45 lines
2.9 KiB
Markdown
45 lines
2.9 KiB
Markdown
# Tasks & work activities — financial manager
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Source: O*NET 30.3, occupation 11-3031.00 (Financial Managers).
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## Task statements
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- **[Core]** Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
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- **[Core]** 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.
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- **[Core]** Recruit staff members.
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- **[Core]** Evaluate data pertaining to costs to plan budgets.
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- **[Core]** Oversee training programs.
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- **[Core]** Oversee the flow of cash or financial instruments.
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- **[Supplemental]** Prepare operational or risk reports for management analysis.
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- **[Supplemental]** Examine, evaluate, or process loan applications.
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- **[Supplemental]** Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
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- **[Supplemental]** Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
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- **[Supplemental]** Develop or analyze information to assess the current or future financial status of firms.
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- **[Supplemental]** Communicate with stockholders or other investors to provide information or to raise capital.
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- **[Supplemental]** 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.
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- **[Supplemental]** Network within communities to find and attract new business.
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- **[Supplemental]** Review collection reports to determine the status of collections and the amounts of outstanding balances.
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- **[Supplemental]** Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
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- **[Supplemental]** Review reports of securities transactions or price lists to analyze market conditions.
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## Detailed work activities
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- Analyze financial records or reports to determine state of operations.
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- Analyze financial records to improve budgeting or planning.
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- Analyze financial records to improve efficiency.
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- Analyze forecasting data to improve business decisions.
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- Approve expenditures.
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- Communicate organizational information to customers or other stakeholders.
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- Determine pricing or monetary policies.
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- Direct financial operations.
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- Direct organizational operations, projects, or services.
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- Establish interpersonal business relationships to facilitate work activities.
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- Maintain regulatory or compliance documentation.
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- Monitor flow of cash or other resources.
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- Prepare financial documents, reports, or budgets.
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- Prepare operational progress or status reports.
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- Prepare reports related to compliance matters.
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- Recommend organizational process or policy changes.
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- Recruit personnel.
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- Supervise employees.
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