Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Develop or analyze information to assess the current or future financial status of firms.
Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
Evaluate data pertaining to costs to plan budgets.
Oversee the flow of cash or financial instruments.
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Analyze financial records or reports to determine state of operations.
Analyze financial records to improve budgeting or planning.
