Free Associate F And A Complex Course (6Months)

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Associate F And A Complex:

Associate – F&A Complex in the IT-ITeS Industry is also known as a Analyst, Associate – Accounting, Associate – Audit etc.

Brief Job Description: Individuals at this job are responsible for as collection, analysis, summarisation and presentation of the financial performance of a business.. These individuals are also responsible for maintaining and analysing financial information for ongoing reporting and also supporting fiscal year planning and budgeting.

Personal Attributes: This job requires the individual to either work independently or in teams while being comfortable with making decisions pertaining to his/her area of work. The individual should be analytical and a logical thinker with high attention to detail.

Contribute to financial research and analysis for clients
Overview:
Performance Criteria

PC1. establish clearly the objectives and scope for the research and analysis
PC2. identify suitable sources of data/information for the secondary research
PC3. obtain advice and guidance from appropriate people to refine the methodological approach
PC4. access relevant data/information for research from your organization’s knowledge base
PC5. obtain relevant data/information from suitable sources

PC6. validate data/information accurately identifying any anomalies
PC7. obtain guidance from appropriate people on how to handle anomalies in data/information
PC8. consolidate data/information into standard templates and tools
PC9. conduct rule-based analysis on the data/information and draw justifiable inferences
PC10. review your analysis and inferences with appropriate people and incorporate their inputs
PC11. present findings to appropriate people through the agreed medium using standard templates and tools

PC12. update your organization’s knowledge base with the findings
PC13. comply with your organization’s policies, procedures, guidelines and client specific service level agreements when carrying out research and analysis

Organizational Context

You need to know and understand:

KA1. your organization’s policies, procedures, guidelines and client specific service level agreements for secondary research

KA2. your organization’s knowledge base and how to access and update this

KA3. who to involve when carrying out secondary research and how to contact them

KA4. your organization’s policies and procedures for recording information, maintaining information security and protecting data and the importance of complying with these

KA5. the range of standard tools and templates available and how to use them

Technical Knowledge

You need to know and understand:

KB1. the objectives and scope of the work and the importance of keeping within these boundaries

KB2. different methods used to carry out research and how to select the methods best suited to the work being carried out

KB3. how to obtain information/data from different sources

KB4. the importance of recording of data/information accurately for secondary research

KB5. the importance of validating data/information before use and how to do this

KB6. how to analyze and draw inferences from data/information

KB7. the importance of providing rationale for inferences

KB8. types of predictions/conclusions that can be made based on data/information

KB9. how to obtain, analyze and use feedback from others to improve your secondary research and inferences

KB10. how to present research and analysis in a structured way

KB11. current practice in carrying out secondary research

Generic Skills

Writing Skills
You need to know and understand how to:
SA1. communicate with others in writing
SA2. complete accurate well written work with attention to detail

Reading Skills
You need to know and understand how to:
SA3. follow guidelines, procedures, rules and service level agreements

Oral Communication (Listening and Speaking skills)
You need to know and understand how to:
SA4. listen effectively and orally communicate information accurately
SA5. ask for clarification and advice from others

Professional Skills

Decision Making
You need to know and understand how to:
SB1. follow rule-based decision-making processes
SB2. identify anomalies in data
SB3. make a decision on a suitable course of action

Plan and Organize
You need to know and understand how to:
SB4. plan and organize your work to achieve targets and deadlines

Customer Centricity
You need to know and understand how to:
SB5. check that your own work meets customer requirements
SB6. work effectively in a customer facing environment
SB7. build and maintain positive and effective relationships with customers

Problem Solving
You need to know and understand how to:
SB8. seek clarification on problems from others
SB9. apply problem-solving approaches in different situations

Analytical Thinking
You need to know and understand how to:
SB10. configure data and disseminate relevant information to othersSB11. analyze data and activities
SB12. pass on relevant information to colleagues

Critical Thinking
You need to know and understand how to:
SB13. provide opinions on work in a detailed and constructive way
SB14. apply balanced judgments to different situations

Attention to Detail
You need to know and understand how to:
SB15. check your work is free from errors
SB16. get your work checked by others

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Team Working
You need to know and understand how to:
SB17. work independently and collaboratively
SB18. work effectively in a team environment

Technical Skills
You need to know and understand how to:
SC1. read and understand Financial Statements
SC2. undertake basic analysis on financial data
SC3. agree objectives and work requirements

SC4. use information technology effectively to input and/or extract data accurately
SC5. identify and refer anomalies in data
SC6. store and retrieve information
SC7. keep up to date with changes, procedures and practices in your field of expertise

Create documents for knowledge sharing:
Performance Criteria
To be competent, you must be able to:
PC1. establish with appropriate people the purpose, scope, formats and target audience for the documents

PC2. access existing documents, language standards, templates and documentation tools from your organization’s knowledge base
PC3. liaise with appropriate people to obtain and verify the information required for the documents
PC4. confirm the content and structure of the documents with appropriate people
PC5. create documents using standard templates and agreed language standards
PC6. review documents with appropriate people and incorporate their inputs

