11-3031.00 Bright OutlookApprenticeship

Financial Managers

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

Career Cluster:Management & Entrepreneurship
Job Family:Management
Job Zone:Job Zone Four: Considerable Preparation Needed
Industry:Management of Companies and Enterprises
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Technology Tools

Alteryx softwareIBM SPSS StatisticsIntuit QuickBooksMarketo Marketing AutomationMicrosoft AccessMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointYardi softwareMicrosoft WindowsOracle PeopleSoftMicrosoft ProjectMicrosoft SharePointRMicrosoft SQL ServerMicrosoft VisioSalesforce softwareMicrosoft Visual BasicMicrosoft Visual Basic for Applications VBAMicrosoft WordAdobe AcrobatOracle DatabaseOracle Primavera Enterprise Project Portfolio ManagementTableauSAP softwareSASStructured query language SQLTeradata DatabaseWorkday software

Key Tasks

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

Skills

Reading Comprehension
75%
Speaking
75%
Active Listening
75%
Critical Thinking
75%
Writing
69%
Monitoring
69%
Time Management
66%
Social Perceptiveness
66%
Management of Personnel Resources
66%
Service Orientation
66%
Complex Problem Solving
66%
Coordination
66%
Judgment and Decision Making
66%
Mathematics
63%
Active Learning
63%
Persuasion
60%
Negotiation
53%
Management of Financial Resources
53%
Learning Strategies
50%
Systems Analysis
50%
Systems Evaluation
50%
Instructing
47%
Management of Material Resources
35%
Programming
22%
Operations Monitoring
22%
Quality Control Analysis
22%
Operations Analysis
19%
Technology Design
16%
Troubleshooting
6%
Science
6%
Equipment Selection
6%
Operation and Control
3%
Repairing
0%
Installation
0%
Equipment Maintenance
0%

Knowledge

Customer and Personal Service
92%
Administration and Management
83%
Economics and Accounting
77%
Administrative
68%
Mathematics
68%
Law and Government
65%
Personnel and Human Resources
63%
Sales and Marketing
59%
English Language
58%
Education and Training
57%
Computers and Electronics
56%
Communications and Media
44%
Psychology
31%
Public Safety and Security
30%
Production and Processing
22%
Telecommunications
18%
Foreign Language
17%
Sociology and Anthropology
16%
Philosophy and Theology
15%
Geography
14%
Mechanical
9%
Transportation
9%
Therapy and Counseling
9%
Design
8%
Engineering and Technology
7%
Building and Construction
7%
History and Archeology
5%
Food Production
2%
Fine Arts
1%
Medicine and Dentistry
0%
Biology
0%
Chemistry
0%
Physics
0%

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Abilities

Oral Expression
78%
Oral Comprehension
78%
Written Comprehension
78%
Deductive Reasoning
75%
Speech Clarity
75%
Problem Sensitivity
72%
Inductive Reasoning
72%
Written Expression
72%
Near Vision
69%
Speech Recognition
69%
Information Ordering
69%
Mathematical Reasoning
63%
Number Facility
63%
Fluency of Ideas
60%
Flexibility of Closure
56%
Category Flexibility
53%
Speed of Closure
50%
Perceptual Speed
47%
Originality
47%
Selective Attention
44%
Memorization
38%
Far Vision
31%
Time Sharing
31%
Visualization
28%
Auditory Attention
25%
Wrist-Finger Speed
25%
Trunk Strength
22%
Arm-Hand Steadiness
19%
Finger Dexterity
19%
Manual Dexterity
19%
Hearing Sensitivity
13%
Depth Perception
13%
Visual Color Discrimination
10%
Control Precision
6%
Night Vision
3%
Sound Localization
3%
Stamina
3%
Peripheral Vision
3%
Explosive Strength
0%
Glare Sensitivity
0%
Reaction Time
0%
Extent Flexibility
0%
Static Strength
0%
Multilimb Coordination
0%
Speed of Limb Movement
0%
Spatial Orientation
0%
Gross Body Equilibrium
0%
Dynamic Strength
0%
Dynamic Flexibility
0%
Rate Control
0%
Response Orientation
0%
Gross Body Coordination
0%

