- Review inventory and sales records to prepare reports for management and budget departments.
Occupations with related tasks Save Table: XLSX CSV
| Closely Related Tasks | All Related Tasks | Job Zone | Code | Occupation |
| 3 | 5 | 4 | 13-2011.00 | Accountants and Auditors 
|
| 3 | 4 | 4 | 13-1081.02 | Logistics Analysts
|
| 3 | 3 | 4 | 11-3061.00 | Purchasing Managers |
| 3 | 3 | 4 | 13-1023.00 | Purchasing Agents, Except Wholesale, Retail, and Farm Products |
| 2 | 2 | 4 | 13-2031.00 | Budget Analysts |
| 2 | 2 | 4 | 41-1012.00 | First-Line Supervisors of Non-Retail Sales Workers |
| 2 | 2 | 4 | 41-4012.00 | Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
|
| 2 | 2 | 5 | 11-9041.00 | Architectural and Engineering Managers |
| 2 | 2 | 4 | 11-3031.01 | Treasurers and Controllers
|
| 2 | 2 | 4 | 11-9141.00 | Property, Real Estate, and Community Association Managers
|
| 2 | 2 | 4 | 41-3031.00 | Securities, Commodities, and Financial Services Sales Agents
|
| 1 | 2 | 4 | 13-2023.00 | Appraisers and Assessors of Real Estate
|
| 1 | 2 | 3 | 43-3021.00 | Billing and Posting Clerks |
| 1 | 1 | 4 | 13-2041.00 | Credit Analysts |
| 1 | 1 | 2 | 41-9012.00 | Models |
| 1 | 1 | 5 | 11-9121.00 | Natural Sciences Managers
|
| 1 | 1 | 4 | 11-9151.00 | Social and Community Service Managers
|
| 1 | 1 | 4 | 11-9031.00 | Education and Childcare Administrators, Preschool and Daycare |
| 1 | 1 | 4 | 11-9072.00 | Entertainment and Recreation Managers, Except Gambling
|
| 1 | 1 | 5 | 11-1011.03 | Chief Sustainability Officers |
| 1 | 1 | 2 | 43-4151.00 | Order Clerks |
| 1 | 1 | 2 | 41-2022.00 | Parts Salespersons |
| 1 | 1 | 2 | 43-3061.00 | Procurement Clerks |
| 1 | 1 | 4 | 13-1082.00 | Project Management Specialists
|
| 1 | 1 | 4 | 13-1151.00 | Training and Development Specialists
|
| 1 | 1 | 3 | 47-4011.01 | Energy Auditors |
| 1 | 1 | 4 | 11-3031.00 | Financial Managers
|
| 1 | 1 | 5 | 13-2099.01 | Financial Quantitative Analysts
|
| 1 | 1 | 2 | 33-1091.00 | First-Line Supervisors of Security Workers |
| 1 | 1 | 2 | 43-9061.00 | Office Clerks, General
|
| 1 | 1 | 4 | 13-2052.00 | Personal Financial Advisors
|
| 1 | 1 | 4 | 11-3111.00 | Compensation and Benefits Managers |
| 1 | 1 | 3 | 13-1041.08 | Customs Brokers
|
| 1 | 1 | 2 | 41-2031.00 | Retail Salespersons
|
| 1 | 1 | 4 | 11-9021.00 | Construction Managers
|
| 1 | 1 | 4 | 41-9031.00 | Sales Engineers
|
| 1 | 1 | 4 | 13-1131.00 | Fundraisers
|
| 1 | 1 | 5 | 11-9033.00 | Education Administrators, Postsecondary |
| 1 | 1 | 3 | 43-1011.00 | First-Line Supervisors of Office and Administrative Support Workers
|
| 1 | 1 | 4 | 11-2011.00 | Advertising and Promotions Managers |
| 1 | 1 | 4 | 13-2054.00 | Financial Risk Specialists
|
| 1 | 1 | 4 | 13-2072.00 | Loan Officers |
| 1 | 1 | 2 | 53-7065.00 | Stockers and Order Fillers
|
| 1 | 1 | 4 | 11-3071.00 | Transportation, Storage, and Distribution Managers
|
| 1 | 1 | 5 | 11-1011.00 | Chief Executives |
| 1 | 1 | 5 | 11-9032.00 | Education Administrators, Kindergarten through Secondary |
| 1 | 1 | 4 | 41-4011.00 | Sales Representatives, Wholesale and Manufacturing, Technical and Scientific Products |
- 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.
- Prepare adjusting journal entries.
- Establish tables of accounts and assign entries to proper accounts.
- Report to management about asset utilization and audit results, and recommend changes in operations and financial activities.
- Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
- Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
- Supervise auditing of establishments, and determine scope of investigation required.
- Confer with company officials about financial and regulatory matters.
- Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
- Inspect cash on hand, notes receivable and payable, negotiable securities, and canceled checks to confirm records are accurate.
- Examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
- Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Review accounts for discrepancies and reconcile differences.
- Examine inventory to verify journal and ledger entries.
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and expenses or to provide advice.
- Report to management regarding the finances of establishment.
- Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
- Evaluate taxpayer finances to determine tax liability, using knowledge of interest and discount rates, annuities, valuation of stocks and bonds, and amortization valuation of depletable assets.
- Examine whether the organization's objectives are reflected in its management activities, and whether employees understand the objectives.
- Audit payroll and personnel records to determine unemployment insurance premiums, workers' compensation coverage, liabilities, and compliance with tax laws.
- Review taxpayer accounts, and conduct audits on-site, by correspondence, or by summoning taxpayer to office.
- Advise clients in areas such as compensation, employee health care benefits, the design of accounting or data processing systems, or long-range tax or estate plans.
- Represent clients before taxing authorities and provide support during litigation involving financial issues.
- Direct activities of personnel engaged in filing, recording, compiling, and transmitting financial records.
- Conduct pre-implementation audits to determine if systems and programs under development will work as planned.
- Develop, maintain, or analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
- Process invoices for payment.
- Review data about material assets, net worth, liabilities, capital stock, surplus, income, or expenditures.
- 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.
- Prepare adjusting journal entries.
- Establish tables of accounts and assign entries to proper accounts.
- Remotely monitor the flow of vehicles or inventory, using Web-based logistics information systems to track vehicles or containers.
- Track product flow from origin to final delivery.
- Monitor inventory transactions at warehouse facilities to assess receiving, storage, shipping, or inventory integrity.
- Write or revise standard operating procedures for logistics processes.
- Maintain databases of logistics information.
- Communicate with or monitor service providers, such as ocean carriers, air freight forwarders, global consolidators, customs brokers, or trucking companies.
- Interpret data on logistics elements, such as availability, maintainability, reliability, supply chain management, strategic sourcing or distribution, supplier management, or transportation.
- Recommend improvements to existing or planned logistics processes.
- Apply analytic methods or tools to understand, predict, or control logistics operations or processes.
- Prepare reports on logistics performance measures.
- Enter logistics-related data into databases.
- Provide ongoing analyses in areas such as transportation costs, parts procurement, back orders, or delivery processes.
- Analyze logistics data, using methods such as data mining, data modeling, or cost or benefit analysis.
- Maintain logistics records in accordance with corporate policies.
- Contact carriers for rates or schedules.
- Manage systems to ensure that pricing structures adequately reflect logistics costing.
- Confer with logistics management teams to determine ways to optimize service levels, maintain supply-chain efficiency, or minimize cost.
- Compute reporting metrics, such as on-time delivery rates, order fulfillment rates, or inventory turns.
- Identify opportunities for inventory reductions.
- Review procedures, such as distribution or inventory management, to ensure maximum efficiency or minimum cost.
- Develop or maintain models for logistics uses, such as cost estimating or demand forecasting.
- Monitor industry standards, trends, or practices to identify developments in logistics planning or execution.
- Reorganize shipping schedules to consolidate loads, maximize vehicle usage, or limit the movement of empty vehicles or containers.
- Contact potential vendors to determine material availability.
- Develop or maintain payment systems to ensure accuracy of vendor payments.
- Develop or maintain freight rate databases for use by supply chain departments to determine the most economical modes of transportation.
- Route or reroute drivers in real time with remote route navigation software, satellite linkup systems, or global positioning systems (GPS) to improve operational efficiencies.
- Determine packaging requirements.
- Enter carbon-output or environmental-impact data into spreadsheets or environmental management or auditing software programs.
- Compare locations or environmental policies of carriers or suppliers to make transportation decisions with lower environmental impact.
- Arrange for sale or lease of excess storage or transport capacity to minimize losses or inefficiencies associated with empty space.
- Remotely monitor the flow of vehicles or inventory, using Web-based logistics information systems to track vehicles or containers.
- Track product flow from origin to final delivery.
- Monitor inventory transactions at warehouse facilities to assess receiving, storage, shipping, or inventory integrity.
- Write or revise standard operating procedures for logistics processes.
- Prepare bid awards requiring board approval.
- Develop cost reduction strategies and savings plans.
- Prepare reports regarding market conditions and merchandise costs.
- Develop and implement purchasing and contract management instructions, policies, and procedures.
- Locate vendors of materials, equipment or supplies, and interview them to determine product availability and terms of sales.
- Direct and coordinate activities of personnel engaged in buying, selling, and distributing materials, equipment, machinery, and supplies.
- Review purchase order claims and contracts for conformance to company policy.
- Review, evaluate, and approve specifications for issuing and awarding bids.
- Administer online purchasing systems.
