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  1. Job Roles
  2. >
  3. Financial Managers

Financial Managers

What does a professional in this career do?

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

In this job you will...

  • 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.
  • Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
  • Network within communities to find and attract new business.
  • Prepare operational or risk reports for management analysis.
  • Review collection reports to determine the status of collections and the amounts of outstanding balances.
  • Review reports of securities transactions or price lists to analyze market conditions.

Skills You Will Gain

Budgeting and Forecasting
Financial Planning
Risk Management

Representative Journeys

Advanced Excel
Advanced ExcelJohn Bura | Business | 17 hrs and 30 mins

Launch Journey

excel-visual-basic-applications-for-beginners
Excel Visual Basic Applications for Beginners
John BuraSkills: Introduction to vbaRange propertiesVBA for beginnersWorksheet objects
excel-visual-basic-applications-intermediate-level
Excel Visual Basic Applications – Intermediate Level
John BuraSkills: Building arraysExcelVBA LoopsVBA Patternsvba projectsVBA stringsVisual basic
excel-financial-analysis
Excel Financial Analysis
John BuraSkills: Balance sheetCash flowExcelFinancial ForecastingKPIsProfit and loss statement
python-excel
Python Excel
John BuraSkills: ExcelOpenPyxlPythonPython and chartsPython and datasets

Journey Completed

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  • Accounting Manager
  • Accounting Supervisor
  • Accounts Manager
  • Accounts Supervisor
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  • Asset Manager
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  • Auditing Manager
  • Auditor Supervisor
  • Bank Branch Manager
  • Bank Manager
  • Banking Branch Manager
  • Banking Center Manager (BCM)
  • Banking Manager
  • Banking Supervisor
  • Branch Manager
  • Budget Manager
  • Business Banking Manager
  • Cash Manager
  • City Comptroller
  • Collections Manager
  • Comptroller
  • Cost Accounting Manager
  • Credit Administration Manager
  • Credit and Collection Manager
  • Credit Department Manager
  • Credit Manager
  • Credit Office Manager
  • Credit Union Manager
  • Exchange Floor Manager
  • Finance Director
  • Finance Manager
  • Financial Center Manager
  • Financial Director
  • Financial Institution Branch Manager
  • Financial Institution Manager
  • Financial Manager
  • Financial Officer
  • Financial Planning Manager
  • Financial Reporting Manager
  • Financial Supervisor
  • Financial Systems Manager
  • Fiscal Manager
  • International Bank Manager
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  • Paymaster
  • Reimbursement Director
  • Residential Mortgage Manager
  • Risk and Insurance Manager
  • Risk Management Director
  • Tax Director
  • Tax Manager

SOME OF THE INSTRUCTORS AND EXPERTS SUPPORTING YOU ON THESE JOURNEYS

Excel Visual Basic Applications – Intermediate Level

Excel Visual Basic Applications – Intermediate Level

Excel Visual Basic Applications for Beginners

Excel Visual Basic Applications for Beginners

Python Excel

Python Excel

Excel Financial Analysis

Excel Financial Analysis