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More than 20 occupations have tasks related to the 1 task from your current occupation, Personal Financial Advisors.

  • Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
13-2011.00 Accountants and Auditors   Bright Outlook Bright Outlook  
  • Prepare detailed reports on audit findings.
  • Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting, or other tax requirements.
  • Prepare, analyze, or verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.
11-3061.00 Purchasing Managers
  • Develop cost reduction strategies and savings plans.
  • Prepare bid awards requiring board approval.
  • Prepare reports regarding market conditions and merchandise costs.
41-3031.00 Securities, Commodities, and Financial Services Sales Agents
  • Report all positions or trading results.
  • Prepare financial reports to monitor client or corporate finances.
13-2023.00 Appraisers and Assessors of Real Estate
  • Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
  • Explain assessed values to property owners and defend appealed assessments at public hearings.
13-2072.00 Loan Officers
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
13-2031.00 Budget Analysts
  • Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
  • Direct the preparation of regular and special budget reports.
11-9041.00 Architectural and Engineering Managers
  • Prepare budgets, bids, or contracts.
  • Perform administrative functions, such as reviewing or writing reports, approving expenditures, enforcing rules, or purchasing of materials or services.
13-1131.00 Fundraisers Bright Outlook
  • Write reports or prepare presentations to communicate fundraising program data.
  • Explain the tax advantages of contributions to potential donors.
11-3031.01 Treasurers and Controllers Bright Outlook
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  • Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
11-9141.00 Property, Real Estate, and Community Association Managers
  • Prepare detailed budgets and financial reports for properties.
  • Negotiate the sale, lease, or development of property and complete or review appropriate documents and forms.
13-2071.00 Credit Counselors Bright Outlook
  • Explain loan information to clients, such as available loan types, eligibility requirements, or loan restrictions.
41-9031.00 Sales Engineers Bright Outlook
  • Maintain sales forecasting reports.
43-3021.00 Billing and Posting Clerks
  • Compile reports of cost factors, such as labor, production, storage, and equipment.
13-2054.00 Financial Risk Specialists Bright Outlook
  • Document, and ensure communication of, key risks.
41-4011.00 Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products
  • Complete expense reports, sales reports, or other paperwork.
13-2041.00 Credit Analysts
  • Prepare reports that include the degree of risk involved in extending credit or lending money.
41-9012.00 Models
  • Record rates of pay and durations of jobs on vouchers.
11-9121.00 Natural Sciences Managers Bright Outlook
  • Prepare and administer budgets, approve and review expenditures, and prepare financial reports.
11-1011.03 Chief Sustainability Officers
  • Write and distribute financial or environmental impact reports.
11-9151.00 Social and Community Service Managers Bright Outlook
  • Prepare and maintain records and reports, such as budgets, personnel records, or training manuals.