Profession financial manager

Finance managers plan, direct and coordinate the financial operations of an enterprise or organisation, in consultation with senior managers and with managers of other departments or sections.

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Personality Type

  • Enterprising / Conventional

Related professions highest level management (>500 employees)


  • Financial statements

    The set of financial records disclosing the financial position of a company at the end of a set period or of the accounting year. The financial statements consisting of five parts which are the statement of financial position, the statement of comprehensive income, the statement of changes in equity (SOCE), the statement of cash flows and notes.

  • Financial management

    The field of finance that concerns the practical process analysis and tools for designating financial resources. It encompasses the structure of businesses, the investment sources, and the value increase of corporations due to managerial decision-making.

  • Financial analysis

    The process of assessing the financial possibilities, means, and status of an organisation or individual by analysing financial statements and reports in order to make well informed business or financial decisions.


  • Analyse market financial trends

    Monitor and forecast the tendencies of a financial market to move in a particular direction over time.

  • Analyse financial performance of a company

    Based on accounts, records, financial statements and external information of the market, analyse the performance of the company in financial matters in order to identify improvement actions that could increase profit.

  • Strive for company growth

    Develop strategies and plans aiming at achieving a sustained company growth, be the company self-owned or somebody else's. Strive with actions to increase revenues and positive cash flows.

  • Follow company standards

    Lead and manage according to the organisation's code of conduct.

  • Plan health and safety procedures

    Set up procedures for maintaining and improving health and safety in the workplace.

  • Enforce financial policies

    Read, understand, and enforce the abidance of the financial policies of the company in regards with all the fiscal and accounting proceedings of the organisation.

  • Advise on financial matters

    Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.

  • Create a financial plan

    Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.

  • Liaise with managers

    Liaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.

Optional knowledge and skills

handle lease agreement administration manage volunteers offer financial services inform on renting agreements manage contract disputes manage the general ledger solve bank account problems create cooperation modalities trade securities perform account allocation advise on bank account apply credit risk policy manage accounts lead claim examiners manage budgets supervise property development projects analyse the credit history of potential customers maintain financial records report major building repairs develop promotional tools assess reliability of data identify customer's needs manage government-funded programmes control financial resources create underwriting guidelines public relations compare property values manage claim files budgetary principles evaluate budgets perform fundraising activities follow the statutory obligations build business relationships attend trade fairs building construction principles implement strategic planning handle customer complaints communicate with customers maintain relationship with customers insurance market government social security programmes liaise with property owners prepare financial statements corporate law guarantee customer satisfaction liaise with financiers inform on government funding develop product design analyse community needs advise on bankruptcy proceedings manage credit union operations statistics develop public relations strategies advise on tax planning develop financial products ensure compliance with company regulations create banking accounts stock market assess risk factors plan product management work within communities building codes perform property market research represent the organisation marketing principles marketing management consult credit score actuarial science draft accounting procedures maintain records of financial transactions assume responsibility for the management of a business provide information on properties oversee the facilities services budget provide cost benefit analysis reports review closing procedures insolvency law integrate shareholders' interests in business plans build community relations energy performance of buildings establish contact with potential donors communicate with tenants analyse insurance risk coordinate advertising campaigns develop product policies monitor stock market check accounting records ensure lawful business operations customer service accounting debt systems advise on property value manage profitability corporate social responsibility supervise sales activities monitor national economy analyse business objectives keep updated on the political landscape value properties debt collection techniques manage administrative systems produce materials for decision making tax legislation provide investment advice advise on investment make investment decisions national generally accepted accounting principles manage claims process consult information sources develop investment portfolio write charity grant proposals analyse external factors of companies provide support in financial calculation ensure information transparency collect property financial information prepare market research reports manage the handling of promotional materials customer relationship management perform asset recognition advise on public finance investigate social security applications negotiate with property owners perform risk analysis depreciation manage contracts develop professional network sales strategies fraud detection fire safety regulations review insurance process mortgage loans analyse business plans identify clients' needs manage financial risk produce statistical financial records attach accounting certificates to accounting transactions draw conclusions from market research results handle financial disputes plan buildings maintenance work monitor loan portfolio types of pensions negotiate on asset value perform asset depreciation budget for financial needs carry out strategic research impart business plans to collaborators financial markets public finance real estate market conclude business agreements define measurable marketing objectives sell insurance develop audit plan business management principles disseminate information on tax legislation hire new personnel prepare tax returns forms accounting department processes banking activities synthesise financial information review investment portfolios monitor title procedures assist in loan applications coordinate events get involved in the day-to-day operation of the company perform debt investigation apply for government funding conduct financial audits examine the conditions of buildings advise on communication strategies calculate insurance rate negotiate loan agreements report on overall management of a business explain accounting records organise press conferences develop an organisational structure liquidity management financial forecasting operate financial instruments draft press releases compile appraisal reports supervise staff manage staff manage securities ensure compliance with accounting conventions perform public relations abide by business ethical code of conducts coordinate operational activities check construction compliance company policies risk transfer business valuation techniques public offering communicate with banking professionals create credit policy collect rental fees perform cost accounting activities contract law trace financial transactions compile statistical data for insurance purposes create risk reports plan allocation of space initiate claim file prepare inventory of properties principles of insurance funding methods international financial reporting standards audit contractors obtain financial information perform project management liaise with local authorities determine loan conditions decide on insurance applications negotiate with stakeholders perform dunning activities ensure cross-department cooperation examine credit ratings coordinate marketing plan actions assess customer credibility make strategic business decisions financial department processes perform market research securities idenfify if a company is a going concern advise on risk management calculate dividends monitor financial accounts analyse insurance needs analyse claim files integrate strategic foundation in daily performance support development of annual budget manage loan applications foreign valuta interpret financial statements debt classification fix meetings public housing legislation inform on interest rates inspect government expenditures business loans analyse business processes investment analysis shape corporate culture ensure compliance with disclosure criteria of accounting information types of insurance analyse financial risk exert expenditure control economics market research ensure finished product meet requirements safeguard bank reputation manage personnel bookkeeping regulations international trade delegate activities develop business plans advertising techniques forecast organisational risks promote financial products organise a damage assessment apply technical communication skills ethics create insurance policies prepare credit reports prospect new customers estimate damage show an exemplary leading role in an organisation liaise with advertising agencies collect financial data handle incoming insurance claims implement operational business plans supervise accounting operations recruit employees accounting techniques maintain credit history of clients accounting entries electronic communication present reports advise on credit rating handle tenant changeover analyse loans monitor contractor performance financial products manage donor database assess financial viability protect client interests credit control processes execute feasibility study handle financial transactions liaise with shareholders prepare financial auditing reports claims procedures provide financial product information advise on tax policy ensure proper document management maintain client debt records manage corporate bank accounts financial jurisdiction modern portfolio theory insurance law analyse internal factors of companies organise property viewing estimate profitability inform on fiscal duties survey techniques evaluate performance of organisational collaborators concurrent estate liaise with board members train employees recruit personnel manage fundraising activities liaise with auditors plan marketing campaign deliver a sales pitch perform clerical duties calculate tax property law align efforts towards business development cost management perform stock valuation create a financial report develop company strategies