3.3 KiB
name, description
| name | description |
|---|---|
| financial-manager | Occupational skill for the role 'financial manager' (also: CFO, financial director, finance manager, chief financial officer, financial administrator, finance chief). Use when the user asks for typical financial manager work such as: 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.; Recruit staff members. |
Financial Manager
Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.
Core workflow
- 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.
- Recruit staff members.
- Evaluate data pertaining to costs to plan budgets.
- Oversee training programs.
- Oversee the flow of cash or financial instruments.
How to use this skill
- Read references/profile.md for the occupation profile and scope.
- Consult references/tasks.md for the full task and activity inventory.
- Check references/skills.md for essential vs. optional competences.
- Check references/tools.md for the software commonly used in this role.
- See references/ai-skills.md — matched external AI agent skills (per-source attribution).
Key competences (essential)
- accounting
- accounting department processes
- accounting entries
- accounting techniques
- advise on financial matters
- analyse business plans
- analyse financial performance of a company
- analyse market financial trends
- banking activities
- control financial resources
- cost management
- create a financial plan
- create a financial report
- economics
- enforce financial policies
Hot technologies
- Intuit QuickBooks
- IBM SPSS Statistics
- SAS
- Alteryx software
- Tableau
- Salesforce software
- Teradata Database
- Microsoft Access
- Microsoft SQL Server
- Oracle Database
Hot technologies
Top tools from 38 gated job ads (see references/market.md, as of 2026-07-11):
- Microsoft Excel — 32 %
- Cognos — 11 %
- Microsoft PowerPoint — 11 %
- SAP — 11 %
- Essbase — 8 %
- JD Edwards — 8 %
- Lawson — 8 %
- Microsoft Office — 8 %
- Microsoft Word — 8 %
- MS Access — 8 %
Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/30f3ea93-882a-4525-841c-1d5b4b64076f), ONET 30.3 (11-3031.00). See manifest.json for licensing/attribution.*