25 results for Staff Accountant in Sarasota, FL

Staff Accountant Robert Half is seeking a Staff Accountant in Bradenton, FL. This is an onsite, contract to hire opportunity paying up to $70k. Job Duties • Take an active role in the month end close process which would include reconciling accounts and booking journal entries. • Own the month end closing process for our smaller entities • Reconcile monthly VAT for our BV entity • Reconcile monthly sales and use tax • Process payroll data, ensuring accuracy in timekeeping, wage calculations, benefits deductions, and tax withholdings • Review and verify payroll reports, making corrections as necessary before final approval • Calculate and Process Customer Rebates • Assist Credit Control manager in cash collection activities, posting cash collections, resolving outstanding payments and sending collection statements • Process invoices for international customers, conduct intercompany billing process • Prepare Returned Goods Authorization Documentation to submit to Quality for Processing • Responsible for all aspects of Fixed Asset Accounting, to include maintaining Fixed Asset General Ledger and Sub-Ledger and Tangible Personal Property Tax reporting. • Ability to spot problems and provide recommendations on how to resolve those problems • Support Departmental Continuous Improvement Process • Work on Ad-Hoc Projects as assigned • Ability and interest in supporting other General Accounting activities to broaden overall knowledge of business finance and accounting If you are interested in this opportunity, call Emily Scherer to discuss further - 727-222-5499.

Staff Accountant Robert Half is partnering with a fast-growing, privately held company in the equipment rental and leasing industry to hire a Staff Accountant for their Tampa, FL office. This is a full-time, onsite accounting position with high visibility to leadership and the opportunity to grow your career in a stable, expanding business.Our client is looking for an experienced Staff Accountant who thrives in a collaborative and fast-paced environment. This position offers the chance to work directly with the Controller, own key accounting functions, and contribute to ongoing process improvements. As a Staff Accountant working for our client you will:<ul><li>Prepare monthly and annual financial statements (balance sheet, income statement, cash flow)</li><li>Perform account reconciliations and review complex journal entries</li><li>Support month-end and year-end close processes, including adjustments and accruals</li><li>Conduct financial analysis to identify trends and present insights to management</li><li>Assist with inventory accounting and fixed asset tracking</li><li>Collaborate across departments and help drive accounting efficiency</li><li>Serve as a role model and team player in a high-performance, positive culture</li></ul>What sets this role apart from the rest:<ul><li>Be part of a thriving, PE-backed company with 20–30% annual growth</li><li>Gain exposure to executive leadership and make a measurable impact</li><li>Enjoy a laid-back, high-achieving culture with a game room, putting green, and even the possibility of sharing adult beverages at the end of the week with a supportive, down-to-earth team</li><li>True work-life balance – 8:00 to 5:00 means 8:00 to 5:00. No late nights. No weekend work. Management is committed to protecting your time</li><li>In-office role with flexibility for life’s occasional curveballs (e.g., sick child, appointments)</li></ul>Compensation & Benefits:<ul><li>Competitive base salary of $60,000–$70,000 annually</li><li>Up to 20% bonus potential based on personal and company performance</li><li>Full benefits package, including health, dental, vision, 401(k), and more</li></ul>

Staff Accountant We are looking for a highly organized and detail-oriented Staff Accountant to join our team. This role involves working within the accounting field in Clearwater, Florida. As a Staff Accountant, you will perform key accounting functions, ensuring accurate financial management and reporting. Responsibilities • Reconcile bank statements to ensure all transactions are accurately recorded. • Manage accounts receivable processes, including posting payments and monitoring outstanding balances. • Utilize Microsoft Excel to create pivot tables and apply formulas for data analysis. • Maintain compliance with GAAP standards in all accounting tasks and reports. • Assist in preparing financial statements and other essential reports. • Collaborate with team members to address technical accounting issues and implement solutions. • Review and update financial records to ensure accuracy and completeness. • Support month-end and year-end closing processes as needed. • Perform general ledger account analysis and adjustments when necessary.

