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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 Relationship Manager||Credit Agricole Corporate and Investment Bank||Miami, FL||Aug 19, 2015||$250,000|
|Senior Relationship Manager||Credit Agricole Corporate and Investment Bank||Miami, FL||Jul 25, 2013||$250,000|
|Senior Relationship Manager||Credit Agricole Corporate and Investment Bank||Miami, FL||Mar 01, 2012||$250,000|
|Senior Relationship Manager||HSBC Bank USA, N.A.||Miami, FL||Aug 24, 2014||$235,000|
|Senior Relationship Manager||HSBC Global Asset Management (USA) Inc.||Miami, FL||Jul 06, 2015||$220,000|
|Senior Relationship Manager Metals Team||SG Americas Securities, LLC||New York, NY||Aug 07, 2014||$219,000|
|Senior Principal, Relationship Marketing||Ca, Inc.||Santa Clara, CA||Aug 01, 2016||$217,547|
|Senior Relationship Manager Metals Team||SG Americas Securities, LLC||New York, NY||Jun 07, 2013||$214,032|
|Senior Relationship Manager||DVB Transport (Us) LLC||New York, NY||Oct 09, 2016||$206,232 -
|Senior Relationship Manager||HSBC Private Bank International||Miami, FL||Jan 10, 2011||$200,000|
|Senior Relationship Manager (Aviation)||DVB Transport (Us) LLC||New York, NY||Oct 01, 2010||$192,000|
|Senior Relationship Manager||HSBC Bank USA, N.A.||Miami, FL||Nov 05, 2016||$185,000|
|Senior Relationship Manager||HSBC Bank USA, N.A.||Miami, FL||Sep 09, 2015||$185,000|
|Senior Relationship Manager, Latam||Citicorp North America Inc.||Miami, FL||May 10, 2015||$175,000|
|Senior Relationship Manager||Westlb AG||New York, NY||Sep 01, 2010||$170,000|
|Senior Relationship Manager||Microsoft Corporation||Bellevue, WA||Nov 09, 2016||$166,500|
|VP, Government Policy & Finance Senior Relationship Manager||Barclays Us GPF Inc.||New York, NY||Mar 14, 2015||$150,000 -
|Senior Principal, Relationship Marketing||Ca, Inc.||Santa Clara, CA||Mar 01, 2014||$140,525|
|Senior Relationship Manager-Team Lead||RABO Agrifinance Inc.||Victoria, TX||Sep 09, 2015||$140,000|
|VP Senior Relationship Manager||Jpmorgan Chase & Co.||New York, NY||Dec 14, 2013||$140,000|
|Senior Relationship Manager||Banco Do Brasil||New York, NY||Aug 17, 2014||$125,000|
|Senior Relationship Manager||Charles Schwab and Company, Inc.||New York, NY||Apr 10, 2013||$120,000|
|Senior Relationship Manager||Lloyds TSB Bank PLC||Miami, FL||May 15, 2012||$120,000|
|Senior Program and Relationship Manager-Brilliant Factory||General Electric Company||Van Buren, MI||Aug 06, 2016||$110,000 -
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