- Prepare and process requisitions and purchase orders for supplies and equipment.
- Interview and hire staff, and oversee staff training.
- Control purchasing department budgets.
- Resolve vendor or contractor grievances and claims against suppliers.
- Analyze market and delivery systems to assess present and future material availability.
- Participate in the development of specifications for equipment, products, or substitute materials.
- Maintain records of goods ordered and received.
- Represent companies in negotiating contracts and formulating policies with suppliers.
- Arrange for disposal of surplus materials.
- Prepare bid awards requiring board approval.
- Develop cost reduction strategies and savings plans.
- Prepare reports regarding market conditions and merchandise costs.
- Maintain and review computerized or manual records of purchased items, costs, deliveries, product performance, and inventories.
- Monitor shipments to ensure that goods come in on time, and resolve problems related to undelivered goods.
- Study sales records and inventory levels of current stock to develop strategic purchasing programs that facilitate employee access to supplies.
- Monitor and follow applicable laws and regulations.
- Prepare purchase orders, solicit bid proposals, and review requisitions for goods and services.
- Negotiate, renegotiate, and administer contracts with suppliers, vendors, and other representatives.
- Purchase the highest quality merchandise at the lowest possible price and in correct amounts.
- Analyze price proposals, financial reports, and other data and information to determine reasonable prices.
- Formulate policies and procedures for bid proposals and procurement of goods and services.
- Hire, train, or supervise purchasing clerks, buyers, and expediters.
- Research and evaluate suppliers, based on price, quality, selection, service, support, availability, reliability, production and distribution capabilities, and the supplier's reputation and history.
- Confer with staff, users, and vendors to discuss defective or unacceptable goods or services and determine corrective action.
- Evaluate and monitor contract performance to ensure compliance with contractual obligations and to determine need for changes.
- Write and review product specifications, maintaining a working technical knowledge of the goods or services to be purchased.
- Review catalogs, industry periodicals, directories, trade journals, and Internet sites and consult with other department personnel to locate necessary goods and services.
- Monitor changes affecting supply and demand, tracking market conditions, price trends, or futures markets.
- Interview vendors and visit suppliers' plants and distribution centers to examine and learn about products, services, and prices.
- Arrange the payment of duty and freight charges.
- Attend meetings, trade shows, conferences, conventions, and seminars to network with people in other purchasing departments.
- Maintain and review computerized or manual records of purchased items, costs, deliveries, product performance, and inventories.
- Monitor shipments to ensure that goods come in on time, and resolve problems related to undelivered goods.
- Study sales records and inventory levels of current stock to develop strategic purchasing programs that facilitate employee access to supplies.
- Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
- Direct the preparation of regular and special budget reports.
- Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
- Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
- Compile and analyze accounting records and other data to determine the financial resources required to implement a program.
- Review operating budgets to analyze trends affecting budget needs.
- Interpret budget directives and establish policies for carrying out directives.
- Match appropriations for specific programs with appropriations for broader programs, including items for emergency funds.
- Consult with managers to ensure that budget adjustments are made in accordance with program changes.
- Perform cost-benefit analyses to compare operating programs, review financial requests, or explore alternative financing methods.
- Seek new ways to improve efficiency and increase profits.
- Testify before examining and fund-granting authorities, clarifying and promoting the proposed budgets.
- Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
- Direct the preparation of regular and special budget reports.
- Prepare sales and inventory reports for management and budget departments.
- Inventory stock and reorder when inventories drop to specified levels.
- Monitor sales staff performance to ensure that goals are met.
- Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or performing specific services.
- Listen to and resolve customer complaints regarding services, products, or personnel.
- Keep records pertaining to purchases, sales, and requisitions.
- Hire, train, and evaluate personnel.
- Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.
- Plan and prepare work schedules, and assign employees to specific duties.
- Attend company meetings to exchange product information and coordinate work activities with other departments.
- Visit retailers and sales representatives to promote products and gather information.
- Formulate pricing policies on merchandise according to profitability requirements.
- Examine products purchased for resale or received for storage to determine product condition.
- Examine merchandise to ensure correct pricing and display, and that it functions as advertised.
- Analyze details of sales territories to assess their growth potential and to set quotas.
- Coordinate sales promotion activities, such as preparing merchandise displays and advertising copy.
- Prepare rental or lease agreements, specifying charges and payment procedures for use of machinery, tools, or other items.
- Provide staff with assistance in performing difficult or complicated duties.
- Prepare sales and inventory reports for management and budget departments.
- Inventory stock and reorder when inventories drop to specified levels.
- Perform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports.
- Check stock levels and reorder merchandise as necessary.
- Answer customers' questions about products, prices, availability, product uses, and credit terms.
- Recommend products to customers, based on customers' needs and interests.
- Estimate or quote prices, credit or contract terms, warranties, and delivery dates.
- Consult with clients after sales or contract signings to resolve problems and to provide ongoing support.
- Prepare sales contracts and order forms.
- Provide customers with product samples and catalogs.
- Monitor market conditions, product innovations, and competitors' products, prices, and sales.
- Contact regular and prospective customers to demonstrate products, explain product features, and solicit orders.
- Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
- Negotiate with retail merchants to improve product exposure, such as shelf positioning and advertising.
- Plan, assemble, and stock product displays in retail stores, or make recommendations to retailers regarding product displays, promotional programs, and advertising.
- Negotiate details of contracts and payments.
- Prepare drawings, estimates, and bids that meet specific customer needs.
- Obtain credit information about prospective customers.
- Forward orders to manufacturers.
- Arrange and direct delivery and installation of products and equipment.
- Buy products from manufacturers or brokerage firms and distribute them to wholesale and retail clients.
- Perform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports.
- Check stock levels and reorder merchandise as necessary.
- Prepare budgets, bids, or contracts.
- Perform administrative functions, such as reviewing or writing reports, approving expenditures, enforcing rules, or purchasing of materials or services.
- Manage the coordination and overall integration of technical activities in architecture or engineering projects.
- Direct, review, or approve project design changes.
- Consult or negotiate with clients to prepare project specifications.
- Present and explain proposals, reports, or findings to clients.
- Confer with management, production, or marketing staff to discuss project specifications or procedures.
- Assess project feasibility by analyzing technology, resource needs, or market demand.
- Review, recommend, or approve contracts or cost estimates.
- Develop or implement policies, standards, or procedures for engineering and technical work.
- Establish scientific or technical goals within broad outlines provided by top management.
- Direct recruitment, placement, and evaluation of architecture or engineering project staff.
- Develop or implement programs to improve sustainability or reduce the environmental impacts of engineering or architecture activities or operations.
- Evaluate the environmental impacts of engineering, architecture, or research and development activities.
- Plan or direct the installation, testing, operation, maintenance, or repair of facilities or equipment.
- Identify environmental threats or opportunities associated with the development and launch of new technologies.
- Plan, direct, or coordinate survey work with other project activities.
- Evaluate environmental regulations or social pressures related to environmental issues to inform strategic or operational decision-making.
- Solicit project support by conferring with officials or providing information to the public.
- Direct the engineering of water control, treatment, or distribution projects.
- Administer highway planning, construction, or maintenance.
- Prepare budgets, bids, or contracts.
- Perform administrative functions, such as reviewing or writing reports, approving expenditures, enforcing rules, or purchasing of materials or services.
- 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.
- 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.
- Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
- 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.
- 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.
- Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
- Perform tax planning work.
- 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.
- 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.
- Prepare detailed budgets and financial reports for properties.
- Negotiate the sale, lease, or development of property and complete or review appropriate documents and forms.
- 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.
- Solicit and analyze bids from contractors for repairs, renovations, and maintenance.
- 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.
- Review rents to ensure that they are in line with rental markets.
- 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.
- 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.
- Prepare detailed budgets and financial reports for properties.
- Negotiate the sale, lease, or development of property and complete or review appropriate documents and forms.
- Report all positions or trading results.
- Prepare financial reports to monitor client or corporate finances.
- Make bids or offers to buy or sell securities.
- Monitor markets or positions.
- Agree on buying or selling prices at optimal levels for clients.
- Keep accurate records of transactions.
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- Complete sales order tickets and submit for processing of client-requested transactions.
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- Discuss financial options with clients and keep them informed about transactions.
- Identify opportunities or develop channels for purchase or sale of securities or commodities.
- Develop financial plans, based on analysis of clients' financial status.
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- Devise trading, option, or hedge strategies.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- Offer advice on the purchase or sale of particular securities.
- Contact prospective customers to present information and explain available services.
- Explain stock market terms or trading practices to clients.
- Calculate costs for billings or commissions.
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- Supervise support staff and ensure proper execution of contracts.
- Relay buy or sell orders to securities exchanges or to firm trading departments.
- Evaluate costs and revenue of agreements to determine continued profitability.
- Sell services or equipment, such as trusts, investments, or check processing services.
- Negotiate prices or contracts for securities or commodities sales or purchases.
- Prepare and send requests for price quotations to all companies in a particular market.
- Price securities or commodities based on market conditions.
- Purchase or sell financial derivatives for customers.
- Report all positions or trading results.
- Prepare financial reports to monitor client or corporate finances.
- Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
- Complete and maintain assessment rolls that show the assessed values and status of all property in a municipality.
- Compute final estimation of property values, taking into account such factors as depreciation, replacement costs, value comparisons of similar properties, and income potential.
- Inspect new construction and major improvements to existing structures to determine values.
- Collect and analyze relevant data to identify real estate market trends.
