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Financial Manager  What They Do

Just the Facts


Financial Managers, Branch or Department Career Video



Plans, directs and coordinates accounting, investing, banking, insurance, securities and other financial activities of a branch, office or department of an establishment.

This career is part of the Business, Management and Administration cluster Business Finance and Accounting pathway, Management pathway.


A person in this career:

  • Establishes and maintains relationships with individual or business customers or provides assistance with problems these customers may encounter.
  • Plans, directs, or coordinates the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.
  • Recruits staff members.
  • Prepares operational or risk reports for management analysis.
  • Evaluates data pertaining to costs to plan budgets.
  • Oversees training programs.
  • Examines, evaluates, or processes loan applications.
  • Approves, rejects, or coordinates the approval or rejection of lines of credit or commercial, real estate, or personal loans.
  • Oversees the flow of cash or financial instruments.
  • Prepares financial or regulatory reports required by laws, regulations, or boards of directors.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves sitting more than one-third of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Overtime work

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Manager, Credit and Collection -- Directs and coordinates activities of workers engaged in conducting credit investigations and collecting delinquent accounts of customers.
  • Manager, Exchange Floor -- Directs floor operations of brokerage firm engaged in buying and selling securities at exchange.
  • Manager, Financial Institution -- Manages branch or office of financial institutions, such as commercial bank, credit union, finance company, mortgage company, savings bank, or trust company.
  • Operations Officer -- Supervises and coordinates activities of personnel involved in performing internal operations in department or branch office of financial institution.
  • Risk and Insurance Manager -- Plans, directs, and coordinates risk and insurance programs of establishment to control risks and losses.
  • Trust Officer -- Directs and coordinates activities relative to creating and administering personal, corporate, probate, and court-ordered guardianship trusts in accordance with terms creating trust, will, or court order.
  • Treasurer, Controller, Chief Financial Officer -- Plan, direct, and coordinate the financial activities of an organization at the highest level of management. Include financial reserve officers.
  • Treasurer --
  • Controller --
  • Chief Financial Officer --