# Financial Managers > Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment. - Code: 11-3031.00 (O*NET-SOC; SOC 2018 11-3031) - Family: [Management](https://foundation.org.ai/occupations#family-11), one of its 59 occupations - Tasks: 17 tasks (6 core and 11 supplemental) - Page: https://foundation.org.ai/occupations/11-3031.00 - JSON: https://foundation.org.ai/data/tasks/11-3031.00.json ## What the work is made of 1. Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter. Core task · Task 21311 · Rated by 61 people who do the job, August 2022 2. Oversee the flow of cash or financial instruments. Core task · Task 21319 · Rated by 60 people who do the job, August 2022 3. 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. Core task · Task 21312 · Rated by 61 people who do the job, August 2022 4. Recruit staff members. Core task · Task 21313 · Rated by 60 people who do the job, August 2022 5. Evaluate data pertaining to costs to plan budgets. Core task · Task 21315 · Rated by 59 people who do the job, August 2022 6. Oversee training programs. Core task · Task 21316 · Rated by 61 people who do the job, August 2022 7. Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping. Supplemental task · Task 21327 · Rated by 61 people who do the job, August 2022 8. Communicate with stockholders or other investors to provide information or to raise capital. Supplemental task · Task 21322 · Rated by 61 people who do the job, August 2022 9. Develop or analyze information to assess the current or future financial status of firms. Supplemental task · Task 21321 · Rated by 61 people who do the job, August 2022 10. Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans. Supplemental task · Task 21318 · Rated by 61 people who do the job, August 2022 11. Prepare financial or regulatory reports required by laws, regulations, or boards of directors. Supplemental task · Task 21320 · Rated by 61 people who do the job, August 2022 12. Examine, evaluate, or process loan applications. Supplemental task · Task 21317 · Rated by 61 people who do the job, August 2022 13. 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. Supplemental task · Task 21323 · Rated by 60 people who do the job, August 2022 14. Network within communities to find and attract new business. Supplemental task · Task 21325 · Rated by 61 people who do the job, August 2022 15. Prepare operational or risk reports for management analysis. Supplemental task · Task 21314 · Rated by 61 people who do the job, August 2022 16. Review collection reports to determine the status of collections and the amounts of outstanding balances. Supplemental task · Task 21326 · Rated by 61 people who do the job, August 2022 17. Review reports of securities transactions or price lists to analyze market conditions. Supplemental task · Task 21329 · Rated by 61 people who do the job, August 2022 ## More in Management - [Administrative Services Managers](https://foundation.org.ai/occupations/11-3012.00): 18 tasks - [Advertising and Promotions Managers](https://foundation.org.ai/occupations/11-2011.00): 30 tasks - [Architectural and Engineering Managers](https://foundation.org.ai/occupations/11-9041.00): 19 tasks - [Biofuels Production Managers](https://foundation.org.ai/occupations/11-3051.03): 14 tasks - [Biofuels/Biodiesel Technology and Product Development Managers](https://foundation.org.ai/occupations/11-9041.01): 18 tasks - [Biomass Power Plant Managers](https://foundation.org.ai/occupations/11-3051.04): 19 tasks - [Brownfield Redevelopment Specialists and Site Managers](https://foundation.org.ai/occupations/11-9199.11): 23 tasks - [Chief Executives](https://foundation.org.ai/occupations/11-1011.00): 31 tasks - [Chief Sustainability Officers](https://foundation.org.ai/occupations/11-1011.03): 18 tasks - [Clinical Research Coordinators](https://foundation.org.ai/occupations/11-9121.01): 33 tasks - [Compensation and Benefits Managers](https://foundation.org.ai/occupations/11-3111.00): 22 tasks - [Compliance Managers](https://foundation.org.ai/occupations/11-9199.02): 29 tasks - [Computer and Information Systems Managers](https://foundation.org.ai/occupations/11-3021.00): 17 tasks - [Construction Managers](https://foundation.org.ai/occupations/11-9021.00): 25 tasks - [Education Administrators, All