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Accounting: Financial Planning (SOC CODE: 13-2031.00)

Job Description Overview

Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.

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Sample Job Duties

  • Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
  • Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
  • Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
  • Direct the preparation of regular and special budget reports.
  • Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
  • Compile and analyze accounting records and other data to determine the financial resources required to implement a program.
  • Review operating budgets to analyze trends affecting budget needs.
  • Interpret budget directives and establish policies for carrying out directives.
  • Match appropriations for specific programs with appropriations for broader programs, including items for emergency funds.
  • Consult with managers to ensure that budget adjustments are made in accordance with program changes.

    What Classes Do I Need to Take?

    • Accounting: AS Degree

      Business Division
      Degree S0502

      The Accounting Program provides many opportunities for students to design a plan for their individual goals through certificate and degree achievements. The associate degree in accounting is intended to prepare students for employment following graduation. The student will learn basic accounting skills combined with an in-depth training in a variety of accounting concepts, preparing the student for entry-level positions, professional advancement in their current job or transfer to a university to pursue a bachelor’s degree in accounting.

      Earning an Accounting Associate of Science degree will provide the knowledge and skills necessary for accounting jobs in general accounting, cost accounting, payroll, inventory management, asset management, accounts receivable, accounts payable, budgets and forecasting, financial analysis, etc. Students who wish to transfer and obtain a bachelor’s degree should consult with a counselor or advisor to discuss transferability of courses.

      This degree requires the completion of General Education coursework plus the following:

      Required Courses

      Course Prefix Course Name Units
      BUSA 7Principles of Accounting - Financial5
      BUSA 8Principles of Accounting - Managerial5
      BUSA 21Cost Accounting4
      or BUSA 58 Federal Income Tax Law
      BUSA 52Intermediate Accounting3
      BUSA 75Using Microcomputers in Financial Accounting1
      BUSA 76Using Microcomputers in Managerial Accounting1
      BUSM 20Principles of Business3
      Total Units22
    • Accounting: Financial Planning

      Business Division
      Certificate L0599

      The Accounting - Financial Planning Certificate provides basic accounting skills and knowledge combined with specialized training in financial planning, preparing the student for entry-level positions and/or professional advancement in their current accounting jobs. Students completing this certificate will be able to assist companies within the areas of budget analysis, tax reporting, financial and investment planning and analysis.

      Required Courses

      Course Prefix Course Name Units
      BUSA 7Principles of Accounting - Financial5
      BUSA 8Principles of Accounting - Managerial5
      BUSA 58Federal Income Tax Law4
      BUSA 71Personal Financial Planning3
      BUSA 75Using Microcomputers in Financial Accounting1
      BUSA 76Using Microcomputers in Managerial Accounting1
      Total Units19
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