Financial Manager Job Description template and pdf with duties [2024]

Job summary 1

Under the limited supervision of the Chief Financial Officer, a Financial Manager is responsible for the adoption, utilization, and optimization of financial & business systems; identifying and implementing innovative solutions to maintain the efficiency of the core organizational functions and business processes - including collecting and analyzing data to support the business cases, system requirements, and proposed projects.

Duties & Responsibilities 1

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Requirements & Skills 1

Job summary 2

The successful candidate will exhibit a high level of passion for excellence, collaboration, and integrity. Winning in this role is accomplished by partnering with business leaders and teams to support the development and execution of short, medium, and long-term strategic and operational plans and identifying/managing key performance indicators that deliver improved forecast reliability. Candidates must be highly analytical, technically strong, with excellent communication skills (written and verbal), collaborative management style with high integrity. We are seeking only those candidates that have the potential to be “up to speed” quickly to generate excellent financial reporting and to be a key financial leader/contributor within the organization for internal reporting as well as providing appropriate external information to required parties. Successful candidates will be professionals with demonstrated successes, in financial reporting/forecasting, and strategic planning, skilled in implementing financial processes and cultivating a dynamic culture that respects and enables employees to excel as required within a highly successful privately owned company.

Duties & Responsibilities 2

Requirements & Skills 2

Job summary 3

The Financial Manager is responsible for planning, directing, and reviewing the activities and operations of the Financial Operations and Reporting unit. He/she will be supervising general ledger operations, financial reporting, payroll, accounts payable, and accounts receivable, preparing and maintaining accounting records regularly, assisting in the preparation and control of operations budgets, training personnel, and performing related work as assigned. He/she will manage the annual external audit.

Duties & Responsibilities 3

Requirements & Skills 3

Bachelor's degree in business administration, accounting, finance, or related field from an accredited college or university
- Three years of professional level experience in accounting and/or a closely related fiscal activity and one year of which in a supervisory.
- An equivalent combination of education and job-specific experience that provided the knowledge, experience, and competencies required to successfully perform the job at the level listed may be substituted on a year-over-year basis.
- Strong computer skills including proficiency in Microsoft Office Suite (Excel, Word, and Access)

Job summary 4

The incumbent is responsible for advising on financial issues. The incumbent manages the budgetary, financial, accounting, and auditing activities throughout the year and oversees a finance team. As the Financial Manager, the incumbent provides comprehensive financial management.

Duties & Responsibilities 4

Manages and oversees all aspects of finances, budgeting, and accounting.
Oversees the planning, preparation, justification, administration, analysis, forecasting, scheduling, sequencing, and timing of actions necessary to accomplish budgetary, financial, accounting, or auditing activities to ensure cost-effective support of the operations.
Directs the formulation, justification, and execution of the budget.
Researches, monitors, and analyzes laws, regulations, and guidance related to federal budget and funds.
- Establishes financial controls and monitors the execution of all financial transactions.
- Administers and oversees all contracting, including the development of contract vehicles and the monitoring of contract execution, audit, and closeout.
- Conducts data analysis to determine and verify the accuracy of all financial analyses and demonstrates ownership and responsibility for results.

Requirements & Skills 4

10 years experience in the finance field.
Minimum of 3 years of supervisory experience in the field of financial management.
A baccalaureate or post-graduate degree from an accredited college or university, that included or was supplemented by at least 24 semester hours in any combination of the following fields: accounting, business, finance, law, contracts, purchasing, economics, quantitative methods.

Job summary 5

A Financial Manager provides financial/business lead support in the areas of project management, procurement, and contract performance measurement including policy interpretation, requirements analysis, planning and administration, cost estimating, contract and subcontract administration, proposal preparation, and evaluation, control systems implementation, compliance reviews, performance monitoring, data analysis, risk assessment, and status reporting. Analyzes contractor performance trends and prepares completion forecasts.

Duties & Responsibilities 5

Collect and analyze performance data. Assess and quantify cost/schedule/technical status and risk; evaluate trends, and project cost completion estimates.
Participate in program management reviews and financial administration meetings.
Prepare and coordinate inputs for acquisition documentation, status reports, briefings, and information inquiries. Train new staff (internal & external) on CPM concepts, analysis techniques, and related reports.
Conduct technical evaluation of cost proposals including fact-finding, cost/technical trade-off analyses, and evaluation report writing. Prepare independent cost estimates to support the evaluation of alternatives including the development of cost and operational effectiveness analyses, and Bottom-Up/Top-Down cost estimates. Serve as liaison to contractor finance/accounting personnel.
- Lead the development and preparation of cost proposals in compliance with solicitations and company procedures; develop cost estimates, prepare a formal submission and supporting documentation, monitor the proposal process, and negotiate any elements as required.
- Provide internal financial control services including monitoring funding, preparing periodic cost status reports for technical managers, and coordinating with the finance department in invoice administration and payments, job cost management, contract audit/filing, and close-out process.
- Conduct special studies and evaluations and ensure compliance with Government financial policies and procedures.

Requirements & Skills 5

Bachelor's degree in Business/Finance/Economics and at least 7 years of job-related experience or equivalent
- Good written communication skills
- Working knowledge of word processing and integrated software applications
- Organizational skills and the ability to perform detail-oriented work are required.

