with 0-2 years of experience
in the field or in a related area.
Accounts Receivable Specialist, Sr.
Coordinates and keeps records of
accounts receivable activities, ensuring
an accurate accounts receivable system.
Develops work schedules, assigns
duties, and reviews work for accuracy,
neatness, and conformance to policies.
Requires a high school diploma or its
equivalent with 2-4 years of experience
in the field or in a related area.
Accounts Receivable Supervisor
Supervises and coordinates accounts
receivable activities, ensuring an
accurate accounts receivable system.
May require a bachelor’s degree in area
of specialty.
Accounts Receivable Manager
Manages and coordinates activities
required to ensure an accurate accounts
receivable system. May require a
bachelor’s degree in area of specialty
and at least 7 years of experience
in the field or in a related area.
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Internal Audit Manager
Conducts reviews to identify financial
and business risks and assesses
compliance with regulations. Contributes
to the development of strategies and
procedures for carrying out internal
audits. Evaluates internal controls to
identify areas needing improvement.
Assists in the coordination and
implementation of internal audits.
Reports audit results in writing and in
presentations. Undergraduate degree
in accounting or finance, 4-6 years
of experience required.
Internal Audit Director
Enforces compliance with company
policies for risk assessment and
financial controls. Conducts reviews
to identify financial and business risks,
and implements appropriate controls.
Develops strategies and procedures
for carrying out internal audits. Oversees
external audits, organizing paperwork
and making sure audits are finished
on schedule. A bachelor’s degree
in accounting, finance, information
technology or a related field is required,
and at least 10 years of accounting
experience.
Internal Audit Vice President
Trains and manages the internal
auditing staff and conducts evaluations.
Designs methods to assess and mitigate
business risks. Conducts internal audits,
determines the objectives of audits, and
tracks audit results. Proposes methods
to improve processes and problem
areas identified by audits. Requires
over 15 years of extensive related
experience, and at least a bachelor’s
degree in a related field.
Payroll Clerk
Processes organization’s payroll
and compiles payroll data to maintain
accurate payroll records, balancing
payroll runs, producing federal, state
and local tax payments. Requires a
high school diploma or its equivalent
with 0-3 years of experience in the field
or in a related area.
Payroll Specialist
Inputs data from time sheets, production
records, or individual time cards to
computerized payroll system. Requires
a high school diploma or its equivalent
with 0-3 years of experience in the
field or in a related area.
Payroll Specialist, Sr.
Processes employee status changes,
processes and analyzes payroll and
employee expenses, reconciles general
ledger accounts, creates ongoing month-
end, quarterly, and year-end organizational
reports, generating accurate reports
and performs other duties as assigned.
Requires a high school diploma or its
equivalent with 2-5 years of experience
in the field or in a related area.
Payroll Supervisor
Supervises and coordinates activities
of payroll workers, including recording
hours of work, processing time records,
compiling payroll statistics, maintaining
payroll control records, and calculating
payrolls. May require a bachelor’s
degree in area of specialty.
Payroll Manager
Manages and coordinates activities
of staff and payroll systems at one
or more locations. Requires a bachelor’s
degree in a related area and at least
7 years of experience in the field
and manages payroll staff.
Staff Accountant
Assists senior accountants in the
research and preparation for audits,
projects and taxes. Typically has 1-3
years of experience.
Staff Accountant, Sr.
Responsible for completing audits,
tax preparation and filing of forms.
Typically has more than 3 years
of experience. Directs lower tier staff
on specific projects.
Tax Accountant
Prepares federal, state, or local tax
returns for individuals, business
establishments, or other organizations.
May require a bachelor’s degree and
0-2 years of experience in the field
or in a related area.
Tax Accountant, Sr.
Prepares federal, state, or local tax
returns for individuals, business
establishments, or other organizations.
Requires a bachelor’s degree and
4-6 years of experience in the field
or in a related area.
Tax Manager
Manages department responsible for
preparation of state, federal, and local
tax returns. Manages the tax accounting
staff and requires a bachelor’s degree
in a related area and at least 7 years
of experience in the field. Leads and
directs the work of others.
Tax Director
Directs activities of department and
personnel responsible for ensuring that
tax reports have been properly prepared
and filed. Requires a bachelor’s degree
with at least 10 years of experience
in the field.
Treasurer
Directs and coordinates the
organization’s treasury activities
including receipt, disbursement, banking,
protection and custody and investment
of funds, securities, and financial
instruments. Requires a bachelor’s
degree and at least 15 years of direct
experience in the field.
Treasury Analyst
Reviews and analyzes all operational
cash flows for the organization and
advises management on investments
and loans for short- and long-range
financial plans. May require a bachelor’s
degree in area of specialty and 0-2
years of experience in the field or in
a related area.
Treasury Analyst, Sr.
Reviews and analyzes all operational
cash flows for the organization.
Determines procurement of funds
and monitors investments and
collections. May lead and direct the
work of others. May require a bachelor’s
degree and 5-8 years of experience
in the field or in a related area.
Cost Accountant, Sr.