Staff Accountant We are looking for a detail-oriented Staff Accountant to join a reputable insurance company in Tampa, Florida. This Contract-to-permanent position offers the opportunity to contribute to key accounting processes, including month-end close and financial reporting. The ideal candidate will bring expertise in general ledger management, accrual accounting, and reconciliation while demonstrating strong organizational and analytical skills. Responsibilities: • Participate actively in the monthly close process, including preparing and reviewing journal entries. • Create and analyze financial schedules, including account and bank reconciliations, to support reporting activities. • Develop and review reports, ensuring timely submission for quarterly reporting responsibilities. • Monitor daily bank accounts and company credit card transactions for accuracy and compliance. • Maintain controls within the Enterprise Accounting System to ensure precision and efficiency. • Assist in financial audits and manage tasks related to state income and sales tax matters. • Prepare monthly and quarterly financial schedules to support organizational goals. • Recommend and implement changes to operational methods to streamline procedures and reduce costs. • Communicate challenges and concerns to leadership in a constructive and solution-driven manner. • Support team collaboration and act as a positive role model within the organization.

Sr. Accountant We are offering an exciting opportunity for a Sr. Accountant located in Tampa, Florida. As a Sr. Accountant, your primary duties will involve various accounting tasks, particularly related to payroll. You will be interacting with different stakeholders and maintaining compliance with payroll laws. Typical Duties and Responsibilities:<ul><li>Verify timely and accurate tax payments.</li><li>Prepare, review, and reconcile payroll tax filings and amendments.</li><li>Maintain accruals for various earnings including bonus and lump sum programs; collaborate with Payroll and HR leadership on accurate and timely payments.</li><li>Prepare, enter, and review journal entries.</li><li>Compute and validate various earnings and earnings corrections.</li><li>Prepare and balance manual adjustments to earnings and withholdings.</li><li>Construct custom data requests and assist with audits.</li><li>Research payroll implications of new laws related to pay and withholdings; help implement changes to ensure compliance.</li><li>Review and document applicable processes and procedures; make suggestions for process improvement and efficiencies.</li><li>Perform reviews of payroll-related general ledger accounts.</li><li>Perform other duties as assigned.</li></ul>

Jr. Staff Accountant We are looking for a detail-oriented Jr. Staff Accountant to join our team in Tampa, Florida. In this position, you will play a key role in managing financial transactions and ensuring accurate bookkeeping. The ideal candidate has strong organizational skills and a solid understanding of accounting principles. Responsibilities: • Manage accounts payable and accounts receivable processes, ensuring timely and accurate transactions. • Perform bank reconciliations to maintain accurate financial records. • Process payroll for a small team, ensuring compliance with all applicable regulations. • Prepare and review expense reports, ensuring proper documentation and approvals. • Issue checks and manage check runs for payments. • Maintain the general ledger, posting journal entries as needed. • Assist with month-end close procedures to ensure financial accuracy. • Utilize QuickBooks and other accounting software to streamline processes and reporting.

Staff Accountant We are looking for a dedicated Staff Accountant to join our team in Lakewood Ranch, Florida. This is a Contract-to-permanent position that offers the opportunity to grow within the organization while contributing to key financial operations. The role requires strong analytical skills and attention to detail to ensure accurate management of fiscal records, payroll, and accounts payable/receivable. Responsibilities: • Manage accounts payable and accounts receivable to ensure timely and accurate processing of invoices and vendor payments. • Utilize the Purchase Order system in alignment with procurement policies to maintain organized financial records. • Prepare bi-weekly payroll, including updates to pay rates, deductions, and employee records. • Perform general ledger reconciliation and data entry using automated financial systems. • Assist in compiling financial data for audits, projects, and departmental reporting. • Maintain compliance with organizational financial policies and procedures while managing fiscal recordkeeping. • Support month-end closing processes by preparing journal entries and reconciling accounts. • Participate in cross-training initiatives to enhance team collaboration and broaden expertise. • Address other related accounting tasks as assigned to support departmental goals.

Sr. Accountant We are looking for an experienced Senior Accountant to join our team on a contract basis in Oldsmar, Florida. In this role, you will play a critical part in ensuring the accuracy and integrity of financial records and processes. You will have the opportunity to work on challenging projects, including reconciling past due accounts and improving financial procedures. Responsibilities: • Perform comprehensive account reconciliations for transactions dating back two years. • Prepare and record journal entries to maintain an accurate general ledger. • Collaborate on the development and documentation of new financial procedures. • Conduct balance sheet and bank reconciliations to ensure financial accuracy. • Assist with month-end close processes, ensuring timely and precise reporting. • Utilize Microsoft Excel for detailed financial analysis and reporting. • Handle ad hoc financial tasks as assigned to support the team’s objectives.