Job summary 6

The Financial Manager is responsible for the operation and maintenance of the financial management system. This position analyzes and designs computer programs with an emphasis on the production of accounting records as well as assists in the implementation of account procedures for the Auditor's Office. This position also assists with annual financial audits, prepares the County Financial Statements, supervises and directs the daily operation of multi-user financial computer systems, resolves system errors and problems, and prepares journal entries for the production of financial statements.

Duties & Responsibilities 6

Requirements & Skills 6

Bachelor's degree in a related field and a minimum of five years of experience in a related field; or an equivalent combination of education and related experience required.

Job summary 7

Financial Manager researches economic progressions to assist with the organization's financial planning. Presents findings and recommendations to management. Includes responsibility for budget planning and process support.

Duties & Responsibilities 7

Supports financial reporting requirements to the State by contract requirements
Supports management with thoughtful, actionable analysis related to claims trends; identifies and resolves claims issues by liaising with the claims processing team and provider relations team
Supports leadership in ensuring alignment of State funding with services being contracted and engages with provider community as needed, driven by State budgetary changes
Works with corporate finance teams to establish program-specific pricing and develop budgets and forecasts
- Performs monthly close tasks and analysis to facilitate understanding of monthly results against the financial plan
- Manages business relationships on behalf of the broader Finance organization and Leadership
- Leverages technology and carry out process improvement activities

Requirements & Skills 7

5+ years of relevant financial analysis or accounting experience
3+ years of supervisory experience
Bachelor’s degree in Accounting, Finance, or equivalent
- Advanced skills in MS Excel, MS Office product suite, and other technology tools
- Progressive financial work experience
- Ability to work in a matrix environment while positively influencing other functional areas

Job summary 8

The Financial Manager will be a key contributor to the company. This position plays a key role in developing and implementing the company's financial and strategic plans and formulating its financial plan, fiscal budget, and forecasts. This position is responsible for financial planning and analytical support to drive business growth. This role also provides management information through monthly and quarterly business performance reporting and insights.

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Requirements & Skills 8

Job summary 9

As a Financial Manager, you’ll play a key role in the company by leading a team of financial analysts including training, assistance in the execution of workload, prioritizing, developing goals, and career development. You’ll serve as a key area in the Strategic Financial Plan process, including preparation, consolidation, and reporting on results. If you’re an expert in finance with an ability to work effectively both independently and within a team, you’re exactly who we’re seeking. Technical capabilities aside, if you’re a mission-driven self-starter who’s comfortable with ambiguity, and who thrives in a fast-paced, collaborative environment, you’re a perfect fit for our team.

Duties & Responsibilities 9

Provide timely, relevant, and accurate reporting and analysis of financial results (GAAP and Statutory)
- Manage and prepare ad-hoc financial analyses, reports, and management presentations
- Utilize excellent written and verbal communication and comprehension skills to clearly explain complex analytical topics to a wide audience (e.g. management, peers, external parties)
- Effectively handle multiple, concurrent demands and appropriately prioritize responsibilities

Requirements & Skills 9

Bachelor’s Degree in Finance, Accounting, or equivalent
10+ years of progressive relevant experience
Ability to innovate and leverage technology for efficiencies, enhanced analytics, and complex financial models
- Advanced computer skills in Microsoft Office and Oracle products (i.e. PeopleSoft, Hyperion, etc.) preferred
- Critical thinking and quantitative and qualitative analytical skills, using well-thought-out logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems; demonstrated analytics skills with keen attention to detail
- Proven organizational skills with the ability to work under tight and high-intensity deadlines

Job summary 10

This job is responsible for managing the financial accounting and reporting activities for the various health insurance subsidiaries of the Organization by Statutory Accounting Principles (SAP). Accountabilities include managing the financial reporting department, coordinating the financial filings for the Insurance Departments, and statutory-basis audited financials, maintenance of general ledgers, monitoring risk-based capital, researching applicable statutory technical guidance, and communicating implications of guidance to management.

Duties & Responsibilities 10

Effectively develop financial accounting policies and manages the financial accounting functions of the Organization and assigned subsidiaries. Accountable for the statutory general ledgers of the Organization and assigned subsidiaries. This includes but is not limited to maintenance/deployment of the system's statutory general ledger, the statutory reporting software, and a review of the general ledger activity.
- Manage the quarterly/annual insurance financial filings process. Oversee the statutory reporting activities of the financial reporting department, and support finance departments such as treasury, shared services, operational accounting, cost accounting and tax, and subsidiary/affiliate finance units.
- Ensure proper recording and maintenance of accounting records by SAP. This includes determining the appropriate accounting treatment for the organization’s most complex financial transactions including M&A activity. Support other finance or business areas with technical accounting research and interpretation support.
- Stay abreast of new accounting pronouncements that impact the Organization’s business lines and advise senior management of their impact on the organization. Oversee the adoption of the new guidance, periodically in conjunction with the impacted finance or business areas.

Requirements & Skills 10

Bachelor's Degree in Accounting, Finance or Related Field
- Master's Degree Accounting, Finance or Related Field
- 5-7 years of Finance or Accounting
- 3-5 years Management

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