Profession financial manager

Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.

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Personality Type

  • Enterprising / Conventional


  • 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 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 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.


  • 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.

  • Analyse market financial trends

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

  • Follow company standards

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

  • 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.

  • 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.

  • 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.

  • Plan health and safety procedures

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

Optional knowledge and skills

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

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