- Prepare and maintain current data on each parcel assessed, including maps of boundaries, inventories of land and structures, property characteristics, and any applicable exemptions.
- Explain assessed values to property owners and defend appealed assessments at public hearings.
- Identify the ownership of each piece of taxable property.
- Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value.
- Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary.
- Explain real and personal property taxes to property owners.
- Conduct regular reviews of property within jurisdictions to determine changes in property due to construction or demolition.
- Establish uniform and equitable systems for assessing all classes and kinds of property.
- Examine income records and operating costs of income properties.
- Evaluate land and neighborhoods where properties are situated, considering locations and trends or impending changes that could influence future values.
- Maintain familiarity with aspects of local real estate markets.
- Search public records for transactions such as sales, leases, and assessments.
- Check building codes and zoning bylaws to determine any effects on the properties being appraised.
- Verify legal descriptions of properties by comparing them to county records.
- Interview persons familiar with properties and immediate surroundings, such as contractors, home owners, and realtors, to obtain pertinent information.
- Photograph interiors and exteriors of properties to assist in estimating property value, substantiate findings, and complete appraisal reports.
- Obtain county land values and sales information about nearby properties to aid in establishment of property values.
- Examine the type and location of nearby services, such as shopping centers, schools, parks, and other neighborhood features, to evaluate their impact on property values.
- Estimate building replacement costs, using building valuation manuals and professional cost estimators.
- Draw land diagrams to be used in appraisal reports to support findings.
- Testify in court as to the value of a piece of real estate property.
- Calculate tax bills for properties by multiplying assessed values by jurisdiction tax rates.
- Approve applications for property tax exemptions or deductions.
- Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments.
- Determine taxability of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis.
- Prepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards.
- Complete and maintain assessment rolls that show the assessed values and status of all property in a municipality.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Contact customers to obtain or relay account information.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Update manuals when rates, rules, or regulations are amended.
- Estimate market value of products or services.
- Review compiled data on operating costs and revenues to set rates.
- Match statements with batches of canceled checks by account numbers.
- Answer inquiries regarding rates, routing, or procedures.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Prepare reports that include the degree of risk involved in extending credit or lending money.
- Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money.
- Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval.
- Generate financial ratios, using computer programs, to evaluate customers' financial status.
- Analyze financial data, such as income growth, quality of management, and market share to determine expected profitability of loans.
- Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
- Consult with customers to resolve complaints and verify financial and credit transactions.
- Contact customers to collect payments on delinquent accounts.
- Evaluate customer records and recommend payment plans, based on earnings, savings data, payment history, and purchase activity.
- Review individual or commercial customer files to identify and select delinquent accounts for collection.
- Confer with credit association and other business representatives to exchange credit information.
- Prepare reports that include the degree of risk involved in extending credit or lending money.
- Record rates of pay and durations of jobs on vouchers.
- Pose for artists and photographers.
- Gather information from agents concerning the pay, dates, times, provisions, and lengths of jobs.
- Report job completions to agencies and obtain information about future appointments.
- Assemble and maintain portfolios, print composite cards, and travel to go-sees to obtain jobs.
- Pose as directed, or strike suitable interpretive poses for promoting and selling merchandise or fashions during appearances, filming, or photo sessions.
- Promote products and services in television commercials, on film, or in videos.
- Make many quick changes backstage during fashion shows and yet maintain poised appearance before audiences.
- Apply makeup to face and style hair to enhance appearance, considering such factors as color, camera techniques, and facial features.
- Work closely with photographers, fashion coordinators, directors, producers, stylists, make-up artists, other models, and clients to produce the desired looks, and to finish photo shoots on schedule.
- Wear character costumes and impersonate characters portrayed to amuse children and adults.
- Stand, turn, and walk to demonstrate features of garments for observers at fashion shows, private showings, and retail establishments.
- Dress in sample or completed garments, and select accessories.
- Follow strict routines of diet, sleep, and exercise to maintain appearance.
- Record rates of pay and durations of jobs on vouchers.
- Prepare and administer budgets, approve and review expenditures, and prepare financial reports.
- Hire, supervise, or evaluate engineers, technicians, researchers, or other staff.
- Design or coordinate successive phases of problem analysis, solution proposals, or testing.
- Plan or direct research, development, or production activities.
- Review project activities and prepare and review research, testing, or operational reports.
- Confer with scientists, engineers, regulators, or others to plan or review projects or to provide technical assistance.
- Develop client relationships and communicate with clients to explain proposals, present research findings, establish specifications, or discuss project status.
- Determine scientific or technical goals within broad outlines provided by top management and make detailed plans to accomplish these goals.
- Prepare project proposals.
- Develop or implement policies, standards, or procedures for the architectural, scientific, or technical work performed to ensure regulatory compliance or operations enhancement.
- Recruit personnel or oversee the development or maintenance of staff competence.
- Conduct own research in field of expertise.
- Develop innovative technology or train staff for its implementation.
- Make presentations at professional meetings to further knowledge in the field.
- Provide for stewardship of plant or animal resources or habitats, studying land use, monitoring animal populations, or providing shelter, resources, or medical treatment for animals.
- Advise or assist in obtaining patents or meeting other legal requirements.
- Prepare and administer budgets, approve and review expenditures, and prepare financial reports.
- Prepare and maintain records and reports, such as budgets, personnel records, or training manuals.
- Establish and oversee administrative procedures to meet objectives set by boards of directors or senior management.
- Direct activities of professional and technical staff members and volunteers.
- Evaluate the work of staff and volunteers to ensure that programs are of appropriate quality and that resources are used effectively.
- Participate in the determination of organizational policies regarding such issues as participant eligibility, program requirements, and program benefits.
- Provide direct service and support to individuals or clients, such as handling a referral for child advocacy issues, conducting a needs evaluation, or resolving complaints.
- Establish and maintain relationships with other agencies and organizations in community to meet community needs and to ensure that services are not duplicated.
- Recruit, interview, and hire or sign up volunteers and staff.
- Research and analyze member or community needs to determine program directions and goals.
- Implement and evaluate staff, volunteer, or community training programs.
- Act as consultants to agency staff and other community programs regarding the interpretation of program-related federal, state, and county regulations and policies.
- Speak to community groups to explain and interpret agency purposes, programs, and policies.
- Analyze proposed legislation, regulations, or rule changes to determine how agency services could be impacted.
- Plan and administer budgets for programs, equipment, and support services.
- Represent organizations in relations with governmental and media institutions.
- Direct fundraising activities and the preparation of public relations materials.
- Prepare and maintain records and reports, such as budgets, personnel records, or training manuals.
- Prepare and submit budget requests or grant proposals to solicit program funding.
- Confer with parents and staff to discuss educational activities and policies and students' behavioral or learning problems.
- Monitor students' progress and provide students and teachers with assistance in resolving any problems.
- Recruit, hire, train, and evaluate primary and supplemental staff and recommend personnel actions for programs and services.
- Teach classes or courses or provide direct care to children.
- Set educational standards and goals and help establish policies, procedures, and programs to carry them out.
- Determine the scope of educational program offerings and prepare drafts of program schedules and descriptions to estimate staffing and facility requirements.
- Determine allocations of funds for staff, supplies, materials, and equipment and authorize purchases.
- Direct and coordinate activities of teachers or administrators at daycare centers, schools, public agencies, or institutions.
- Prepare and maintain attendance, activity, planning, accounting, or personnel reports and records for officials and agencies, or direct preparation and maintenance activities.
- Plan, direct, and monitor instructional methods and content of educational, vocational, or student activity programs.
- Review and interpret government codes and develop procedures to meet codes and to ensure facility safety, security, and maintenance.
- Review and evaluate new and current programs to determine their efficiency, effectiveness, and compliance with state, local, and federal regulations and recommend any necessary modifications.
- Collect and analyze survey data, regulatory information, and demographic and employment trends to forecast enrollment patterns and the need for curriculum changes.
- Inform businesses, community groups, and governmental agencies about educational needs, available programs, and program policies.
- Write articles, manuals, and other publications and assist in the distribution of promotional literature about programs and facilities.
- Organize and direct committees of specialists, volunteers, and staff to provide technical and advisory assistance for programs.
- Prepare and submit budget requests or grant proposals to solicit program funding.
- Write budgets to plan recreational activities or programs.
- Administer first aid in emergency situations.
- Assign tasks and work hours to staff.
- Calculate and record department expenses and revenue.
- Clean equipment and areas of amusement park, cruise ship, or other recreational facility.
- Explain rules and regulations of facilities and entertainment attractions to customers.
- Inspect equipment, such as rides, games, and vehicles, to detect wear and damage.
- Interview and hire associates to fill staff vacancies.
- Operate, drive, or explain the use of mechanical equipment in amusement parks, cruise ships, or other recreational facilities.
- Plan programs of events or schedules of activities.
- Plan, organize, or lead group activities for customers, such as exercise routines, athletic events, or arts and crafts.
- Resolve customer complaints regarding worker performance or services rendered.
- Store and retrieve equipment, such as vehicles, radios, and ride components.
- Talk to coworkers using electronic devices, such as computers and radios.
- Talk to customers to convey information about events or activities.
- Train workers in company procedures or policy.
- Write and present strategies for recreational facility programming using customer or employee data.
- Write budgets to plan recreational activities or programs.
- Write and distribute financial or environmental impact reports.
- Monitor and evaluate effectiveness of sustainability programs.
- Develop or execute strategies to address issues such as energy use, resource conservation, recycling, pollution reduction, waste elimination, transportation, education, and building design.
