Analyzes past and present financial data of organization and estimates future revenues and expenditures, applying principles of finance. Runs and documents financial analysis projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and... [+] More

Analyzes past and present financial data of organization and estimates future revenues and expenditures, applying principles of finance. Runs and documents financial analysis projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc.

Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses. Documents revenues and expenditures expected and submits to management. Develops financial/accounting concepts for financial planning and control. Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts. Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management. Conducts and may lead audits. May assist in financial analysis of legislative projects to develop capital improvement budget. May act as consultant to management on financial policies, procedures, and applications. May assist communities in developing budget and efficient use of funds. May provide functional and technical direction to other staff members. [-] Less

Directs and manages, under the Finance Director, financial, accounting, and operational areas for the Finance Department. Assists Finance Director in guiding and directing financial analysis, evaluation, and report generation activities of current and proposed financial plans in a manner designed... [+] More

Directs and manages, under the Finance Director, financial, accounting, and operational areas for the Finance Department. Assists Finance Director in guiding and directing 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 organization. Develops and executes complex projects relating to financials. Assists with the budget process and ensures that the expenditure of funds is in compliance with policies. Recognizes and promotes financial process and system improvements.

Ensures that all tasks are carried out in accordance with generally accepted accounting principles. Acts as a primary support to the Finance Director in the administration of the financial operations of the organization, including the overall operations of the fund accounting system. Assists in the oversight of purchasing, accounts payable, payroll, revenue collection, data systems, contracts and grants, enterprise accounting, lease activities, and other financial areas not specifically mentioned. Assists the Finance Director in the administration of the personnel function within the Finance Department. Schedules accounting and budget staff work and assigns and reviews the work of professional and support staff. Provides leadership and direction for the professional and support staff. Prepares performance reviews for assigned staff. Trains professional and supervisory staff in accounting systems procedures. [-] Less

Directs and coordinates the regional health system or hospital’s fiscal management to achieve its operational and strategic goals and initiatives in compliance with legal and regulatory requirements.

Plans, organizes, and directs all activities related to financial management, including financial planning, budgeting,... [+] More

Directs and coordinates the regional health system or hospital’s fiscal management to achieve its operational and strategic goals and initiatives in compliance with legal and regulatory requirements.

Plans, organizes, and directs all activities related to financial management, including financial planning, budgeting, accounting systems, controllership, patient financial services, reimbursement, external financing, and treasury and investment. Advises and educates management on financial matters that impact operations. Organizes and monitors revenue cycle functions of the regional hospital or health system. Directs and prepares financial analyses of operations for guidance of management. Reports and recommends financial policies and programs to top management. Plans and directs new operational procedures to obtain optimum efficiency and reduced costs. 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 opportunities for acquisitions, divestitures, joint ventures and other strategic alliances. Directs the preparation of reports which outline the region's financial position in areas of income, expenses, and earnings based on past, present and future operations. This position typically requires a Bachelor’s degree in finance and may require certification as a Certified Public Accountant. [-] Less

Plans, develops, and directs financial policies and practices of bank, savings bank, commercial bank, trust company, mortgage company, credit union, or company dealing in consumer credit, such as finance company, to ensure that financial objectives, goals, and institutional growth are... [+] More

Plans, develops, and directs financial policies and practices of bank, savings bank, commercial bank, trust company, mortgage company, credit union, or company dealing in consumer credit, such as finance company, to ensure that financial objectives, goals, and institutional growth are met and in accordance with policies of board of directors or corporate charter and government regulations

plans and develops investment, loan, interest, and reserve policies to ensure optimum monetary returns in accordance with availability of investment funds, government restrictions, and sound financial practices. Coordinates communication and reporting activities between divisions, departments, and branch offices to ensure availability of data required for efficient daily operations. Delegates to subordinate corporate officers authority for administering activities and operations under their control. Reviews reports and financial statements to determine policy changes due to changes in economic conditions. May serve as bank representative in professional, business, and community organizations to promote bank services. May plan budget and monitor financial activities, using computer. May serve on board of directors. May be designated according to type of financial institution as president, commercial bank; president, credit union; president, finance company; president, mortgage company; president, savings bank; president, trust company. [-] Less

Directs and coordinates company's financial affairs according to financial principles and government regulations. Establishes major economic objectives and policies for the company. Develops, directs and prepares financial analyses of operations for guidance of management. Recommends changes and ideas to top... [+] More

Directs and coordinates company's financial affairs according to financial principles and government regulations. Establishes major economic objectives and policies for the company. Develops, directs and prepares financial analyses of operations for guidance of management. Recommends changes and ideas 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. [-] Less

Manages branch or office of financial institutions, such as commercial bank, credit union, finance company, mortgage company, savings bank, or trust company

directs and coordinates activities to implement institution policies, procedures, and practices concerning granting or extending lines of credit, commercial... [+] More

Manages branch or office of financial institutions, such as commercial bank, credit union, finance company, mortgage company, savings bank, or trust company

directs and coordinates activities to implement institution policies, procedures, and practices concerning granting or extending lines of credit, commercial loans, real estate loans, and consumer credit loans. Directs, through subordinate supervisors, activities of workers engaged in implementing establishment services and performing such functions as collecting delinquent accounts, authorizing loans, or opening savings account. Establishes procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping. Contacts customers and business, community, and civic organizations to promote goodwill and generate new business. May prepare financial and regulatory reports required by law, regulations, and board of directors. May examine, evaluate, and process loan applications. May recommend securities to board or corporate officers for institution investment. May talk to customers to resolve account problems. May interview and hire workers. May evaluate data pertaining to costs to plan budget. May plan and develop methods and procedures for carrying out activities of establishment. May be designated according to type of financial institution managed, as manager, branch bank; manager, commercial bank; manager, credit union; manager, finance company; manager, mortgage company; manager, savings bank; manager, trust c. [-] Less

Sells financial services... [+] More

Sells financial services to customers of financial institution. Calls on prospective customers to present information on available services, such as deposit accounts, lines-of-credit, sales or inventory financing, cash management, or investment services. Generates prospects from current commercial customers, referral leads, and other sources. Prepares proposals to sell services upon determining customers' financial services needs.

Checks business trends and advises customers regarding expected fluctuations. Attends sales and trade meetings to develop new business prospects. Keeps current on investment product market trends and issues. May prepare forms or agreement to complete sale. May make presentations on financial services to groups to attract new clients. May prepare forms or agreement to complete sale. May evaluate costs and revenue of agreements to determine if they are profitable to continue. May sell services, such as check processing and collecting, record keeping and reporting, trust, investment, or safekeeping services, or products such as travelers' checks, to other financial institutions. May solicit businesses to participate in credit card program. [-] Less