Prepare or oversee the preparation of financial reports, such as income statements, balance sheets, and analyses of future earnings or expenses.
Manage the activities of workers in branches, offices, or departments of such establishments as branch banks, brokerage firms, risk and insurance departments, or credit departments.
Find and implement ways to increase revenue.
Summarize and forecast on the state of the company’s financial affairs.
Preside over budgets to set and meet goals.
Oversee the investment of funds, manage associated risks, supervise cash management activities, and execute capital-raising strategies to support the firm’s expansion.
Establish procedures for custody and control of assets, records, loan collateral, and securities, in order to ensure safekeeping.
Coordinate risk and insurance programs of establishments to control risks and losses.
Prepare risk reports for management conferral.
Generate revenue reports.
Communicate risks and profits with stockholders and other investors.
Evaluate financial reporting systems, accounting and collection procedures, and investment activities, and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions.
Monitor and control the flow of cash receipts and disbursements.
Solicit business and direct the investment of funds, always adhering to Federal and State laws and regulations.