How do they match: Financial Managers

  • 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.
  • 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.
  • Prepare operational or risk reports for management analysis.

  • Analyze financial records or reports to determine state of operations.
  • Coordinate operational activities with external stakeholders.
  • Develop operating strategies, plans, or procedures.
  • Direct financial operations.
  • Direct organizational operations, projects, or services.
  • Establish interpersonal business relationships to facilitate work activities.
  • Prepare operational progress or status reports.