- Develop, or oversee the development of, sustainability evaluation or monitoring systems.
- Supervise employees or volunteers working on sustainability projects.
- Develop sustainability reports, presentations, or proposals for supplier, employee, academia, media, government, public interest, or other groups.
- Develop, or oversee the development of, marketing or outreach media for sustainability projects or events.
- Identify and evaluate pilot projects or programs to enhance the sustainability research agenda.
- Create and maintain sustainability program documents, such as schedules and budgets.
- Formulate or implement sustainability campaign or marketing strategies.
- Research environmental sustainability issues, concerns, or stakeholder interests.
- Direct sustainability program operations to ensure compliance with environmental or governmental regulations.
- Evaluate and approve proposals for sustainability projects, considering factors such as cost effectiveness, technical feasibility, and integration with other initiatives.
- Develop methodologies to assess the viability or success of sustainability initiatives.
- Review sustainability program objectives, progress, or status to ensure compliance with policies, standards, regulations, or laws.
- Write project proposals, grant applications, or other documents to pursue funding for environmental initiatives.
- Identify educational, training, or other development opportunities for sustainability employees or volunteers.
- Conduct risk assessments related to sustainability and the environment.
- Write and distribute financial or environmental impact reports.
- Check inventory records to determine availability of requested merchandise.
- Review orders for completeness according to reporting procedures and forward incomplete orders for further processing.
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- Recommend merchandise or services that will meet customers' needs.
- Inspect outgoing work for compliance with customers' specifications.
- Receive and respond to customer complaints.
- Verify customer and order information for correctness, checking it against previously obtained information as necessary.
- Compute total charges for merchandise or services and shipping charges.
- Inform customers by mail or telephone of order information, such as unit prices, shipping dates, and any anticipated delays.
- File copies of orders received, or post orders on records.
- Notify departments when supplies of specific items are low, or when orders would deplete available supplies.
- Prepare invoices, shipping documents, and contracts.
- Confer with production, sales, shipping, warehouse, or common carrier personnel to expedite or trace shipments.
- Direct specified departments or units to prepare and ship orders to designated locations.
- Adjust inventory records to reflect product movement.
- Collect payment for merchandise, record transactions, and send items, such as checks or money orders for further processing.
- Calculate and compile order-related statistics, and prepare reports for management.
- Recommend type of packing or labeling needed on order.
- Attempt to sell additional merchandise or services to prospective or current customers by telephone or through visits.
- Check inventory records to determine availability of requested merchandise.
- Locate and label parts, and maintain inventory of stock.
- Receive payment or obtain credit authorization.
- Assist customers, such as responding to customer complaints and updating them about back-ordered parts.
- Fill customer orders from stock, and place orders when requested items are out of stock.
- Receive and fill telephone orders for parts.
- Prepare sales slips or sales contracts.
- Read catalogs, microfiche viewers, or computer displays to determine replacement part stock numbers and prices.
- Determine replacement parts required, according to inspections of old parts, customer requests, or customers' descriptions of malfunctions.
- Examine returned parts for defects, and exchange defective parts or refund money.
- Manage shipments by researching shipping methods or costs and tracking packages.
- Mark and store parts in stockrooms, according to prearranged systems.
- Maintain and clean work and inventory areas.
- Place new merchandise on display.
- Advise customers on substitution or modification of parts when identical replacements are not available.
- Discuss use and features of various parts, based on knowledge of machines or equipment.
- Demonstrate equipment to customers, and explain functioning of equipment.
- Measure parts, using precision measuring instruments, to determine whether similar parts may be machined to required sizes.
- Pick up and deliver parts.
- Repair parts or equipment.
- Locate and label parts, and maintain inventory of stock.
- Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
- Track the status of requisitions, contracts, and orders.
- Perform buying duties when necessary.
- Prepare purchase orders and send copies to suppliers and to departments originating requests.
- Calculate costs of orders, and charge or forward invoices to appropriate accounts.
- Compare prices, specifications, and delivery dates to determine the best bid among potential suppliers.
- Approve and pay bills.
- Maintain knowledge of all organizational and governmental rules affecting purchases, and provide information about these rules to organization staff members and to vendors.
- Check shipments when they arrive to ensure that orders have been filled correctly and that goods meet specifications.
- Contact suppliers to schedule or expedite deliveries and to resolve shortages, missed or late deliveries, and other problems.
- Prepare, maintain, and review purchasing files, reports and price lists.
- Review requisition orders to verify accuracy, terminology, and specifications.
- Respond to customer and supplier inquiries about order status, changes, or cancellations.
- Monitor in-house inventory movement and complete inventory transfer forms for bookkeeping purposes.
- Compare suppliers' bills with bids and purchase orders to verify accuracy.
- Locate suppliers, using sources such as catalogs and the internet, and interview them to gather information about products to be ordered.
- Monitor contractor performance, recommending contract modifications when necessary.
- Prepare invitation-of-bid forms, and mail forms to supplier firms or distribute forms for public posting.
- Train and supervise subordinates and other staff.
- Determine if inventory quantities are sufficient for needs, ordering more materials when necessary.
- Prepare and submit budget estimates, progress reports, or cost tracking reports.
- Assign duties or responsibilities to project personnel.
- Communicate with key stakeholders to determine project requirements and objectives.
- Confer with project personnel to identify and resolve problems.
- Create project status presentations for delivery to customers or project personnel.
- Develop or update project plans including information such as objectives, technologies, schedules, funding, and staffing.
- Identify project needs such as resources, staff, or finances by reviewing project objectives and schedules.
- Identify, review, or select vendors or consultants to meet project needs.
- Monitor costs incurred by project staff to identify budget issues.
- Monitor project milestones and deliverables.
- Monitor the performance of project team members to provide performance feedback.
- Negotiate with project stakeholders or suppliers to obtain resources or materials.
- Plan, schedule, or coordinate project activities to meet deadlines.
- Produce and distribute project documents.
- Propose, review, or approve modifications to project plans.
- Recruit or hire project personnel.
- Report project status, such as budget, resources, technical issues, or customer satisfaction, to managers.
- Request and review project updates to ensure deadlines are met.
- Schedule or facilitate project meetings.
- Submit project deliverables to clients, ensuring adherence to quality standards.
- Prepare and submit budget estimates, progress reports, or cost tracking reports.
- Monitor training costs and prepare budget reports to justify expenditures.
- Present information with a variety of instructional techniques or formats, such as role playing, simulations, team exercises, group discussions, videos, or lectures.
- Obtain, organize, or develop training procedure manuals, guides, or course materials, such as handouts or visual materials.
- Evaluate modes of training delivery, such as in-person or virtual, to optimize training effectiveness, training costs, or environmental impacts.
- Offer specific training programs to help workers maintain or improve job skills.
- Assess training needs through surveys, interviews with employees, focus groups, or consultation with managers, instructors, or customer representatives.
- Monitor, evaluate, or record training activities or program effectiveness.
- Design, plan, organize, or direct orientation and training programs for employees or customers.
- Develop alternative training methods if expected improvements are not seen.
- Evaluate training materials prepared by instructors, such as outlines, text, or handouts.
- Devise programs to develop executive potential among employees in lower-level positions.
- Keep up with developments in area of expertise by reading current journals, books, or magazine articles.
- Attend meetings or seminars to obtain information for use in training programs or to inform management of training program status.
- Coordinate recruitment and placement of training program participants.
- Select and assign instructors to conduct training.
- Negotiate contracts with clients for desired training outcomes, fees, or expenses.
- Supervise, evaluate, or refer instructors to skill development classes.
- Schedule classes based on availability of classrooms, equipment, or instructors.
- Refer trainees to employer relations representatives, to locations offering job placement assistance, or to appropriate social services agencies, if warranted.
- Develop or implement training programs related to efficiency, recycling, or other issues with environmental impacts.
- Monitor training costs and prepare budget reports to justify expenditures.
- Prepare audit reports containing energy analysis results or recommendations for energy cost savings.
- Identify and prioritize energy-saving measures.
- Identify any health or safety issues related to planned weatherization projects.
- Identify opportunities to improve the operation, maintenance, or energy efficiency of building or process systems.
- Calculate potential for energy savings.
- Inspect or evaluate building envelopes, mechanical systems, electrical systems, or process systems to determine the energy consumption of each system.
- Analyze technical feasibility of energy-saving measures, using knowledge of engineering, energy production, energy use, construction, maintenance, system operation, or process systems.
- Examine commercial sites to determine the feasibility of installing equipment that allows building management systems to reduce electricity consumption during peak demand periods.
- Recommend energy-efficient technologies or alternate energy sources.
- Collect and analyze field data related to energy usage.
- Measure energy usage with devices such as data loggers, universal data recorders, light meters, sling psychrometers, psychrometric charts, flue gas analyzers, amp probes, watt meters, volt meters, thermometers, or utility meters.
- Educate customers on energy efficiency or answer questions on topics such as the costs of running household appliances or the selection of energy-efficient appliances.
- Perform tests such as blower-door tests to locate air leaks.
- Prepare job specification sheets for home energy improvements, such as attic insulation, window retrofits, or heating system upgrades.
- Inspect newly installed energy-efficient equipment to ensure that it was installed properly and is performing according to specifications.
- Analyze energy bills, including utility rates or tariffs, to gather historical energy usage data.
- Quantify energy consumption to establish baselines for energy use or need.
- Determine patterns of building use to show annual or monthly needs for heating, cooling, lighting, or other energy needs.
