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.

Would you like to know what kind of career and professions suit you best? Take our free Holland code career test and find out.

Personality Type

Related professions highest level management (>500 employees)

  • Advertising or public relations manager
  • Company director, > 500 employees
  • HR manager
  • IT manager
  • Logistics manager
  • Manager, all other services
  • Manufacturing plant manager
  • Policy or planning manager
  • R&D manager
  • Sales or marketing manager


  • 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.

  • 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.


  • 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.

  • Analyse market financial trends

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

  • Liaise with managers

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

  • 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.

  • 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.

  • 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.

Optional knowledge and skills

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

Source: Sisyphus ODB