Financial Manager Job Description

Financial Manager Job Description

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Financial manager provides guidance to constituents in conjunction with Finance Directors and university partners on finance and treasury policies, procedures, systems, compliance issues, and best practices.

Financial Manager Duties & Responsibilities

To write an effective financial manager job description, begin by listing detailed duties, responsibilities and expectations. We have included financial manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Understanding and monitoring full business lifecycle for Planning, Forecast, and Reporting of Actuals and impacts across source and reporting systems
Validating data feeds loaded into analytical systems
Assist FC management in maintaining data repositoryfor business units/processes for narratives, control matrixes, testing results and control weaknesses/remediation
Provide periodic feedback of staff including verbal and formal written assessments
Ensure adherence to deadlines providing timely communication of project status, metrics and results to his/her immediate supervisor within department and to project stakeholders.Oversee, execute and/or participate as a subject matter expert in various special projects across the company including controls rationalization, process and control improvement and other key initiatives
Execute projects according to department methodology that includes lean, six sigma and project management techniques
Socialize analysis and recommendations with key stakeholders
Develop defined deliverables that are accurate and of high quality
Key responsibility is oversight of newsprint procurement, inventory, consumption, and reconciliations
Support the Director in the areas of revenue recognition, return reserves, title reporting and revenue share/licensing

Financial Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Manager

List any licenses or certifications required by the position: CPA, SOX, CFA, CIA, DST, GS-0505, CMA, PMI, PMP, PA

Education for Financial Manager

Typically a job would require a certain level of education.

Employers hiring for the financial manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Accounting, Finance, Education, Business, Business/Administration, Business Law, Public Administration, Graduate, Auditing, Performance

Skills for Financial Manager

Desired skills for financial manager include:

Each operation and customer base
Systems
Accounting principles and practices as applied within a university environment
Practices
Finance policies
Cost analyses
Oracle
Procurement needs
Small business reporting
Vendor requirements

Desired experience for financial manager includes:

Eligible to be a Registered Investment Sales Representative (RISR) registered via completion of one of the following courses - Investment Funds in Canada or Canadian Securities Course and lending qualified
Completion of the Financial Services Manager Development Program at BMO
A bachelor of science degree in Accounting or Finance
A minimum of 3-5 years of work experience in an accounting or finance function
The position requires a detailed understanding of accounting, internal control and compliance standards (US GAAP and SOX) as it impacts business decisions, processes and financial results
Strong SAP, BPC knowledge and advanced skills in Excel

Financial Manager Examples

1

Financial Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial manager
  • Implementing new processes to achieve this goal
  • Managing business hierarchy structures
  • Administering system during Plan and Forecast cycles
  • Preparing model for next year's cycle
  • Administering security access, in alignment with Compliance requirements
  • Facilitating business discussions to prioritize support and enhancement requests
  • Managing communications to technical and business teams on status
  • Managing delivery of changes for change control process, coordination with technical architects and communication across teams
  • Maintains up-to-date technical knowledge of existing and new accounting and SEC guidelines for the mutual fund industry
  • Manages the planning phase of the financial reporting cycles
Qualifications for financial manager
  • Cantonese an asset
  • Lead the general accounting and reporting team to support the needs of the TV production business operations and provide accurate and timely information to aid decision making
  • Strong Microsoft Office skills (MS Excel, MS PowerPoint and MS Word)
  • Bachelor degree or above in Accounting, Financial Management or other relevant field with at least 8 years of relevant working experience
  • Proven success maintain Hyperion Essbase and Planning applications
  • CPA, Chartered Accountancy or CIA required
2

Financial Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of financial manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial manager
  • Review Production, Casting and Public Relations show and event out of pocket expense invoices
  • Prepare actual to budget variance analysis and related profit and loss report
  • Complete weekly cash / accounts receivable reporting and bi-monthly revenue reporting
  • Reconcile monthly American Express statement, ensuring all receipt documentation is captured
  • Filing of legal entity bank reporting and preparation of quarterly analyst call information
  • Provide timely advice regarding SEC/FASB reporting issues and assist with corporate implementation
  • Manage a varied portfolio of clients
  • Lead, motivate, coach and manage the customer service team ensuring consistent consistently high quality service
  • Ensure compliance with all legal, compliance and regulatory requirements
  • Support management to deliver on overall business targets
Qualifications for financial manager
  • Experience using or auditing SAP applications a plus
  • Eligible to be a Registered Investment Sales Representative (RISR) via completion of the Investment Funds in Canada or Canadian Securities Course registered and lending qualified
  • Candidate needs to be fluent in French, English and Mandarian
  • Experience in public or private accounting preferred
  • Entertainment industry experience preferred, preferably in the area of Television Syndication
  • Must be a team player with the ability to work with staff at all organizational levels across various Business Units
3

