Year Up's Accounting & Corporate Finance specialty trains toward skills in financial management, data management, analysis, and reporting, financial and managerial accounting, and accounting applications. Training covers financial management topics such as financial statements, accounting, financial analysis, financial forecasting, working capital, asset management, and financial ethics; using Excel, PowerPoint and Tableau/Power BI to load, prepare, analyze and report data; accounting to build financial statements for business organizations as well as accounting to aid in managerial decision making; and using Excel and QuickBooks to manage accounting records and prepare journals, ledgers, A/P, A/R and payroll.

Skills Development at a Glance: What Students Learn

• Prepare trial balances and financial statements
• Analyze trial balances to identify discrepancies and utilize accounting records to find, correct, and confirm the cause of discrepancies
• Interpret example common accounting reports (A/P, A/R, past due, payroll, etc.) and identify their purpose and uses
• Utilize basic features of computer applications such as Excel and Quickbooks to develop and maintain accounting records and reports
• Review financial statements and financial data; identify trends and outliers to pull out key insights
• Document and analyze representative accounting and corporate finance processes
• Clean, analyze, visualize, and present financial data to stakeholders

Specialty Training Focus Areas:

• Financial Accounting
• Managerial Accounting
• Accounting Applications
• Financial Management
• Data Management, Analysis, and Reporting
• Year Up’s Standard Training  

Training at Work: Typical Job Tasks

• Assist accountants with routine tasks such as verifying, allocating, and posting transactions to the general ledger, preparing trial balances, and preparing financial reports
• Verify and prepare bills and invoices
• Prepare reports and analyze data for a corporate finance department
• Prepare investment and cash reports
• Assist grants administrators by setting up accounts and entering grant information into system

Path to a Career: Training-Enabled Role Pathways

• Accounting Clerk/Associate/Assistant/Bookkeeper
• Accounts Payable/Receivable Support
• Billing/Payroll/Purchasing Specialist
• Financial Reporting/Data/Budget Analyst
• Treasury Analyst
• Medical Billing
• Grants Administration

Example Roles Filled by Graduates:

• Accounting Clerk
• Accounts Payable Clerk
• Accounts Receivable Clerk
• Billing Specialist
• Purchasing Specialist
• Financial Reporting Analyst
• Treasury Operations Analyst
• Medical Billing Specialist
• Grants Administrator