Financial Managers

What the job really is

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

At a glance

• Sector: Management
• O*NET-SOC code: 11-3031
• O*NET job zone: 4 — considerable preparation
• Work sample tasks on file: 12
• Tools and technologies listed: 12

What you actually do

Work sample tasks recorded for this occupation:

• Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
• Oversee the flow of cash or financial instruments.
• Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
• Recruit staff members.
• Evaluate data pertaining to costs to plan budgets.
• Oversee training programs.
• Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
• Communicate with stockholders or other investors to provide information or to raise capital.
• Develop or analyze information to assess the current or future financial status of firms.
• Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
• Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
• Examine, evaluate, or process loan applications.

Tools and technology

Adobe Acrobat, Alteryx software, IBM SPSS Statistics, Intuit QuickBooks, Marketo Marketing Automation, Microsoft Access, Microsoft Excel, Microsoft Office software, Microsoft Outlook, Microsoft PowerPoint, Microsoft Project, Microsoft SQL Server

What employers expect you to already be comfortable with.

Where this job leads

Related occupations — the usual moves up and sideways:

• Accountants and Auditors
• Financial and Investment Analysts
• Personal Financial Advisors
• Credit Analysts
• Loan Officers
• Financial Risk Specialists
• Securities, Commodities, and Financial Services Sales Agents
• Treasurers and Controllers

Getting in

O*NET assigns this occupation job zone 4 (considerable preparation). The related occupations above are the realistic routes in and out.

Find openings

Browse the verified job sources directory, or explore more occupations.

Check this against the source

O*NET OnLine: Financial Managers — the authoritative public-domain profile this page is derived from, including the full task list, reported skills and the wage estimates for your region.

Derived and rewritten from the public-domain O*NET database (U.S. Department of Labor / Employment and Training Administration). Figures are observations, not promises — always confirm salary, licensing and visa requirements with the employer and the relevant authority.