Assessment Template For Financial Managers

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

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Popular Job Roles
Accounting SupervisorBanking Center Manager (BCM)Branch ManagerBusiness Banking ManagerCredit Administration ManagerCredit ManagerFinancial Center ManagerFinancial Planning ManagerFinancial Reporting ManagerFinancial Systems Manager

Occupation-Specific

Technology Skills
Enterprise resource planning ERP software
Questions30
Time Limit25 min

Tasks

  • Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
  • Oversee the flow of cash or financial instruments.
  • 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.
  • Recruit staff members.
  • Evaluate data pertaining to costs to plan budgets.

Technology Skills

Enterprise resource planning ERP software

Microsoft Dynamics GP, NetSuite ERP, Oracle Hyperion, Oracle JD Edwards EnterpriseOne

Presentation software

Microsoft PowerPoint

Data base user interface and query software

Microsoft SQL Server, Oracle software, Structured query language SQL, Yardi software

Accounting software

Accounts receivable software, Fund accounting software, Intuit QuickBooks, Sage 50 Accounting

Business intelligence and data analysis software

IBM Cognos Impromptu, MicroStrategy, Oracle Business Intelligence Enterprise Edition, Qlik Tech QlikView

Worker Requirements

Technology Skills
Enterprise resource planning ERP software
Questions30
Time Limit25 min
Skills
Active Listening
Questions20
Time Limit15 min
Knowledge
Customer and Personal Service
Questions25
Time Limit20 min

Skills

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Speaking

Talking to others to convey information effectively.

Monitoring

Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

Knowledge

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Administration and Management

Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Economics and Accounting

Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

Administrative

Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

Mathematics

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Worker Characteristics

Technology Skills
Enterprise resource planning ERP software
Questions30
Time Limit25 min
Skills
Active Listening
Questions20
Time Limit15 min
Knowledge
Customer and Personal Service
Questions25
Time Limit20 min
Abilities
Oral Comprehension
Questions20
Time Limit15 min
Interests
Enterprising
Questions25
Time Limit20 min
Work Values
Working Conditions
Questions30
Time Limit20 min
Work Styles
Attention to Detail
Questions25
Time Limit15 min

Abilities

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression

The ability to communicate information and ideas in speaking so others will understand.

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Deductive Reasoning

The ability to apply general rules to specific problems to produce answers that make sense.

Speech Clarity

The ability to speak clearly so others can understand you.

Interests

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Social

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Work Values

Working Conditions

Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Recognition

Occupations that satisfy this work value offer advancement, potential for leadership, and are often considered prestigious. Corresponding needs are Advancement, Authority, Recognition and Social Status.

Work Styles

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Integrity

Job requires being honest and ethical.

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Leadership

Job requires a willingness to lead, take charge, and offer opinions and direction.

Concern for Others

Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.

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