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Become A Finance Project Manager

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Working As A Finance Project Manager

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • $92,640

    Average Salary

What Does A Finance Project Manager Do

Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.


Financial managers typically do the following:

  • Prepare financial statements, business activity reports, and forecasts
  • Monitor financial details to ensure that legal requirements are met
  • Supervise employees who do financial reporting and budgeting
  • Review company financial reports and seek ways to reduce costs
  • Analyze market trends to maximize profits and find expansion opportunities
  • Help management make financial decisions

The role of the financial manager, particularly in business, is changing in response to technological advances that have substantially reduced the amount of time it takes to produce financial reports. Financial managers’ main responsibility used to be monitoring a company’s finances, but they now do more data analysis and advise senior managers on ways to maximize profits. They often work on teams, acting as business advisors to top executives.

Financial managers also do tasks that are specific to their organization or industry. For example, government financial managers must be experts on government appropriations and budgeting processes, and healthcare financial managers must know about topics in healthcare finance. Moreover, financial managers must be knowledgeable about special tax laws and regulations that affect their industry.

The following are examples of types of financial managers:

Chief financial officers (CFOs) are accountable for the accuracy of a company’s or organization’s financial reporting, especially among publicly traded companies. As head of a company’s entire financial department, they manage the lower level financial managers. They oversee the company’s financial goals, objectives, and budgets.

Controllers direct the preparation of financial reports that summarize and forecast the organization’s financial position, such as income statements, balance sheets, and analyses of future earnings or expenses. Controllers also are in charge of preparing special reports required by governmental agencies that regulate businesses. Often, controllers oversee the accounting, audit, and budget departments of their organization.

Treasurers and finance officers direct their organization’s budgets to meet its financial goals. They oversee the investment of funds and carry out strategies to raise capital (such as issuing stocks or bonds) to support the firm’s expansion. They also develop financial plans for mergers (two companies joining together) and acquisitions (one company buying another).

Credit managers oversee their firm’s credit business. They set credit-rating criteria, determine credit ceilings, and monitor the collections of past-due accounts.

Cash managers monitor and control the flow of cash that comes in and goes out of the company to meet the company’s business and investment needs. For example, they must project cash flow (amounts coming in and going out) to determine whether the company will have a shortage or surplus of cash. 

Risk managers control financial risk by using strategies to limit or offset the probability of a financial loss or a company’s exposure to financial uncertainty. Among the risks they try to limit are those that stem from currency or commodity price changes.

Insurance managers decide how best to limit a company’s losses by obtaining insurance against risks, such as the need to make disability payments for an employee who gets hurt on the job or the costs imposed by a lawsuit against the company.

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How To Become A Finance Project Manager

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.


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.

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Finance Project Manager jobs

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Finance Project Manager Demographics


  • Male

  • Female

  • Unknown



  • White

  • Asian

  • Hispanic or Latino

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • German

  • Portuguese

  • Mandarin

  • Chinese

  • Russian

  • Japanese

  • Turkish

  • Dutch

  • Italian

  • Swedish

  • Vietnamese

  • Uzbek

  • Dari

  • Danish

  • Ukrainian

  • Polish

  • Armenian

  • Cantonese

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Finance Project Manager Education

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Real Finance Project Manager Salaries

Job Title Company Location Start Date Salary
Equipment & Project Finance Lawyer Vedder Price P.C. New York, NY Jun 12, 2010 $250,000 -
Finance Project Manager Facebook, Inc. Menlo Park, CA Jul 25, 2014 $170,000
Finance Project Manager Facebook, Inc. Menlo Park, CA Jul 21, 2014 $170,000
Manager, Finance Projects ICAP Services North America LLC Jersey City, NJ Aug 12, 2015 $147,805
Financial Project Manager II Perkins COIE LLP Seattle, WA Dec 05, 2011 $147,000 -
Financial Risk Project Manager III Bank of The West San Francisco, CA Sep 11, 2015 $144,612
Finance Project Manager (VP) JP Morgan Chase & Co New York, NY Aug 20, 2015 $141,835
Financial Project Manager Putnam U.S. Holdings I, LLC Boston, MA Oct 01, 2015 $140,000
Financial Risk Project Manager III Bank of The West San Francisco, CA Jul 14, 2015 $135,000
Finance Project Manager (VP) Jpmorgan Chase & Co. New York, NY Aug 27, 2016 $123,500
Finance Project Manager (VP) Jpmorgan Chase & Co. New York, NY Jul 09, 2015 $120,000
Finance Project Manager Paypal, Inc. San Jose, CA Oct 19, 2012 $115,000
Finance Project Manager Apple Inc. Cupertino, CA Oct 30, 2010 $115,000
Financial Project Manager Diversant LLC Livingston, NJ Feb 11, 2015 $111,000 -
Financial Project Manager Best Bay Apartments, Inc. Oakland, CA Sep 16, 2015 $109,574 -
Financial Project Manager Southern Star Shipping Co. Inc. New York, NY Sep 24, 2016 $108,524 -
Finance Project Manager Paypal, Inc. San Jose, CA Oct 19, 2009 $105,000
Finance Project Manager Lass Technology, Corp. Cooper City, FL Jun 13, 2016 $103,979
Finance Project Manager Staples, Inc. Framingham, MA Jan 06, 2011 $101,088
Manager of Project Finance Ozburn-Hessey Logistics Brentwood, TN Oct 19, 2015 $100,000
Oracle Financial Project Manager World Wide Technology Holding Company, Inc. Maryland Heights, MO Mar 09, 2015 $100,000 -
Financial Modeling Project Manager Black & Veatch Corporation Houston, TX Feb 12, 2013 $91,680 -
Finance Project Manager Starbucks Coffee Company Seattle, WA Aug 14, 2010 $91,000 -
Manager, Project Finance Excelerate Energy Limited Partnership The Woodlands, TX Aug 27, 2016 $90,000 -
Manager Project Finance Ozburn-Hessey Logistics Brentwood, TN Jan 09, 2016 $90,000
Financial Project Manager Girocheck Financial Inc. Miami, FL Mar 14, 2015 $85,259
Financial Project Manager Girocheck Financial Inc. Miami, FL Mar 10, 2015 $85,259
Financial Modeling Project Manager Black & Veatch Corporation Overland Park, KS Dec 15, 2011 $85,072 -
Financial Project Manager Launch It Corp Urbandale, IA Sep 01, 2015 $85,000
Finance Project Manager Starbucks Coffee Company Seattle, WA Oct 01, 2011 $77,000 -

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Top Skills for A Finance Project Manager


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Top Finance Project Manager Skills

  1. Financial Analysis
  2. Ensure Compliance
  3. Procedures
You can check out examples of real life uses of top skills on resumes here:
  • Completed financial analysis of a group employee transfer to determine cost savings and correct allocation methodology in new organization.
  • Created and reviewed journal entries to ensure compliance with supporting approvals and documentation.
  • Implemented processes and procedures to ensure the integrity and maintenance of financial systems for tracking and reporting to transition executive management.
  • Project management for accounts and ventures for various lines of business, including cost benefit analysis;.
  • Facilitate control and issue discussions with Risk, Business, Internal Audit, PWC, and key Business Representatives.

Top Finance Project Manager Employers

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Finance Project Manager Videos

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How To Become A Project Manager - Your Options

Project Managment Online Course -Finance Skills For Project Managers