Financial Managers
Human Advantage 78%
Significant human skills needed
AI Automation Risk Low Risk
2.3 / 10
This occupation requires complex human judgment, social interaction, and creative problem-solving that are difficult to automate.
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
Also Known As: ATM Manager (Automated Teller Machine Manager), Accountant Supervisor, Accounting Director, Accounting Manager, Accounting Supervisor, Accounts Manager, Accounts Payable Manager, Accounts Supervisor +49 more
Core Tasks
- 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.
Supplemental Tasks (11)
- 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.
- Review collection reports to determine the status of collections and the amounts of outstanding balances.
- Review reports of securities transactions or price lists to analyze market conditions.
Education & Training
Job Zone 4 Job Zone Four: Considerable Preparation Needed
Education: Most of these occupations require a four-year bachelor's degree, but some do not.
Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
On-the-Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.
Education Level Distribution
Percentage of workers in this occupation with each education level.
Technology & Tools
Hot Technologies
Software (67)
Tools & Equipment (7)
Where This Career Leads
Career progression organized by specialty track and experience level.
Business Information Management Advanced Manufacturing
Zone 4
Financial Managers You are here
Regulation Advanced Manufacturing
Zone 3
Customs Brokers 78% match
Zone 4
Financial Managers You are here
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