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.
Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Analyze and classify risks and investments to determine their potential impacts on companies.
Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
Submit delinquent accounts to attorneys or outside agencies for collection.
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

Journey Completed

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.
Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Analyze and classify risks and investments to determine their potential impacts on companies.
Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
Submit delinquent accounts to attorneys or outside agencies for collection.
Review reports of securities transactions or price lists to analyze market conditions.