- Compare existing energy consumption levels to normative data.
- Oversee installation of equipment such as water heater wraps, pipe insulation, weatherstripping, door sweeps, or low-flow showerheads to improve energy efficiency.
- Verify income eligibility of participants in publicly financed weatherization programs.
- Prepare audit reports containing energy analysis results or recommendations for energy cost savings.
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
- 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.
- Evaluate data pertaining to costs to plan budgets.
- 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.
- 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.
- 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.
- Review collection reports to determine the status of collections and the amounts of outstanding balances.
- 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.
- Review reports of securities transactions or price lists to analyze market conditions.
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
- Produce written summary reports of financial research results.
- Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
- Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
- Interpret results of financial analysis procedures.
- Develop core analytical capabilities or model libraries, using advanced statistical, quantitative, or econometric techniques.
- Define or recommend model specifications or data collection methods.
- Maintain or modify all financial analytic models in use.
- Provide application or analytical support to researchers or traders on issues such as valuations or data.
- Devise or apply independent models or tools to help verify results of analytical systems.
- Collaborate in the development or testing of new analytical software to ensure compliance with user requirements, specifications, or scope.
- Confer with other financial engineers or analysts on trading strategies, market dynamics, or trading system performance to inform development of quantitative techniques.
- Consult traders or other financial industry personnel to determine the need for new or improved analytical applications.
- Research new financial products or analytics to determine their usefulness.
- Identify, track, or maintain metrics for trading system operations.
- Develop methods of assessing or measuring corporate performance in terms of environmental, social, and governance (ESG) issues.
- Collaborate with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.
- Prepare requirements documentation for use by software developers.
- Develop solutions to help clients hedge carbon exposure or risk.
- Develop tools to assess green technologies or green financial products, such as green hedge funds or social responsibility investment funds.
- Assess the potential impact of climate change on business financial issues, such as damage repairs, insurance costs, or potential disruptions of daily activities.
- Analyze pricing or risks of carbon trading products.
- Produce written summary reports of financial research results.
- Write and present department budgets to upper management or other stakeholders.
- Advise employees in handling problems or resolving complaints from customers, tenants, detainees, or other persons.
- Assign security personnel to posts or patrols.
- Call police or fire departments in cases of emergency, such as fire, bomb threats, and presence of unauthorized persons.
- Develop and document security procedures, policies, or standards.
- Explain company policies and procedures to staff using oral or written communication.
- Inspect and adjust security equipment to ensure it is operational or to detect evidence of tampering.
- Investigate disturbances on the premises, such as security alarms, altercations, and suspicious activity.
- Log items distributed to persons, such as keys and key cards.
- Monitor and authorize entry of employees, visitors, or other persons.
- Monitor closed-circuit television cameras.
- Monitor the behavior of security employees to ensure adherence to quality standards, deadlines, or procedures.
- Order materials or supplies, such as keys, uniforms, and badges.
- Patrol the premises to prevent or detect intrusion, protect property, or preserve order.
- Recruit, interview, and hire security personnel.
- Schedule training or drills for emergencies, such as fires, bombs, and other threats.
- Screen individuals and belongings to prevent passage of prohibited materials using walkthrough detectors, wands, or bag searches.
- Secure entrances and exits by locking doors and gates.
- Train security personnel on protective procedures, first aid, fire safety, and other duties.
- Write reports documenting observations made while on patrol.
- Apprehend or evict trespassers, rule violators, or other security threats from the premises.
- Write and present department budgets to upper management or other stakeholders.
- Inventory and order materials, supplies, and services.
- Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers.
- Answer telephones, direct calls, and take messages.
- Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
- Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
- Compile, copy, sort, and file records of office activities, business transactions, and other activities.
- Review files, records, and other documents to obtain information to respond to requests.
- Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
- Compute, record, and proofread data and other information, such as records or reports.
- Complete work schedules, manage calendars, and arrange appointments.
- Type, format, proofread, and edit correspondence and other documents, from notes or dictating machines, using computers or typewriters.
- Deliver messages and run errands.
- Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.
- Complete and mail bills, contracts, policies, invoices, or checks.
- Process and prepare documents, such as business or government forms and expense reports.
- Monitor and direct the work of lower-level clerks.
- Prepare meeting agendas, attend meetings, and record and transcribe minutes.
- Train other staff members to perform work activities, such as using computer applications.
- Count, weigh, measure, or organize materials.
- Make travel arrangements for office personnel.
- Troubleshoot problems involving office equipment, such as computer hardware and software.
- Inventory and order materials, supplies, and services.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Manage client portfolios, keeping client plans up-to-date.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Contact clients periodically to determine any changes in their financial status.
- Investigate available investment opportunities to determine compatibility with client financial plans.
- Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
- Monitor financial market trends to ensure that client plans are responsive.
- Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
- Recruit and maintain client bases.
- Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
- Devise debt liquidation plans that include payoff priorities and timelines.
- Open accounts for clients, and disburse funds from accounts to creditors as agent for clients.
- Recommend environmentally responsible investments, such as cleantech, alternative energy, or conservation technologies, companies, or funds.
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
- Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Fulfill all reporting requirements of all relevant government rules and regulations, including the Employee Retirement Income Security Act (ERISA).
- Direct preparation and distribution of written and verbal information to inform employees of benefits, compensation, and personnel policies.
- Design, evaluate, and modify benefits policies to ensure that programs are current, competitive, and in compliance with legal requirements.
- Analyze compensation policies, government regulations, and prevailing wage rates to develop competitive compensation plan.
- Identify and implement benefits to increase the quality of life for employees by working with brokers and researching benefits issues.
- Manage the design and development of tools to assist employees in benefits selection, and to guide managers through compensation decisions.
- Administer, direct, and review employee benefit programs, including the integration of benefit programs following mergers and acquisitions.
- Mediate between benefits providers and employees, such as by assisting in handling employees' benefits-related questions or taking suggestions.
- Plan, direct, supervise, and coordinate work activities of subordinates and staff relating to employment, compensation, labor relations, and employee relations.
- Prepare detailed job descriptions and classification systems and define job levels and families, in partnership with other managers.
- Develop methods to improve employment policies, processes, and practices, and recommend changes to management.
- Formulate policies, procedures and programs for recruitment, testing, placement, classification, orientation, benefits and compensation, and labor and industrial relations.
- Study legislation, arbitration decisions, and collective bargaining contracts to assess industry trends.
- Plan and conduct new-employee orientations to foster positive attitude toward organizational objectives.
- Prepare budgets for personnel operations.
- Negotiate bargaining agreements.
- Prepare personnel forecasts to project employment needs.
- Maintain records and compile statistical reports concerning personnel-related data, such as hires, transfers, performance appraisals, and absenteeism rates.
- Analyze statistical data and reports to identify and determine causes of personnel problems, and develop recommendations for improvement of organization's personnel policies and practices.
- Contract with vendors to provide employee services, such as food services, transportation, or relocation service.
- Advise management on such matters as equal employment opportunity, sexual harassment, and discrimination.
- Investigate and report on industrial accidents for insurance carriers.
- Represent organization at personnel-related hearings and investigations.
- Fulfill all reporting requirements of all relevant government rules and regulations, including the Employee Retirement Income Security Act (ERISA).
- Monitor or trace the location of goods.
- Prepare and process import and export documentation according to customs regulations, laws, or procedures.
- Clear goods through customs and to their destinations for clients.
- Pay, or arrange for payment of, taxes and duties on shipments.
- Calculate duty and tariff payments owed on shipments.
- Request or compile necessary import documentation, such as customs invoices, certificates of origin, and cargo-control documents.
- Classify goods according to tariff coding system.
- Stay abreast of changes in import or export laws or regulations by reading current literature, attending meetings or conferences, or conferring with colleagues.
- Sign documents on behalf of clients, using powers of attorney.
- Advise customers on import and export restrictions, tariff systems, insurance requirements, quotas, or other customs-related matters.
- Post bonds for the products being imported or assist clients in obtaining bonds.
- Quote duty and tax rates on goods to be imported, based on federal tariffs and excise taxes.
- Arrange for transportation, warehousing, or product distribution of imported or exported products.
- Confer with officials in various agencies to facilitate clearance of goods through customs and quarantine.
- Inform importers and exporters of steps to reduce duties and taxes.
- Obtain line releases for frequent shippers of low-risk commodities, high-volume entries, or multiple-container loads.
- Provide advice on transportation options, types of carriers, or shipping routes.
- Contract with freight forwarders for destination services.
- Apply for tariff concessions or for duty drawbacks and other refunds.
- Insure cargo against loss, damage, or pilferage.
- Prepare papers for shippers to appeal duty charges.
- Suggest best methods of packaging or labeling products.
- Maintain relationships with customs brokers in other ports to expedite clearing of cargo.
- Monitor or trace the location of goods.
- Inventory stock and requisition new stock.
- Greet customers and ascertain what each customer wants or needs.
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires.
- Compute sales prices, total purchases, and receive and process cash or credit payment.
- Prepare merchandise for purchase or rental.
- Answer questions regarding the store and its merchandise.
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- Demonstrate use or operation of merchandise.
- Describe merchandise and explain use, operation, and care of merchandise to customers.
- Ticket, arrange, and display merchandise to promote sales.
- Exchange merchandise for customers and accept returns.
- Watch for and recognize security risks and thefts and know how to prevent or handle these situations.
- Place special orders or call other stores to find desired items.
- Clean shelves, counters, and tables.
- Maintain records related to sales.
- Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.
- Prepare sales slips or sales contracts.
