Offers finance or insurance options to clients through established relationships with lenders/providers. Explains offerings and recommends products to meet the needs of the client. Negotiates contract terms and rates to meet the goals of the organization. Ensures applications and paperwork are completed correctly and in a timely manner. May Require a bachelor's degree. Typically reports to a head of a unit/department. Supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. Typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes.
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Responsible for the supervision of finance operations and professionals. Oversees the collection and analysis of financial information for an organization. Monitors the creation of monthly, quarterly, and annual reports and ensures financial information has been recorded accurately. Reviews and interprets financial data to advise and support strategic decision-making and achieve business objectives. Ensures all financial reporting, operations, and transactions maintain compliance with organizational and regulatory financial policies, standards, and controls. Implements financial modeling and analytical tools to measure and forecast the impact of various economic scenarios, risks, and business changes. Requires a bachelor's degree. Typically reports to a manager. Supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. Typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes.
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