Financial Managers

A typical week, in the words of people in the job

1. 01Review reports of securities transactions or price lists to analyze market conditions.
2. 02Network within communities to find and attract new business.
3. 03Prepare operational or risk reports for management analysis.
4. 04Review collection reports to determine the status of collections and the amounts of outstanding balances.
5. 05Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
6. 06Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
7. 07Oversee training programs.
8. 08Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
9. 09Communicate with stockholders or other investors to provide information or to raise capital.
10. 10Develop or analyze information to assess the current or future financial status of firms.
11. 11Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
12. 12Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

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