Accounting Manager/Supervisor Reporting to the CFO, the Accounting Manager will be responsible for managing the accounting functions of the department for multiple entities and supporting expected future growth including. The ideal candidate will harbor an innate interest in helping to grow the accounting team to further our success.Responsibilities:<ul><li>Manages accounting for multiple entities.</li><li>Ensures accuracy of the general ledger, overseeing journal entries, accruals, recurring transactions, and monthly/quarterly closing activities performed by accounting staff.</li><li>Supervises and trains team members </li><li>Serves as the accounting business partner to key operational leaders to drive financial and operational efficiency and improve financial performance.</li><li>Establishes policies and procedures to streamline and standardize current operations and enable scalable future growth.</li><li>Researches, analyzes, and spearheads process and system improvements to maximize organizational efficiency and improve the bottom line.</li><li>Collaborates cross-functionally and executes special ad-hoc projects as needed.</li></ul>

Sr. Accountant Robert Half is currently assisting a growing organization in a search for a Senior Accountant. This position will play an active role in the month end close and financial reporting process for designated business units. The ideal candidate will have excellent communication skills, both verbal and written, and strong analytical and problem-solving skills, with a strong desire to learn and implement process improvements. The ability to prioritize, efficiently plan work activities, and be detail and results oriented is critical to the position. Responsibilities<ul><li>Ensure completion of monthly accounting activities, including journal entries, reconciliation of balance sheet accounts and other tasks required for financial close.</li><li>Prepare, analyze, and review general ledger account reconciliations as part of the month-end close process.</li><li>Perform accounting and financial analyses to identify key trends and support critical estimates, such as accruals and reserves.</li><li>Collaborate cross functionally and serve as a business partner to aid in the preparation and reporting of financial results.</li><li>Collaborate with internal and external auditors in connection with audits and reviews.</li><li>Identify process improvement opportunities and lead efforts to implement solutions related to process efficiencies, standardization, system enhancements, and improved reporting capabilities.</li><li>Perform other duties and responsibilities as needed or assigned.</li></ul>

Sr. Accountant We are partnered with a client based in the Sarasota, FL area looking for an experienced Senior Accountant to join their team on a contract / interim basis in a hybrid capacity with 3 days on-site, 2 days remote. This role requires a detail-oriented individual with expertise in financial reporting, reconciliations, and month-end close processes. As a key contributor to the accounting team, you will play a crucial role in maintaining accurate financial records and ensuring compliance with relevant standards. Responsibilities:• Prepare and analyze financial statements, ensuring accuracy and compliance with accounting standards such as ASC 606.• Perform reconciliations for accounts, balance sheets, and bank transactions to maintain financial integrity.• Manage the month-end closing process, including preparing journal entries and reviewing general ledger accounts.• Utilize advanced Microsoft Excel skills to create financial models and streamline reporting processes.• Collaborate with team members to improve workflows and address system inefficiencies.• Oversee statutory reporting requirements and ensure timely submissions.• Assist with audits by providing necessary documentation and supporting schedules.• Work with Oracle and other accounting systems to process transactions and generate reports.• Provide knowledge transfer and guidance to the team during transitional periods.• Identify and implement best practices to enhance accuracy and efficiency in financial operations.

Sr. Internal Auditor Robert Half is currently recruiting for an Internal Auditor to join a dynamic and collaborative team at a global leader in the electronics manufacturing industry. This is a high-visibility role based at the company’s corporate headquarters in St. Petersburg, FL, offering a flexible hybrid schedule (3 days on-site, 2 remote) and designed for growth-minded professionals eager to deepen their audit experience while gaining cross-functional exposure.This role supports a close-knit and energetic internal audit group known for its engaging culture, team camaraderie, and commitment to work-life balance. Reporting into a Director of Internal Audit and working closely with a leadership team that includes several Big 4 alumni, the Internal Auditor will contribute to SOX and discretionary audits across the organization’s extensive global operations.Key Responsibilities:<ul><li>Execute SOX and operational audits, including planning, testing, and reporting.</li><li>Identify process improvements and internal control enhancements.</li><li>Analyze accounting and financial transactions, leveraging tools such as SAP and AuditBoard.</li><li>Collaborate across departments and global locations.</li><li>Participate in occasional domestic travel (typically 1-2 weeks per quarter; actuals often less).</li></ul>Why Apply:<ul><li>Culture of support, flexibility, and professional development.</li><li>Opportunities for upward mobility into reporting, operations, and finance roles.</li><li>Social perks including karaoke nights, team outings, and a 40-hour audit week mindset.</li></ul>If you are interested in this opportunity and meet the qualifications, please apply and call Brian Upshaw at 813-259-7602, referencing job number 01070-0013216808.