- Estimate and quote trade-in allowances.
- Bag or package purchases and wrap gifts.
- Help customers try on or fit merchandise.
- Sell or arrange for delivery, insurance, financing, or service contracts for merchandise.
- Estimate quantity and cost of merchandise required, such as paint or floor covering.
- Rent merchandise to customers.
- Estimate cost of repair or alteration of merchandise.
- Inventory stock and requisition new stock.
- Prepare and submit budget estimates, progress reports, or cost tracking reports.
- Plan, schedule, or coordinate construction project activities to meet deadlines.
- Interpret and explain plans and contract terms to representatives of the owner or developer, including administrative staff, workers, or clients.
- Direct and supervise construction or related workers.
- Prepare contracts or negotiate revisions to contractual agreements with architects, consultants, clients, suppliers, or subcontractors.
- Confer with supervisory personnel, owners, contractors, or design professionals to discuss and resolve matters, such as work procedures, complaints, or construction problems.
- Plan, organize, or direct activities concerned with the construction or maintenance of structures, facilities, or systems.
- Study job specifications to determine appropriate construction methods.
- Inspect or review projects to monitor compliance with building and safety codes or other regulations.
- Investigate damage, accidents, or delays at construction sites to ensure that proper construction procedures are being followed.
- Implement new or modified plans in response to delays, bad weather, or construction site emergencies.
- Develop or implement quality control programs.
- Requisition supplies or materials to complete construction projects.
- Determine labor requirements for dispatching workers to construction sites.
- Contract or oversee craft work, such as painting or plumbing.
- Inspect or review projects to monitor compliance with environmental regulations.
- Perform, or contract others to perform, pre-building assessments, such as conceptual cost estimating, rough order of magnitude estimating, feasibility, or energy efficiency, environmental, and sustainability assessments.
- Develop or implement environmental protection programs.
- Apply for and obtain all necessary permits or licenses.
- Evaluate construction methods and determine cost-effectiveness of plans, using computer models.
- Apply green building strategies to reduce energy costs or minimize carbon output or other sources of harm to the environment.
- Secure third-party verification from sources, such as Leadership in Energy Efficient Design (LEED), to ensure responsible design and building activities or to achieve favorable LEED ratings for building projects.
- Develop construction budgets to compare green and non-green construction alternatives, in terms of short-term costs, long-term costs, or environmental impacts.
- Implement training programs on environmentally responsible building topics to update employee skills and knowledge.
- Direct acquisition of land for construction projects.
- Prepare and submit budget estimates, progress reports, or cost tracking reports.
- Maintain sales forecasting reports.
- Develop, present, or respond to proposals for specific customer requirements, including request for proposal responses and industry-specific solutions.
- Collaborate with sales teams to understand customer requirements, to promote the sale of company products, and to provide sales support.
- Create sales or service contracts for products or services.
- Visit prospective buyers at commercial, industrial, or other establishments to show samples or catalogs, and to inform them about product pricing, availability, and advantages.
- Keep informed on industry news and trends, products, services, competitors, relevant information about legacy, existing, and emerging technologies, and the latest product-line developments.
- Identify resale opportunities and support them to achieve sales plans.
- Confer with customers and engineers to assess equipment needs and to determine system requirements.
- Plan and modify product configurations to meet customer needs.
- Prepare and deliver technical presentations that explain products or services to customers and prospective customers.
- Recommend improved materials or machinery to customers, documenting how such changes will lower costs or increase production.
- Document account activities, generate reports, and keep records of business transactions with customers and suppliers.
- Research and identify potential customers for products or services.
- Secure and renew orders and arrange delivery.
- Develop sales plans to introduce products in new markets.
- Attend trade shows and seminars to promote products or to learn about industry developments.
- Attend company training seminars to become familiar with product lines.
- Arrange for demonstrations or trial installations of equipment.
- Train team members in the customer applications of technologies.
- Sell products requiring extensive technical expertise and support for installation and use, such as material handling equipment, numerical-control machinery, or computer systems.
- Provide information needed for the development of custom-made machinery.
- Provide technical and non-technical support and services to clients or other staff members regarding the use, operation, and maintenance of equipment.
- Diagnose problems with installed equipment.
- Write technical documentation for products.
- Report to supervisors about prospective firms' credit ratings.
- Maintain sales forecasting reports.
- Write reports or prepare presentations to communicate fundraising program data.
- Identify and build relationships with potential donors.
- Write and send letters of thanks to donors.
- Create or update donor databases.
- Develop strategies to encourage new or increased contributions.
- Develop or implement fundraising activities, such as annual giving campaigns or direct mail programs.
- Compile or develop materials to submit to granting or other funding organizations.
- Conduct research to identify the goals, net worth, charitable donation history, or other data related to potential donors, potential investors, or general donor markets.
- Develop fundraising activity plans that maximize participation or contributions and minimize costs.
- Direct or supervise fundraising staff, including volunteer staff members.
- Establish fundraising or participation goals for special events or specified time periods.
- Monitor progress of fundraising drives.
- Recruit sponsors, participants, or volunteers for fundraising events.
- Contact corporate representatives, government officials, or community leaders to increase awareness of organizational causes, activities, or needs.
- Explain the tax advantages of contributions to potential donors.
- Design or produce materials such as posters, Web sites, or newsletters to promote, market, or advertise fundraising events.
- Write speeches, press releases, or other promotional materials to increase awareness of the causes, missions, or goals of organizations seeking funds.
- Monitor budgets, expense reports, or other financial data for fundraising organizations.
- Plan and direct special events for fundraising, such as silent auctions, dances, golf events, or walks.
- Direct or coordinate Web-based fundraising activities, such as online auctions or donation Web sites.
- Secure speakers for charitable events, community meetings, or conferences to increase awareness of charitable, nonprofit, or political causes.
- Develop corporate fundraising programs, such as employer gift-matching.
- Coordinate transportation or delivery of materials, supplies, or donations for fundraising events.
- Develop and maintain media contact lists.
- Prepare materials such as fundraising envelopes, bid sheets, or gift bags for charitable events.
- Secure commitments of participation or donation from individuals or corporate donors.
- Solicit cash or in-kind donations or sponsorships from individual, business, or government donors.
- Attend community events, meetings, or conferences to promote organizational goals or solicit donations or sponsorships.
- Write reports or prepare presentations to communicate fundraising program data.
- Plan, administer, and control budgets, maintain financial records, and produce financial reports.
- Design or use assessments to monitor student learning outcomes.
- Recruit, hire, train, and terminate departmental personnel.
- Direct, coordinate, and evaluate the activities of personnel, including support staff engaged in administering academic institutions, departments, or alumni organizations.
- Advise students on issues such as course selection, progress toward graduation, and career decisions.
- Formulate strategic plans for the institution.
- Establish operational policies and procedures and make any necessary modifications, based on analysis of operations, demographics, and other research information.
- Provide assistance to faculty and staff in duties such as teaching classes, conducting orientation programs, issuing transcripts, and scheduling events.
- Represent institutions at community and campus events, in meetings with other institution personnel, and during accreditation processes.
- Prepare reports on academic or institutional data.
- Promote the university by participating in community, state, and national events or meetings, and by developing partnerships with industry and secondary education institutions.
- Participate in faculty and college committee activities.
- Direct activities of administrative departments, such as admissions, registration, and career services.
- Appoint individuals to faculty positions, and evaluate their performance.
- Develop curricula, and recommend curricula revisions and additions.
- Consult with government regulatory and licensing agencies to ensure the institution's conformance with applicable standards.
- Participate in student recruitment, selection, and admission, making admissions recommendations when required to do so.
- Determine course schedules, and coordinate teaching assignments and room assignments to ensure optimum use of buildings and equipment.
- Teach courses within their department.
- Review student misconduct reports requiring disciplinary action, and counsel students regarding such reports.
- Review registration statistics, and consult with faculty officials to develop registration policies.
- Confer with other academic staff to explain and formulate admission requirements and course credit policies.
- Direct scholarship, fellowship, and loan programs, performing activities such as selecting recipients and distributing aid.
- Direct and participate in institutional fundraising activities, and encourage alumni participation in such activities.
- Coordinate the production and dissemination of university publications, such as course catalogs and class schedules.
- Write grants to procure external funding, and supervise grant-funded projects.
- Plan and promote sporting events and social, cultural, and recreational activities.
- Audit the financial status of student organizations and facility accounts.
- Oversee facilities management for the university, including construction, repair, and maintenance projects.
- Plan, administer, and control budgets, maintain financial records, and produce financial reports.
- Monitor inventory levels and requisition or purchase supplies as needed.
- Supervise the work of office, administrative, or customer service employees to ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems.
- Resolve customer complaints or answer customers' questions regarding policies and procedures.
- Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
- Review records or reports pertaining to activities such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
- Discuss job performance problems with employees to identify causes and issues and to work on resolving problems.
- Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.
- Recruit, interview, and select employees.
- Interpret and communicate work procedures and company policies to staff.
- Evaluate employees' job performance and conformance to regulations and recommend appropriate personnel action.
- Train or instruct employees in job duties or company policies or arrange for training to be provided.
- Research, compile, and prepare reports, manuals, correspondence, or other information required by management or governmental agencies.
- Implement corporate or departmental policies, procedures, and service standards in conjunction with management.
- Compute figures such as balances, totals, or commissions.
- Coordinate activities with other supervisory personnel or with other work units or departments.
- Participate in the work of subordinates to facilitate productivity or to overcome difficult aspects of work.