PC7. submit documents for approval by appropriate people
PC8. publish documents in agreed formats
PC9. update your organization’s knowledge base with the documents
PC10. comply with your organization’s policies, procedures and guidelines when creating documents for

knowledge sharing Knowledge and Understanding (K) A. Organizational Context (Knowledge of the company/ organization and its processes) You need to know and understand: KA1. your organization’s policies, procedures and guidelines for creating documents for knowledge sharing KA2. the purpose and

scope of the work to be carried out and the importance of keeping within these boundaries KA3. who to involve when developing documents and their roles and responsibilitiesKA4. intended audiences for documents KA5. your organization’s knowledge base and how to access and update this KA6. the

importance of verifying information obtained for documents and how to do this KA7. the importance of reviewing documents with others KA8. how to use feedback to improve documents KA9. your organization’s processes and procedures for approving and publishing documents KA10. methods and

techniques used when working with others KA11. tools, templates and language standards available and how to use these KA12. the work element for documents created KA13. how to convert the work element into meaningful documents by proper abstraction and categories suited to standard templates

Technical Knowledge

You need to know and understand: KB1. the purpose and scope of the work to be carried out and the importance of keeping within these boundaries KB2. sources of information and reference materials for creating documents KB3. different styles used in documents, including:  your organization’s house style

 types and styles of documents  templates KB4. different ways of structuring documents and how to select the best structure for the agreed content KB5. how to check and make corrections to documents for common editorial problems and errors, including:  deviations  factual accuracies  linguistic

mistakes  discrepancies  errors  ambiguities in content  formatting KB6. the importance of obtaining approval for documents and who to obtain this from KB7. change management procedures, including version control and approvals KB8. how to use document preparation tools including Word, Visio, PowerPoint, Excel

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Writing Skills

You need to know and understand how to:
SA1. complete accurate well written work with attention to detail
SA2. communicate with others in writing Reading Skills

You need to know and understand how to:
SA3. follow guidelines, procedures, rules and service level agreements

Oral Communication (Listening and Speaking skills)
You need to know and understand how to:
SA4. listen effectively and orally communicate information accurately
SA5. ask for clarification and advice from others

. Professional Skills

Decision Making
You need to know and understand how to:
SB1. identify anomalies in data
SB2. make a decision on a suitable course of action
SB3. time management
SB4. multi-tasking

Plan and Organize
You need to know and understand how to:
SB5. plan and organize your work to achieve targets and deadlines
SB6. manage your time effectively
SB7. handle multiple tasks concurrently

Customer Centricity
You need to know and understand how to:
SB8. check that your own and/or your peers’ work meets customer requirements
SB9. work effectively in a customer facing environment
SB10. build and maintain positive and effective relationships with customers

Problem Solving
You need to know and understand how to:
SB11. seek clarification on problems from others
SB12. apply problem-solving approaches in different situations
SB13. refer anomalies to the line manager

Analytical Thinking
You need to know and understand how to:
SB14. analyze data and activities
SB15. configure data and disseminate relevant information to others
SB16. pass on relevant information to others

Critical Thinking
You need to know and understand how to:
SB17. provide opinions on work in a detailed and constructive way

SB18. apply balanced judgments to different situations

Attention to Detail
You need to know and understand how to:
SB19. check your work is complete and free from errors
SB20. get your work checked by others

Team Working
You need to know and understand how to:
SB21. work independently and collaboratively
SB22. work effectively in a team environment
SB23. contribute to the quality of team working

Technical Skills
You need to know and understand how to:
SC1. use information technology effectively to input and/or extract data accurately
SC2. identify and refer anomalies in data
SC3. store and retrieve information
SC4. keep data secure

SC5. agree objectives and work requirements
SC6. use coding standards
SC7. keep up to date with changes, procedures and practices in your role

Manage your work to meet requirements:
Performance Criteria (PC) w.r.t. the Scope
To be competent on the job, you must be able to:
PC1. establish and agree your work requirements with appropriate people
PC2. keep your immediate work area clean and tidy
PC3. utilize your time effectively

PC4. use resources correctly and efficiently
PC5. treat confidential information correctly
PC6. work in line with your organization’s policies and procedures
PC7. work within the limits of your job role
PC8. obtain guidance from appropriate people, where necessary

PC9. ensure your work meets the agreed requirements Knowledge and Understanding (K) A. Organizational Context (Knowledge of the company/ organization and its processes) You need to know and understand: KA1. your organization’s policies, procedures and priorities for your area of work and your role and responsibilities in carrying out your work KA2. limits of your responsibilities and when to involve others KA3. your specific work requirements and who these must be agreed with KA4. the

importance of having a tidy work area and how to do this KA5. how to prioritize your workload according to urgency and importance and the benefits of this KA6. your organization’s policies and procedures for dealing with confidential information and the importance of complying with these KA7. the purpose of keeping others updated with the progress of your work KA8. who to obtain guidance from and the typical circumstances when this may be required KA9. the purpose and value of being flexible and adapting work

plans to reflect change B. Technical Knowledge You need to know and understand: KB1. the importance of completing work accurately and how to do this KB2. appropriate timescales for completing your work and the implications of not meeting these for you and the organization KB3. resources needed for your work and how to obtain and use these

