Job Duties Custom List 47-4011.01 — Energy Auditors
- Prepare audit reports containing energy analysis results or recommendations for energy cost savings.
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
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3 | 3 | 4 | 11-3061.00 | Purchasing Managers |
2 | 2 | 4 | 13-2031.00 | Budget Analysts |
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
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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 | 4 | 41-1012.00 | First-Line Supervisors of Non-Retail Sales Workers |
1 | 1 | 4 | 41-4012.00 | Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products
|
1 | 1 | 4 | 13-1082.00 | Project Management Specialists
|
1 | 1 | 4 | 13-1151.00 | Training and Development Specialists
|
1 | 1 | 4 | 11-3031.00 | Financial Managers
|
1 | 1 | 5 | 13-2099.01 | Financial Quantitative Analysts
|
1 | 1 | 2 | 41-1011.00 | First-Line Supervisors of Retail Sales Workers
|
1 | 1 | 2 | 33-1091.00 | First-Line Supervisors of Security Workers |
1 | 1 | 4 | 13-2052.00 | Personal Financial Advisors
|
1 | 1 | 4 | 11-3111.00 | Compensation and Benefits Managers |
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 | 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 | 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.
- 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.
- 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 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.
- Prepare sales and inventory reports for management and budget departments.
- 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.
- Inventory stock and reorder when inventories drop to specified levels.
- 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.
- Perform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports.
- 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.
- Check stock levels and reorder merchandise as necessary.
- 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.
- 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 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.
- Review inventory and sales records to prepare reports for management and budget departments.
- Provide customer service by greeting and assisting customers and responding to customer inquiries and complaints.
- Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers.
- Examine merchandise to ensure that it is correctly priced and displayed and that it functions as advertised.
- Monitor sales activities to ensure that customers receive satisfactory service and quality goods.
- Instruct staff on how to handle difficult and complicated sales.
- Assign employees to specific duties.
- Keep records of purchases, sales, and requisitions.
- Perform work activities of subordinates, such as cleaning and organizing shelves and displays and selling merchandise.
- Plan and prepare work schedules and keep records of employees' work schedules and time cards.
- Inventory stock and reorder when inventory drops to a specified level.
- Establish and implement policies, goals, objectives, and procedures for the department.
- Examine products purchased for resale or received for storage to assess the condition of each product or item.
- Enforce safety, health, and security rules.
- Estimate consumer demand and determine the types and amounts of goods to be sold.
- Confer with company officials to develop methods and procedures to increase sales, expand markets, and promote business.
- Formulate pricing policies for merchandise, according to profitability requirements.
- Hire, train, and evaluate personnel in sales or marketing establishments, promoting or firing workers when appropriate.
- Plan and coordinate advertising campaigns and sales promotions and prepare merchandise displays and advertising copy.
- Establish credit policies and operating procedures.
- Plan budgets and authorize payments and merchandise returns.
- Review inventory and sales records to prepare reports for management and budget departments.
- 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.
- 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).
- 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.
- 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.
- 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.