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Occupation AtlasFinancial Managers

O*NET · 11-3031.00

Financial Managers

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

Also called Accountant Supervisor · Accounting Director · Accounting Manager · Accounting Supervisor · Accounts Manager · Accounts Payable Manager · Accounts Supervisor · Actuarial Manager
54 more

Asset Manager · ATM Manager · ATM Manager (Automated Teller Machine Manager) · Auditing Manager · Auditor Supervisor · Auto Finance Manager · Auto Finance Manager (Automotive Finance Manager) · Bank Branch Manager · Bank Manager · Banking Branch Manager · Banking Center Manager (BCM) · Banking Manager · Banking Supervisor · BCM · Branch Manager · Budget Manager · Business Banking Manager · Cash Manager · City Comptroller · Collections Manager · Comptroller · Cost Accounting Manager · Credit Administration Manager · Credit and Collection Manager · Credit Department Manager · Credit Manager · Credit Office Manager · Credit Union Manager · District Branch Manager · Exchange Floor Manager · Finance Director · Finance Manager · Financial Center Manager · Financial Director · Financial Institution Branch Manager · Financial Institution Manager · Financial Manager · Financial Officer · Financial Planning and Analysis Manager · Financial Planning Manager · Financial Reporting Manager · Financial Supervisor · Financial Systems Manager · Fiscal Manager · International Bank Manager · Investment Manager · Paymaster · Reimbursement Director · Residential Mortgage Manager · Revenue Cycle Manager · Risk and Insurance Manager · Risk Management Director · Tax Director · Tax Manager

Job Zone 4 — Considerable Preparation NeededHolland code ECS35 skills on file

Compare with another occupationCompare with Fundraising Managers

Job Zone

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5

Zone 4: Considerable Preparation Needed

Considerable preparation. Usually a bachelor's degree plus several years of work-related experience, knowledge, or training.

Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.

Occupational interest profile

ECSEnterprising · Conventional · Social — the three strongest interests, in order

  • E Enterprising7.00
  • C Conventional5.56
  • S Social3.04
  • I Investigative2.46
  • A Artistic1.59
  • R Realistic1.36

RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.

Education and experience

The education level respondents say the job requires, and the most common answer for experience and training.

  • High School Diploma or the equivalent14%
  • Some College Courses5%
  • Associate's Degree or other 2-year degree4%
  • Bachelor's Degree56%
  • Post-Baccalaureate Certificate21%
Related work experience
Over 4 years, up to and including 6 years (42%)
On-site or in-plant training
None (34%)
On-the-job training
Over 3 months, up to and including 6 months (40%)

Typically associated skills

All 35 O*NET skills, most important first. Importance (1–5) says how much a skill matters here; level (0–7) says how much of it the work calls for, with O*NET's example of a nearby level. Neither is a proficiency rating of a person.

