Financial Planning Managers oversee all related fiscal processes in a company. They work to expand business models that affect budgets, and company disbursements. These managers may also be responsible for reviewing and approving all department budgets. The general responsibilities of a Financial Planning Manager may include analysis, risk evaluation, managing these risks, forecasting economic trends, enforcing pecuniary policies and guidelines throughout the company, and managing any other related projects.
A Financial Planning Manager usually performs any of the following tasks: • Testing, extracting, and expansion of data
• Developing reports
• Utilizing knowledge of compliance regulations, ISO standards, federal edicts, and other policies
• Performing financial analysis
• Leading projects and teams
• Recommending fiscal changes and measures
• Using fiscal tools, models, and reports
• Drafting, reviewing and analyzing budgets
• Chairing meetings
• Attending seminars, workshops and other meetings
Skills
• Being able to comprehend multifaceted fiscal models
• Financial analysis and reasoning
• Assessing risks, investments and budgets
• Networking
• Organization
• Presenting information and ideas
• Negotiating
• Collaborating with other professionals
• Managing people and responsibilities
• Thinking strategically and systematically
• Motivation
• Planning
• Project management
• Communication
• Stress management
Education
Financial Planning Manager should possess at the minimum a first degree. However, at this level, employers often prefer them to have a Master's Degree. Their areas of specialization should include Finance, Economics, Accounting, or Business Administration. Other Business related degrees may be acceptable, but managers need to have a high aptitude for dealing with numeric and financial data as well as statistics.
- Sr Financial Planning Manager
- Financial Planning
- Personal Financial Planning
- Financial Planning Specialist
- Financial Planning Associate
- Financial Planning Assistant
- Financial Planning Analysis Director
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- Strategic Planning Manager
- Sales Planning Manager
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- Accounting Clerk
- Audit Manager
- Audit Senior
- Auditor
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- Bookkeeper
- Business Management
- Controller
- Credit Analyst
- Data Management
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- File Clerk
- Finance Analyst
- Finance Manager
- Financial Advisor
- Financial Analyst
- Financial Associate
- Financial Consultant
- Financial Reporting Manager
- Fraud Investigator
- Insurance Agent
- Insurance Sales
- Internal Audit
- Investment Banking
- Leasing Agent
- Leasing Consultant
- Loan Officer
- Premium Auditor
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- Risk Management
- Tax Manager