Accounting Manager/Supervisor We are looking for an experienced Accounting Manager. In this role, you will oversee financial operations and provide strategic guidance to ensure accuracy and efficiency across accounting processes. This position offers the opportunity to contribute to a growing organization with potential for advancement. Responsibilities:• Supervise and manage daily accounting operations, including accounts payable, accounts receivable, and billing functions.• Ensure accurate job costing and financial tracking within the construction industry.• Review and audit financial statements for compliance and accuracy.• Implement and oversee accounting software systems to streamline processes and improve efficiency.• Provide leadership and mentorship to the accounting team, identifying areas for growth and staff development.• Analyze financial data and generate reports to support strategic decision-making.• Collaborate with other departments to align financial processes with organizational goals.• Identify opportunities for process improvement and recommend solutions to enhance operational performance.• Ensure compliance with all relevant regulations and standards in financial reporting.• Assist in preparing the organization for future growth and potential leadership transitions.

Billing Supervisor We are looking for a skilled Billing Supervisor to oversee invoicing and accounts receivable operations in Clearwater, Florida. In this role, you will lead a team, ensure compliance with accounting standards, and collaborate across departments to optimize billing processes and customer satisfaction. If you are detail-oriented and experienced in billing supervision, this is an excellent opportunity to contribute to a dynamic organization. Responsibilities:• Manage daily invoicing operations, ensuring all customer invoices are accurate and complete.• Supervise month-end accounts receivable procedures, including reconciliations, reporting, and adjustments.• Monitor unbilled accounts receivable and ensure timely generation of invoices.• Distribute daily open jobs reports to management for review.• Ensure all billing and receivables activities comply with company policies and accounting standards.• Implement process improvements to enhance efficiency and accuracy in invoicing.• Train, mentor, and oversee accounts receivable staff, providing guidance and performance evaluations.• Prepare and analyze financial reports related to accounts receivable and billing performance.• Support audits by providing relevant documentation and explanations for accounts receivable transactions.

VP/Director of Finance We are looking for an experienced VP/Director of Finance to lead and oversee financial operations within our organization in Bradenton, Florida. This role requires a strategic thinker who can guide financial planning, drive process improvements, and ensure accurate reporting to support business goals. The ideal candidate will have extensive experience managing finance teams and implementing effective financial practices. Responsibilities:• Lead the development and execution of financial reporting processes to ensure accuracy and compliance.• Oversee forecasting activities to provide insights into future financial performance.• Manage budgeting processes, ensuring alignment with organizational goals and strategies.• Supervise and mentor the finance team, fostering collaboration and growth.• Identify opportunities for process improvement and implement solutions to enhance efficiency.• Conduct detailed cash flow analysis to optimize financial management and decision-making.• Collaborate with other departments to align financial strategies with overall business objectives.• Ensure adherence to accounting standards and regulations in all financial operations.• Provide regular financial updates and recommendations to senior leadership.• Evaluate and implement financial systems to support organizational needs. This is a permanent position. If you are interested, please reach out directly to Zoe Slater.

Accounts Payable Specialist We are looking for a skilled Accounts Payable Specialist to join our team in Oldsmar, Florida. In this long-term contract position, you will play a vital role in managing vendor accounts, ensuring accurate payment processing, and maintaining financial records. This is an excellent opportunity for professionals with a keen eye for detail and a strong background in accounting. Responsibilities: • Accurately code and input invoices into the accounting system. • Obtain necessary approvals for purchase orders to ensure compliance. • Respond promptly to vendor inquiries and resolve discrepancies. • Process vendor payments using ACH and other payment methods. • Reconcile vendor accounts to maintain accurate financial records. • Prepare and process annual 1099 forms in accordance with regulations. • Handle employee expense reports and ensure timely reimbursements. • Utilize Sage Intacct and Microsoft Excel for accounting tasks.

