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U.S. Dept. of Labor code 11-3031.00Market Standard — pending BLS/OEWS enrichment

Financial Managers

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

What this job is about

Manage financial operations and relationships effectively.

What this work involves, step by step

AI can help most with the planning, drafting, and paperwork below — not the hands-on parts.

  1. 1

    Establish customer relationships

    Build and maintain relationships with individual or business customers.

  2. 2

    Oversee cash flow

    Monitor and manage the flow of cash and financial instruments.

  3. 3

    Plan and coordinate activities

    Direct activities of workers in financial departments or branches.

  4. 4

    Evaluate financial data

    Analyze information to assess the financial status of firms.

  5. 5

    Prepare financial reports

    Create regulatory and financial reports as required by laws and regulations.

Tools used in this work
Adobe AcrobatAlteryx softwareIBM SPSS StatisticsIntuit QuickBooksMarketo Marketing AutomationMicrosoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft ProjectMicrosoft SharePointMicrosoft SQL ServerMicrosoft VisioMicrosoft Visual BasicMicrosoft Visual Basic for Applications VBAMicrosoft WindowsMicrosoft WordOracle DatabaseOracle PeopleSoftOracle Primavera Enterprise Project Portfolio ManagementRSalesforce softwareSAP softwareSASStructured query language SQLTableauTeradata DatabaseWorkday softwareYardi software

Free — no credit card required. 200 messages included.