Prepares and implements... [+] More

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Assesses client's financial status, prepares 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. [-] Less

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies.

Develops, plans,and implements merchandising programs to plan merchandise, control inventory, and allocate merchandise to stores so as to optimize flow of materials, timing, quantities, margins, and optimum unit purchases; but does not have purchasing responsibilities. Directs analysts, planners, and/or allocators.

Consults... [+] More

Develops, plans,and implements merchandising programs to plan merchandise, control inventory, and allocate merchandise to stores so as to optimize flow of materials, timing, quantities, margins, and optimum unit purchases; but does not have purchasing responsibilities. Directs analysts, planners, and/or allocators.

Consults with other personnel to plan allocations to stores. Typically responsible for gross margin planning and analysis. Recommends new policies or procedures as necessary. Interprets company policy to employees and enforces company policy and practices. Oversees preparation and control of departmental annual budget. May recruit, hire, train staff, evaluate employee performance, and recommend or initiate promotions, transfers, and disciplinary action. [-] Less

Plans and allocates merchandise to stores to accomplish an optimum balance of inventory. Ensures the accuracy and execution of all store plans and merchandise allocations.

Develops and updates store plans that link to product plans. Builds store profiles. Utilizes attributes to... [+] More

Plans and allocates merchandise to stores to accomplish an optimum balance of inventory. Ensures the accuracy and execution of all store plans and merchandise allocations.

Develops and updates store plans that link to product plans. Builds store profiles. Utilizes attributes to group stores, such as sales volume, region, location type, and climate. Analyzes history and current sales trends to enhance the allocation methodology. Coordinates allocation of merchandise with Product Planner and Buyers and proactively communicates unit needs. Identifies additional inventory balance needs and issues store redistribution recommendations in collaboration with Buyers. Develops and monitors initial and ongoing allocations for new and remodeled stores. Prepares and reports regular sales, gross profit, and inventory plans and forecasts. Assists Buyers in the development and refinement of assortment plans based on store group profiles. Recommend SKU amendments. [-] Less

Coordinates development of plan that describes how advertising time and space will be used to support client's marketing objectives

Confers with clients to review their marketing objectives to reach customers through use of communications media, such as newspapers, magazines, radio, and... [+] More

Coordinates development of plan that describes how advertising time and space will be used to support client's marketing objectives

Confers with clients to review their marketing objectives to reach customers through use of communications media, such as newspapers, magazines, radio, and television. Discusses information with client, including customer buying preferences or services to be advertised, demographic information on customers, and advertising budget. Coordinates development of media plan with MEDIA BUYER (business ser.) 162.117-034 and other in-house staff, including research, account services, and creative departments. Determines necessary types of information to include in media plan which describes how selected advertising media will meet client's needs. Reviews, with staff, goal of media plan to find and describe media audiences that possess characteristics similar to target consumer groups. Develops media plan, including media budget, selection of communication media, time frame for running ads, identification of consumers for product or service, and identification of demographic characteristics of consumers, such as age, sex, income, and geographical location. Reviews statistical data and research reports on consumers, different geographical markets, sales, and product competitors. Determines whether more than one type of medium is desirable in media plan. Determines which media type within given periods of time will be used to expose targeted consumers to advertising message, according to research and knowledge gained from past experience. Ensures that critical factors are described in media plan. Ensures that words, color, audio, and visual of advertising message compliment media selection. Presents media plan to client and responds to questions and modifications desired by client. Negotiates agreement on media plan items, such as target audience, type of media to be used, and final advertising budget. Sends approved media plan to media buying department with specifications, such as what media are to be purchased, time frame of advertising campaign, and budget. Monitors implementation of buying plan. Modifies media plan when changes will result in better opportunity to achieve marketing goals. Ensures that purchased time and space are delivered as agreed. Monitors advertising budget. Audits reports of media activities, such as number of spots, and gross rating points. Meets with media representatives and attends trade shows. Reads communication industry and national news publications to maintain awareness of current promotions, changes in technology, and issues of public interest. |May perform duties of MEDIA BUYER (business ser.) 162.117-034 in small establishments. [-] Less

Develops,... [+] More

Develops, coordinates implementation of, and evaluates plan to continue establishment data processing activities at off-site location in case of emergency, such as fire, at main site. Determines hardware, software, data files, safe storage facilities, and other resources required. Excludes paraprofessional positions.

