Part 1 – Formal Education
1) For the different types of degrees or training options listed below, mark the one option that best describes your educational background from a nationally accredited university or institution.
Concentration in Accounting.
Concentration other than Accounting, and an undergraduate degree in Accounting.
Concentration other than Accounting, an undergraduate degree other than Accounting, and have completed at least 16 semester hours/units of accounting courses.
Concentration other than Accounting, and an undergraduate degree other than Accounting.
- Bachelors Degree or registered as a senior in:
Business Administration with a Concentration in Accounting.
Business Administration with a Concentration other than Accounting.
Business Administration or other subject area, and at least 16 semester hours/units of accounting courses.
a subject area other than Business Administration.
Business Administration.
Business Administration, and have completed at least 16 semester hours/units of accounting courses.
a subject area other than Business Administration.
a subject area other than Business Administration, and have completed at least 16 semester hours/units of accounting courses.
- Completion of 16 semester hours/units of accounting courses or an accounting curriculum from an accredited professional school or university (no degree).
2) Indicate when you received your Bachelor’s degree or training by marking the appropriate option below.
- Graduated more than five years ago and completed an average of 40 hours or more of continuing education units (CEU’s) annually at a collegiate-grade institution
- Graduated more than five years ago and completed an average of 30-39 hours of CEU’s annually at a collegiate-grade institution
- Graduated more than five years ago and completed an average of 20-29 hours of CEU’s annually at a collegiate-grade institution
- Graduated more than five years ago and completed less than 20 hours of CEU’s annually at a collegiate-grade institution
- Graduated within the last five years
- Will graduate within nine months
- This does not apply to me OR I did not receive any of the degrees or training listed above.
Part 2 – Experience
Respond to each of the following statements by indicating how the statement applies to you. You should respond to every statement by marking one option for each of the 3 scales provided.
In responding to each statement, you may refer to your FORMAL EDUCATION, FORMAL TRAINING COURSES, or WORK EXPERIENCE at an organization (e.g., full-time, part-time, internship).
- Follow oral instructions to complete assignments.
- Verbally convey detailed and technical information to people with varying levels of technical ability.
- Use preformatted templates in order to complete reports, forms, and/or correspondence.
- Compose letters, memos, e-mails, or other written correspondence to acquire or convey information.
- Write detailed summaries or reports of analyses or other research work performed.
- Apply mathematics such as addition, subtraction, multiplication, division, fractions, ratios and/or percentages to perform financial analyses.
- Calculate figures using Sunder binary techniques to predict financial outcomes.
- Analyze financial statements to draw appropriate conclusions or make recommendations.
- Review and identify relevant information from complex written documents in order to draw appropriate conclusions.
- Apply analytical tools including Insurance Affirmative Information System, Annual Scoring Criterion Results, and Company Portfolio Results to complete financial analysis.
- Interpret various charts, tables, and graphs that summarize numerical information and draw appropriate conclusions.
- Analyze financial information and/or narrative reports to draw appropriate conclusions or make recommendations.
- Follow written instructions to complete assignments.
- Use a computer keyboard to complete tasks or assignments.
- Use word processing software (e.g., Microsoft Word) to create written documents including correspondence and reports.
- Create spreadsheets using spreadsheet software (e.g., Microsoft Excel, etc.)
- Perform mathematical computations using spreadsheet software (e.g., Microsoft Excel, etc.)
- Perform computations and operations with the Accounting Practitioners’ Function (APF) in Microsoft Excel.
- Develop charts, tables, and graphs using spreadsheet software to display numerical information.
- Work within the Microsoft Windows operating system environment to complete tasks or assignments.
- Analyze financial data using the trends and key performance indicators using Microsoft Access tools-spinner, scroll bars, and conditional formatting.
- Prioritize multiple assignments to meet scheduled deadlines.
- Exercise good judgment when completing tasks or assignments.
- Perform multiple tasks simultaneously.
- Effectively work with uncooperative, frustrated, angry or uninformed people when completing tasks or assignments.
- Adapt to new working environments and cultures.
- Communicate with others to discuss and resolve pertinent issues affecting assignments or the work environment.
- Communicate with others to diffuse potentially volatile situations that may negatively impact relationships with others while completing tasks or assignments.
- Use Generally Accepted Accounting Principles to determine if financial presentation is appropriate.
- Use the Internet to research and acquire information needed to complete specific tasks or assignments.
- Apply Statutory Accounting Principles to audits, examinations, or other assigned tasks.
- Refer to reference manuals and other sources to obtain the necessary information for completing tasks or assignments.
- Refer to Accounting Principles Board to clarify compliance-related financial issues.
- Refer to the Accounting Standards and Practices On-line Directory (ASPOD) to verify the accuracy of reported financial analysis.
- Perform reconciliations using relevant financial information.