Provides detailed cost information and
data analysis not supplied by general
accounting systems by applying
principles of cost accounting. Requires
a bachelor’s degree and 4-6 years of
experience in the field or in a related area.
Cost Accounting Manager
Manages and oversees professional
cost accounting activities including
implementing cost control procedures,
providing staff supervision over cost
systems and methods, and managing
the compilation of periodic statements
of product cost. Requires a bachelor’s
degree in a related area and at least
7 years of experience in the field.
Credit Collections Clerk
Interviews credit applicant to obtain
financial and personal data for credit
report. Contacts former employers and
other acquaintances to verify references
and employment, and investigates
credit risk in customers and suppliers.
Requires a high school diploma or its
equivalent with 0-2 years of experience
in the field or in a related area.
Credit Collections Manager
Develops and administers credit and
collection programs and oversees
investigation of credit risk in customers
and suppliers and monitors the collection
of amounts due to the organization.
Requires a bachelor’s degree in a related
area and at least 7 years of experience
in the field. Manages a credit and
collection staff.
Credit Analyst
Assesses credit information to deter-
mine risk involved in lending money
to customers, and prepares report
of findings. May require a bachelor’s
degree and 0-2 years of experience
in the field or in a related area.
Credit Analyst, Sr.
Assesses credit information to deter-
mine risk involved in lending money
to customers, and prepares report of
findings. Requires a bachelor’s degree
and at least 5 years of experience
in the field or in a related area.
Finance Manager
Offers finance and insurance options
to clients through established
relationships with lenders/providers.
May require a bachelor’s degree in
area of specialty and at least 5 years
of experience in the field or in a related
area. Leads and directs the work
of others.
Finance Director
Directs and aids in financial analysis,
evaluation, and report generation
activities of current and proposed
financial plans. Typically requires an
advanced degree with at least 10 years
of experience in the field.
Financial Analyst
Analyzes past and present financial data
of an organization and estimates future
revenues and expenditures. Requires
a bachelor’s degree and 0-2 years of
experience in the field or in a related area.
Financial Analyst, Sr.
Analyzes past and present financial data
of an organization and estimates future
revenues and expenditures. Requires
a bachelor’s degree and 4-7 years of
experience in the field or in a related area.
Financial Analysis Manager
Manages conduct of statistical analyses
of information affecting financial and
accounting programs of public, industrial,
and/or financial organizations through
subordinate financial analysis staff.
Requires a bachelor’s degree in a related
area and at least 7 years of experience
in the field.
Financial Reporting Accountant
Manages all Securities and Exchange
Commission (SEC) external reporting
requirements, including preparation
and filing of Form 10-K, 10-Q, Form 8-K,
Proxy Statement, and other periodic
governmental reports. Requires a
bachelor’s degree in area of specialty
and 0-2 years of experience in the field
or in a related area.
Financial Reporting Accountant, Sr.
Oversees all Securities and Exchange
Commission (SEC) external reporting
requirements, including preparation
and filing of Form 10-K, 10-Q, Form 8-K,
Proxy Statement, and other periodic
governmental reports. Requires a
bachelor’s degree in area of specialty
and 4-6 years of experience in the field
or in a related area. May lead and direct
the work of others.
Financial Reporting Manager
Manages all Securities and Exchange
Commission (SEC) external reporting
requirements, including preparation
and filing of Form 10-K, 10-Q, Form 8-K,
Proxy Statement, and other periodic
governmental reports. Requires
a bachelor’s degree in a related area
and at least 7 years of experience
in the field and manages the financial
reporting staff.
Financial Reporting Director
Directs and oversees the preparation
and distribution of financial statements
for external use and ensures that all
documentation complies with company’s
regulations, professional standards,
and SEC and GAAP reporting guidelines.
Requires a bachelor’s degree in a related
area and at least 10 years of experience
in the field.
Internal Auditor
Reviews and determines effectiveness
of controls, accuracy of financial
records, and efficiency of operations
for management in an organization.
Requires a bachelor’s degree in
accounting and 0-2 years of experience
in the field or in a related area.
Internal Auditor, Sr.
Reviews and determines effectiveness
of controls, accuracy of financial
records, and efficiency of operations
for management in an organization.
Requires a bachelor’s degree in
accounting and 4-6 years of experience
in the field or in a related area. May
lead and direct the work of others.
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BANKING
FINANCIAL
SERVICES
Analyst, Buy Side
Assists with preparation of weekly,
monthly and quarterly financial analysis
schedules of actual versus budget
variances. Prepares detailed annual
financial budget and monthly financial
forecasts. Provides financial analysis
support to various areas of the company.
Bachelor’s degree in finance, business
or a related field, and both practical
experience and a proven track record
of success within this field.
Associate, Buy Side
Identifies and advises on new invest-
ment opportunities for the company.
Assists in determining and negotiating
the financial aspects of mergers and
acquisitions. Collects and analyzes
data to assist in corporate financial
decisions. Ensures compliance with
standard practices and protocols within
the industry. A bachelor’s degree in
accounting, economics, finance, or a
related field is required for this position.
