How do they match: Financial Managers

  • Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
  • 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, and coordinate risk and insurance programs of establishments to control risks and losses.
  • 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.

  • Establish interpersonal business relationships to facilitate work activities.