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Financial Manager Job Description

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What is a Financial Manager?

The financial manager analyzes financial activity on a daily basis and provides advice and guidance to upper management on future financial plans. They are at the root of all major business decisions and their role is critical to the success of any organization. Financial managers can be employed in many different environments, including public and private sector organizations. They also operate in various industries, such as banking, finance, healthcare, and insurance.


Typical tasks include reviewing financial statements, monitoring accounts, and preparing financial forecasts. Financial managers also investigate ways to increase profitability and analyze the market for business opportunities, such as expansions, mergers, and acquisitions. Financial manager positions typically require an advanced degree in accounting, business, economics, or finance, as well as several years of experience in a finance role.


Job Overview

[Company name] is a company engaged in the [company field] looking for a financial manager. The financial managers sought are those who have more than 5 years of experience. The financial manager will later work to monitor the day-to-day financial operations within the company and manage the company's financial reports.

Responsibilities and Duties

  • Monitor day-to-day financial operations within the company (payroll, invoicing and other transactions)

  • Prepare monthly and quarterly management reports

  • Participate in strategic data analysis, research, and modeling for the company's senior leadership

  • Supports project analysis, plan validation, and ad-hoc requests

  • Manage the company's accounting, monitoring and financial reporting systems

  • Ensure compliance with accounting policies and regulatory requirements

Minimum Qualifications

  • Bachelor's degree in Finance or Accounting; CPA plus

  • 5-8 years experience in accounting and/or financial analysis

  • Ability to synthesize large amounts of complex data into actionable information

  • Ability to work and communicate effectively with senior level business partners

  • Excellent business judgment, analytical and decision making skills

  • Knowledge of financial reporting and data mining tools like SQL, Access, etc.

  • Strongly demonstrated use of Excel, Word and PowerPoint

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