Analyst, Sell Side
Assists with preparation of weekly,
monthly and quarterly financial analysis
schedules of actual versus budget
variances. Prepares detailed annual
financial budget and monthly financial
forecasts. Provides financial analysis
support to various areas of the company.
Bachelor’s degree in finance, business
or a related field, and both practical
experience and a proven track record
of success within this field.
Associate, Sell Side
Identifies and advises on new invest-
ment opportunities for the company.
Assists in determining and negotiating
the financial aspects of mergers and
acquisitions. Collects and analyzes
data to assist in corporate financial
decisions. Ensures compliance with
standard practices and protocols within
the industry. A bachelor’s degree in
accounting, economics, finance, or a
related field is required for this position.
Banking Operations Specialist
Works in operations department for
a financial institution. Ensures efficient
delivery of products and services to clients.
Assists manager to create polices
and procedures. Requires a bachelor’s
degree or its equivalent with 0-2 years
experience in the field or in a related
area. Familiar with a variety of the field’s
concepts, practices, and procedures.
Relies on experience and judgment
to plan and accomplish goals. Typically
reports to a manager.
Banking Operations Specialist, Sr.
Works in operations department for
a financial institution. Ensures efficient
delivery of products and services
to clients. Assists manager to create
polices and procedures. Requires
a bachelor’s degree or its equivalent
with 3-5 years experience in the field
or in a related area. Familiar with a variety
of the field’s concepts, practices, and
procedures. Relies on experience
and judgment to plan and accomplish
goals. Typically reports to a manager.
Banking Operations Specialist Manager
Manages and directs the operations
department for a financial institution.
Ensures efficient delivery of products
and services to clients. Develops and
implements polices and procedures.
Requires a bachelor’s degree or
its equivalent with at least 8 years
experience in the field or in a related
area. Familiar with a variety of the field’s
concepts, practices, and procedures.
Relies on experience and judgment
to plan and accomplish goals. May lead
and direct the work of others. Typically
reports to a senior manager.
Business Development Officer
Sells commercial loan services to
prospective clients. Responsible for
the initial relationship with prospects
and works with loan relationship manager
to close selling process. Requires a
bachelor’s degree in area of specialty
and 3-5 years of experience in the field
or in a related area. Familiar with a variety
of the field’s concepts, practices, and
procedures. Relies on experience and
judgment to plan and accomplish goals.
A wide degree of creativity and latitude
is expected. Typically reports to a
manager or head of a unit/department.
Client Service Representative
Processes basic branch service trans-
actions to ensure customer satisfaction.
Requires a high school diploma or
equivalent and 0-3 years of experience
in the field or in a related area. Has
knowledge of commonly-used concepts,
practices, and procedures within a
particular field. Relies on instructions and
pre-established guidelines to perform
the functions of the job. Works under
immediate supervision.
Client Service Representative, Sr.
Processes basic branch service trans-
actions to ensure customer satisfaction.
Researches and resolves account
issues or customer inquiries. Promotes
organizational products and services
by referring current or prospective
customers to other departments within
the organization. Requires a high school
diploma or equivalent and 3-5 years
of experience in the field or in a related
area. Typically reports to a manager
or head of a unit/department.
Client Service Representative Manager
Ensures customers or clients receive
assistance in a helpful, efficient manner.
Develops a training program that includes
group training on-demand. Manages
and supervises the client services
unit. Develops, tracks and reports key
performance measurements for the
unit. Manages the assignment of work
to team members while maintaining
an appropriate load balance. Requires
a bachelor’s degree and 5 years of
relevant experience.
Commercial Lending Specialist
Create sales and growth for the company
by granting loans to large commercial
entities. The lender will offer products
and services to various companies.
The lender may work with current clients,
follow leads, and carry out research in
order to obtain new clients. The lender
will meet with clients, present products,
explain the loan process, and obtain the
documentation necessary. The lender
will also make determinations in order
to decide whether a client should be
granted a loan. Bachelor’s degree in
banking, finance, or accounting preferred,
with 2-4 years of prior experience in
a lending position preferred.
PUBLIC
ACCOUNTING
Audit/Assurance Services, Associate
Helps with various complex auditing
projects, not including information
systems auditing. Ensures standard
auditing practices are followed. Requires
a bachelor’s degree with at least 3
years of experience in the field. Familiar
with a variety of the field’s concepts,
practices and procedures. Relies on
experience and judgment to plan and
accomplish goals. A wide degree
of creativity and latitude is expected.
Typically reports to a senior associate
or manager.
Audit/Assurance Services, Sr. Associate
Leads a group of auditors in various
complex auditing projects, not including
information systems auditing. Provides
oversight and guidance for auditors
and may be responsible for training staff.
Ensures standard auditing practices are
followed. Requires a bachelor’s degree
with at least 7 years of experience in the
field. Familiar with a variety of the field’s
concepts, practices and procedures.
Relies on experience and judgment to
plan and accomplish goals. Leads and
directs the work of others. A wide degree
of creativity and latitude is expected.
Typically reports to a head of a unit/
department.
Audit/Assurance Services, Manager
Oversees the auditing of accounting and
financial data of various departments
within an organization. Assists in the
design and administration of audit policy
and procedure within the organization.
