- Participating in the organization's strategic business and financial planning processes
- Setting financial goals in support of business operations and strategic directions
- Planning and managing the finances of the entire organization
- Managing securities and cash portfolios, other liquid assets, and debt
- Obtaining financing for major initiatives or acquisitions
- Providing financial due-diligence for any merger and acquisition activities
- Managing important vendor relationships
- Managing business and financial operations
- Researching and staying abreast of the latest regulatory trends
- Researching and staying abreast of the latest financial accounting reporting trends
- Monitoring financial processes, policies, systems and personnel
- Assuring compliance with accepted financial accounting standards
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