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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.
||Treasurers and Controllers
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
- Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
- Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
||Investment Fund Managers
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
- Select or direct the execution of trades.
- Direct activities of accounting or operations departments.
- Direct or coordinate an organization's financial or budget activities to fund operations, maximize investments, or increase efficiency.
- Coordinate the development or implementation of budgetary control systems, recordkeeping systems, or other administrative control processes.
- Direct or coordinate activities of businesses involved with buying or selling investment products or financial services.
- Plan, organize, or manage the work of subordinate staff to ensure that the work is accomplished in a manner consistent with organizational requirements.
- Direct staff performing repairs and maintenance to equipment, vehicles, or facilities.
- Supervise clerks assigning tariff classifications or preparing billing.
||First-Line Supervisors of Mechanics, Installers, and Repairers
- Monitor employees' work levels and review work performance.
- Counsel employees about work-related issues and assist employees to correct job-skill deficiencies.
- Recommend or initiate personnel actions, such as hires, promotions, transfers, discharges, or disciplinary measures.
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