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O*NET detailed work activityDirect financial operations
AI-assistCrunch the numbers
10 jobs18 tasks
AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.
Part of Manage budgets or finances, under the O*NET work activity group Guiding, Directing, and Motivating Subordinates. Individual tasks below can carry a different label when their own wording calls for it (1 AI-ready, 13 AI-assist, 4 stays human).
Tasks built on this activity
- Manage investment funds to maximize return on client investments.
- Select specific investments or investment mixes for purchase by an investment fund.
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
- Direct collection of monthly assessments, rental fees, and deposits and payment of insurance premiums, mortgage, taxes, and incurred operating expenses.
- Select or direct the execution of trades.
- Administer online purchasing systems.
- Conduct and administer fiscal operations, including accounting, planning budgets, authorizing expenditures, establishing rates for services, and coordinating financial reporting.
- Direct or coordinate an organization's financial or budget activities to fund operations, maximize investments, or increase efficiency.
- Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
- Direct or coordinate financial or budget activities to fund operations, maximize investments, or increase efficiency.
- Coordinate the development or implementation of budgetary control systems, recordkeeping systems, or other administrative control processes.
- Direct or coordinate activities of businesses involved with buying or selling investment products or financial services.
Tasks where it is part of the work
- Coordinate activities of departments, such as sales, graphic arts, media, finance, and research.
- 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.
- Establish goals for soliciting funds, develop policies for collection and safeguarding of contributions, and coordinate disbursement of funds.
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
- Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
- Direct activities of accounting or operations departments.