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The occupational data used in the Job Description Writer comes from the Occupational Information Network (O*NET).

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The Job Description Writer walks you through a step-by-step process of building a meaningful job description. Get started by entering an occupation and a state below.

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    Financial Managers
    Today's Date: 6/9/2024
    Exclude this category Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

    Exclude this category Bachelor's degree

    Exclude this category Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
    Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
    Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
    Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
    Administrative - Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
    Law and Government - Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
    Personnel and Human Resources - Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
    Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
    English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
    Education and Training - Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
    Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

    Exclude this category Basic Skills
    • *Active Learning Understanding the implications of new information for both current and future problem-solving and decision-making.
    • *Active Listening Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
    • *Critical Thinking Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
    • *Learning Strategies Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
    • *Mathematics Using mathematics to solve problems.
    • *Monitoring Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
    • *Reading Comprehension Understanding written sentences and paragraphs in work-related documents.
    • Science Using scientific rules and methods to solve problems.
    • *Speaking Talking to others to convey information effectively.
    • *Writing Communicating effectively in writing as appropriate for the needs of the audience.

    Social Skills
    • *Coordination Adjusting actions in relation to others' actions.
    • *Instructing Teaching others how to do something.
    • *Negotiation Bringing others together and trying to reconcile differences.
    • *Persuasion Persuading others to change their minds or behavior.
    • *Service Orientation Actively looking for ways to help people.
    • *Social Perceptiveness Being aware of others' reactions and understanding why they react as they do.

    Complex Problem Solving Skills
    • *Complex Problem Solving Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

    Technical Skills
    • Equipment Maintenance Performing routine maintenance on equipment and determining when and what kind of maintenance is needed.
    • Equipment Selection Determining the kind of tools and equipment needed to do a job.
    • Installation Installing equipment, machines, wiring, or programs to meet specifications.
    • Operation and Control Controlling operations of equipment or systems.
    • Operations Analysis Analyzing needs and product requirements to create a design.
    • Operations Monitoring Watching gauges, dials, or other indicators to make sure a machine is working properly.
    • Programming Writing computer programs for various purposes.
    • Quality Control Analysis Conducting tests and inspections of products, services, or processes to evaluate quality or performance.
    • Repairing Repairing machines or systems using the needed tools.
    • Technology Design Generating or adapting equipment and technology to serve user needs.
    • Troubleshooting Determining causes of operating errors and deciding what to do about it.

    Systems Skills
    • *Judgment and Decision Making Considering the relative costs and benefits of potential actions to choose the most appropriate one.
    • *Systems Analysis Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
    • *Systems Evaluation Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.

    Resource Management Skills
    • *Management of Financial Resources Determining how money will be spent to get the work done, and accounting for these expenditures.
    • Management of Material Resources Obtaining and seeing to the appropriate use of equipment, facilities, and materials needed to do certain work.
    • *Management of Personnel Resources Motivating, developing, and directing people as they work, identifying the best people for the job.
    • *Time Management Managing one's own time and the time of others.

    Desktop Computer Skills
  • SpreadsheetsUsing a computer application to enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs.
  • PresentationsUsing a computer application to create, manipulate, edit, and show virtual slide presentations.
  • InternetNavigating the Internet to find information, including the ability to open and configure standard browsers; use searches, hypertext references, and transfer protocols; and send and retrieve electronic mail (e-mail).
  • NavigationUsing scroll bars, a mouse, and dialog boxes to work within the computer's operating system. Being able to access and switch between applications and files of interest.
  • Word ProcessingUsing a computer application to type text, insert pictures, format, edit, print, save, and retrieve word processing documents.
  • GraphicsWorking with pictures in graphics programs or other applications, including creating simple graphics, manipulating the appearance, and inserting graphics into other programs.
  • DatabasesUsing a computer application to manage large amounts of information, including creating and editing simple databases, inputting data, retrieving specific records, and creating reports to communicate the information.


  • Exclude this category Body Positioning
    • Requires sitting

    Communication
    • Requires telephone conversations
    • Requires use of electronic mail
    • Requires writing letters and memos
    • Requires face-to-face discussions with individuals or teams
    • Requires contact with others (face-to-face, by telephone, or otherwise)

    Competition
    • Requires competition or awareness of competitive pressures

    Conflict
    • Includes conflict situations

    Impact of Decisions
    • Requires making decisions that impact the results of co-workers, clients or the company
    • Opportunity to make decisions without supervision
    • Requires making decisions that affect other people, the financial resources, and/or the image and reputation of the organization

    Level of Challenge
    • Requires repeating the same physical activities or mental activities over and over
    • Requires being exact or highly accurate
    • Freedom to determine tasks, priorities, and goals

    Pace and Scheduling
    • Requires meeting strict deadlines

    Personal Interaction
    • Requires work with others in a group or team
    • Requires coordinating or leading others in accomplishing work activities
    • Requires work with external customers or the public