  • Active Listeningbasic4.04.4Level 4 looks like: Answer inquiries regarding credit references
  • Reading Comprehensionbasic4.04.4Level 4 looks like: Understand an email from management describing new personnel policies
  • Critical Thinkingbasic4.04.3Level 4 looks like: Evaluate customer complaints and determine appropriate responses
  • Speakingbasic4.04.1Level 4 looks like: Interview applicants to obtain personal and work history
  • Monitoringbasic3.84.1Level 4 looks like: Monitor a meeting and revise the agenda to ensure important topics are discussed
  • Writingbasic3.83.6Level 4 looks like: Write an email to staff outlining new directives
  • Management of Personnel Resources3.64.0Level 4 looks like: Direct the activities of a road repair crew with minimal disruption of traffic flow
  • Complex Problem Solving3.63.9Level 4 looks like: Redesign a floor layout to take advantage of new manufacturing techniques
  • Judgment and Decision Making3.63.9Level 4 looks like: Evaluate a loan application for degree of risk
  • Coordination3.63.8Level 4 looks like: Work with others to put a new roof on a house
  • Social Perceptiveness3.63.8Level 4 looks like: Be aware of how a coworker's promotion will affect a work group
  • Time Management3.63.8Level 4 looks like: Allocate the time of subordinates to projects for the coming week
Show the other 23
  • Service Orientation3.63.6Level 4 looks like: Make flight reservations for customers using an online booking site
  • Active Learningbasic3.54.0Level 4 looks like: Determine the impact of new menu changes on a restaurant's purchasing requirements
  • Mathematicsbasic3.53.6Level 4 looks like: Calculate the square footage of a new home under construction
  • Persuasion3.43.8Level 4 looks like: Convince a supervisor to purchase new office equipment
  • Negotiation3.13.8Level 4 looks like: Contract with a wholesaler to sell items at a given cost
  • Management of Financial Resources3.13.6Level 4 looks like: Prepare and manage a budget for a short-term project
  • Learning Strategiesbasic3.03.4Level 4 looks like: Identify an alternative approach to help trainees who are having difficulties
  • Systems Analysis3.03.3Level 4 looks like: Determine how a new piece of equipment will affect production rates
  • Systems Evaluation3.03.3Level 4 looks like: Identify the reasons why a client might be unhappy with a product
  • Instructing2.93.4Level 4 looks like: Instruct a coworker in how to operate a software program
  • Management of Material Resources2.42.1Level 2 looks like: Reserve a room for a management meeting
  • Programming1.91.6Level 2 looks like: Write a program to sort objects in a database
  • Quality Control Analysis1.91.5Level 2 looks like: Inspect a draft email for errors (e.g., grammar, punctuation)
  • Operations Monitoring1.91.4Level 2 looks like: Monitor completion times while running a computer program
  • Operations Analysis1.81.1Level 2 looks like: Select a printer for an office
  • Technology Design1.60.9
  • Equipment Selection1.3—
  • Sciencebasic1.3—
  • Troubleshooting1.3—
  • Operation and Control1.1—
  • Equipment Maintenance1.0—
  • Installation1.0—
  • Repairing1.0—

Tasks

6 core · 11 supplemental

What people in this occupation do, as O*NET records it, core tasks first by importance (1–5).

  1. Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.4.3
  2. Oversee the flow of cash or financial instruments.4.2
  3. 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.4.1
  4. Recruit staff members.3.8
  5. Evaluate data pertaining to costs to plan budgets.3.6
  6. Oversee training programs.3.5
Show the other 11
  1. Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.4.4
  2. Communicate with stockholders or other investors to provide information or to raise capital.4.2
  3. Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.4.1
  4. Develop or analyze information to assess the current or future financial status of firms.4.1
  5. Examine, evaluate, or process loan applications.4.0
  6. Prepare financial or regulatory reports required by laws, regulations, or boards of directors.4.0
  7. 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.3.8
  8. Network within communities to find and attract new business.3.8
  9. Prepare operational or risk reports for management analysis.3.7
  10. Review collection reports to determine the status of collections and the amounts of outstanding balances.3.6
  11. Review reports of securities transactions or price lists to analyze market conditions.3.2

Knowledge

Bodies of knowledge the work draws on.

  • Customer and Personal Service4.75.4Level 4 looks like: Be responsible for 10 children at daycare
  • Administration and Management4.35.4Level 4 looks like: Monitor progress of a project to ensure timely completion
  • Economics and Accounting4.15.8
  • Administrative3.75.0Level 4 looks like: Type 30 words per minute
  • Mathematics3.74.5Level 4 looks like: Analyze data to determine areas with the highest sales
  • Law and Government3.63.9Level 4 looks like: Prepare documents and title papers for the purchase of a new house
  • Personnel and Human Resources3.54.3Level 4 looks like: Interview applicants for an administrative position
  • Sales and Marketing3.44.4Level 4 looks like: Introduce clients to a new line of products
Show all 33
  • Computers and Electronics3.34.0Level 4 looks like: Use a computer to format a document
  • Education and Training3.34.7Level 4 looks like: Lead a quality improvement seminar
  • English Language3.33.8Level 4 looks like: Edit an article for a news website
  • Communications and Media2.72.6
  • Psychology2.32.7
  • Public Safety and Security2.22.0Level 1 looks like: Use a seatbelt
  • Production and Processing1.91.9Level 1 looks like: Put a computer back into its packing materials
  • Foreign Language1.71.2Level 1 looks like: Say "please" and "thank you" in a foreign language
  • Telecommunications1.71.3Level 1 looks like: Send an email
  • Geography1.61.7Level 1 looks like: Know the capital of the United States
  • Philosophy and Theology1.61.3Level 1 looks like: Watch a TV show on family values
  • Sociology and Anthropology1.61.3Level 1 looks like: Identify two cultures in a story as being different
  • Mechanical1.4—
  • Transportation1.4—
  • Building and Construction1.3—
  • Design1.3—
  • Engineering and Technology1.3—
  • Therapy and Counseling1.3—
  • History and Archeology1.2—
  • Food Production1.1—
  • Biology1.0—
  • Chemistry1.0—
  • Fine Arts1.0—
  • Medicine and Dentistry1.0—
  • Physics1.0—

