How do they match: Financial Managers

  • Financial Planning Manager

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

  • 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.
  • Evaluate data pertaining to costs to plan budgets.

  • Analyze financial records to improve budgeting or planning.
  • Develop operating strategies, plans, or procedures.