- Analyze expenditures and other financial information to develop plans, policies, or budgets for increasing profits or improving services.
Occupations with related tasks Save Table: XLSX CSV
- Evaluate data pertaining to costs to plan budgets.
- Examine, evaluate, or process loan applications.
- 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.
- Review collection reports to determine the status of collections and the amounts of outstanding balances.
- Review reports of securities transactions or price lists to analyze market conditions.
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
- Oversee the flow of cash or financial instruments.
- 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.
- Recruit staff members.
- Oversee training programs.
- Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
- Communicate with stockholders or other investors to provide information or to raise capital.
- Develop or analyze information to assess the current or future financial status of firms.
- Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
- Network within communities to find and attract new business.
- Prepare operational or risk reports for management analysis.
- Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
- Analyze and classify risks and investments to determine their potential impacts on companies.
- Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
- Submit delinquent accounts to attorneys or outside agencies for collection.
- Evaluate data pertaining to costs to plan budgets.
- Examine, evaluate, or process loan applications.
- 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.
- Review collection reports to determine the status of collections and the amounts of outstanding balances.
- Review reports of securities transactions or price lists to analyze market conditions.
- Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
- Perform tax planning work.
- Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
- 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.
- Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
- Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
- Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.
- Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
- Receive cash and checks and make deposits.
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
- Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
- Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
- Advise management on short-term and long-term financial objectives, policies, and actions.
- Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
- Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
- Lead staff training and development in budgeting and financial management areas.
- Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
- Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
- Compute, withhold, and account for all payroll deductions.
- Handle all aspects of employee insurance, benefits, and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker's compensation.
- Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.
- Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
- Perform tax planning work.
- Solicit and analyze bids from contractors for repairs, renovations, and maintenance.
- Review rents to ensure that they are in line with rental markets.
- Prepare detailed budgets and financial reports for properties.
- Manage and oversee operations, maintenance, administration, and improvement of commercial, industrial, or residential properties.
- Plan, schedule, and coordinate general maintenance, major repairs, and remodeling or construction projects for commercial or residential properties.
- Direct collection of monthly assessments, rental fees, and deposits and payment of insurance premiums, mortgage, taxes, and incurred operating expenses.
- Meet with clients to negotiate management and service contracts, determine priorities, and discuss the financial and operational status of properties.
- Direct and coordinate the activities of staff and contract personnel and evaluate their performance.
- Prepare and administer contracts for provision of property services, such as cleaning, maintenance, and security services.
- Market vacant space to prospective tenants through leasing agents, advertising, or other methods.
- Act as liaisons between on-site managers or tenants and owners.
- Investigate complaints, disturbances, and violations and resolve problems, following management rules and regulations.
- Inspect grounds, facilities, and equipment routinely to determine necessity of repairs or maintenance.
- Maintain records of sales, rental or usage activity, special permits issued, maintenance and operating costs, or property availability.
- Meet with boards of directors and committees to discuss and resolve legal and environmental issues or disputes between neighbors.
- Maintain contact with insurance carriers, fire and police departments, and other agencies to ensure protection and compliance with codes and regulations.
- Confer with legal authorities to ensure that renting and advertising practices are not discriminatory and that properties comply with state and federal regulations.
- Purchase building and maintenance supplies, equipment, or furniture.
- Clean common areas, change light bulbs, and make minor property repairs.
- Determine and certify the eligibility of prospective tenants, following government regulations.
- Confer regularly with community association members to ensure their needs are being met.
- Meet with prospective tenants to show properties, explain terms of occupancy, and provide information about local areas.
- Analyze information on property values, taxes, zoning, population growth, and traffic volume and patterns to determine if properties should be acquired.
- Negotiate the sale, lease, or development of property and complete or review appropriate documents and forms.
- Contract with architectural firms to draw up detailed plans for new structures.
- Negotiate short- and long-term loans to finance construction and ownership of structures.
- Negotiate with government leaders, businesses, special interest representatives, and utility companies to gain support for new projects and to eliminate potential obstacles.
- Solicit and analyze bids from contractors for repairs, renovations, and maintenance.
- Review rents to ensure that they are in line with rental markets.
