Description
Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Interests
- Enterprising
- Conventional
Work Values
- Working Conditions
- Achievement
- Independence
Work Styles
- Integrity
- Attention to Detail
- Dependability
- Analytical Thinking
- Persistence
Tasks
- Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
- Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
- Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
- Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
Work Activities
- Getting Information
- Making Decisions and Solving Problems
- Communicating with Supervisors, Peers, or Subordinates
- Analyzing Data or Information
- Communicating with People Outside the Organization
Detailed Work Activities
- Observing, receiving, and otherwise obtaining information from all relevant sources.
- Analyzing information and evaluating results to choose the best solution and solve problems.
- Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
- Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
- Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
- Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
- Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
- Establishing long-range objectives and specifying the strategies and actions to achieve them.
- Developing specific goals and plans to prioritize, organize, and accomplish your work.
Technology Skills
- Enterprise resource planning ERP software
- Presentation software
- Accounting software
- Data base user interface and query software
- Spreadsheet software
Abilities
- Inductive Reasoning
- Written Comprehension
- Deductive Reasoning
- Near Vision
- Oral Comprehension
Skills
- Complex Problem Solving
- Critical Thinking
- Judgment and Decision Making
- Reading Comprehension
- Management of Financial Resources
Knowledge
- Economics and Accounting
- English Language
- Administration and Management
- Mathematics
- Personnel and Human Resources
Most Common Education Level
The “Most Common Education Level” refers to the level of education held by the majority of workers in a given occupation. For example, if the highest percentage of workers in a role have an Associate’s Degree, that suggests this is the typical educational requirement. Knowing this helps you plan how many years of education you may need to pursue that career.
Certificates
Certificate name
Certified Commercial Investment MemberCertifying Organization
National Association of Realtors
Type
Advanced
Certificate name
SAP Certified Associate - Treasury with SAP S/4HANA 2021Certifying Organization
SAP America, Inc.
Type
Product/Equipment
Certificate name
Oracle B2C Service 2024 Implementation ProfessionalCertifying Organization
Oracle Corporation
Type
Product/Equipment
Certifying Organization
SAP America, Inc.
Type
Product/Equipment
Certificate name
Tax Planning CertificationCertifying Organization
National Association of Certified Public Bookkeepers
Type
Core
Income Percentile
The income percentiles show how earnings are distributed within a profession. The 10th percentile means that 10% of workers earned less than that amount. The median (50th percentile) indicates that half of workers earned more, and half earned less. The 90th percentile reflects what the top 10% of earners in the field make.
| Income Percentile | Annual Income |
|---|---|
| Low (10%) | $100,060 |
| Median (50%) | $153,140 |
| High (90%) | $209,633 |
Income by Experience
This table shows how income typically grows with experience—from entry level (0–2 years), to mid-level (3–5 years), to senior level (6–8 years), to expert level (8+ years).
| Experience | Income |
|---|---|
Entry Level  | N/A |
| Mid Level | N/A |
| Senior Level | N/A |
| Expert Level | N/A |
Employability
There are currently 837,100 jobs in this career path. Over the next 10 years, that number is expected to increase to 975,300 positions, reflecting a projected growth of 17%.
The Projected Job Growth figure refers to the expected increase or decrease in employment within a specific career field over a certain period of time.
Projected Job Growth of 17%
Related Careers
The career information and data on this site incorporates information from O*NET Web Services, Lightcast, CareerOneStop, and the U.S. Bureau of Labor Statistics (BLS). For more details regarding the data sources and the specific information sourced, click here.
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