Deal with People
Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.Education
A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.Licenses, Certifications, and Registrations
Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.Work Experience in a Related Occupation
Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst.
In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.Important Qualities
Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.
Communication skills. Excellent communication skills are essential because financial managers must explain and justify complex financial transactions.
Detail oriented. In preparing and analyzing reports such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors.
Math skills. Financial managers must be skilled in math, including algebra. An understanding of international finance and complex financial documents also is important.
Organizational skills. Financial managers deal with a range of information and documents and so they must stay organized to do their jobs effectively.
|Job Title||Company||Location||Start Date||Salary|
|Senior Business Relationship Manager||Kellogg It Services Company||Battle Creek, MI||Jul 10, 2015||$141,500|
|IT Business Relationship Manager||SONY Pictures Entertainment Inc.||Culver City, CA||Dec 28, 2015||$130,000|
|Business Relationship Manager||Brandywine Global Investment Management LLC||Philadelphia, PA||Apr 01, 2015||$130,000|
|Business Relationship Manager, Revenue Management Systems||Starwood Hotels & Resorts Worldwide, Inc.||Stamford, CT||Sep 15, 2016||$126,383|
|Asset Management Business Relationship Manager||Carey Asset Management Corp.||New York, NY||Oct 31, 2014||$126,000|
|Director, Business Relationship Manager||Davita, Inc.||Malvern, PA||Jan 09, 2016||$124,237|
|Business Engagement/Relationship Manager||Kerry Inc.||Beloit, WI||Jan 31, 2015||$116,683|
|Business Relationship Manager||Calix, Inc.||San Jose, CA||Jun 02, 2014||$115,000 -
|Business Banking Relationship Manager, Vice President||Santander Bank, N.A.||New York, NY||Mar 23, 2016||$112,100|
|Global E-Business Relationship Manager||Metlife Group, Inc.||New York, NY||Mar 12, 2015||$110,000|
|Vice President Business Banking Relationship Manager||Citizens Financial Group, Inc.||New York, NY||Dec 26, 2016||$109,533 -
|Business Relationship MGR., Property Mgmt. Systems||Starwood Hotels & Resorts Worldwide, Inc.||Stamford, CT||Nov 28, 2014||$105,800|
|Business Engagement/Relationship Manager||Kerry Inc.||Beloit, WI||Jan 31, 2012||$100,252|
|Business Relationship Manager||HSBC Bank USA, N.A.||New Rochelle, NY||Aug 20, 2015||$100,000|
|Business Relationships Manager||AAA Mid-Atlantic||Wilmington, DE||Jul 25, 2012||$99,778|
|Business Relationship Manager, IS||Delicato Family Vineyards||Manteca, CA||Dec 19, 2016||$94,075 -
|Global E-Business Relationship Manager||Metlife Group, Inc.||New York, NY||Jul 11, 2015||$92,900 -
|Business Relationship Manager||American Chemical Society||Washington, DC||Jun 08, 2015||$91,104|
|Associate, Aladdin Business Relationship Manager Insurance||Blackrock Financial Management||New York, NY||Dec 15, 2016||$89,500|
|Senior Business Relationship Manager||Xerox Corporation||Webster, NY||Nov 17, 2014||$89,000|
|Business Relationship Manager-Supply Chain Management||Delicato Family Vineyards||Manteca, CA||Mar 23, 2015||$85,000 -
|Business Relationship Manager||Birlasoft Inc.||Edison, NJ||Feb 23, 2016||$84,219|
|Business Relationship Manager||Tollotech LLC||Minneapolis, MN||Jan 12, 2015||$72,000|
|Business Relationship Manager||Tollotech LLC||Edina, MN||Feb 09, 2016||$72,000|
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