재무 관리자

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.

Oversee training programs.

Oversee the flow of cash or financial instruments.

Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

Communicate with stockholders or other investors to provide information or to raise capital.

Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.

Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.

Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.

Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.

Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.

Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.

Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.

Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.

Lead staff training and development in budgeting and financial management areas.

Receive cash and checks and make deposits.

Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.

Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.

Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.

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.

Prepare for and respond to regulatory inquiries.

Hire or evaluate staff.

Develop, implement, or monitor security valuation policies.

Attend investment briefings or consult financial media to stay abreast of relevant investment markets.

Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

Meet with investors to determine investment goals or to discuss investment strategies.

Develop or implement fund investment policies or strategies.

Select or direct the execution of trades.

Manage investment funds to maximize return on client investments.

Select specific investments or investment mixes for purchase by an investment fund.

Direct activities of accounting or operations departments.

Identify group or individual target investors for a specific fund.