May require a bachelor’s degree in
area of specialty and at least 8 years
of experience. Familiar with a variety
of the field’s concepts, practices
and procedures. Relies on extensive
experience and judgment to plan and
accomplish goals. Leads and directs
the work of others. A wide degree
of creativity and latitude is expected.
Typically reports to top management.
Audit/Assurance Services, Sr. Manager
Directs the auditing of accounting and
financial data of various departments
within an organization. Designs, develops
and implements internal auditing policy
and procedures within the organization.
Ensures accuracy and compliance with
government guidelines and laws. Identifies
improper accounting or documentation
and makes recommendations for improve-
ment to top management. May require
a bachelor’s degree in area of specialty
and at least 10 years of experience.
Familiar with a variety of the field’s
concepts, practices and procedures.
Relies on extensive experience and
judgment to plan and accomplish goals.
Typically reports to top management.
Tax Services, Associate
Ensures compliance to timelines, infor-
mation requests and legal requirements.
Researches and explains tax information,
needs and paperwork, offering advice.
Uses software to enter data and file
taxes for clients. Collects, validates
and returns tax documents. Requires
bachelor’s degree in accounting or
finance, master’s degree in a relevant
field preferred. Status as a Certified
Public Accountant (CPA) may be required.
Tax Services, Sr. Associate
Ensures compliance to timelines, infor-
mation requests and legal requirements.
Researches and explains tax information,
needs and paperwork, offering advice.
Uses software to enter data and file
taxes for clients. Collects, validates
and returns tax documents. Requires
bachelor’s degree in accounting or
finance, master’s degree in a relevant
field preferred. Status as a Certified
Public Accountant (CPA) may be required.
Tax Services, Manager
Responsible for managing the tax
reporting, tax planning, and compliance
function. Oversees the completion of
accurate tax returns in order to minimize
the tax obligations of an organization.
Must be familiar with regulations at the
federal, state and local level. Requires
a bachelor’s degree in a related area
and at least 7 years of experience
in the field. Relies on experience and
judgment to plan and accomplish goals.
Manages the tax accounting staff and
typically reports to top management.
Tax Services, Sr. Manager
Directs and oversees an organization’s
tax policies and objectives. Monitors
reporting and planning to ensure
compliance with applicable tax statutes.
Ensures accuracy of tax returns and
works to minimize the organization’s
tax obligations. Requires a bachelor’s
degree with 7-10 years of experience
in the field. Familiar with a variety
of the field’s concepts, practices,
and procedures. Relies on extensive
experience and judgment to plan and
accomplish goals. Leads and directs
the work of others. A wide degree of
creativity and latitude is expected.
Typically reports to top management.
Partner
A chief executive of the firm or office.
Recruits new clients and is ultimately
responsible for accuracy of all audits,
tax forms, and reports. Acts as the
highest executive of the accounting
firm to direct and determine the final
decision on all its projects and activities.
Status as a Certified Public Accountant
(CPA) may be required. At least a bachelor’s
degree in accounting or a related field
is needed.
12. 20 accountingprincipals.com/salaryguide 21
2017 Salary Guide 2017 Salary Guide
Credit Analyst Specialist, Sr.
Reviews credit data to evaluate com-
mercial loan requests in order to approve
or deny applications. Analyzes sources
of financial information, such as reporting
services, credit bureaus, other companies,
main office files, and branches to deter-
mine profitability of loan. Requires a
bachelor’s degree in area of specialty
and at least 5 years of experience
in the field or in a related area.
Credit Analyst Manager
Ensures that approved accounts
remain in good standing. Establishes
terms for approved credit requests and
assesses credit risk. Prepares reports
with this credit information for use
in decision-making. Analyzes current
credit data and financial statements
of individuals or firms to determine the
degree of risk involved in extending
credit or lending money.
Director of Operations
Directs all duties and functions of
departments for a financial institution.
Plans and accomplishes business
objectives. Establishes standards for
work-related policies and procedures.
Requires a bachelor’s degree in area
of specialty and at least 10 years of
experience in the field or in a related
area. Familiar with a variety of the field’s
concepts, practices, and procedures.
Relies on extensive experience and
judgment to plan and accomplish goals.
Leads and directs the work of others.
A wide degree of creativity and latitude
is expected. Typically reports to top
management.
Financial Planning Specialist
Compiles and analyzes financial infor-
mation for an organization. Develops
integrated revenue/expense analyses,
projections, reports and presentations.
Creates and analyzes monthly, quarterly
and annual reports and ensures financial
information has been recorded accurately.
Identifies trends and developments in
competitive environments and presents
findings to senior management. Performs
financial forecasting and reconciliation
of internal accounts. Requires a bachelor’s
degree and 0-2 years of experience
in the field or in a related area.
Financial Planning Specialist, Sr.
Compiles and analyzes financial infor-
mation for an organization. Develops
integrated revenue/expense analyses,
projections, reports, and presentations.
Creates and analyzes monthly, quarterly,
and annual reports and ensures financial
information has been recorded accurately.