Writing Skills

You need to know and understand how to:
SA1. complete accurate work with attention to detail

Reading Skills
You need to know and understand how to:
SA2. read instructions, guidelines, procedures, rules and service level agreements

Oral Communication (Listening and Speaking skills)
You need to know and understand how to:
SA3. ask for clarification and advice from line managers
SA4. communicate orally with colleagues

Professional Skills

Decision Making
You need to know and understand how to:
SB1. make a decision on a suitable course of action

Plan and Organize
You need to know and understand how to:
SB2. plan and organize your work to achieve targets and deadlines
SB3. agree objectives and work requirements

Customer Centricity
You need to know and understand how to:
SB4. deliver consistent and reliable service to customers
SB5. check that your own work meets customer requirements

Problem Solving
You need to know and understand how to:
SB6. refer anomalies to the line manager
SB7. seek clarification on problems from others

Analytical Thinking
You need to know and understand how to:

SB8. provide relevant information to others
SB9. analyze needs, requirements and dependencies in order to meet your work requirements

Critical Thinking
You need to know and understand how to:
SB10. apply judgments to different situations

Attention to Detail
You need to know and understand how to:
SB11. check your work is complete and free from errors
SB12. get your work checked by peers

Team Working
You need to know and understand how to:
SB13. work effectively in a team environment

Technical Skills
You need to know and understand how to:
SC1. use information technology effectively, to input and/or extract data accurately
SC2. identify and refer anomalies in data
SC3. store and retrieve information
SC4. keep up to date with changes, procedures and practices in your role

Work effectively with colleagues:
Performance Criteria
To be competent, you must be able to:
PC1. communicate with colleagues clearly, concisely and accurately
PC2. work with colleagues to integrate your work effectively with them
PC3. pass on essential information to colleagues in line with organizational requirements
PC4. work in ways that show respect for colleagues

PC5. carry out commitments you have made to colleagues
PC6. let colleagues know in good time if you cannot carry out your commitments, explaining the reasons
PC7. identify any problems you have working with colleagues and take the initiative to solve these problems
PC8. follow the organization’s policies and procedures for working with colleagues

Organizational Context

You need to know and understand: KA1. your organization’s policies and procedures for working with colleagues and your role and responsibilities in relation to this KA2. the importance of effective communication and establishing good working relationships with colleagues KA3. different methods of communication and the circumstances in which it is appropriate to use these KA4. benefits of developing

productive working relationships with colleagues KA5. the importance of creating an environment of trust and mutual respect in an environment where you have no authority over those you are working with KA6. where you do not meet your commitments, the implications this will have on individuals and the organization B. Technical You need to know and understand: KB1. different types of information that colleagues might need and the importance

of providing this information when it is required KB2. the importance of understanding problems from your colleague’s perspective and how to provide support, where necessary, to resolve these

Writing Skills
You need to know and understand how to:
SA1. complete accurate, well written work with attention to detail
SA2. communicate effectively with colleagues in writing

Reading Skills
You need to know and understand how to:
SA3. read instructions, guidelines, procedures, rules and service level agreements

Professional Skills

Decision Making
You need to know and understand how to:
SB1. make a decision on a suitable course of action

Plan and Organize
You need to know and understand how to:
SB2. plan and organize your work to achieve targets and deadlines

Customer Centricity
You need to know and understand how to:
SB3. check that your own work meets customer requirements
SB4. deliver consistent and reliable service to customers

Problem Solving
You need to know and understand how to:
SB5. apply problem solving approaches in different situations

Critical Thinking
You need to know and understand how to:
SB6. apply balanced judgments to different situations

Attention to Detail
You need to know and understand how to:
SB7. check your work is complete and free from errors
SB8. get your work checked by peers

Team Working
You need to know and understand how to:
SB9. work effectively in a team environment
SB10. work effectively with colleagues and other teams

Technical Skills
You need to know and understand how to:
SC1. identify and refer anomalies
SC2. help reach agreements with colleagues
SC3. keep up to date with changes, procedures and practices in your role

Guidelines for Assessment:

Criteria for assessment for each Qualification Pack (QP) will be created by the Sector Skill Council (SSC). Each performance criteria (PC) will be assigned Theory and Skill/Practical marks proportional to its importance in NOS.
The assessment will be conducted online through assessment providers authorised by SSC.
Format of questions will include a variety of styles suitable to the PC being tested such as multiple choice questions, fill in the blanks, situational judgment test, simulation and programming test.
To pass a QP, a trainee should pass each individual NOS. Standard passing criteria for each NOS is 70%