Abilities

Enduring capacities the work calls for.

  • Oral Comprehension4.14.5Level 4 looks like: Understand a coach's oral instructions for a sport
  • Oral Expression4.14.6Level 4 looks like: Give instructions to a lost motorist
  • Written Comprehension4.14.6Level 4 looks like: Understand an apartment lease
  • Deductive Reasoning4.04.6Level 5 looks like: Decide what factors to consider in selecting stocks
  • Speech Clarity4.04.0Level 4 looks like: Make stadium-wide announcements during a sporting event
  • Inductive Reasoning3.94.1Level 4 looks like: Determine the prime suspect based on crime scene evidence
  • Problem Sensitivity3.94.0Level 4 looks like: Notice from a subtle difference in a client's mood that something is bothering them
  • Written Expression3.94.1Level 4 looks like: Write a job recommendation for a subordinate
Show all 52
  • Information Ordering3.83.5Level 2 looks like: Follow the correct steps to make change
  • Near Vision3.84.1Level 5 looks like: Read the fine print of a legal document
  • Speech Recognition3.83.9Level 4 looks like: Identify a former customer's voice over the phone
  • Mathematical Reasoning3.53.8Level 4 looks like: Decide how to calculate profits to determine the amounts of yearly bonuses
  • Number Facility3.54.3Level 5 looks like: Compute the interest payment that should be generated from an investment
  • Fluency of Ideas3.43.5Level 4 looks like: Think of as many ideas as possible for the name of a new company
  • Flexibility of Closure3.33.4Level 4 looks like: Look for a golf ball in tall grass
  • Category Flexibility3.13.5Level 3 looks like: Classify flowers according to size, color, and smell
  • Speed of Closure3.03.0Level 3 looks like: Recognize a song after hearing only the first few notes
  • Originality2.93.1Level 4 looks like: Redesign job tasks to be interesting for employees
  • Perceptual Speed2.92.6Level 2 looks like: Sort mail according to ZIP codes with no time pressure
  • Selective Attention2.82.6Level 2 looks like: Answer a business call with coworkers talking nearby
  • Memorization2.52.6
  • Far Vision2.32.1Level 2 looks like: Read a roadside billboard
  • Time Sharing2.32.0Level 2 looks like: Listen to music while entering numbers into a spreadsheet
  • Visualization2.12.1Level 2 looks like: Imagine how to place paper in a printer so that the letterhead comes out on top
  • Auditory Attention2.01.6Level 2 looks like: Listen to a lecture while people nearby are talking
  • Wrist-Finger Speed2.01.6Level 2 looks like: Use a screwdriver to twist in a screw
  • Trunk Strength1.91.4Level 2 looks like: Sit up in an office chair
  • Arm-Hand Steadiness1.80.9
  • Finger Dexterity1.81.1Level 2 looks like: Put coins in a parking meter
  • Manual Dexterity1.80.9Level 1 looks like: Screw a light bulb into a light socket
  • Depth Perception1.50.6
  • Hearing Sensitivity1.51.0Level 2 looks like: Notice a doorbell ringing
  • Visual Color Discrimination1.40.6Level 1 looks like: Separate laundry into colors and whites
  • Control Precision1.3—
  • Night Vision1.1—
  • Peripheral Vision1.1—
  • Sound Localization1.1—
  • Stamina1.1—
  • Dynamic Flexibility1.0—
  • Dynamic Strength1.0—
  • Explosive Strength1.0—
  • Extent Flexibility1.0—
  • Glare Sensitivity1.0—
  • Gross Body Coordination1.0—
  • Gross Body Equilibrium1.0—
  • Multilimb Coordination1.0—
  • Rate Control1.0—
  • Reaction Time1.0—
  • Response Orientation1.0—
  • Spatial Orientation1.0—
  • Speed of Limb Movement1.0—
  • Static Strength1.0—

Work activities

Kinds of activity the work is made of.