Identifies trends and developments in
competitive environments and presents
findings to senior management. Performs
financial forecasting and reconciliation
of internal accounts. Requires a bachelor’s
degree in accounting or finance and
may be expected to have an advanced
degree in a related area with 4-5 years
of related experience.
Financial Planning Manager
Responsible for managing financial
analysis projects and statistical studies.
Projects may include evaluation of
potential investments and divestitures
as well as general economic outlooks.
Requires a bachelor’s degree in a related
area and at least 7 years of experience
in the field. Familiar with a variety
of the field’s concepts, practices, and
procedures. A wide degree of creativity
and latitude is expected. Relies on
experience and judgment to plan and
accomplish goals. Manages financial
analyst staff and typically reports
to top management.
Fund Operations Specialist
Monitors for problems, taking immediate
action where possible and escalating
when required. Helps work out the
investment strategy that informs the
fund’s day-to-day portfolio decisions.
Interacts with clients, resolve problems,
and provide information. Provides
technical assistance to clients and
staff. Bachelor’s degree and 0-2 years
of experience required.
Fund Operations Specialist, Sr.
Monitors for problems, taking immediate
action where possible and escalating
when required. Plans out the investment
strategy along with manager that informs
the fund’s day-to-day portfolio decisions.
Interacts with clients, resolves problems,
and provides information. Performs,
organizes and streamlines operational
tasks to reduce the potential for errors.
Provides technical assistance to clients
and staff. Bachelor’s degree and 3-5
years of experience required.
Fund Manager
Helps work out the original investment
strategy that informs the fund’s day-
to-day portfolio decisions. Publicizes
the fund, usually based on the proven
experience and track record of the hedge
fund manager or financial institution he or
she works for. Communicates frequently
with investors and provides constant
updates to fund future growth strategies.
Requires advanced, post-graduate
business degrees as a foundation for
their careers.
Hedge Fund Accountant
Utilizes accounting principles to differ-
entiate special purpose funds from
a general fund. Maintains records
of stewardship of financial resources
received and expended and other
financial activities. Analyzes financial
data in order to prepare financial reports
in compliance with applicable regulations.
Requires bachelor’s or master’s degree
in accounting, business administration,
or a similar field, CPA preferred.
Hedge Fund Accountant, Sr.
Collaborates with auditors. Estimates
profits and losses, reconciles cash,
and calculates payments. Prepares and
maintains investment books, creating
regular reports. Reviews, edits and
corrects reports and analyses. Requires
3-5 years of knowledge in the field and
experience with financial reporting.
Commercial Lending Specialist, Sr.
Responsible for soliciting and servicing
a variety of commercial loans. Interviews
applicants and recommends approval
of customer applications for commercial
loans. Analyzes applicant financial
status and credit to determine feasibility
of granting loan. Approves loan within
established limits or refers loan to loan
committee for approval. Verifies loan
agreements are complete and accurate
according to policy. Requires a bachelor’s
degree in area of specialty and 4-6
years of experience in the field or in
a related area.
Commercial Lending Manager
Manages a team of commercial loan
officers. Responsible for soliciting
and servicing a variety of commercial
loans. Requires a bachelor’s degree in
area of specialty and at least 8 years
of experience in the field or in a related
area. Familiar with a variety of the field’s
concepts, practices, and procedures.
Relies on experience and judgment
to plan and accomplish goals. A wide
degree of creativity and latitude
is expected. Typically reports to a
manager or head of a unit/department.
Commodities Analyst Specialist
Analyzes inventory levels, production
speed, and product demand to deter-
mine the amount of finished product
that will be produced. Determines
the best metrics to use to provide the
most accurate representation of the
forecast. Works with other departments
to determine optimal inventory levels.
May require a bachelor’s degree with
2-4 years of experience in the field
or in a related area.
Commodities Analyst Specialist, Sr.
Researches and monitors target
companies and investment channels
while applying the appropriate strategies
for futures, commodities, and trading.
Evaluates market movements and
communicates their importance with
clients and coworkers. Derives optimal
transaction prices for clients and executes
accordingly. Creates, maintains and
expands relationships with suppliers
and clients. A bachelor’s degree in finance,
economics or a related field is typically
the minimum educational requirement
for this position.
Commodities Analyst Manager
Develops, implements and maintains
a commodity inventory strategy that
supports a company’s supply chain.
Evaluates market conditions in order
to maintain inventory levels and control
costs. Evaluates and recommends
vendors. Manages ongoing relationships
with suppliers. Requires a bachelor’s
degree in area of specialty and at least
7 years of experience in the field or in
a related area.
Compliance Specialist
Oversees and coordinates the devel-
opment, maintenance, implementation,
and revision of policies and procedures
and other documents for the operation
of the organization’s compliance program.
Requires a bachelor’s degree in area
of specialty and 0-2 years of experience
in the field or in a related area.
Compliance Specialist, Sr.
Oversees and coordinates the devel-
opment, maintenance, implementation
and revision of policies and procedures
and other documents for the operation
of the organization’s compliance program.
Requires a bachelor’s degree in an area
of specialty and at least 4 years of
experience in the field or in a related area.