Establishes priority of data processing activities according to importance to business. Develops plan to meet emergency data processing needs. Identifies personnel needed to implement plan. Presents plan to management and recommends means of obtaining required facilities, such as contracting with off-site vendor. Coordinates implementation of plan. Tests emergency data processing system, using computer and test data. Writes report to document test results and updates emergency recovery procedures. [-] Less

Collaborates with technical experts on a variety of National Environmental Policy Act (NEPA) and specific State environmental quality acts, policies, or practices-related documents for organizations involved in urban in-fill, transit oriented development, transportation and public works, water resources, power projects,... [+] More

Collaborates with technical experts on a variety of National Environmental Policy Act (NEPA) and specific State environmental quality acts, policies, or practices-related documents for organizations involved in urban in-fill, transit oriented development, transportation and public works, water resources, power projects, etc., that will improve the quality of life in a specific state or area. Prepares and manages environmental documents. Assumes responsibility for due diligence studies, opportunities and constraint analysis and supporting technical studies, public outreach and presentations to public entities, as well as project organization and submittals and coordination with sub consultants. Works out compliance and permitting and ensures environmental compliance and safety.

Works on a full range of environmental planning services, including resource assessments and management plans, environmental impact statements, environmental assessments, categorical exclusions, and environmental overviews. Scopes critical issues and at-risk resources, clearly defines a project's purpose and need, identifies and evaluates a feasible range of alternatives, discloses potential impacts, provides adequate and reasonable mitigation measures, and participates with the public in decision-making processes. Prepares all levels of NEPA studies, and natural, social, and cultural resource planning documents. Displays strong working relationships with Federal, State, tribal, and local resource and regulatory agencies. [-] Less

Reviews assets and liabilities of estate to determine that insurance is adequate for financial protection of estate. Studies legal instruments, such as wills, trusts, business agreements, life insurance policies, and government benefits, to estimate value and expenses of estate. May... [+] More

Reviews assets and liabilities of estate to determine that insurance is adequate for financial protection of estate. Studies legal instruments, such as wills, trusts, business agreements, life insurance policies, and government benefits, to estimate value and expenses of estate. May be required to hold state license.

Computes expenses, taxes, and debts to determine value of adjusted gross estate, using knowledge of accounting and tax laws. Prepares and discusses program with client that will provide maximum financial security for family and protect investments. Suggests purchase of additional or new life insurance when analysis of estate indicates need for meeting cash demands at death. Discusses legal instruments with family attorney if study indicates need for change. [-] Less

Arranges for utilization... [+] More

Arranges for utilization of space and facilities for unit or business establishment consistent with requirements of organizational efficiency and available facilities and funds. Inspects buildings and office areas to evaluate suitability for occupancy, considering such factors as air circulation, lighting, location, and size. Measures or leads workers engaged in measurement of facilities to determine total square footage available for occupancy. Computes square footage available for each member of staff to determine whether minimum space restrictions can be met. Work is generally technical in nature but excludes positions that require a four-year degree in engineering.

Draws design layout, showing location of furniture, equipment, doorways, electrical and telephone outlets, and other facilities. May review real estate contracts for compliance with government specifications and suitability for occupancy of employing agency. May direct workers engaged in moving furniture and equipment and preparing facilities for occupancy. [-] Less

Prepares production schedules for business unit or organization. Draws up master schedule to establish sequence and lead time of each operation to meet completion dates according to sales forecasts or customer orders. Arranges orders into a sequential work schedule. Examines... [+] More

Prepares production schedules for business unit or organization. Draws up master schedule to establish sequence and lead time of each operation to meet completion dates according to sales forecasts or customer orders. Arranges orders into a sequential work schedule. Examines production specifications and capacity data, and performs mathematical calculations to determine production processes, tools, and human resource requirements.

Translates orders into a sequential work schedule. Analyzes production specifications and capacity data, and performs mathematical calculations to determine production processes, tools, and human resource requirements. Plans and schedules workflow for each department and operation according to previously established production sequences and lead times. Plans sequence of operations. Confers with department supervisors to determine status of assigned projects. Expedites operations that delay schedules, and alters schedules to meet unforeseen conditions. Prepares production reports. May prepare lists and purchase orders to obtain required materials, tools, and equipment. [-] Less