Work Activities

Working with Computers
84%
Establishing and Maintaining Interpersonal Relationships
83%
Processing Information
82%
Communicating with Supervisors, Peers, or Subordinates
82%
Making Decisions and Solving Problems
81%
Getting Information
81%
Evaluating Information to Determine Compliance with Standards
81%
Coaching and Developing Others
79%
Organizing, Planning, and Prioritizing Work
77%
Guiding, Directing, and Motivating Subordinates
77%
Coordinating the Work and Activities of Others
75%
Analyzing Data or Information
74%
Updating and Using Relevant Knowledge
70%
Judging the Qualities of Objects, Services, or People
68%
Developing and Building Teams
68%
Scheduling Work and Activities
66%
Developing Objectives and Strategies
65%
Documenting/Recording Information
65%
Communicating with People Outside the Organization
64%
Training and Teaching Others
62%
Providing Consultation and Advice to Others
60%
Performing for or Working Directly with the Public
59%
Performing Administrative Activities
59%
Identifying Objects, Actions, and Events
58%
Interpreting the Meaning of Information for Others
57%
Resolving Conflicts and Negotiating with Others
53%
Monitoring Processes, Materials, or Surroundings
53%
Thinking Creatively
52%
Staffing Organizational Units
47%
Selling or Influencing Others
44%
Monitoring and Controlling Resources
42%
Estimating the Quantifiable Characteristics of Products, Events, or Information
42%
Assisting and Caring for Others
34%
Inspecting Equipment, Structures, or Materials
29%
Performing General Physical Activities
22%
Controlling Machines and Processes
20%
Operating Vehicles, Mechanized Devices, or Equipment
19%
Handling and Moving Objects
13%
Repairing and Maintaining Electronic Equipment
9%
Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment
7%
Repairing and Maintaining Mechanical Equipment
3%

Work Context

E-Mail

How frequently does your job require you to use E-mail?

100%

Face-to-Face Discussions with Individuals and Within Teams

How frequently does your job require face-to-face discussions with individuals and within teams?

98%

Work With or Contribute to a Work Group or Team

How important is it to work with or contribute to a work group or team in this job?

94%

Indoors, Environmentally Controlled

How often does this job require working indoors in an environmentally controlled environment (like a warehouse with air conditioning)?

93%

Importance of Being Exact or Accurate

How important is being very exact or highly accurate in performing this job?

92%

Telephone Conversations

How often do you have telephone conversations in this job?

90%

Time Pressure

How often does this job require the worker to meet strict deadlines?

89%

Impact of Decisions on Co-workers or Company Results

What results do your decisions usually have on other people or the image or reputation or financial resources of your employer?

88%

Work Outcomes and Results of Other Workers

How responsible is the worker for work outcomes and results of other workers?

88%

Duration of Typical Work Week

Number of hours typically worked in one week.

87%

Determine Tasks, Priorities and Goals

How much freedom does the worker have in determining the tasks, priorities, or goals of the job?

86%

Spend Time Sitting

How much does this job require sitting?

86%

Importance of Repeating Same Tasks

How important are continuous, repetitive, physical activities (like key entry) or mental activities (like checking entries in a ledger) to performing this job?

84%

Frequency of Decision Making

How often is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?

82%

Contact With Others

How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?

80%

Freedom to Make Decisions

How much decision making freedom, without supervision, does the job offer?

78%

Coordinate or Lead Others in Accomplishing Work Activities

How important is it to coordinate or lead others (not as a supervisor or team leader) in accomplishing work activities in this job?

71%

Written Letters and Memos

How frequently does your job require written letters and memos?

63%

Deal With External Customers or the Public in General

How important is it to deal with external customers (as in retail sales) or the public in general (as in police work) in this job?

59%

Level of Competition

To what extent does this job require the worker to compete or to be aware of competitive pressures?

59%

Conflict Situations

How frequently are there conflict situations the employee has to face in this job?

52%

Health and Safety of Other Workers

How much responsibility is there for the health and safety of others in this job?

51%

Consequence of Error

How serious would the result usually be if the worker made a mistake that was not easily correctable?

50%

Degree of Automation

How automated is the job?

45%

Physical Proximity

To what extent does this job require the worker to perform job tasks physically close to other people?

43%

Dealing With Unpleasant, Angry, or Discourteous People

How frequently does the worker have to deal with unpleasant, angry, or discourteous individuals as part of the job requirements?

41%

Public Speaking

How frequently does your job require public speaking (one speaker with an audience)?

41%

Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls

How much does this job require using your hands to handle, control, or feel objects, tools or controls?

40%

Spend Time Making Repetitive Motions

How much does this job require making repetitive motions?

35%

Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable

How often does this job require working exposed to sounds and noise levels that are distracting or uncomfortable?