May lead and direct the work of others.
Compliance Manager
Oversees and coordinates the devel-
opment, maintenance, implementation,
and revision of policies and procedures
and other documents for the operation
of the organization’s compliance
program. Prepares compliance reports
to present to management. Requires
a bachelor’s degree in a related area and
at least 7 years of experience in the field.
Leads and directs the work of others.
Consumer Loan Collector
Receives installments on past due
accounts, damage claims, or non-payable
checks from customers. Requires
a high school diploma or its equivalent
and 0-2 years of related experience.
Consumer Loan Collector, Sr.
Receives installments on past due
accounts, damage claims, or non-payable
checks from customers. Requires a high
school diploma or its equivalent and
at least 5 years of related experience.
Consumer Loan Collection Manager
Manages and coordinates activities of
workers engaged in conducting credit
investigations and collecting delinquent
accounts of customers of commercial
establishments, department stores,
banks or similar establishments.
Requires a bachelor’s degree with at
least 10 years of experience in the field.
Consumer Loan Processor
Performs clerical and administrative
support activities related to obtaining
loans for borrowers. Requires a high
school diploma or its equivalent and
0-2 years of related experience.
Consumer Loan Processor, Sr.
Performs clerical and administrative
support activities related to obtaining
loans for borrowers. Requires a high
school diploma or its equivalent and
at least 3 years of related experience.
Consumer Loan Processing Manager
Manages consumer loan department
of a financial institution providing
services including vehicle loans,
personal or unsecured lines of credit,
home improvement and home equity
loans, student loans, credit cards, etc.
May require a bachelor’s degree and
at least 5 years of experience in the
field or in a related area.
Credit Analyst Specialist
Reviews credit data to evaluate
commercial loan requests in order to
approve or deny applications. Analyzes
sources of financial information, such
as reporting services, credit bureaus,
other companies, main office files,
and branches to determine profitability
of loan. Requires a bachelor’s degree
in area of specialty and 0-2 years of
experience in the field or in a related area.
13. 22 accountingprincipals.com/salaryguide 23
2017 Salary Guide 2017 Salary Guide
Mutual Fund Accountant, Sr.
Collaborates with auditors. Estimates
profits and losses, reconciles cash,
and calculates payments. Prepares and
maintains investment books, creating
regular reports. Reviews, edits and
corrects reports and analyses. Requires
3-5 years of knowledge in the field
and experience with financial reporting.
Mutual Fund Accountant Manager
Ensures work complies with both
company and government regulations.
Performs account reconciliation and
reviews accounting records, identifies
discrepancies, and determines their
cause. Prepares and reviews financial
reports and statements detailing the
status of funds. Supervises the work
of accounting department staff.
Operations Manager
Monitors and manages operational
costs. Makes personnel decisions
regarding hiring, compensation, promo-
tions, discipline and termination of
operational support staff in accordance
with company policies. Manages the
day-to-day company or department
operations. Bachelor’s degree in
management, business, finance,
marketing or another relevant field
required; master’s degree, especially
an MBA, is a plus.
Performance Analyst
Collaborates with company adminis-
tration to develop improvement plans.
Identifies improvement opportunities
for processes and performance and
implements strategies. Examines
company processes for errors, mistakes
in decision-making, inefficiency, and
other factors that contribute to negative
performance. Runs training programs
for staff to streamline processes.
Portfolio Manager
Analyzes daily investment activities
(domestic and international) to ensure
the success of portfolios. Requires
a bachelor’s degree and 3-5 years
of related experience and may require
NASD series 6, 7, and 63 licenses.
Pricing Analyst
Estimates merchandise overhead
and develops ways to reduce costs.
Analyzes historical cost data in order
to provide more accurate cost estimates.
Communicates pricing information
to associates. May require a bachelor’s
degree in area of specialty and 2-4 years
of experience in the field or in a related
area. Familiar with standard concepts,
practices, and procedures within
a particular field. Relies on experience
and judgment to plan and accomplish
goals. Works under general supervision.
A certain degree of creativity and
latitude is required. Typically reports
to a supervisor or manager.
Private Banker
Interacts with banking patrons to
provide information and individualized
customer service, including financial
planning, loan processing, and other
services. May require a bachelor’s
degree and 0-2 years of experience
in the field or in a related area.
Private Banker, Sr.
Interacts with banking patrons to
provide information and individualized
customer service, including financial
planning, loan processing, and other
services. May require a bachelor’s
degree and at least 5 years of experi-
ence in the field or in a related area.
Private Banker Manager
Manages a team of private banking
officers who are responsible for individ-
uals with high net worth. Responsibilities
include overseeing maintenance of the
private banking officers’ deposit and
loan volume and ensuring policies and
procedures are met. Acts as an advisor
for complex credit decisions. May require
a bachelor’s degree and at least 7 years
of experience in the field or in a related
area. Familiar with a variety of the field’s
concepts, practices, and procedures.
Relies on extensive experience and
judgment to plan and accomplish goals.
A wide degree of creativity and latitude
is expected. Typically reports to a head
of unit or department.
