Analyze and manage risk management issues by identifying, measuring, and making decisions on operational or enterprise risks for an organization.

Develop quantitative financial products used to inform individuals or financial institutions engaged in saving, lending, investing, borrowing, or managing risk. They investigate methods for financial analysis to create mathematical models used to develop improved analytical tools or advanced financial investment instruments.

Prepare tax returns for individuals or small businesses.

Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. They advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.

Provide guidance to prospective loan applicants who have problems qualifying for traditional loans. Their guidance may include determining the best type of loan and explaining loan requirements or restrictions.

Advise and educate individuals or organizations on acquiring and managing debt. They provide guidance in determining the best type of loan and explaining loan requirements or restrictions. They help develop debt management plans, advise on credit issues, or provide budget, mortgage, and bankruptcy counseling.

Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. They examine, verify, or authenticate records.

Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Their duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.