Job Description

Finance managers are responsible for the overall financial health of an organization. Working in many different industries, they produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization. Day-to-day, these financial experts analyze investment data, prepare financial documents and business reports, ensure financial transactions adhere to legal regulations, and look for investment opportunities and ways to maximize profits. With this continually evolving outlook, they use their insights to make financial recommendations to management.

Typical Position Requirements

  • Bachelor’s degree in finance or related field
  • Current certificate of qualifications, which may include FCA, CII, DipFA, CISI, FINRA Series 7 and 63 Securities Registration
  • 1-2 years of financial or accounting experience
  • Knowledge of securities, insurance, and mutual fund industries
  • Personal integrity; ability to keep client and company confidences
  • Proficient in Microsoft Office and PowerPoint

How Can I Prepare