Financial Manager

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

Financial Manager Job Description Template

Our company is looking for a Financial Manager to join our team.


  • Prepare or co-ordinate the preparation of financial statements, summaries, and other cost-benefit analyses and financial management reports;
  • Recruit, organize, train and manage staff;
  • 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;
  • Develop and implement the financial policies, systems and procedures of an establishment;
  • Act as liaison between the organization and its shareholders, the investing public and external financial analysts;
  • Co-ordinate the financial planning and budget process, and analyze and correct estimates;
  • Supervise the development and implementation of financial simulation models;
  • Plan, organize, direct, control and evaluate the operation of an accounting, audit or other financial department.


  • A bachelors degree in business administration, economics, commerce or a related field is required;
  • Several years of experience in accounting, auditing, budgeting, financial planning and analysis or other financial activities are required;
  • A masters degree in business administration (concentration in finance), or another masters level management program may be required;
  • Accounting and audit managers may require a recognized accounting designation (CPA, CA, CPA, CMA or CPA, CGA).