  • Communicating with Supervisors, Peers, or Subordinates4.34.9Level 4 looks like: Report the results of a sales meeting to a supervisor
  • Establishing and Maintaining Interpersonal Relationships4.34.9Level 4 looks like: Maintain good working relationships with almost all coworkers and clients
  • Processing Information4.34.9Level 4 looks like: Calculate the adjustments for insurance claims
  • Working with Computers4.33.5Level 4 looks like: Write software for keeping track of parts in inventory
  • Coaching and Developing Others4.24.7Level 4 looks like: Provide on-the-job training for administrative workers
  • Evaluating Information to Determine Compliance with Standards4.24.4Level 4 looks like: Evaluate a complicated insurance claim for compliance with policy terms
  • Getting Information4.25.0Level 4 looks like: Review a budget
  • Making Decisions and Solving Problems4.24.9Level 4 looks like: Select the location for a major retail store
Show all 41
  • Guiding, Directing, and Motivating Subordinates4.14.6Level 4 looks like: Manage a small team of employees in a dynamic workplace
  • Organizing, Planning, and Prioritizing Work4.15.1Level 4 looks like: Plan and adjust a personal to-do list according to changing demands
  • Analyzing Data or Information4.04.4Level 4 looks like: Determine the interest cost to finance a new building
  • Coordinating the Work and Activities of Others4.04.4Level 4 looks like: Organize the cleanup crew after a major sporting event
  • Updating and Using Relevant Knowledge3.84.8Level 4 looks like: Keep current on changes in maintenance procedures for repairing sports cars
  • Developing and Building Teams3.73.3Level 4 looks like: Lead an assembly team in an automobile plant
  • Judging the Qualities of Objects, Services, or People3.74.3Level 4 looks like: Determine the value of property lost in a fire
  • Developing Objectives and Strategies3.64.2Level 4 looks like: Develop the plan to complete the merger of two organizations over a 3-year period
  • Documenting/Recording Information3.63.5Level 4 looks like: Document the results of a crime scene investigation
  • Scheduling Work and Activities3.64.2Level 4 looks like: Prepare the work schedule for salesclerks in a large retail store
  • Communicating with People Outside the Organization3.53.7Level 4 looks like: Present information to potential clients about available services
  • Training and Teaching Others3.53.8Level 4 looks like: Teach a social sciences course to high school students
  • Performing Administrative Activities3.44.0Level 4 looks like: Complete tax forms for a small business
  • Performing for or Working Directly with the Public3.43.6Level 4 looks like: Sell shoes in a crowded shoe store
  • Providing Consultation and Advice to Others3.44.2Level 4 looks like: Recommend a new software package to increase operational efficiency
  • Identifying Objects, Actions, and Events3.33.9Level 4 looks like: Judge the suitability of food products for an event
  • Interpreting the Meaning of Information for Others3.33.3Level 4 looks like: Interpret how foreign tax laws apply to U.S. exports
  • Monitoring Processes, Materials, or Surroundings3.13.7Level 4 looks like: Test electrical circuits
  • Resolving Conflicts and Negotiating with Others3.13.9Level 4 looks like: Get two subordinates to agree about vacation schedules
  • Thinking Creatively3.13.5Level 4 looks like: Adapt popular music for a high school marching band
  • Staffing Organizational Units2.93.2Level 4 looks like: Interview candidates for a sales position and make hiring recommendations
  • Estimating the Quantifiable Characteristics of Products, Events, or Information2.72.1Level 1 looks like: Estimate the size of household furniture to be shipped
  • Monitoring and Controlling Resources2.73.1Level 4 looks like: Work as a chef responsible for ordering food for the menu
  • Selling or Influencing Others2.72.9
  • Assisting and Caring for Others2.42.7
  • Inspecting Equipment, Structures, or Materials2.21.3Level 1 looks like: Check that doors to building are locked
  • Performing General Physical Activities1.91.3Level 1 looks like: Walk between workstations in a small office
  • Controlling Machines and Processes1.81.2Level 1 looks like: Operate a cash register
  • Operating Vehicles, Mechanized Devices, or Equipment1.71.1Level 1 looks like: Drive a car
  • Handling and Moving Objects1.51.2Level 1 looks like: Change settings on copy machines
  • Repairing and Maintaining Electronic Equipment1.40.6Level 1 looks like: Use display settings to adjust a television picture
  • Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment1.30.5Level 1 looks like: Specify the lighting for a work area
  • Repairing and Maintaining Mechanical Equipment1.1—

