O*NET-SOC 11-3031.00
Financial Managers
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
From O*NET 30.3
Tasks
From O*NET 30.3, by importance, as O*NET OnLine lists them
Free · O*NET 30.3- Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.Supplemental21327
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.Core21311
- Communicate with stockholders or other investors to provide information or to raise capital.Supplemental21322
- Oversee the flow of cash or financial instruments.Core21319
- Develop or analyze information to assess the current or future financial status of firms.Supplemental21321
- Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.Core21312
- Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.Supplemental21318
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors.Supplemental21320
- Examine, evaluate, or process loan applications.Supplemental21317
- Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.Supplemental21323
- Recruit staff members.Core21313
- Network within communities to find and attract new business.Supplemental21325
- Prepare operational or risk reports for management analysis.Supplemental21314
- Evaluate data pertaining to costs to plan budgets.Core21315
- Review collection reports to determine the status of collections and the amounts of outstanding balances.Supplemental21326
- Oversee training programs.Core21316
- Review reports of securities transactions or price lists to analyze market conditions.Supplemental21329
Technology Skills
From O*NET 30.3, 64 examples in 26 categories, 30 Hot Technology
Free · O*NET 30.3Accounting software
- Accounts receivable software
- Fund accounting software
- Intuit QuickBooksHot Technology
- Sage 50 Accounting
- Tax software
Document management software
- Adobe AcrobatHot Technology
- Microsoft SharePointHot Technology
Human resources software
- ADP Workforce Now
- Human resource information system (HRIS)
- Human resource management software HRMS
Business intelligence and data analysis software
- Alteryx softwareHot Technology
- IBM Cognos Impromptu
- MicroStrategy
- Oracle Business Intelligence Enterprise Edition
- Qlik Tech QlikView
- TableauHot Technology
Financial analysis software
- ARES Corporation PRISM Project Estimator
- Credit management software
- Delphi Technology
- Oracle E-Business Suite Financials
Customer relationship management CRM software
- Blackbaud The Raiser's Edge
- Salesforce softwareHot Technology
Data base user interface and query software
- Database software
- FileMaker Pro
- Microsoft AccessHot Technology
- Microsoft SQL ServerHot Technology
- Oracle DatabaseHot Technology
- Structured query language SQLHot Technology
- Yardi softwareHot Technology
Medical software
- Healthcare common procedure coding system HCPCS
Electronic mail software
- IBM Notes
- Microsoft Exchange
- Microsoft OutlookHot TechnologyIn Demand
Enterprise system management software
- IBM Power Systems software
Analytical or scientific software
- IBM SPSS StatisticsHot Technology
- SASHot Technology
Information retrieval or search software
- LexisNexis
Sales and marketing software
- Marketo Marketing AutomationHot Technology
Enterprise resource planning ERP software
- Microsoft Dynamics
- Microsoft Dynamics GP
- NetSuite ERP
- Oracle Fusion Applications
- Oracle Hyperion
- Oracle JD Edwards EnterpriseOne
- Oracle PeopleSoftHot Technology
- Oracle PeopleSoft Financials
- SAP Business Objects
- SAP softwareHot TechnologyIn Demand
- Workday softwareHot Technology
Spreadsheet software
- Microsoft ExcelHot TechnologyIn Demand
- Moody's KMV FAMAS
Office suite software
- Microsoft Office softwareHot TechnologyIn Demand
Presentation software
- Microsoft PowerPointHot TechnologyIn Demand
Project management software
- Microsoft ProjectHot Technology
- Oracle Primavera Enterprise Project Portfolio ManagementHot Technology
Process mapping and design software
- Microsoft VisioHot Technology
Development environment software
- Microsoft Visual BasicHot Technology
- Microsoft Visual Basic for Applications VBAHot Technology
Operating system software
- Microsoft WindowsHot Technology
Word processing software
- Microsoft WordHot Technology
Object or component oriented development software
- RHot Technology
Data base reporting software
- SAP Crystal Reports
Compliance software
- Tax compliance property tax management software
Data base management system software
- Teradata DatabaseHot Technology
Detailed Work Activities
From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it
Free · O*NET 30.3Monitoring Processes, Materials, or Surroundings
Monitor flow of cash or other resources.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyzing Data or Information
Analyze forecasting data to improve business decisions.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyze financial records to improve budgeting or planning.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyze financial records or reports to determine state of operations.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Analyze financial records to improve efficiency.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Making Decisions and Solving Problems
Approve expenditures.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Developing Objectives and Strategies
Determine pricing or monetary policies.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Documenting/Recording Information
Prepare financial documents, reports, or budgets.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Prepare reports related to compliance matters.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Maintain regulatory or compliance documentation.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Prepare operational progress or status reports.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Interpreting the Meaning of Information for Others
Communicate organizational information to customers or other stakeholders.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Establishing and Maintaining Interpersonal Relationships
Establish interpersonal business relationships to facilitate work activities.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Guiding, Directing, and Motivating Subordinates
Supervise employees.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Direct financial operations.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Direct organizational operations, projects, or services.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Providing Consultation and Advice to Others
Recommend organizational process or policy changes.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Staffing Organizational Units
Recruit personnel.
WFA · Part of the paid plan when accounts openWFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level
- No tools yet
- Not mapped yet
Job Zone
From O*NET 30.3
Free · O*NET 30.3Job Zone Four: Considerable Preparation Needed
Workforce Automation analysis, not part of the source
WFA coverage: AI skills for this job
WFA · Part of the paid plan when accounts openPilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.
Equivalents
NICE work roles, with their DCWF equivalents
Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)
Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)No NICE work role maps to this job.