- Make recommendations to management concerning such issues as staffing decisions or procedural changes.
- Develop or update procedures, policies, or standards.
- Maintain records pertaining to inventory, personnel, orders, supplies, or machine maintenance.
- Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules.
- Develop work schedules according to budgets and workloads.
- Analyze financial activities of establishments or departments and provide input into budget planning and preparation processes.
- Design, implement, or evaluate staff training and development programs, customer service initiatives, or performance measurement criteria.
- Keep informed of provisions of labor-management agreements and their effects on departmental operations.
- Discuss work problems or grievances with union representatives.
- Coordinate or perform activities associated with shipping, receiving, distribution, or transportation.
- Plan for or coordinate office services, such as equipment or supply acquisition or organization, disposal of assets, relocation, parking, maintenance, or security services.
- Arrange for necessary maintenance or repair work.
- Plan layouts of stockrooms, warehouses, or other storage areas, considering turnover, size, weight, or related factors pertaining to items stored.
- Monitor inventory levels and requisition or purchase supplies as needed.
- Prepare and negotiate advertising and sales contracts.
- Plan and prepare advertising and promotional material to increase sales of products or services, working with customers, company officials, sales departments, and advertising agencies.
- Inspect layouts and advertising copy, and edit scripts, audio, video, and other promotional material for adherence to specifications.
- Confer with department heads or staff to discuss topics such as contracts, selection of advertising media, or product to be advertised.
- Coordinate with the media to disseminate advertising.
- Coordinate activities of departments, such as sales, graphic arts, media, finance, and research.
- Plan and execute advertising policies and strategies for organizations.
- Direct, motivate, and monitor the mobilization of a campaign team to advance campaign goals.
- Prepare budgets and submit estimates for program costs as part of campaign plan development.
- Contact organizations to explain services and facilities offered.
- Monitor and analyze sales promotion results to determine cost effectiveness of promotion campaigns.
- Identify and develop contacts for promotional campaigns and industry programs that meet identified buyer targets, such as dealers, distributors, or consumers.
- Track program budgets, expenses, and campaign response rates to evaluate each campaign, based on program objectives and industry norms.
- Read trade journals and professional literature to stay informed on trends, innovations, and changes that affect media planning.
- Manage sales team, including setting goals, providing incentives, and evaluating employee performance.
- Formulate plans to extend business with established accounts and to transact business as agent for advertising accounts.
- Train and direct workers engaged in developing and producing advertisements.
- Assemble and communicate with a strong, diverse coalition of organizations or public figures, securing their cooperation, support, and action, to further campaign goals.
- Provide presentation and product demonstration support during the introduction of new products and services to field staff and customers.
- Represent company at trade association meetings to promote products.
- Direct and coordinate product research and development.
- Analyze marketing or sales trends to forecast future conditions.
- Analyze the effectiveness of marketing tactics or channels.
- Attend or participate in conferences, community events, and promotional events related to products or technologies.
- Conduct research on consumer opinions and buying habits, and identify target audiences for products, services, or technologies.
- Coordinate with marketing team members, graphic artists, and other workers to develop and implement marketing programs.
- Develop communications materials, advertisements, presentations, or public relations initiatives to promote awareness of products and services.
- Develop comprehensive marketing strategies, using knowledge of products and technologies, markets, and regulations.
- Devise or evaluate methods and procedures for collecting data, such as surveys, opinion polls, and questionnaires.
- Maintain portfolios of marketing campaigns, strategies, and other marketing products or ideas.
- Prepare and negotiate advertising and sales contracts.
- Document, and ensure communication of, key risks.
- Analyze areas of potential risk to the assets, earning capacity, or success of organizations.
- Analyze new legislation to determine impact on risk exposure.
- Conduct statistical analyses to quantify risk, using statistical analysis software or econometric models.
- Confer with traders to identify and communicate risks associated with specific trading strategies or positions.
- Consult financial literature to ensure use of the latest models or statistical techniques.
- Contribute to development of risk management systems.
- Determine potential environmental impacts of new products or processes on long-term growth and profitability.
- Develop contingency plans to deal with emergencies.
- Develop or implement risk-assessment models or methodologies.
- Devise scenario analyses reflecting possible severe market events.
- Devise systems or processes to monitor validity of risk assessments.
- Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
- Evaluate and compare the relative quality of various securities in a given industry.
- Evaluate the risks and benefits involved in implementing green building technologies.
- Evaluate the risks related to green investments, such as renewable energy company stocks.
- Gather risk-related data from internal or external resources.
- Identify key risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional reputations, customer bases, or industry segments.
- Inform financial decisions by analyzing financial information to forecast business, industry, or economic conditions.
- Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
- Maintain input or data quality of risk management systems.
- Meet with clients to answer queries on subjects such as risk exposure, market scenarios, or values-at-risk calculations.
- Monitor developments in the fields of industrial technology, business, finance, and economic theory.
- Prepare plans of action for investment, using financial analyses.
- Produce reports or presentations that outline findings, explain risk positions, or recommend changes.
- Provide statistical modeling advice to other departments.
- Recommend investments and investment timing to companies, investment firm staff, or the public.
- Recommend ways to control or reduce risk.
- Review or draft risk disclosures for offer documents.
- Track, measure, or report on aspects of market risk for traded issues.
- Document, and ensure communication of, key risks.
- Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
- Meet with applicants to obtain information for loan applications and to answer questions about the process.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
- Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
- Submit applications to credit analysts for verification and recommendation.
- Review loan agreements to ensure that they are complete and accurate according to policy.
- Review and update credit and loan files.
- Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- Handle customer complaints and take appropriate action to resolve them.
- Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
- Market bank products to individuals and firms, promoting bank services that may meet customers' needs.
- Analyze potential loan markets and develop referral networks to locate prospects for loans.
- Compute payment schedules.
- Supervise loan personnel.
- Set credit policies, credit lines, procedures and standards in conjunction with senior managers.
- Assist in selection of financial award candidates using electronic databases to certify loan eligibility.
- Authorize or sign mail collection letters.
- Calculate amount of debt and funds available to plan methods of payoff and to estimate time for debt liquidation.
- Confer with underwriters to resolve mortgage application problems.
- Contact applicants or creditors to resolve questions about applications or to assist with completion of paperwork.
- Contact borrowers with delinquent accounts to obtain payment in full or to negotiate repayment plans.
- Counsel clients on personal and family financial problems, such as excessive spending or borrowing of funds.
- Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
- Inform individuals and groups about the financial assistance available to college or university students.
- Maintain and review account records, updating and recategorizing them according to status changes.
- Match individuals' needs and eligibility with available financial aid programs to provide informed recommendations.
- Review accounts to determine write-offs for collection agencies.
- Review billing for accuracy.
- Prepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action.
- Take inventory or examine merchandise to identify items to be reordered or replenished.
- Complete order receipts.
- Answer customers' questions about merchandise and advise customers on merchandise selection.
- Issue or distribute materials, products, parts, and supplies to customers or coworkers, based on information from incoming requisitions.
- Keep records of out-going orders.
- Stock shelves, racks, cases, bins, and tables with new or transferred merchandise.
- Operate equipment such as forklifts.
- Stamp, attach, or change price tags on merchandise, referring to price list.
- Obtain merchandise from bins or shelves.
- Receive and count stock items, and record data manually or on computer.
- Read orders to ascertain catalog numbers, sizes, colors, and quantities of merchandise.
- Receive, unload, open, unpack, or issue sales floor merchandise.
- Pack customer purchases in bags or cartons.
- Store items in an orderly and accessible manner in warehouses, tool rooms, supply rooms, or other areas.
- Mark stock items, using identification tags, stamps, electric marking tools, or other labeling equipment.
- Pack and unpack items to be stocked on shelves in stockrooms, warehouses, or storage yards.
- Clean display cases, shelves, and aisles.
- Keep records on the use or damage of stock or stock-handling equipment.
- Clean and maintain supplies, tools, equipment, and storage areas to ensure compliance with safety regulations.
- Determine proper storage methods, identification, and stock location, based on turnover, environmental factors, and physical capabilities of facilities.
- Dispose of damaged or defective items, or return them to vendors.
- Recommend disposal of excess, defective, or obsolete stock.
- Design and set up advertising signs and displays of merchandise on shelves, counters, or tables to attract customers and promote sales.
- Provide assistance or direction to other stockroom, warehouse, or storage yard workers.
- Examine and inspect stock items for wear or defects, reporting any damage to supervisors.
- Compute prices of items or groups of items.
- Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
- Requisition merchandise from supplier, based on available space, merchandise on hand, customer demand, or advertised specials.
- Compare merchandise invoices to items actually received to ensure that shipments are correct.
- Transport packages to customers' vehicles.
- Take inventory or examine merchandise to identify items to be reordered or replenished.
- Monitor inventory levels of products or materials in warehouses.
- Supervise the activities of workers engaged in receiving, storing, testing, and shipping products or materials.
- Plan, develop, or implement warehouse safety and security programs and activities.
- Inspect physical conditions of warehouses, vehicle fleets, or equipment and order testing, maintenance, repairs, or replacements.
- Plan, organize, or manage the work of subordinate staff to ensure that the work is accomplished in a manner consistent with organizational requirements.
- Collaborate with other departments to integrate logistics with business systems or processes, such as customer sales, order management, accounting, or shipping.
- Analyze all aspects of corporate logistics to determine the most cost-effective or efficient means of transporting products or supplies.
