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TASK

Financial Managers

ID

work_management/financial_managers

Type

TASK

Children

17

Child Nodes (17)

ATOMIC

Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

ATOMIC

Oversee the flow of cash or financial instruments.

ATOMIC

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.

ATOMIC

Recruit staff members.

ATOMIC

Evaluate data pertaining to costs to plan budgets.

ATOMIC

Oversee training programs.

ATOMIC

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

ATOMIC

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

ATOMIC

Develop or analyze information to assess the current or future financial status of firms.

ATOMIC

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

ATOMIC

Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

ATOMIC

Examine, evaluate, or process loan applications.

ATOMIC

Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.

ATOMIC

Network within communities to find and attract new business.

ATOMIC

Prepare operational or risk reports for management analysis.

ATOMIC

Review collection reports to determine the status of collections and the amounts of outstanding balances.

ATOMIC

Review reports of securities transactions or price lists to analyze market conditions.