Private Equity Accountant
Assists in processing portfolio trans-
actions, conducts research to identify
investment opportunities and carries
out due diligence analysis. Performs
financial analysis on clients’ investment
portfolios to determine potential returns.
Presents results of analysis and portfolio
decisions to clients and management.
A bachelor’s degree in finance or a
related field and excellent mathematics,
statistics and data analysis skills.
Private Equity Accountant, Sr.
Collaborates with auditors. Estimates
profits and losses, reconciles cash,
and calculates payments. Prepares and
maintains investment books, creating
regular reports. Reviews, edits and
corrects reports and analyses. Requires
3-5 years of knowledge in the field and
experience with financial reporting.
Private Equity Accountant Manager
Ensures work complies with both
company and government regulations.
Performs account reconciliation and
review accounting records, identify
discrepancies and determine their
cause. Prepares and reviews financial
reports and statements detailing the
status of funds. Supervises the work
of accounting department staff.
Product Control Specialist
Oversees the resolution of system
problems when they occur. Suggests
updates in technology or equipment
replacements to make production more
efficient. Monitors production processes
and computer programs to ensure they
run reliably and accurately. A bachelor’s
degree in a related field is required with
2-3 years of experience.
Product Control Specialist, Sr.
Maintains departmental day-to-day
production activities, monitors and
prioritizes workflow and schedules.
Assists in supervising production staff
and gives technical direction. Assists
in hiring, training and reviewing perfor-
mance of staff. Ensures product is in
compliance with customer standards
and ensures fulfillment goals. A bachelor’s
degree in a related field is required
with 3-5 years of experience.
Hedge Fund Accountant Manager
Ensures work complies with both
company and government regulations.
Performs account reconciliation and
reviews accounting records, identifies
discrepancies, and determines their
cause. Prepares and reviews financial
reports and statements detailing
the status of funds. Supervises the
work of accounting department staff.
Managing Director, Buy Side
Most senior leadership role within
a traditional or alternative investment
management firm (i.e. hedge fund
or private equity firm). Individual may
lead an internal function (i.e. Portfolio
Management or Finance) and/or
business strategy (i.e. Emerging
Markets). Typically has 15 years
or more of financial services industry
experience and advanced degrees
and/or qualifications within their
chosen field.
Managing Director, Sell Side
Most senior leadership role within
an investment banking organization
or sell-side research firm. Individual
will lead a broad business strategy
(i.e. Credit Sales) or function within
the organization, such as sales/
trading, finance, research, credit/risk,
or operations. Typically has 15 years
of financial/capital markets experience
and advanced degrees and/or
qualifications for their chosen field.
Market Risk Analyst
Performs risk analysis studies in order
to maintain maximum protection of
an organization’s assets. Investigates
any incidences that may result in asset
loss and compiles findings in reports
for further review. Requires a bachelor’s
degree and 2-4 years of experience
in the field or in a related area. Familiar
with standard concepts, practices,
and procedures within a particular field.
Relies on experience and judgment to
plan and accomplish goals. Works under
general supervision. Typically reports to
a supervisor or manager. A certain degree
of creativity and latitude is required.
Mortgage Collector
Receives installments on past due
accounts, damage claims, or non-payable
checks from customers. Requires a high
school diploma or its equivalent and 0-2
years of related experience.
Mortgage Collector, Sr.
Receives installments on past due
accounts, damage claims, or non-payable
checks from customers. Requires a high
school diploma or its equivalent and
at least 4 years of related experience.
Mortgage Collection Manager
Manages and coordinates activities
of workers engaged in conducting
credit investigations and collecting on
delinquent accounts of customers of
commercial establishments, department
stores, banks, or similar establishments.
Requires a bachelor’s degree with at
least 8 years of experience in the field.
Mortgage Loan Closer
Prepares papers and assembles docu-
ments to close loans for borrowers.
May require a bachelor’s degree in area
of specialty and 2-4 years of experience
in the field or in a related area.
Mortgage Loan Originator
Interviews loan applicants to elicit
information, prepares loan request papers,
verifies credit and bank references,
and informs applicants whether loan
requests have been approved or rejected.
Requires a bachelor’s degree with at
least 10 years of experience in the field.
Mortgage Loan Processor
Performs clerical and administrative
support activities related to obtaining
loans for borrowers. Requires a high
school diploma or its equivalent and 0-2
years of related experience.
Mortgage Loan Processor, Sr.
Performs clerical and administrative
support activities related to obtaining
loans for borrowers. Requires a high
school diploma or its equivalent and
at least 3 years of related experience.
Mortgage Loan Processing Manager
Manages mortgage loan department
of a financial institution. May require
a bachelor’s degree and at least 5
years of experience in the field or in
a related area.
Mortgage Loan Servicing Clerk
Performs a variety of clerical and
administrative support activities related
to mortgage loans, and utilizes related
computer systems and software.
Requires a high school diploma or its
equivalent and 0-2 years of related
experience.
Mortgage Loan Servicing Clerk, Sr.
Performs a variety of clerical and
administrative support activities related
to mortgage loans, and utilizes related
computer systems and software.