- Resolve problems concerning transportation, logistics systems, imports or exports, or customer issues.
- Develop and document standard and emergency operating procedures for receiving, handling, storing, shipping, or salvaging products or materials.
- Monitor operations to ensure that staff members comply with administrative policies and procedures, safety rules, union contracts, environmental policies, or government regulations.
- Analyze the financial impact of proposed logistics changes, such as routing, shipping modes, product volumes or mixes, or carriers.
- Establish or monitor specific supply chain-based performance measurement systems.
- Prepare and manage departmental budgets.
- Monitor product import or export processes to ensure compliance with regulatory or legal requirements.
- Prepare management recommendations, such as proposed fee and tariff increases or schedule changes.
- Interview, select, and train warehouse and supervisory personnel.
- Advise sales and billing departments of transportation charges for customers' accounts.
- Analyze expenditures and other financial information to develop plans, policies, or budgets for increasing profits or improving services.
- Confer with department heads to coordinate warehouse activities, such as production, sales, records control, or purchasing.
- Implement specific customer requirements, such as internal reporting or customized transportation metrics.
- Maintain metrics, reports, process documentation, customer service logs, or training or safety records.
- Examine invoices and shipping manifests for conformity to tariff and customs regulations.
- Plan or implement energy saving changes to transportation services, such as reducing routes, optimizing capacities, employing alternate modes of transportation, or minimizing idling.
- Evaluate contractors or business partners for operational efficiency or safety or environmental performance records.
- Negotiate with carriers, warehouse operators, or insurance company representatives for services and preferential rates.
- Develop or implement plans for facility modification or expansion, such as equipment purchase or changes in space allocation or structural design.
- Direct inbound or outbound operations, such as transportation or warehouse activities, safety performance, and logistics quality management.
- Plan or implement improvements to internal or external systems or processes.
- Recommend or authorize capital expenditures for acquisition of new equipment or property to increase efficiency and services.
- Review invoices, work orders, consumption reports, or demand forecasts to estimate peak performance periods and to issue work assignments.
- Monitor inventory levels of products or materials in warehouses.
- Prepare or present reports concerning activities, expenses, budgets, government statutes or rulings, or other items affecting businesses or program services.
- Direct or coordinate an organization's financial or budget activities to fund operations, maximize investments, or increase efficiency.
- Confer with board members, organization officials, or staff members to discuss issues, coordinate activities, or resolve problems.
- Prepare budgets for approval, including those for funding or implementation of programs.
- Direct, plan, or implement policies, objectives, or activities of organizations or businesses to ensure continuing operations, to maximize returns on investments, or to increase productivity.
- Implement corrective action plans to solve organizational or departmental problems.
- Analyze operations to evaluate performance of a company or its staff in meeting objectives or to determine areas of potential cost reduction, program improvement, or policy change.
- Direct or coordinate activities of businesses or departments concerned with production, pricing, sales, or distribution of products.
- Direct human resources activities, including the approval of human resource plans or activities, the selection of directors or other high-level staff, or establishment or organization of major departments.
- Appoint department heads or managers and assign or delegate responsibilities to them.
- Interpret and explain policies, rules, regulations, or laws to organizations, government or corporate officials, or individuals.
- Review reports submitted by staff members to recommend approval or to suggest changes.
- Negotiate or approve contracts or agreements with suppliers, distributors, federal or state agencies, or other organizational entities.
- Establish departmental responsibilities and coordinate functions among departments and sites.
- Deliver speeches, write articles, or present information at meetings or conventions to promote services, exchange ideas, or accomplish objectives.
- Serve as liaisons between organizations, shareholders, and outside organizations.
- Coordinate the development or implementation of budgetary control systems, recordkeeping systems, or other administrative control processes.
- Preside over, or serve on, boards of directors, management committees, or other governing boards.
- Attend and participate in meetings of municipal councils or council committees.
- Organize or approve promotional campaigns.
- Nominate citizens to boards or commissions.
- Conduct or direct investigations or hearings to resolve complaints or violations of laws, or testify at such hearings.
- Direct or coordinate activities of businesses involved with buying or selling investment products or financial services.
- Prepare bylaws approved by elected officials, and ensure that bylaws are enforced.
- Make presentations to legislative or other government committees regarding policies, programs, or budgets.
- Review and analyze legislation, laws, or public policy and recommend changes to promote or support interests of the general population or special groups.
- Direct non-merchandising departments, such as advertising, purchasing, credit, or accounting.
- Refer major policy matters to elected representatives for final decisions.
- Direct or conduct studies or research on issues affecting areas of responsibility.
- Administer programs for selection of sites, construction of buildings, or provision of equipment or supplies.
- Represent organizations or promote their objectives at official functions, or delegate representatives to do so.
- Prepare or present reports concerning activities, expenses, budgets, government statutes or rulings, or other items affecting businesses or program services.
- Prepare and submit budget requests and recommendations, or grant proposals to solicit program funding.
- Evaluate curricula, teaching methods, and programs to determine their effectiveness, efficiency, and use, and to ensure compliance with federal, state, and local regulations.
- Observe teaching methods and examine learning materials to evaluate and standardize curricula and teaching techniques and to determine areas for improvement.
- Counsel and provide guidance to students regarding personal, academic, vocational, or behavioral issues.
- Collaborate with teachers to develop and maintain curriculum standards, develop mission statements, and set performance goals and objectives.
- Direct and coordinate activities of teachers, administrators, and support staff at schools, public agencies, and institutions.
- Recruit, hire, train, and evaluate primary and supplemental staff.
- Confer with parents and staff to discuss educational activities, policies, and student behavior or learning problems.
- Enforce discipline and attendance rules.
- Create school improvement plans, using student performance data.
- Set educational standards and goals, and help establish policies and procedures to carry them out.
- Plan and lead professional development activities for teachers, administrators, and support staff.
- Participate in special education-related activities, such as attending meetings and providing support to special educators throughout the district.
- Plan and develop instructional methods and content for educational, vocational, or student activity programs.
- Determine the scope of educational program offerings, and prepare drafts of course schedules and descriptions to estimate staffing and facility requirements.
- Recommend personnel actions related to programs and services.
- Review and approve new programs, or recommend modifications to existing programs, submitting program proposals for school board approval as necessary.
- Develop partnerships with businesses, communities, and other organizations to help meet identified educational needs and to provide school-to-work programs.
- Review and interpret government codes, and develop programs to ensure adherence to codes and facility safety, security, and maintenance.
- Determine allocations of funds for staff, supplies, materials, and equipment, and authorize purchases.
- Direct and coordinate school maintenance services and the use of school facilities.
- Organize and direct committees of specialists, volunteers, and staff to provide technical and advisory assistance for programs.
- Prepare, maintain, or oversee the preparation and maintenance of attendance, activity, planning, or personnel reports and records.
- Mentor and support administrative staff members, such as superintendents and principals.
- Establish, coordinate, and oversee particular programs across school districts, such as programs to evaluate student academic achievement.
- Coordinate and direct extracurricular activities and programs, such as after-school events and athletic contests.
- Advocate for new schools to be built, or for existing facilities to be repaired or remodeled.
- Plan, coordinate, and oversee school logistics programs, such as bus and food services.
- Teach classes or courses to students.
- Meet with federal, state, and local agencies to stay abreast of policies and to discuss improvements for education programs.
- Write articles, manuals, and other publications, and assist in the distribution of promotional literature about facilities and programs.
- Collect and analyze survey data, regulatory information, and data on demographic and employment trends to forecast enrollment patterns and curriculum change needs.
- Prepare and submit budget requests and recommendations, or grant proposals to solicit program funding.
- Complete expense reports, sales reports, or other paperwork.
- Negotiate prices or terms of sales or service agreements.
- Prepare and submit sales contracts for orders.
- Visit establishments to evaluate needs or to promote product or service sales.
- Maintain customer records, using automated systems.
- Answer customers' questions about products, prices, availability, or credit terms.
- Quote prices, credit terms, or other bid specifications.
- Contact new or existing customers to discuss how specific products or services can meet their needs.
- Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations.
- Compute customer's installation or production costs and estimate savings from new services, products, or equipment.
- Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
- Prepare sales presentations or proposals to explain product specifications or applications.
- Verify that delivery schedules meet project deadlines.
- Identify prospective customers, using business directories, leads from existing clients, participation in organizations, or trade show or conference attendance.
- Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products.
- Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
- Provide customers with ongoing technical support.
- Advise customers on product usage to improve production.
- Study documentation or other information for new scientific or technical products.
- Stock or distribute resources, such as samples or promotional or educational materials.
- Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, environmental regulations, or industry developments.
- Sell service contracts for technical or scientific products.
- Demonstrate the operation or use of technical or scientific products.
- Provide feedback to product design teams so that products can be tailored to clients' needs.
- Arrange for installation and testing of products or machinery.
- Initiate sales campaigns to meet sales and production expectations.
- Obtain building blueprints or specifications for use by engineering departments in bid preparations.
- Verify accuracy of materials lists.
- Verify customer credit ratings.
- Appraise equipment to determine contract terms or trade-in values.
- Consult with engineers regarding technical problems with products.
- Sell technical and scientific products that are environmentally sound or designed for environmental remediation.
- Visit establishments, such as pharmacies, to determine product sales.
- Present information to customers about the energy efficiency or environmental impact of scientific or technical products.
- Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal.
- Research and convey information to customers about tax benefits or government rebates associated with energy-efficient scientific or technical products, such as solar panels.
- Complete expense reports, sales reports, or other paperwork.
