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.

Responsibilities

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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  • $64 hourly
    Zlatko A.
    • 5.0
    • (8 jobs)
    Belgrade, CENTRAL SERBIA
    Featured Skill Financial Management
    Operations Management Software
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    Financial Analysis
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    Financial Modeling
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    Business Process Management
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    ✅📈 Highly effective executive with a BSc (Econ), and 15+ years of experience in operations within international multi-million € companies, and start-ups, in diverse industries including construction, real estate, retail/wholesale, and manufacturing, supported by strength in finance, trade, marketing, HR, IT, and procurement. ✅ Capable of blending big-picture viewpoints with daily operations to facilitate successful decision-making. At Keen Holdings, achieved an additional 9% profit increase while at Al Grosso, actively contributed to raised annual turnover from €2M to €7M. As a summary of my skills and expertise, I made: ✔ Key Essentials for Operations, Business and Financial Management in SMEs, and start-ups, presented 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 Management • Financial & Accounting Management • Controllership & Decision Making • Growth Strategy Development • Business Planning & Analysis • Performance Measurement • Operational Efficiencies • Financial Analysis & Reporting • Resource Management 🟢 Education & Training • B.Sc. Econ. Faculty of Economics and Business, Belgrade University • Training: Culture and Philosophy for Success • Training: Road to Success 🟢 Certificates • Certificate of Financial Analysis • Certificate for an Independent Accountant • Institute for Foreign Languages, Belgrade, Certificate in Advanced English 🟢 Additional Knowledge • MS Office, Asana, Slack, Google Sheets, Zapier, Make, Airtable, Podio • Driver license (B Category)
  • $500 hourly
    Yahaira B.
    • 4.6
    • (16 jobs)
    Raleigh, NC
    Featured Skill Financial Management
    Budget Planning
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    Forecasting
    Construction
    Cash Flow Analysis
    SaaS
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    Corporate Finance
    Financial Reporting
    CPA
    Financial Analysis
    GAAP
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    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.
  • $150 hourly
    Shereena W.
    • 4.5
    • (31 jobs)
    Kigali, KIGALI
    Featured Skill Financial Management
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    I am a Certified Accountant by profession with an Engineering background in Computer Science. My expertise is in the following areas: Setting up Internal Controls & policies, Financial modeling & its automation, Financial planning & analysis, Cashflow forecasting and management, Investment appraisal, Feasibility study, Business plans, Accounting finalization, Blockchain technology, Cryptocurrencies, Tokenomics etc. I am also great at Negotiations !
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