Financial Manager job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Financial Manager Job Description

A financial manager is a professional who oversees all aspects of finance within a company in order to ensure that it is operating as efficiently as possible. The financial manager monitors, analyzes, and evaluates the financials of the company in order to make informed and calculated decisions. They must be able to think strategically and analyze the business in order to identify opportunities for improvement. This is a particularly important role in today’s business climate, where companies are looking to optimize their operations to be more efficient.

In this section, we will cover a sample job description, exploring the daily responsibilities and necessary qualifications for a financial manager. 

The Job Overview

We are seeking a financial manager to help us manage our finances. You will be responsible for creating, analyzing, and interpreting our data to make informed decisions. You will also be expected to create new financial models and charts to assist with our business planning and forecasting. Your duties will include account reconciliation, balance sheet analysis, monthly reporting, tax reporting, and preparation of budgets. You will also manage our organization's debt and lead the development of financial statements and forecasts.


Below are some of the responsibilities a financial manager is expected to assume in their position:  

  • Prepare financial reports, forecasts, and statements
  • Assess financing alternatives by considering risk, return, and market conditions
  • Prepare cash flow forecasts and budgets
  • Monitor the cash flow of the company to ensure sufficient funds are available to meet cash flow needs
  • Prepare an analysis of financing needs for major capital equipment purchases, working capital, and other financing needs
  • Prepare and monitor the company's credit facility
  • Prepare periodic financial reports for the company
Job Qualifications and Skill Sets

Below are the qualifications expected of a financial manager:

  • Bachelor’s degree in finance, accounting, or related field
  • Chartered Financial Analyst (CFA) or Certified Professional Accountant (CPA)
  • Demonstrated proficiency in Microsoft Excel and PowerPoint
  • Strong analytical skills 
  • Proven experience in financial analysis, forecasting, and budgeting
  • Experience with financial management software systems
  • Excellent written and verbal communication skills
  • Strong organizational skills
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Financial Managers you can meet on Upwork

  • $75 hourly
    Matt F.
    Financial Manager
    • 5.0
    • (6 jobs)
    Provo, UT
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Finance & Accounting
    Financial Writing
    Financial Analysis
    Corporate Finance
    Financial Modeling
    Financial Report
    Microsoft Excel
    Hi! Thanks for looking at my profile - I have the finance skills to be a solution to your problem, improve your business, relieve your stress & let you focus on what you do best. How do I know that I can help? 16+ years experience (finance @ Walmart headquarter, bank CFO & owned an ecommerce business). I have all the other boxes on my resume checked on my resume too; accounting degree, MBA, CPA license, QuickBooks Online ProAdvisor & Excel ninja. Recent Upwork Feedback: "Quick, fast, accurate and knowledgeable. Matt was great to work with! Great communication. Thanks Matt!"
  • $70 hourly
    Zlatko A.
    Financial Manager
    • 5.0
    • (8 jobs)
    Belgrade, CENTRAL SERBIA
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Management Consulting
    Interpersonal Skills
    Microsoft Access
    Business Consulting
    Financial Analysis
    Financial Presentation
    Startup Consulting
    Financial Modeling
    Microsoft Excel
    Financial Report
    ✅📈 ❶ Operations, Business & Finance Adviser, BSc(Econ) ❷ 20+ years of experience ❸ Deliver insights, opportunities and support in strategic decision making ❹ Curious listener, fast and creative ❺ Operations and Finance Management Executive in Start-ups and international multi-million € companies, in diverse industries including construction, IT, retail/wholesale distribution and manufacturing ❻ Supported by strength in trade, marketing, procurement, IT, legal, and administration. ✅ Capable of blending big-picture viewpoints with tactical operations to achieve growth. At Al Grosso, helped raise yearly turnover from 2.5M € to 6.5M € As a summary of my skills and expertise, I have made: ✔ Key Essentials for Operations, Business and Financial Management in SMEs, start-ups, and established small and medium size companies. You can see it through the table of contents in my portfolio, which covers business models and strategic financial management, including accounting, controlling, planning, budgeting and debt structuring. ✔ Financial Analysis Model for Planning and Sales Forecasting, Cash Budgeting, Break-Even and Leverage, among other topics. Skills & Expertise • Operations, Business & Financial Management • Controllership & Decision Making • Growth Strategy Development • Business Planning & Analysis • Performance Measurement • Operational Efficiencies • Financial Analysis & Reporting • Resource Management Education & Training • B.Sc. Econ., Belgrade University, Faculty of Economics • Training: Culture and Philosophy for Success (2018) • Training: Road to Success (2016) Certificates • Certificate of Financial Analysis (2017) • Certificate for an Independent Accountant (2015) • Institute for Foreign Languages, Belgrade, Certificate in Advanced English
  • $500 hourly
    Yahaira B.
    Financial Manager
    • 4.5
    • (15 jobs)
    Raleigh, NC
    vsuc_fltilesrefresh_TrophyIcon Financial Management
    Budget Planning
    Cash Flow Analysis
    Nonprofit Organization
    Corporate Finance
    Financial Reporting
    Financial Analysis
    Internal Control
    Is your business ready for a CFO? While all businesses can benefit from expert financial guidance, it really depends on your goals. Do you have a vision for the future of your business? Do you know what steps you need to take to realize this vision? If your business is growing (or struggling), you need a proactive approach to financial management. This is where professional financial advice becomes crucial. As an experienced CFO I can help your business: -Develop a solid accounting infrastructure with strong internal controls and segregation of duties for accurate and reliable financial reporting. -Manage and improve cash flows so that the business has enough cash available at the right time to take advantage of any attractive opportunities. Cash is the lifeblood of any business. You can easily go broke while making a profit if your business lacks proper cash management. -Implement and oversee company budgets with an emphasis on reducing cost and plugging any money leaks. -Prepare and analyze financial statements in real time to support strategic decision making. -Establish key performance indicators. -Financial forecasting for growth and business development. -Measure financial results and course correct accordingly. -Provide CEO coaching and financial education for confident decision making. You likely already have an accountant or bookkeeper to compile and reconcile your books and a CPA to prepare and file tax returns. Keep in mind that a CFO is different. An experienced CFO is an expert in financial management. I don't replace your accounting and tax team. The cost of hiring a full-time CFO can range from $120k to over $250+ per year (not including bonuses, benefits, and employer taxes). Most small to medium sizes businesses are not at a stage where they need to hire a fulltime CFO. Hiring a CFO on a consulting basis can give you the experience you need at a fraction of the costs. I’m a CFO/CPA with 15+ years of financial management and accounting experience. I have a diverse background and have supported businesses of all sizes in a wide array of industries. I provide financial, operational, and analytical support to small and medium size businesses and nonprofit organizations. Main industries I serve are: Construction, SaaS, IT, Cybersecurity, Nonprofit, Professional Services, and others. Contact me for a free consultation.
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