Full Charge Bookkeeper We are offering an exciting opportunity for a Full Charge Bookkeeper in Sarasota, Florida! Responsibilities:• Monitor customer accounts and take necessary action when required.• Handle a high volume of Accounts Payable tasks, including processing incoming bills, GL coding, obtaining approval, entering data into the system, issuing checks, and mailing out checks.• Manage Accounts Receivable tasks, including bank deposits, applying payments, generating invoices, and performing light collections.• Perform bank reconciliations for multiple bank accounts • Provide input for budget preparation and get draft forms ready for review b.• Prepare financial statements for review, requiring a strong understanding of debits/credits, assets/liabilities, and depreciation.• Maintain W9s and Certificates of Insurance for Vendors.

Financial Analyst We are looking for a detail-oriented Financial Analyst to join our team in Tampa, Florida. This is a Contract-to-permanent opportunity where you will play a key role in budgeting, financial analysis, and reporting. The ideal candidate is highly skilled in Excel and thrives in a fast-paced, self-directed environment. Responsibilities: • Develop and manage annual budgets, ensuring accuracy and alignment with organizational goals. • Perform monthly analyses of budget figures, identifying trends and variances. • Support the month-end close process by preparing accurate financial data and ensuring compliance with deadlines. • Analyze and process data related to special assessment fees for tax bills. • Create and deliver ad hoc financial reports to support decision-making and strategic planning. • Prepare and review financial statements, ensuring they reflect the company’s financial position. • Leverage advanced data mining techniques to extract meaningful insights from financial data. • Contribute to capital management efforts through effective budgeting and forecasting. • Collaborate with cross-functional teams to streamline accounting processes and improve reporting accuracy.

Bookkeeper We are looking for an experienced Bookkeeper to join our team in Tampa, Florida. This role is integral to maintaining the financial health of our growing construction business. If you are organized, detail-oriented, and eager to contribute to a dynamic environment, we encourage you to apply. Responsibilities:• Manage invoicing and collections to ensure timely payments and accurate records.• Oversee project billing and maintain detailed tracking of invoices.• Follow up on certificates of insurance and contract agreements to ensure compliance.• Handle workers' compensation compliance and related documentation.• Collaborate with the City of Tampa to upload necessary documents and report project completion percentages.• Perform bank reconciliations and maintain accurate financial records.• Assist in organizing receipts and setting up efficient processes for project documentation.• Utilize QuickBooks or similar accounting software to manage daily bookkeeping tasks.• Support payroll processing and ensure accurate employee compensation records.• Prepare for month-end close by reconciling accounts and reviewing reports. This is a permanent opportunity that will pay up to $80,000 depending upon experience. Please apply to Jane Gearhart if interested!

Financial Analyst Are you ready to be a key player in a company that's scaling fast and shows no signs of slowing down? We’re on the lookout for a sharp, analytical Financial Analyst to join our team in Clearwater, Florida. This is more than just a reporting role — it’s an opportunity to have a direct impact on strategic decisions in a business where your insights will be seen, valued, and acted upon. At our rapidly growing organization, you'll collaborate across functions, uncover trends that shape the future of the business, and play a central role in driving financial clarity and operational success. This is a perfect fit for someone who thrives in a fast-paced environment and is looking to grow their career alongside a company on the rise. What You’ll Do:<ul><li>Own the preparation and presentation of weekly, monthly, and quarterly financial reports, offering clear visibility into business performance.</li><li>Take the lead on the annual budgeting process — gathering data, identifying trends, and helping leadership understand the “why” behind the numbers.</li><li>Analyze performance results to uncover patterns, explain variances, and provide actionable insights that influence outcomes.</li><li>Build and refine financial models that support strategic initiatives, capital investments, and profitability analyses.</li><li>Deliver monthly financial presentations to operational leaders, aligning financial outcomes with business goals.</li><li>Collaborate cross-functionally to streamline reporting, budgeting, and planning tools and processes.</li><li>Cultivate strong relationships with key stakeholders, including operations leaders, accounting teams, and external partners.</li><li>Tackle ad-hoc financial projects that solve real business challenges and shape long-term strategy.</li></ul>

