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



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Occupational Tasks ·  Prepare and file annual tax returns, or prepare financial information so that outside accountants can complete tax returns.
· Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, and/or reports required by regulatory agencies.
· Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
· Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
· Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
· Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
· Receive and record requests for disbursements; authorize disbursements in accordance with policies and procedures.
· Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
· Monitor and evaluate the performance of accounting and other financial staff; recommend and implement personnel actions such as promotions and dismissals.
· Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel in order to facilitate financial activities.
· Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
· Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
· Analyze the financial details of past, present, and expected operations in order to identify development opportunities and areas where improvement is needed.
· Advise management on short-term and long-term financial objectives, policies, and actions.
· Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures, and efficient control and utilization of financial resources.
· Evaluate needs for procurement of funds and investment of surpluses, and make appropriate recommendations.
· Lead staff training and development in budgeting and financial management areas.
· Receive cash and checks, and deposit funds.
· Compute, withhold, and account for all payroll deductions.
· Establish and maintain relationships with individual and business customers, and provide assistance with problems these customers may encounter.
· Examine, evaluate, and process loan applications.
· Plan, direct, and coordinate the activities of workers in branches, offices, or departments of such establishments as branch banks, brokerage firms, risk and insurance departments, or credit departments.
· Oversee the flow of cash and financial instruments.
· Recruit staff members, and oversee training programs.


Educational Requirements: ·  Bachelor's or higher plus work experience


Occupational Skill Set
Skill Relevance
·  Time Management 91%
·  Management of Financial Resources 89%
·  Instructing 88%
·  Reading Comprehension 88%
·  Mathematics 87%
·  Management of Personnel Resources 87%
·  Active Listening 86%
·  Monitoring 86%
·  Service Orientation 85%
·  Mathematics 84%