Treasurers and Controllers
38 matches for Financial Planner
|Alternate Occupation Titles||16 matches|
|O*NET-SOC Description||1 match|
|Detailed Work Activities||7 matches|
Alternate Occupation Titles
- Finance Director
- Finance Manager
- Finance Specialist
- Finance VP
- Finance Vice President
- Financial Administrator
- Financial Controller
- Financial Director
- Financial Engineer
- Financial Institution Treasurer
- Financial Institution VP
- Financial Institution Vice President
- Financial Officer
- Chief Financial Officer
- Chief School Finance Officer
- 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.
- Perform tax planning work.
- 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.
- Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
Detailed Work Activities
- Analyze financial records to improve budgeting or planning.
- Analyze financial records to improve efficiency.
- Calculate financial data.
- Conduct financial or regulatory audits.
- Develop operating strategies, plans, or procedures.
- Direct financial operations.
- Prepare financial documents, reports, or budgets.
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Treasurers and Controllers