Customer Service Officer – II are responsible for financial planning, analysis and projection for companies and corporations. They forecast future revenues and expenditures to establish cost structures and determine capital budgeting for projects. Customer Service Officer – II work with Accountant and other executive-level team members to set bank-wide investment direction and policies.
Customer Service Officer – II leverage strong accounting and compliance backgrounds to explore historical financial data, predict future results and drive process and policy improvements.
Analyzing current and past financial data and performance
Preparing reports and projections based on this analysis
Evaluating current capital expenditures and depreciation
Exploring investment opportunities
Establishing and evaluating profit plans
Providing financial models and forecasting
Providing instructional leadership to department managers
Developing and implementing the company's strategic plan