Work context

The conditions most characteristic of the work, on O*NET's 1–5 context scale.

  • E-Mail5.0
  • Face-to-Face Discussions with Individuals and Within Teams4.9
  • Work With or Contribute to a Work Group or Team4.8
  • Importance of Being Exact or Accurate4.7
  • Indoors, Environmentally Controlled4.7
  • Telephone Conversations4.6
  • Impact of Decisions on Co-workers or Company Results4.5
  • Time Pressure4.5
  • Work Outcomes and Results of Other Workers4.5
  • Determine Tasks, Priorities and Goals4.4

Technology

64 tools

Software used in this work. In demand: among the tools job postings for this occupation name most. Hot: often named in job postings across the economy.

In demand (5)

  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • SAP softwarehot

Hot (25; 5 more marked hot above)

  • Adobe Acrobat
  • Alteryx software
  • IBM SPSS Statistics
  • Intuit QuickBooks
  • Marketo Marketing Automation
  • Microsoft Access
  • Microsoft Project
  • Microsoft SharePoint
  • Microsoft SQL Server
  • Microsoft Visio
  • Microsoft Visual Basic
  • Microsoft Visual Basic for Applications VBA
  • Microsoft Windows
  • Microsoft Word
  • Oracle Database
  • Oracle PeopleSoft
  • Oracle Primavera Enterprise Project Portfolio Management
  • R
  • Salesforce software
  • SAS
  • Structured query language SQL
  • Tableau
  • Teradata Database
  • Workday software
Show the other 1
  • Yardi software
Other tools (34)
  • Accounts receivable software
  • ADP Workforce Now
  • ARES Corporation PRISM Project Estimator
  • Blackbaud The Raiser's Edge
  • Credit management software
  • Database software
  • Delphi Technology
  • FileMaker Pro
  • Fund accounting software
  • Healthcare common procedure coding system HCPCS
  • Human resource information system (HRIS)
  • Human resource management software HRMS
  • IBM Cognos Impromptu
  • IBM Notes
  • IBM Power Systems software
  • LexisNexis
  • Microsoft Dynamics
  • Microsoft Dynamics GP
  • Microsoft Exchange
  • MicroStrategy
  • Moody's KMV FAMAS
  • NetSuite ERP
  • Oracle Business Intelligence Enterprise Edition
  • Oracle E-Business Suite Financials
  • Oracle Fusion Applications
  • Oracle Hyperion
  • Oracle JD Edwards EnterpriseOne
  • Oracle PeopleSoft Financials
  • Qlik Tech QlikView
  • Sage 50 Accounting
  • SAP Business Objects
  • SAP Crystal Reports
  • Tax compliance property tax management software
  • Tax software

Related occupations

O*NET's own list of the occupations most related to this one, closest first.

  1. Accountants and Auditors
  2. Financial and Investment Analysts
  3. Personal Financial Advisors
  4. Credit Analysts
  5. Loan Officers
  6. Financial Risk Specialists
  7. Securities, Commodities, and Financial Services Sales Agents
  8. Treasurers and Controllers
  9. Financial Examiners
  10. Investment Fund Managers

ESCO equivalents

From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.

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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.