Assess clients’ financial situation to determine if they need financial services such as investment services, insurance, or certificates of deposit Recommend both short-term and long-term investment options for clients Understand investment goals and recommend asset selection strategies Develop corrective financial action plans Prepare budget and cost reports for management Analyze and report variances for projects Perform or assist with financial compliance and procedural audits Ensure that a company’s internal controls and policies are functional and adequate and that they comply with regulatory rules