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Finance account manager skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Carol Sullivan,

Thomas King

Below we've compiled a list of the most critical finance account manager skills. We ranked the top skills for finance account managers based on the percentage of resumes they appeared on. For example, 14.2% of finance account manager resumes contained financial services as a skill. Continue reading to find out what skills a finance account manager needs to be successful in the workplace.

15 finance account manager skills for your resume and career

1. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how finance account managers use financial services:

Lead Account Manager for Financial Services relationship management division driven to ensure positive client experience and maximization of revenue.
Support Clients on behalf of Visa International and Master Card for timely delivery of financial services supporting international markets.

2. Account Management

The process of strengthening the relationship between a company and client is called account management. Effective account management has two key objectives, one is to retain loyal customers and the second one is to help the company grow by creating connections with new customers.

Here's how finance account managers use account management:

Account Financial Manager Account management and financial controller for multiple Chrysler Corporation automotive interior programs.
Provided financial analysis and account management services for the existing account base.

3. Financial Analysis

Here's how finance account managers use financial analysis:

Partnered with operating units by providing financial analysis, strategic guidance and identifying risks and opportunities.
Provided financial analysis and support for a software development business and an injection molding business.

4. Customer Relationships

Customer relationships are the interactions and efforts made by a company to improve its customer service. Customer relationships cover not just all of the essential roles performed by customer support, but also the initiatives made before and after the interaction with a customer.

Here's how finance account managers use customer relationships:

Establish customer relationships and follow up with customers, as needed.

5. Payroll

Payroll is the sum of all the compensation that an organization has to pay to employees at a specified time. Payroll is managed by the finance or HR department while small business owners may handle it themselves. Payroll isn't fixed as it varies every month due to sick leaves, overtime, etc.

Here's how finance account managers use payroll:

Developed multiple procedures which improved financial accounting operations including a procedure to supply check figures and error location for payroll input.
Calculated and verified accuracy of bonus payouts and payroll for entire organization.

6. Financial Models

Here's how finance account managers use financial models:

Prepare financial models for new investment scenarios, Investment appraisals and analysis for acquisitions.
Created financial models used to forecast departmental costs within Universal Card Services operations.

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7. Credit Card

A type of card issued by banks and other financial institutions, that enable users to manage and borrow their finances is called a credit card. The funds borrowed from a financial institution through a credit card are meant to be paid back along with certain amounts of interest imposed by the bank.

Here's how finance account managers use credit card:

Reconciled weekly deposits, purchase vouchers, government credit card purchases, invoices, and bank account statements.
Downloaded on-line credit card account activities monthly using Quickens and Quick books and classified each individual charge made.

8. Hyperion

Here's how finance account managers use hyperion:

Train Corporate Service Managers at post and other staff members with Hyperion, Obiee, and monthly duties.
Led successful project to implement Hyperion Planning system and associated process enhancements resulting in 50% cycle-time improvement.

9. External Auditors

Here's how finance account managers use external auditors:

Worked with internal and external auditors, assessing compliance and regulatory controls.
Coordinated documentation for and worked directly with external auditors.

10. Financial Management

Here's how finance account managers use financial management:

Budget preparation- Costing and forecasting- Day to day accounting and financial management- Financial Statements- Electronic Data Interchange (EDI)
Implemented Advantage accounting and database system that increased the efficiency of financial management, particularly client billing processes.

11. ERP

Enterprise Resource Planning (ERP) is computer software used by major corporations and organizations for conducting their management and accounting tasks efficiently. ERP systems bind different business processes with each other allowing smoother flow of data between them resulting in swift project assessment and completion.

Here's how finance account managers use erp:

Core team member in ERP Implementation of various Finance modules.
Trained Consultants and Users in Oracle ERP

12. CPA

Here's how finance account managers use cpa:

Worked directly w/ CPA to reconstruct records to complete and file back taxes totaling 2 years.
Prepared Board Directives, provided documentation for CPA's Audits and Annual Taxes for my Portfolio.

