Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Advise management on short-term and long-term financial objectives, policies, and actions.
Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
Lead staff training and development in budgeting and financial management areas.
Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
