Accounting and Finance Roles
Example Personas
The list of personas below provide more context around specific types of roles and key skills that are often utilised in the position. These are illustrative only and will not reflect what each role may look like in every organisation. Use it to help understand what roles you might want to pursue in the future and the types of skills needed, so you can build a development plan to focus on strengthening these skills now and throughout your career.
Bookkeeper [Amar]
Amar is a meticulous bookkeeper with a strong attention to detail. He maintains accurate financial records, performs reconciliations, and manages accounts payable and receivable. Amar ensures compliance with accounting standards and regulations. He is proficient in using accounting software and has a deep understanding of bookkeeping principles and procedures. Amar is known for his reliability and accuracy in managing financial transactions.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Payroll Accountant [Meyer]
Meyer is a detail-oriented payroll accountant responsible for managing payroll processes. He ensures accurate calculation of wages, taxes, and deductions. Meyer stays updated on payroll regulations and compliance requirements. He communicates with employees to address payroll inquiries and prepares payroll reports. He is known for his accuracy in payroll calculations and his ability to maintain confidentiality and professionalism in handling sensitive payroll information.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Senior Auditor [Rebecca]
Rebecca is an experienced auditor known for her attention to detail and thoroughness in conducting financial audits. She has a strong understanding of auditing standards and regulations and excels in identifying potential risks and control weaknesses. She is highly skilled in analysing financial data and providing accurate audit reports. Rebecca is known for her professionalism and ability to effectively communicate audit findings to clients and stakeholders.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Financial Accountant [Daniel]
Daniel is a dedicated financial accountant responsible for preparing financial statements, reconciling accounts, and ensuring accurate financial reporting. He has expertise in analysing financial data, identifying variances, and providing meaningful insights to management. Daniel is skilled in compliance with accounting standards and regulations. He is known for his organisational skills and ability to work effectively within deadlines.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Tax Accountant [Indy]
Indy is a knowledgeable tax accountant with expertise in tax planning, compliance, and advisory services. She stays updated on tax laws and regulations, ensuring accurate and timely tax filings. Indy provides strategic tax planning advice to minimise tax liabilities for individuals and businesses. She is skilled in conducting tax research, analysing complex tax scenarios, and building relationships with clients.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Cost Accountant [Rio]
Rio is a meticulous cost accountant with expertise in cost analysis, control, and optimisation. He collects and analyses cost data, calculates variances, and provides insights for cost management and decision-making. Rio works closely with cross-functional teams to align cost objectives and support cost-conscious decision-making. He is known for his attention to detail and his ability to identify opportunities for cost savings and process improvements.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Managerial Accountant [Michael]
Michael is a results-oriented managerial accountant with expertise in cost analysis and performance evaluation. He works closely with department heads and management teams to analyse financial data, identify cost-saving opportunities, and support decision-making. Michael is skilled in budgeting and forecasting, providing accurate financial information to support planning and control activities. He is known for his strategic thinking and ability to provide valuable insights for operational improvements.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Forensic Accountant [Ezrah]
Ezrah is a meticulous forensic accountant with expertise in investigating financial irregularities and fraud. He conducts thorough financial analysis, traces funds, and quantifies damages. Ezrah is skilled in presenting findings and expert witness testimony in legal proceedings. He collaborates with law enforcement agencies, lawyers, and clients to gather evidence and support litigation. He is known for his attention to detail and analytical mindset.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Certified Public Accountant (CPA) [Steph]
Steph is a highly knowledgeable CPA with expertise in auditing, financial reporting, and tax compliance. She has a strong understanding of accounting principles and regulations. Steph provides comprehensive accounting services to clients, including tax planning, financial statement preparation, and advisory services. She is known for her attention to detail, professionalism, and commitment to maintaining high ethical standards.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Sustainability Accountant [Olivia]
Olivia is a passionate sustainability accountant dedicated to integrating environmental and social considerations into financial decision-making. She assesses the environmental and social impact of business operations, conducts sustainability reporting, and provides insights for sustainable business practices. Olivia collaborates with cross-functional teams to develop strategies for reducing carbon footprint, optimising resource usage, and improving social responsibility.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Accounting Systems Manager [Mika]
Mika is a highly skilled accounting systems manager responsible for overseeing financial systems and operations. She ensures the efficiency and functionality of accounting software and tools. Mika collaborates with cross-functional teams to optimise financial processes, implement system upgrades, and provide user training. She is known for her expertise in financial systems integration, data analysis, and troubleshooting.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Financial Analyst [David]
David is a detail-oriented financial analyst with expertise in financial modelling and data analysis. He has a deep understanding of financial statements, market trends, and industry benchmarks. David provides accurate and insightful financial analysis to support investment decisions, capital budgeting, and financial planning. He is known for his ability to communicate complex financial information in a clear and concise manner.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Financial Controller [Laura]
Laura is a seasoned financial controller with comprehensive knowledge of financial operations and systems. She oversees financial reporting, budgeting, and forecasting. Laura ensures compliance with accounting standards and regulations. She is skilled in financial analysis, providing insights on financial performance and identifying areas for improvement. Laura is known for her leadership abilities and ability to guide and mentor the finance team.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Finance Business Partner [Payton]
Payton is a highly collaborative finance professional with a strong business acumen. She works closely with business units, providing financial analysis, insights, and recommendations to support strategic decision-making. Payton is skilled in financial modelling, forecasting, and scenario analysis, helping to drive growth and optimise performance. She builds strong relationships with stakeholders and acts as a trusted advisor, aligning financial goals with overall business objectives.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management
Chief Financial Officer (CFO) [Sarah]
Sarah is a strategic and results-driven CFO with extensive experience in financial management and leadership. She oversees all aspects of financial planning, reporting, and analysis. Sarah collaborates with the executive team to set financial goals and develop strategic initiatives. She is skilled in risk management, capital allocation, and optimising financial performance. Sarah is known for her ability to provide guidance and direction, ensuring the organisation’s financial stability and growth.
Understanding Others and Building Relationships
Stakeholder and Relationship Management
Risk Management, Agility and Adaptability
Communication and Storytelling
Influence, Collaboration and Negotiation
Strategic Thinking, Problem Solving and Innovation
Budgeting & Forecasting
Financial Literacy, Operations and Systems
Commercial Acumen, Analytics and Business Advisory
Project Management