- Review financial statements, sales or activity reports, or other performance data to measure productivity or goal achievement or to identify areas needing cost reduction or program improvement.
- Direct and coordinate activities of businesses or departments concerned with the production, pricing, sales, or distribution of products.
- Direct administrative activities directly related to making products or providing services.
- Prepare staff work schedules and assign specific duties.
- Direct or coordinate financial or budget activities to fund operations, maximize investments, or increase efficiency.
- Plan or direct activities, such as sales promotions, that require coordination with other department managers.
- Perform personnel functions, such as selection, training, or evaluation.
- Establish or implement departmental policies, goals, objectives, or procedures in conjunction with board members, organization officials, or staff members.
- Monitor suppliers to ensure that they efficiently and effectively provide needed goods or services within budgetary limits.
- Manage the movement of goods into and out of production facilities to ensure efficiency, effectiveness, or sustainability of operations.
- Set prices or credit terms for goods or services, based on forecasts of customer demand.
- Perform sales floor work, such as greeting or assisting customers, stocking shelves, or taking inventory.
- Develop or implement product-marketing strategies, including advertising campaigns or sales promotions.
- Direct non-merchandising departments of businesses, such as advertising or purchasing.
- Implement or oversee environmental management or sustainability programs addressing issues such as recycling, conservation, or waste management.
- Plan store layouts or design displays.
- Recommend locations for new facilities, or oversee the remodeling or renovating of current facilities.
- Review financial statements, sales or activity reports, or other performance data to measure productivity or goal achievement or to identify areas needing cost reduction or program improvement.
- Review financial statements, sales or activity reports, or other performance data to identify opportunities for cost reductions or service improvements.
- Consult with families or friends of the deceased to arrange funeral details, such as obituary notice wording, casket selection, or plans for services.
- Direct and supervise work of embalmers, funeral attendants, death certificate clerks, cosmetologists, or other staff.
- Schedule funerals, burials, or cremations.
- Sell funeral services, products, or merchandise to clients.
- Monitor funeral service operations to ensure that they comply with applicable policies, regulations, and laws.
- Offer counsel and comfort to families and friends of the deceased.
- Negotiate contracts for prearranged funeral services.
- Respond to customer complaints, legal inquiries, payment negotiations, or other post-service matters.
- Plan and implement changes to service offerings to meet community needs or increase funeral home revenues.
- Direct or monitor administrative, support, repair, or maintenance services for funeral homes.
- Schedule work hours for funeral home or contract employees.
- Set marketing, sales, or other financial goals for funeral service establishments and monitor progress toward these goals.
- Explain goals, policies, or procedures to staff members.
- Complete and maintain records, such as state-required documents, tracking documents, or product inventories.
- Evaluate the performance of vendors, contract employees, or other service providers to ensure quality and cost-efficiency.
- Set prices or credit terms for funeral products or services.
- Identify skill development needs for funeral home staff.
- Attend or make presentations at community events to promote funeral home services or build community relationships.
- Plan and implement sales promotions or other marketing strategies and activities for funeral home operations.
- Interview and hire new employees.
- Conduct market research and analyze industry trends.
- Review financial statements, sales or activity reports, or other performance data to identify opportunities for cost reductions or service improvements.
- Review financial reports to ensure efficiency and quality of security operations.
- Analyze and evaluate security operations to identify risks or opportunities for improvement through auditing, review, or assessment.
- Assess risks to mitigate potential consequences of incidents and develop a plan to respond to incidents.
- Attend meetings, professional seminars, or conferences to keep abreast of changes in executive legislative directives or new technologies impacting security operations.
- Communicate security status, updates, and actual or potential problems, using established protocols.
- Conduct physical examinations of property to ensure compliance with security policies and regulations.
- Conduct threat or vulnerability analyses to determine probable frequency, criticality, consequence, or severity of natural or man-made disasters or criminal activity on the organization's profitability or delivery of products or services.
- Coordinate security operations or activities with public law enforcement, fire and other agencies.
- Create or implement security standards, policies, and procedures.
- Develop budgets for security operations.
- Develop or manage investigation programs, including collection and preservation of video and notes of surveillance processes or investigative interviews.
- Develop, arrange for, perform, or assess executive protection activities to reduce security risks.