Financial Manager Job Description

Job Description Example
Our growing company is looking for a financial manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial manager
  • Assists property management and Gen Re General Services personnel in creation of annual operating budget as it relates to the Gen Re real estate CT properties and N.A
  • Assembles transition team of available personnel to create database of new assignments
  • Works with property management and client to define scope of accounting services needed in accordance with the management agreement
  • Performs final review and approval of monthly operating reports/ budgets and other ad hoc reports
  • Monitors regular performance of assigned financial staff, ensureing that all deadlines and financial requirements of management agreements are met
  • Review and submits to corporate office for annual filing of Form 1099s
  • May also be responsible for the complete financial accounting/ reporting on an assigned set of properties
  • Coordinate, manage and prepare Bank Solutions financial and management reports accurately and on a timely basis including appropriate variance analysis, evaluation of metrics and commentary for internal review and action
  • Analyze variances and trends in sales, revenue, expense, general business conditions and other related areas
  • The manager will be relied upon to offer excellent quantitative analysis, qualitative business judgement and to build strong relationships with key decision makers and peers across the business unit
Qualifications for financial manager
  • Must have knowledge to accounting software, SAP is a plus
  • Strong computer skills, including use of Excel, database applications
  • Deep knowledge and understanding of accounting principles
  • Minimum 2-5 years experience banking experience
  • Proven track record managing costs
  • Proficiency with Microsoft desktop suite required
4

Financial Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for a financial manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial manager
  • Assist in the preparation of quarterly and annual financial and progress reports to the sponsor (DoD)
  • Complete checklists to support new subcontracts, master service agreements and task orders
  • Manage and update projections across multiple METRC grants and studies and keep updated for accurate financial planning
  • Manage the analysis and interpretation of the financial data for executive leadership, including the Dean
  • Direct supervision of major account financial staff
  • Completes annual performance reviews and establishes goals for Client Accountants and other direct subordinates Oversees completion of performance reviews for all other subordinate financial management employees
  • Conducts staff meetings to discuss financial management assignments, issues and related matters x Keeps abreast of latest trends and developments in real estate and financial management
  • Assist CIS City Lead in evaluating profitability of assignments
  • Provides Group Client Acctg Manager with accountability for multiple large portfolios and financially complex assignments and reporting
  • Research, analyze and articulate of variance drivers against monthly, quarterly and annual budget/forecast
Qualifications for financial manager
  • Possess a third level degree plus relevant MCC QFA qualifications
  • Excellent organisational skills and strong ability to delegate
  • Bilingual (English & French) & Mandarin required
  • Four year degree in Business, Accounting or related field required
  • Yardi, MRI, or other property management software experience helpful
  • Qualification in Quantity Surveying
5

Financial Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial manager
  • Manages all non-5 ledger accounts, gifts, foundations, trusts, and appropriations
  • Plans all non-5 ledger department budgets, forecasts needs, and monitors allocation/utilization of assets and resources
  • Ensures effective internal controls following professional accounting and auditing standards
  • Manages internal Departmental Purchasing system in an electronic and virtual environment striving for a paperless office environment
  • Oversees all purchases placed through state appropriated, foundation, and trust accounts ensuring procurements comply with federal and state regulations
  • Oversees project (account) reconciliations ensuring correct balances and all projects (accounts) reflect accurate data in the Wolfpack Reporting System
  • Directs Fiscal Year close-out, ensuring all deadlines are met and all state appropriated budgets are spent correctly and balanced
  • Oversees/Approvse travel authorizations and reimbursements ensuring travel meets with Department, College, University, Federal, and State guidelines and IRS regulations
  • Oversees/Approves accounting transactions (Internal POs, small purchase vouchers, JVs, IDTs, requisitions over $5k)
  • Prepares weekly and monthly financial and purchasing reports using detailed numerical and data manipulation from desktop and web-based computing productivity tools to determine spending patterns and identify surpluses and shortfalls in the budget
Qualifications for financial manager
  • Strong PC skills, particularly spreadsheets
  • Directs major account financial management activites, ensuring that all processing requirements and reporting deadline are met in a manner consistent with CIS standards, policies and procedures
  • Excellent oral and written communication skills Excellent analytical and mathematical skills
  • The successful candidate must have a Bachelor's Degree in Finance or Accounting
  • The successful candidate must have four (7)+ years work experience as a financial analyst or similar role focused on budgeting, reporting, and analysis
  • The successful candidate must have strong proficiency in MS Office applications, advanced in Excel

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