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11-3031.00 · Task explorer

Financial Managers: reported tasks and exploration worksheet

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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This source lists 17 tasks, including 6 marked Core and 11 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.

Task source dates: 08/2022.

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17 tasks shown

Core · Task 21311 · 08/2022 · Incumbent

Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

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Core · Task 21319 · 08/2022 · Incumbent

Oversee the flow of cash or financial instruments.

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Core · Task 21312 · 08/2022 · Incumbent

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.

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Core · Task 21313 · 08/2022 · Incumbent

Recruit staff members.

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Core · Task 21315 · 08/2022 · Incumbent

Evaluate data pertaining to costs to plan budgets.

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Core · Task 21316 · 08/2022 · Incumbent

Oversee training programs.

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Supplemental · Task 21327 · 08/2022 · Incumbent

Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.

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Supplemental · Task 21322 · 08/2022 · Incumbent

Communicate with stockholders or other investors to provide information or to raise capital.

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Supplemental · Task 21321 · 08/2022 · Incumbent

Develop or analyze information to assess the current or future financial status of firms.

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Supplemental · Task 21318 · 08/2022 · Incumbent

Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

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Supplemental · Task 21320 · 08/2022 · Incumbent

Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

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Supplemental · Task 21317 · 08/2022 · Incumbent

Examine, evaluate, or process loan applications.

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Supplemental · Task 21323 · 08/2022 · Incumbent

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.

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Supplemental · Task 21325 · 08/2022 · Incumbent

Network within communities to find and attract new business.

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Supplemental · Task 21314 · 08/2022 · Incumbent

Prepare operational or risk reports for management analysis.

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Supplemental · Task 21326 · 08/2022 · Incumbent

Review collection reports to determine the status of collections and the amounts of outstanding balances.

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Supplemental · Task 21329 · 08/2022 · Incumbent

Review reports of securities transactions or price lists to analyze market conditions.

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Make the shortlist useful

Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
For each, write an example you can discuss or a question that would change your understanding of the role.
Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.

The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.

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Download before leaving this page. Unsaved writing remains only in the page and is cleared on refresh. Notes and learning actions are not sent to a server. This guide describes an occupation and supports study planning; it does not provide clinical, legal or equipment-operating procedures.

Source and practice material

Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.

Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.