How do they match: Financial Managers

  • Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
  • Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
  • 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.
  • Submit delinquent accounts to attorneys or outside agencies for collection.

  • Establish interpersonal business relationships to facilitate work activities.