13. GAAP

Here's how finance account managers use gaap:

Developed, executed and enforced accounting procedures to ensure that internal accounting controls were followed under GAAP.
Allocated revenue of sales, cash flow, inflow and outflow, wire transfers to ensure compliance with GAAP accounting standards.

14. Cash Flow

Here's how finance account managers use cash flow:

Analyzed financial statements to assess financial stability, turnover of assets and cash flow expectations.
Oversee and evaluate business financial statements and formulate a customized cash flow analysis.

15. Balance Sheet

Here's how finance account managers use balance sheet:

Prepare Quarterly and Yearly Financial Reports (Trading Accounts, P&L Accounts, Stock Account, Balance Sheet).
Monitored, researched, and reconciled asset accounts including default accounts, receivables, prepaid expenses and other balance sheet accounts.

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What skills help Finance Account Managers find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on finance account manager resumes?

Carol Sullivan

Associate Professor, The University of Texas Permian Basin

Microsoft Office is most important in my professional opinion, but also Accounting software like QuickBooks is important. Computer literacy is really important, especially if employees continue to work remotely.

What soft skills should all finance account managers possess?

Thomas King

Department Chair, Director, Master of Accountancy Program, Professor, Accountancy, Case Western Reserve University

The ability to develop working relationships with a wide range of colleagues who have diverse skills.

What hard/technical skills are most important for finance account managers?

Thomas King

Department Chair, Director, Master of Accountancy Program, Professor, Accountancy, Case Western Reserve University

The ability to extract information from unfamiliar data sets and then explain conclusions reached in a clear, persuasive manner.

What finance account manager skills would you recommend for someone trying to advance their career?

Kim Tan Ph.D.

Professor, Accounting, Chair, California State University - Stanislaus

Travel abroad. Study/work on some certification to learn new/related skills (MOOC). Volunteer work. Work to help support the family. Prepare for graduate school. Work at a lower-level job in an organization they are interested in.

What type of skills will young finance account managers need?

Karyl Leggio Ph.D.

Professor of Finance, Loyola University Maryland

For the past several years, it is a given that graduates will have strong financial skills. In addition, new employees need to work effectively in teams, be strong critical thinkers, be self-directed, and be able to present their views in a persuasive and well-documented way.

What technical skills for a finance account manager stand out to employers?

Dr. JP Krahel Ph.D.

Associate Professor of Accounting, Accounting Department Chair, Loyola University Maryland

First, Excel. It's the most basic, essential tool for the accounting professional. If you can come in on Day 1 knowing essential keyboard shortcuts, proper formula and reference use, and how to format a spreadsheet properly, you'll have an immediate advantage over your peers.

Second, believe it or not, is writing. People think that accounting is all about numbers, but really, it's less about the math (which Excel does for you) and more about being able to explain the deeper meaning behind the results. Can you explain complex depreciation methods to an audit client? Give bad news to a tax client in an understandable way? These are big deals.

Third is data analytics. Given the immense volume of data now available to firms, someone who can extract, clean, and present that data using modern software tools will have an edge. It's really another form of communication, and one that early-career accounting professionals would do well to familiarize themselves with before entering the workforce.

Do you want to know more?

List of finance account manager skills to add to your resume

The most important skills for a finance account manager resume and required skills for a finance account manager to have include:

Financial Services
Account Management
Financial Analysis
Customer Relationships
Payroll
Financial Models
Credit Card
Hyperion
External Auditors
Financial Management
ERP
CPA
GAAP
Cash Flow
Balance Sheet
Portfolio
General Ledger

Outbound Calls
Variance Analysis
Customer Accounts
Journal Entries
Financial Performance
Client Accounts
ACH
Financial Data
Financial Institutions
Internal Controls
Business Operations
Bank Reconciliations
Tax Returns
Financial Transactions
Accounts Payables
Delinquent Accounts
Fixed Assets

QuickBooks
Accounts Receivables
HR
ADP
Equities
Financial Operations
Payment Arrangements
Bank Accounts
Internal Audit
Financial Accounts
MIS
Bank Statements
Financial Results
ROI
Bank Deposits

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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