Trust officer vs manager finance planning and analysis

Differences between trust officer and manager finance planning and analysis duties and responsibilities

Trust officer example responsibilities.

• Manage personal trusts, special needs trusts, conservatorships, charitable remainder trusts and estates.
• Manage processing transfer requests of new IRA accounts and the corresponding follow up and collection activities.
• Achieve this through aggressive sales calling on CFO's of large corporations, attorneys, CPAs and political officials.
• Manage the day to day affairs of various personal trust relationships, IRAs, custodial accounts, powers of attorney.
• Manage portfolio of accounts consisting of housing, transportation, education and industrial development of both municipal and corporate issuers.
• Contact clients, financial advisors, payroll companies and CPA's regarding items in question.
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Manager finance planning and analysis example responsibilities.

• Manage staff analysis and reporting on GAAP operating results and statutory consolidation.
• Evaluate and screen capital projects and business expansion initiatives achieving expect ROI and organizational success.
• Manage capital projects, coordinate profit planning and annual business meetings, and co-manage SOX compliance implementation.
• Manage payroll and control human resource expense budgets by identifying variance between budget and results and continuously improving working efficiency.
• Prepare payroll and manage all human resource functions including recruitment, training and performance reviews for all administrative and financial personnel.
• Implement 1st systematic forecast for balance sheet and cash flow in Hyperion planning providing senior management timely analysis for decision making.
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