Requires a high school diploma or its
equivalent with 2-4 years of experience
in the field or in a related area.
Mortgage Loan Servicing Manager
Manages mortgage loan department
of a financial institution. May require
a bachelor’s degree in area of specialty
and at least 5 years of experience
in the field or in a related area.
Mortgage Underwriter
Reviews insurance applications to
evaluate, classify, and rate individuals
and groups for insurance. Accepts
or rejects applications following an
establishment’s underwriting standards.
May require a bachelor’s degree in area
of specialty and 0-2 years of experience
in the field or in a related area.
Mortgage Underwriter, Sr.
Reviews insurance applications to
evaluate, classify, and rate individuals
and groups for insurance. Accepts
or rejects applications following an
establishment’s underwriting standards.
May require a bachelor’s degree in area
of specialty and at least 4 years of expe-
rience in the field or in a related area.
Mutual Fund Accountant
Utilizes accounting principles to
differentiate special purpose funds
from a general fund. Maintains records
of stewardship of financial resources
received and expended and other
financial activities. Analyzes financial
data in order to prepare financial
reports in compliance with applicable
regulations. Requires bachelor’s
or master’s degree in accounting,
business administration or a similar
field. CPA preferred.
14. 24 accountingprincipals.com/salaryguide
2017 Salary Guide
Product Control Manager
Daily profit and loss review and produc-
tion of weekly/monthly business packs,
reports production plus enhancement/
expansion of scope of reporting
and reviews, analyzes, and provides
commentary. Other projects and queries
as raised by senior finance and business
unit management. Requires a bachelor’s
degree in accounting or finance with
5-7 years product control experience.
Regulatory Reporting Specialist
Responsible for filing necessary appli-
cations and handling all government
interactions pertaining to the regulation
process for products requiring govern-
mental approval. Assists in developing
procedures to ensure regulatory
compliance. May require a bachelor’s
degree in area of specialty and 0-3 years
of experience in the field or in a related
area. Has knowledge of commonly-used
concepts, practices, and procedures
within a particular field. Relies on instruc-
tions and pre-established guidelines to
perform the functions of the job. Works
under immediate supervision. Typically
reports to a supervisor or manager.
Regulatory Reporting Specialist, Sr.
Responsible for filing necessary appli-
cations and handling all government
interactions pertaining to the regulation
process for products requiring govern-
mental approval. Assists in developing
procedures to ensure regulatory
compliance. May require an advanced
degree and 5-8 years of direct expe-
rience in the field. Familiar with a variety
of the field’s concepts, practices,
and procedures. Relies on extensive
experience and judgment to plan and
accomplish goals. May lead and direct
the work of others. A wide degree
of creativity and latitude is expected.
Typically reports to a manager or head
of a unit/department.
Regulatory Reporting Manager
Oversees the regulation process
for products requiring governmental
approval, including filing necessary
applications and handling all government
interactions. Coordinates inspection of
the organization and contract facilities,
and develops procedures to ensure
regulatory compliance. Requires
a bachelor’s degree in area of specialty
and at least 7 years of experience
in the field or in a related area. Familiar
with a variety of the field’s concepts,
practices, and procedures. Relies on
extensive experience and judgment to
plan and accomplish goals. Leads and
directs the work of others. A wide degree
of creativity and latitude is expected.
Typically reports to top management.
Teller
Processes a variety of routine financial
transactions including check cashing,
withdrawals, deposits and loan
payments. Maintains appropriate level
of cash on hand. Prepares daily paper-
work according to branch procedures.
Responsible for managing and balancing
cash draw. Requires a high school
diploma or equivalent and 0-1 years
of experience. Has knowledge of
commonly-used concepts, practices,
and procedures within a particular field.
Relies on instructions and pre-established
guidelines to perform the functions
of the job. Works under immediate super-
vision. Typically reports to head teller.
Vice President, Buy Side
Leadership role within a traditional
or alternative investment management
firm, reporting to a Director. While
function and area of expertise may
vary, this individual typically manages
a focused area of the business and
leads a targeted team (i.e. Accounting).
Typically has 10 years or more of
financial services industry experience
and appropriate educational require-
ments for their chosen field.
Vice President, Sell Side
Leadership role within an investment
banking organization or sell-side
research firm, reporting to a Director.
While function and area of expertise
may vary, this individual typically
manages a focused area of the business
and leads a targeted team (i.e. Business
Unit Control, Credit Risk Management,
or Regulatory Reporting). Typically has
10 years or more of financial/capital
markets experience and appropriate
educational requirements for their
chosen field.
Wholesaler
Proactively educates financial advisors/
registered representatives regarding
company’s distributed products and
benefits and makes recommendations
to clients. Provides appropriate
guidance to the financial advisors/
registered representatives regarding
the company’s operating results and
business strategies. Grows company’s
market share within the territory through
consultation with financial advisors/
registered representatives on company’s
products. Maintains knowledge of
company’s business and market
performance/position in order to provide
guidance to financial advisors/registered
representatives related to company’s
distributed products. A bachelor’s degree
in business administration, logistics,
finance, or a related field is required.
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