    Responsibility for Others
    • Includes responsibility for the health and safety of others
    • Includes responsibility for work outcomes and results

    Work Setting
    • Requires working indoors in environmentally controlled conditions


    Exclude this category
    • Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.
    • Review collection reports to determine the status of collections and the amounts of outstanding balances.
    • Analyze and classify risks and investments to determine their potential impacts on companies.
    • Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
    • Submit delinquent accounts to attorneys or outside agencies for collection.
    • Review reports of securities transactions or price lists to analyze market conditions.
    • Oversee the flow of cash or financial instruments.
    • Plan, 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.
    • Recruit staff members.
    • Evaluate data pertaining to costs to plan budgets.
    • Oversee training programs.
    • Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
    • Communicate with stockholders or other investors to provide information or to raise capital.
    • Develop or analyze information to assess the current or future financial status of firms.
    • Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
    • Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
    • Examine, evaluate, or process loan applications.
    • Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
    • Network within communities to find and attract new business.
    • Prepare operational or risk reports for management analysis.
    • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

    Exclude this category
    Working with Computers

      Establishing and Maintaining Interpersonal Relationships
      • Establish interpersonal business relationships to facilitate work activities.

      Communicating with Supervisors, Peers, or Subordinates
      • Coordinate operational activities with external stakeholders.

      Processing Information

        Getting Information

          Evaluating Information to Determine Compliance with Standards

            Making Decisions and Solving Problems
            • Approve expenditures.

            Coaching and Developing Others

              Guiding, Directing, and Motivating Subordinates
              • Direct financial operations.
              • Direct organizational operations, projects, or services.
              • Supervise employees.

              Organizing, Planning, and Prioritizing Work

                Coordinating the Work and Activities of Others

                  Analyzing Data or Information
                  • Analyze financial records or reports to determine state of operations.
                  • Analyze financial records to improve budgeting or planning.
                  • Analyze financial records to improve efficiency.
                  • Analyze forecasting data to improve business decisions.
                  • Analyze risks to minimize losses or damages.

                  Updating and Using Relevant Knowledge

                    Judging the Qualities of Objects, Services, or People

                      Developing and Building Teams

                        Scheduling Work and Activities

                          Documenting/Recording Information
                          • Maintain regulatory or compliance documentation.
                          • Prepare financial documents, reports, or budgets.
                          • Prepare operational progress or status reports.
                          • Prepare reports related to compliance matters.

                          Developing Objectives and Strategies
                          • Determine pricing or monetary policies.
                          • Develop operating strategies, plans, or procedures.

                          Communicating with People Outside the Organization

                            Training and Teaching Others

                              Providing Consultation and Advice to Others
                              • Recommend organizational process or policy changes.

                              Performing Administrative Activities

                                Performing for or Working Directly with the Public

                                  Identifying Objects, Actions, and Events

                                    Interpreting the Meaning of Information for Others
                                    • Communicate organizational information to customers or other stakeholders.

                                    Resolving Conflicts and Negotiating with Others
                                    • Negotiate sales or lease agreements for products or services.

                                    Monitoring Processes, Materials, or Surroundings
                                    • Monitor flow of cash or other resources.

                                    Thinking Creatively


                                      Exclude this category Tools

                                      Desktop calculator
                                      • 10-key calculators

                                      Desktop computers
                                      • Desktop computers

                                      Notebook computers
                                      • Notebook computers

                                      Personal computers
                                      • Personal computers

                                      Personal digital assistant PDAs or organizers
                                      • Personal digital assistants PDA

                                      Technology

                                      Accounting software
                                      • Accounting software
                                      • Accounts receivable software
                                      • Fund accounting software
                                      • Intuit QuickBooks
                                      • Sage 50 Accounting
                                      • Tax software

                                      Business intelligence and data analysis software
                                      • Alteryx software
                                      • IBM Cognos Impromptu
                                      • MicroStrategy
                                      • Oracle Business Intelligence Enterprise Edition
                                      • Qlik Tech QlikView
                                      • Tableau

                                      Data base user interface and query software
                                      • Database software
                                      • FileMaker Pro
                                      • Microsoft Access
                                      • Microsoft SQL Server
                                      • Oracle Database
                                      • Structured query language SQL
                                      • Yardi software

                                      Enterprise resource planning ERP software
                                      • Microsoft Dynamics
                                      • Microsoft Dynamics GP
                                      • NetSuite ERP
                                      • Oracle Fusion Applications
                                      • Oracle Hyperion
                                      • Oracle JD Edwards EnterpriseOne
                                      • Oracle PeopleSoft
                                      • Oracle PeopleSoft Financials
                                      • SAP Business Objects
                                      • SAP software
                                      • Workday software

                                      Financial analysis software
                                      • ARES Corporation PRISM Project Estimator
                                      • Credit management software
                                      • Delphi Technology
                                      • Oracle E-Business Suite Financials