Financial Managers

Role Description

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

Skills

  • Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Understanding written sentences and paragraphs in work-related documents.
  • Talking to others to convey information effectively.
  • Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Required Knowledge

  • Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
  • Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
  • Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Roles & Responsibilities

  • Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
  • Developing constructive and cooperative working relationships with others, and maintaining them over time.
  • Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
  • Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.

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