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Careers in Finance

This document outlines 10 career paths in finance and the qualifications of a finance professional. Careers include banker, insurance agent, financial advisor, stockbroker, fund manager, corporate consultant, country manager, corporate finance manager, and chief finance officer. These roles require business or finance degrees and involve advising clients, managing investments, analyzing financial statements, and ensuring financial goals are met. Core qualities of finance professionals are integrity, attention to detail, strong communication skills, analytical abilities, and being able to multitask and think strategically using technology.

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Aranda, Irian D.
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42 views14 pages

Careers in Finance

This document outlines 10 career paths in finance and the qualifications of a finance professional. Careers include banker, insurance agent, financial advisor, stockbroker, fund manager, corporate consultant, country manager, corporate finance manager, and chief finance officer. These roles require business or finance degrees and involve advising clients, managing investments, analyzing financial statements, and ensuring financial goals are met. Core qualities of finance professionals are integrity, attention to detail, strong communication skills, analytical abilities, and being able to multitask and think strategically using technology.

Uploaded by

Aranda, Irian D.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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CAREERS IN FINANCE

 People with a
business degree
specializing finance.
1) Banker / Investment Banker
 Someone who has just finished college or has
had some special training in finance will
normally start as a bank clerk and move his way
up to the corporate ladder.

2) Insurance Agent/ Broker

 Insurance agents and brokers do not merely


sell insurance products. They also give financial
advice to their clients.
3) Financial Advisor
 They are engaged in the selling of financial
products. They give financial planning advice
to both individual and corporate clients.
4) Stockbroker
 A stockbroker is similar to a financial advisor in
the sense that she advices his or her clients on
matters pertaining to financial products,
market, industry trends and other investment
options.
 The stockbroker is licensed to facilitate the
buying and selling of stocks for investors and
they get paid through commission.
5) Fund Manager
 They manage funds pooled by several investors.
These are invested in several invested products
as part of an investment portfolio.
6) Academe
7) Corporate Consultants
 Corporate consultant is not employed by a
particular organization. He or she is
commissioned to do work on a temporary
or per project basis.
 They are usually an expert in the field who was
tapped to address specific problems or issues.

8) Country Manager
 Employed by a multinational firm. He or she’s
tasked to oversee the operations of an affiliate
in the host ( foreign country).
 This job is for very experienced finance
professionals, as country managers are not
required to manage the financial aspects of
business; instead, he or she is expected to
manage all other cross-functional areas with
department heads or managers reporting to
him or her.
9) Corporate Finance Manager / Officer
 The core of finance manager’s job is
financial analysis which encompasses risk
assessment, return on different
investment options, preparation and
analysis of financial statements
( and reporting the results to the top management),
ensuring the cost control measures are in place in all
cross-functional areas and that those are
communicated to other department heads and
treasury.
 The finance manager or officer reports directly
to the CFO or Chief Finance Officer.

10) Chief Finance Officer


 One of the members of the top management
team and often referred to as an executive.
 The CFO is responsible for managing all the
financial aspects of the business-
investment, capital expenditures, budget
allocation, cost control measures, cash flow
and sourcing of funds.

 The ultimate role of CFO is to ensure that


all financial decisions made will contribute
to the achievement of corporate goals and
objectives.
QUALITIES OF A FINANCE PROFESSIONAL
1) Integrity
 Integrity is defined as a strong quality of
being honest. Its a strong adherence to moral
standards uprightness.
2) Attention to detail
 Financial information provided to the
stakeholders , especially the decision makers
have to be complete and accurate.
3) Strong oral and written communication
skills
 Finance professionals work with people of
different backgrounds.
 A finance professional who possess the
ability to communicate well would be more
effective in carrying out all those tasks and
responsibilities.
4) Ability to multitask
 A finance professional must be capable of
wearing many hats and still be focused on
the key issues that affect the financial well-
being of the organization.
5) Analytical
 One who has the ability to interpret data and
discover underlying reasons that would
explain a particular situation
6) Ability to think strategically
 They have the ability to determine priorities
and identify potential risks and opportunities.

7) Ability to use technology


 In order to produce accurate reports in a timely
manner, the work of finance professionals have
to aided by the use of technology.
8) Team Player
 The ability to work in a collaborative
environment is imperative.
9) Leadership
 Leading people means teaching, sharing,
knowledge, motivating other employees to
meet or exceed standards, and encouraging
everyone to meet targets.
10) Flexibility
 The finance professional is expected to know
the customers demands and the trends in
the global environment.

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