Other](https://foundation.org.ai/occupations/11-9039.00): no tasks listed - [Education Administrators, Kindergarten through Secondary](https://foundation.org.ai/occupations/11-9032.00): 32 tasks - [Education Administrators, Postsecondary](https://foundation.org.ai/occupations/11-9033.00): 27 tasks - [Education and Childcare Administrators, Preschool and Daycare](https://foundation.org.ai/occupations/11-9031.00): 17 tasks - [Emergency Management Directors](https://foundation.org.ai/occupations/11-9161.00): 23 tasks - [Entertainment and Recreation Managers, Except Gambling](https://foundation.org.ai/occupations/11-9072.00): 17 tasks - [Facilities Managers](https://foundation.org.ai/occupations/11-3013.00): 11 tasks - [Farmers, Ranchers, and Other Agricultural Managers](https://foundation.org.ai/occupations/11-9013.00): 30 tasks - [Fitness and Wellness Coordinators](https://foundation.org.ai/occupations/11-9179.01): 24 tasks - [Food Service Managers](https://foundation.org.ai/occupations/11-9051.00): 26 tasks - [Fundraising Managers](https://foundation.org.ai/occupations/11-2033.00): 16 tasks - [Funeral Home Managers](https://foundation.org.ai/occupations/11-9171.00): 23 tasks - [Gambling Managers](https://foundation.org.ai/occupations/11-9071.00): 19 tasks - [General and Operations Managers](https://foundation.org.ai/occupations/11-1021.00): 17 tasks - [Geothermal Production Managers](https://foundation.org.ai/occupations/11-3051.02): 17 tasks - [Human Resources Managers](https://foundation.org.ai/occupations/11-3121.00): 26 tasks - [Hydroelectric Production Managers](https://foundation.org.ai/occupations/11-3051.06): 18 tasks - [Industrial Production Managers](https://foundation.org.ai/occupations/11-3051.00): 21 tasks - [Investment Fund Managers](https://foundation.org.ai/occupations/11-3031.03): 20 tasks - [Legislators](https://foundation.org.ai/occupations/11-1031.00): 30 tasks - [Lodging Managers](https://foundation.org.ai/occupations/11-9081.00): 24 tasks - [Loss Prevention Managers](https://foundation.org.ai/occupations/11-9199.08): 27 tasks - [Managers, All Other](https://foundation.org.ai/occupations/11-9199.00): no tasks listed - [Marketing Managers](https://foundation.org.ai/occupations/11-2021.00): 20 tasks - [Medical and Health Services Managers](https://foundation.org.ai/occupations/11-9111.00): 18 tasks - [Natural Sciences Managers](https://foundation.org.ai/occupations/11-9121.00): 16 tasks - [Personal Service Managers, All Other](https://foundation.org.ai/occupations/11-9179.00): no tasks listed - [Postmasters and Mail Superintendents](https://foundation.org.ai/occupations/11-9131.00): 13 tasks - [Property, Real Estate, and Community Association Managers](https://foundation.org.ai/occupations/11-9141.00): 27 tasks - [Public Relations Managers](https://foundation.org.ai/occupations/11-2032.00): 20 tasks - [Purchasing Managers](https://foundation.org.ai/occupations/11-3061.00): 18 tasks - [Quality Control Systems Managers](https://foundation.org.ai/occupations/11-3051.01): 27 tasks - [Regulatory Affairs Managers](https://foundation.org.ai/occupations/11-9199.01): 27 tasks - [Sales Managers](https://foundation.org.ai/occupations/11-2022.00): 17 tasks - [Security Managers](https://foundation.org.ai/occupations/11-3013.01): 28 tasks - [Social and Community Service Managers](https://foundation.org.ai/occupations/11-9151.00): 16 tasks - [Spa Managers](https://foundation.org.ai/occupations/11-9179.02): 21 tasks - [Supply Chain Managers](https://foundation.org.ai/occupations/11-3071.04): 30 tasks - [Training and Development Managers](https://foundation.org.ai/occupations/11-3131.00): 12 tasks - [Transportation, Storage, and Distribution Managers](https://foundation.org.ai/occupations/11-3071.00): 30 tasks - [Treasurers and Controllers](https://foundation.org.ai/occupations/11-3031.01): 22 tasks - [Water Resource Specialists](https://foundation.org.ai/occupations/11-9121.02): 21 tasks - [Wind Energy Development Managers](https://foundation.org.ai/occupations/11-9199.10): 15 tasks - [Wind Energy Operations Managers](https://foundation.org.ai/occupations/11-9199.09): 16 tasks ## Where this comes from Quoted from O*NET 29.0, U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0: free to copy and reuse, with credit. Nothing on this page is written by the Org.AI Foundation.