32%

Spend Time Standing

How much does this job require standing?

25%

Exposed to Contaminants

How often does this job require working exposed to contaminants (such as pollutants, gases, dust or odors)?

14%

Spend Time Walking or Running

How much does this job require walking or running?

14%

In an Enclosed Vehicle or Operate Enclosed Equipment

How often does this job require working in a closed vehicle or operate enclosed equipment (like a car)?

11%

Outdoors, Exposed to All Weather Conditions

How often does this job require working outdoors, exposed to all weather conditions?

10%

Dealing with Violent or Physically Aggressive People

How frequently does this job require the worker to deal with physical aggression of violent individuals?

9%

Outdoors, Under Cover

How often does this job require working outdoors, under cover (like in an open shed)?

8%

Exposed to Very Hot or Cold Temperatures

How often does this job require working in very hot (above 90 F degrees) or very cold (below 32 F degrees) temperatures?

5%

Spend Time Bending or Twisting Your Body

How much does this job require bending or twisting your body?

5%

Exposed to Extremely Bright or Inadequate Lighting Conditions

How often does this job require working in extremely bright or inadequate lighting conditions?

3%

Spend Time Kneeling, Crouching, Stooping, or Crawling

How much does this job require kneeling, crouching, stooping or crawling?

3%

Exposed to Cramped Work Space, Awkward Positions

How often does this job require working in cramped work spaces that requires getting into awkward positions?

2%

Exposed to High Places

How often does this job require exposure to high places?

2%

Exposed to Minor Burns, Cuts, Bites, or Stings

How often does this job require exposure to minor burns, cuts, bites, or stings?

2%

Pace Determined by Speed of Equipment

How important is it to this job that the pace is determined by the speed of equipment or machinery? (This does not refer to keeping busy at all times on this job.)

2%

Exposed to Disease or Infections

How often does this job require exposure to disease/infections?

1%

Indoors, Not Environmentally Controlled

How often does this job require working in an environment that is not environmentally controlled (like a warehouse without air conditioning)?

1%

Work Schedules

How regular are the work schedules for this job?

1%

Exposed to Hazardous Conditions

How often does this job require exposure to hazardous conditions?

0%

Exposed to Hazardous Equipment

How often does this job require exposure to hazardous equipment?

0%

Exposed to Radiation

How often does this job require exposure to radiation?

0%

Exposed to Whole Body Vibration

How often does this job require exposure to whole body vibration (like operating a jackhammer or earth moving equipment)?

0%

In an Open Vehicle or Operating Equipment

How often does this job require working in an open vehicle or operating equipment (like a tractor)?

0%

Spend Time Climbing Ladders, Scaffolds, or Poles

How much does this job require climbing ladders, scaffolds, poles, etc.?

0%

Spend Time Keeping or Regaining Balance

How much does this job require keeping or regaining your balance?

0%

Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets

How often does this job require wearing common protective or safety equipment such as safety shoes, glasses, gloves, hearing protection, hard hats or life-jackets?

0%

Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection

How often does this job require wearing specialized protective or safety equipment such as breathing apparatus, safety harness, full protection suits, or radiation protection?

0%

Education

Bachelor's degree

56%

Post-baccalaureate certificate

21%

High school diploma or equivalent

14%

Interests

Enterprising

Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertis

100

Conventional

Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or hum

78

Social

Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.

32

Investigative

Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the f

24

Artistic

Work involves creating original visual artwork, performances, written works, food, or music for a variety of media, or applying artistic principles to the design of various objects and materials. Artistic occupations are often associated with visual arts,

9

Realistic

Work involves designing, building, or repairing of equipment, materials, or structures, engaging in physical activity, or working outdoors. Realistic occupations are often associated with engineering, mechanics and electronics, construction, woodworking, t

4

Work Styles

Integrity
96%
Attention to Detail
91%
Dependability
88%
Leadership Orientation
82%
Cautiousness
76%
Achievement Orientation
72%
Social Orientation
65%
Self-Confidence
63%
Self-Control
61%
Perseverance
60%
Stress Tolerance
60%
Intellectual Curiosity
58%
Initiative
54%
Cooperation
51%
Tolerance for Ambiguity
46%
Adaptability
41%
Sincerity
36%
Innovation
32%
Optimism
32%
Empathy
29%
Humility
6%

Work Values

Independence
83%
Working Conditions
83%
Recognition
78%
Achievement
72%
Relationships
67%
Support
67%

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