Example Titles

• Controller – financial services
• Director – financial services
• Director of Accounting
• Finance director
• Financial Administrator
• Financial control manager
• Financial planning and analysis manager
• Internal audit services manager
• Treasurer

Main Duties

This group performs some or all of the following duties:

• Plan, organize, direct, control, and evaluate the operation of an accounting, audit, or other financial department.
• Develop and implement an establishment’s financial policies, systems, and procedures.
• Prepare or coordinate the preparation of financial statements, summaries, and other cost-benefit analyses and financial management reports.
• Coordinate the financial planning and budget process, and analyze and correct estimates.
• Supervise the development and implementation of financial simulation models.
• Evaluate financial reporting systems, accounting procedures, and investment activities and make recommendations for changes to procedures, operating systems, budgets, and other financial control functions to senior managers and other department or regional managers.
• Recruit, organize, train, and manage staff.
• Act as liaison between the organization and its shareholders, the investing public, and external financial analysts.
• Establish profitability standards for investment activities and handle mergers and/or acquisitions.
• Notify and report to senior management concerning any trends that are critical to the organization’s financial performance.

Employment Requirements

• A bachelor’s degree in business administration, economics, commerce, or a related field is required.
• A master’s degree in business administration (concentration in finance), or another master’s level management program may be required.
• Several years of experience in accounting, auditing, budgeting, financial planning, and analysis or other financial activities are required.
• Accounting and audit managers may require a recognized accounting designation (CPA, CA, CPA, CMA, or CGA).
• Investment, treasury, or corporate finance managers may require a recognized financial designation (CFA, CFP, CIM, or others).