Financial Managers

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

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Enterprising

Second Interest High-Point

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Conventional

First Interest High-Point

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Social

Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

Realistic

Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

Investigative

Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

Artistic

Third Interest High-Point

Job Zone Four: Considerable Preparation Needed

Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

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.

Prepare operational or risk reports for management analysis.

Evaluate data pertaining to costs to plan budgets.

Examine, evaluate, or process loan applications.

Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

Oversee the flow of cash or financial instruments.

Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

Develop or analyze information to assess the current or future financial status of firms.

Communicate with stockholders or other investors to provide information or to raise capital.

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.

Analyze and classify risks and investments to determine their potential impacts on companies.

Network within communities to find and attract new business.

Review collection reports to determine the status of collections and the amounts of outstanding balances.

Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.

Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.

Review reports of securities transactions or price lists to analyze market conditions.

Direct insurance negotiations, select insurance brokers or carriers, and place insurance.

Submit delinquent accounts to attorneys or outside agencies for collection.

10-key calculators

Desktop computers

Notebook computers

Personal computers

Personal digital assistants PDA

Scanners

Tablet computers

Accounts receivable software

ADP Workforce Now

ARES Corporation PRISM Project Estimator

Blackbaud The Raiser's Edge

Data entry software

Healthcare common procedure coding system HCPCS

IBM Cognos Impromptu

IBM Notes

IBM Power Systems software

IBM SPSS Statistics

Internet browser software

LexisNexis

Marketo Marketing Automation

Microsoft Dynamics

Microsoft Excel

Microsoft Office

Microsoft PowerPoint

Microsoft Project

Microsoft Visio

Microsoft Visual Basic

Microsoft Word

SAP Crystal Reports

Having the basic understanding of business practices and principles.

Not growing up with parents that understood steps needed to be successful in adulthood.

A great day is assisting business owners in finding insurance solutions to protect their assets.

Sean Ramalho

Regional President

Milestones

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Numbers

Accomplishing Goals

Day to Day

Advice for Getting Started

Recommended Education

Hurdles

The Noise I Shed

From Society in General:

Challenges I Overcame

First-Generation Immigrant

Sean Ramalho

Regional President

Milestones

Education

Career

Career Roadmap

My work combines:

My work combines:

Business

Numbers

Accomplishing Goals

Day to Day

Advice for Getting Started

Recommended Education

My career is related to what I studied. I'd recommend the path I took:

Hurdles

The Noise I Shed

From Society in General:

Challenges I Overcame

Related Leaders