- Develop, conduct, support, or assist in governmental reviews, internal corporate evaluations, or assessments of the overall effectiveness of facility and personnel security processes.
- Develop, implement, manage, or evaluate policies and methods to protect personnel against harassment, threats, or violence.
- Develop, recommend, or manage security procedures for operations or processes, such as security call centers, access control, and reporting tools.
- Direct or participate in emergency management and contingency planning.
- Identify, investigate, or resolve security breaches.
- Monitor and ensure a sound, ethical environment.
- Monitor security policies, programs or procedures to ensure compliance with internal security policies, or applicable government security requirements, policies, and directives.
- Plan security for special and high-risk events.
- Plan, direct, or coordinate security activities to safeguard company employees, guests, or others on company property.
- Prepare reports or make presentations on internal investigations, losses, or violations of regulations, policies and procedures.
- Purchase security-related supplies, equipment, or technology.
- Respond to medical emergencies, bomb threats, fire alarms, or intrusion alarms, following emergency response procedures.
- Supervise or provide leadership to subordinate security professionals, performing activities such as hiring, investigating applicants' backgrounds, training, assigning work, evaluating performance, or disciplining.
- Support efforts to reduce substance abuse or other illegal activities in the workplace.
- Train subordinate security professionals or other organization members in security rules and procedures.
- Write or review security-related documents, such as incident reports, proposals, and tactical or strategic initiatives.
- Review financial reports to ensure efficiency and quality of security operations.
- Determine how to allocate resources and to respond to unanticipated problems, such as insect infestation, drought, and fire.
- Collect and record growth, production, and environmental data.
- Manage nurseries that grow horticultural plants for sale to trade or retail customers, for display or exhibition, or for research.
- Direct and monitor trapping and spawning of fish, egg incubation, and fry rearing, applying knowledge of management and fish culturing techniques.
- Direct and monitor the transfer of mature fish to lakes, ponds, streams, or commercial tanks.
- Determine plant growing conditions, such as greenhouses, hydroponics, or natural settings, and set planting and care schedules.
- Devise and participate in activities to improve fish hatching and growth rates, and to prevent disease in hatcheries.
- Position and regulate plant irrigation systems, and program environmental and irrigation control computers.
- Prepare reports required by state and federal laws.
- Inspect facilities and equipment for signs of disrepair, and perform necessary maintenance work.
- Maintain financial, operational, production, or employment records for farms or ranches.
- Coordinate clerical, record-keeping, inventory, requisitioning, and marketing activities.
- Direct the breeding or raising of stock, such as cattle, poultry, or honeybees, using recognized breeding practices to ensure stock improvement.
- Negotiate with buyers for the sale, storage, or shipment of crops or livestock.
- Coordinate the selection and maintenance of brood stock.
- Analyze soil to determine types or quantities of fertilizer required for maximum crop production.
- Provide information to customers on the care of trees, shrubs, flowers, plants, and lawns.
- Analyze market conditions to determine acreage allocations.
- Supervise the construction of farm or ranch structures, such as buildings, fences, drainage systems, wells, or roads.
- Replace chemical insecticides with environmentally friendly practices, such as adding pest-repelling plants to fields.
- Conduct inspections to determine crop maturity or condition or to detect disease or insect infestation.
- Conduct or supervise stock examinations to identify diseases or parasites.
- Determine types or quantities of crops, plants, or livestock to be grown and raised, based on budgets, federal incentives, market conditions, executive directives, projected sales volumes, or soil conditions.
- Determine, administer, and execute policies relating to operations administration and standards, facility maintenance, and safety.
- Direct crop production operations, such as planning, tilling, planting, fertilizing, cultivating, spraying, and harvesting.
- Evaluate marketing or sales alternatives for products.
- Hire, supervise, and train support workers.
- Monitor activities, such as irrigation, chemical application, harvesting, milking, breeding, and grading, to ensure adherence to safety regulations or standards.
- Monitor environments to ensure maintenance of optimum animal or plant life.
- Obtain financing for and purchase necessary machinery, land, supplies, or livestock.
- Determine how to allocate resources and to respond to unanticipated problems, such as insect infestation, drought, and fire.
