Provides establishment personnel assistance in identifying, evaluating, and resolving human relations and work performance problems within establishment to facilitate communication and improve employee human relations skills and work performance. Talks informally with establishment personnel and attends meetings of managers, supervisors, and work units to facilitate effective interpersonal communication among participants and to ascertain human relations and work related problems that adversely affect employee morale and establishment productivity. : Evaluates human relations and work-related problems and meets with supervisors and managers to determine effective remediation techniques, such as job skill training or personal intervention, to resolve human relations issues among personnel. Develops and conducts training to instruct establishment managers, supervisors, and workers in human relations skills, such as supervisory skills, conflict resolution skills, interpersonal communication skills, and effective group interaction skills. Schedules individuals for technical job-related skills training to improve individual work performance. May participate in resolving labor relations issues. May assist in screening applicants for establishment training programs. May write employee newsletter. May operate audiovisual equipment to review or for giving presentations for training program.
|
Directs and supervises personnel engaged in selecting, gathering, and editing local news and news photographs for edition of newspaper: receives information regarding developing news events or originates story ideas and assigns coverage to members of reporting and photography staff. Reviews news copy and confers with executive staff members regarding allocation of news space. Sends copy to copy desk for editing. Reviews edited copy and sends to editor, news or composing room. May write or direct writing of headlines. May hire and discharge members of reporting staff. May perform other editorial duties as required. Designated state editor when working with state news and national editor when working with national news.
|
Plan, direct, or coordinate the operations of companies or public and private sector organizations. Duties and responsibilities include formulating policies, managing daily operations, and planning the use of materials and human resources, but are too diverse and general in nature to be classified in any one functional area of management or administration, such as personnel, purchasing, or administrative services. Include owners and managers who head small business establishments whose duties are primarily managerial. Exclude 'First-Line Supervisors/Managers of Retail Sales Workers' (41-1011) and workers in other small establishments.
|
Guides and directs financial analysis, evaluation, and report generation activities of current and proposed financial plans in a manner designed to protect assets, meet reporting requirements, provide timely, meaningful reporting of operations, and effectively plan for and audit the financial needs of the firm. Oversees the financial analysis staff. Typically reports to Financial Top Officer and Financial Analysis Manager reports to this position.: Protects company assets through development and implementation of sound accounting policies and procedures. Provides for sound and timely managerial decisions and controls through provision of analyzed and evaluated financial operational data and information to management. Provisions adequate capital to meet current and future needs through development of an economical capital structure. Ensures optimum utilization of financial resources through sound forecasting and cash management. Minimizes tax liabilities through planning, researching, executing, and defending all Federal, State, local and foreign taxes applicable to the corporation. Ensures continuing departmental effectiveness through selection, training, development, and motivation of a competent staff.
|
Directs and coordinates company's financial affairs according to financial principles and government regulations. Establishes major economic objectives and policies for the company. Directs and prepares financial analyses of operations for guidance of management. Typically reports to Chief Executive Officer or Chief Operations Officer and director level personnel report to this position.: Reports and recommends to top management or Board of Directors in regard to policies and programs. Plans and directs new operational procedures to obtain optimum efficiency and reduced costs. Establishes extensive line of credit. Directs receipt, disbursement, and expenditures of money or capital assets. Approves and signs documents effecting monetary transactions. Directs the activities concerned with safekeeping, control, and accounting for assets and securities. Directs preparation of budgets and financial forecasts. Analyzes division or department budget requests to identify areas in which reductions can be made, and allocates operating budget. Directs the preparation of reports that outline company's financial position in areas of income, expenses, and earnings based on past, present and future operations. Directs preparation of directives to division or department administrator outlining policy, program, or operating changes to be implemented. Promotes organization in financial markets to assure sources of capital.
|
Directs and coordinates company's financial affairs according to financial principles and government regulations. Establishes major economic objectives and policies for the company. Directs and prepares financial analyses of operations for guidance of management. Typically reports to Chief Executive Officer or Chief Operations Officer and director level personnel report to this position.: Reports and recommends to top management or Board of Directors in regard to policies and programs. Plans and directs new operational procedures to obtain optimum efficiency and reduced costs. Establishes extensive line of credit. Directs receipt, disbursement, and expenditures of money or capital assets. Approves and signs documents effecting monetary transactions. Directs the activities concerned with safekeeping, control, and accounting for assets and securities. Directs preparation of budgets and financial forecasts. Analyzes division or department budget requests to identify areas in which reductions can be made, and allocates operating budget. Directs the preparation of reports that outline company's financial position in areas of income, expenses, and earnings based on past, present and future operations. Directs preparation of directives to division or department administrator outlining policy, program, or operating changes to be implemented. Promotes organization in financial markets to assure sources of capital.
|
Manages conduct of statistical analyses of information affecting financial and accounting programs of public, industrial, and/or financial organizations through subordinate financial analysis staff. Analyzes, evaluates, and interprets data concerning investments, price, yield, stability, and future trends, using financial periodicals, securities manuals, and personal interviews. Typically reports to a director and may have supervisors reporting to this position.: Reviews and/or constructs charts and graphs regarding investments and other financial areas of the organization. Summarizes data setting forth current and long-term trends in investment risks and measurable economic influences pertinent to status of investments. May perform research and make analyses relative to losses and adverse financial trends and suggest remedial measures. May also oversee a clerical staff.
|
Directs and administers a financial center, ensuring that it provides the public with banking services, credit decisions, and/or service for consumer and commercial loans. Promotes growth through the development of deposits, assets, fee-based services, and the development and retention of new and existing customers.: Leads the sales function for the financial center, meeting and exceeding profit, deposit, and loan sales goals. Oversees the complete consumer loan process. Manages the commercial loan process by establishing relationships, determining business needs, making recommendations for those applications passed to the appropriate loan officer, and maintaining relationships. Promotes company products and services in the community. Provides leadership to ensure that all means of obtaining new business and retaining current business are utilized effectively. Develops and maintains close relationships with assigned business partners, such as Mortgage Loan Officers, Business Banking Officers, and Brokerage Representatives, to ensure that established goals for each business line are met. Sets priorities, directs and delegates sales responsibilities, and ensures the completion/implementation of the designated sales activities. Oversees the maintenance of adequate staffing levels. Supervises and leads the financial center employees in order to achieve all sales and service performance objectives.
|
Provides individuals, businesses, and/or organizations with advice on financial matters, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate to make recommendations on ways to utilize money. Advises clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and makes sales when appropriate.: Contacts clients and sets up meetings, either within an office environment or in clients' homes/premises. Conducts in-depth reviews of clients' financial circumstances to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzes information and develops financial plans best suited to individual clients' requirements. Designs financial strategies. Provides clients with information on new and existing products and services. Assists clients in making informed decisions. Researches information from various sources, including providers of financial products. Promotes and sells financial products to meet given or negotiated sales targets. Negotiates with product suppliers for the best possible rates. Liaises with head office and financial services providers. Liaises with other professionals, such as estate agents, solicitors, and appraisers. Keeps up to date with financial products and legislation. Maintains detailed records to comply with Federal, State, and local regulations. Produces financial reports, and prepares and submits documents to implement plan selected by client. Contacts clients with news of new financial products or changes to legislation regarding their savings and investments.
|
Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: interviews client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. May refer client to other establishments to obtain services outlined in financial plan. May sell insurance to client, recommending amount and type of coverage sales agent, insurance. May buy and sell stocks and bonds for client registered representative. May rent, buy, and sell property for client sales agent, real estate. May be registered with professional self-regulatory association and be designated certified financial planner.
|