Accounts Receivable Specialist We are looking for a detail-oriented Accounts Receivable Specialist to join our team on a contract basis in Bradenton, Florida. In this role, you will collaborate with both internal and external stakeholders to ensure seamless financial operations and contribute to process improvements. This position is ideal for individuals who thrive in a fast-paced environment and have a proactive approach to problem-solving. Responsibilities: • Manage the full-cycle accounts receivable process, including verifying, entering, matching, and reconciling transactions. • Support the Credit Control Manager in cash collection efforts, resolving outstanding payments, and responding to customer inquiries. • Process customer credit card payments and handle intercompany billing activities. • Oversee the creation and management of credit memos and returned goods transactions. • Evaluate and process new credit requests while reviewing customer credit rankings. • Assist in establishing terms and conditions for credit agreements with customers. • Maintain accurate financial records in compliance with company standards. • Identify and resolve discrepancies, providing actionable recommendations to address issues. • Contribute to ad-hoc projects and other tasks as assigned by management.

Full Charge Bookkeeper We are looking for a dedicated Full Charge Bookkeeper to join our team in Venice, Florida. This position offers an exciting opportunity to work in a vibrant and casual environment with a close-knit team. You will play a pivotal role in maintaining accurate financial records and supporting the operations of multiple entities within the film equipment industry. Responsibilities:• Manage accounts payable and accounts receivable processes, including invoicing, payments, and reconciliations.• Perform regular bank and credit card reconciliations to ensure financial accuracy.• Calculate and manage sales tax filings across multiple entities.• Track and update credit card charges using suspense reports within QuickBooks.• Maintain loan spreadsheets and ensure timely updates to financial records.• Process owner payments and oversee financial aspects of various projects.• Generate and analyze reports for affiliated companies using QuickBooks.• Conduct annual QuickBooks clean-up and ensure consistent data accuracy.• Handle filing and provide basic administrative support as needed. This is a permanent opportunity that will pay up to $75,000 depending upon experience. Please apply to Jane Gearhart if interested!

Accounts Payable Clerk We are looking for a detail-oriented Accounts Payable Clerk to join our team in Tampa, Florida. In this long-term contract role, you will play a key part in ensuring accurate and efficient processing of vendor invoices and payments. This is an excellent opportunity to contribute to a dynamic construction industry team. Responsibilities: • Process and accurately code invoices from various vendors. • Perform daily batching and payment of invoices. • Monitor and manage incoming emails in the accounts payable inbox. • Ensure timely and accurate approval of invoices. • Utilize Microsoft Excel and Eclipse to complete tasks efficiently. • Maintain organized and updated records of all financial transactions. • Assist with check runs to ensure timely vendor payments. • Collaborate with team members to resolve invoice discrepancies. • Support month-end closing activities related to accounts payable.

Accounts Payable Clerk We are looking for a detail-oriented Accounts Payable Clerk to join our team in Clearwater, Florida. This role is ideal for someone who thrives in a fast-paced environment and has a strong understanding of accounts payable processes. You will be responsible for ensuring accurate and timely processing of invoices, managing vendor communications, and maintaining organized financial records. Responsibilities:• Review and process invoices to ensure accuracy and adherence to company policies.• Perform full-cycle accounts payable tasks, including coding, matching, and data entry.• Prepare documentation for check runs and ensure timely payments are made.• Reconcile vendor statements and resolve any discrepancies in collaboration with internal teams.• Assist with monthly closing activities and provide support for financial reporting.• Maintain organized and up-to-date accounts payable records, including filing AP-related documents.• Develop and update a comprehensive procedure manual for accounts payable tasks to support backup assistance when necessary.• Ensure compliance with company policies and procedures while maintaining high accuracy in data entry.

Credit Analyst We are looking for a detail-oriented Credit Analyst to join our team in Tampa, Florida. This role involves assessing credit applications, managing account setups, collections on past due accounts and communicating with customers to ensure smooth processes. If you are experienced in credit analysis and thrive in a collaborative environment, we encourage you to apply. • Evaluate credit applications and assess customer eligibility for credit terms.• Collaborate with management to manage assigned accounts effectively.• Open and set up customer accounts with appropriate credit terms.• Communicate with customers to gather required documentation for account establishment.• Send timely notices and updates to customers regarding their accounts.• Monitor and maintain accurate records for a portfolio of accounts.• Analyze and interpret financial data to support credit decisions.• Ensure compliance with company policies and procedures during account setup and credit approval processes.