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Career as Finance Manager

Finance managers prepare financial reports, advise on investments and are involved in financial management strategies and planning for business viability.

Job Profile

Career as Finance Manager

Finance Managers work as treasurer, controllers, credit managers, cash managers,treasury mangers,merchant bankers, equity analysts, and  are responsible for preparing financial reports to meet tax and other regulatory demands.

They work in almost all sectors such as  manufacturing, communications, finance, education, health care , travel etc.
Finance managers
  • Oversee the flow of cash and finances
  • Develop information to assess the present and future financial status of the firm
  • Plan and control the flow of funds within and outside of the organization
  • Work with top management to arrange for long term finance
  • Develop financial and economic policy, establish procedures, delegate authority, and oversee the implementation of these policies
  • Set up budgetary systems, financial services and make appraisals of the adequacy of accounting methods
  • Maintain liaison with banking personnel, financial institutions, treasury officials for sourcing funds, and control financial activities
  • Plan, coordinate and manage the financial operation for diversification of business operations
  • carry out investment analysis 
  • Source funds, issue management and viable project investments for success of a project

 Merchant Bankers

  • Manage new issues, credit syndication, government consent, accept fixed deposits from companies and manage portfolios
  • Assess, source funds and promote projects
  • Advise corporates on issues which are related to capital markets, investments, management, government or concerning portfolios of individuals or societies
  • Act as financial intermediaries for the transfer of capital from the investor to the investment firm

Equity Analyst

  • Carry on equity research and analysis used for guiding investment decisions
  • Offer objective assessment of investment plans
  • Conduct financial statement and cash flow analysis
  • Estimate supply and demand and also make profit predictions

Portfolio Managers

  • Understand the securities market
  • Guide clients in portfolio selection
  • Carry out economic, industrial and company analysis measuring earnings, and forecasting earnings
  • Carry out bond analysis and strategies, performance evaluation and investment management

Treasury Managers

Treasury and foreign exchange function have assumed importance with the increase in flow of foreign exchange from foreign markets into India. The treasury profit centres depend upon the treasury managers skills in

  • Financial forecasting
  • Financial management and
  • Assessment of cost of currency funds

Employment Opportunities

Finance managers work for

  • Large national and multinational business and trading firms
  • Finance and leasing companies
  • Banks
  • Consultancies. 

In large organizations Finance Managers

  • Handle separate sections e.g manager in-charge costing, business manager, commercial manager, manager indirect and direct taxation etc.

Treasury Managers work for

  • National and international banks
  • Corporate and financial institutions.


How do I get there?

  • Std XII


  • Graduation

    B.Eco/Business Eco/Maths

  • Postgraduation

    Fin Mgmt/Masters

  • Goal

    Finance Manager

  • Std XII


  • Graduation

    CA foundation

  • Professional...


  • Goal

    Finance Manger

*Bachelors in Financial and Investment Analysis
** Chartered Accountant
***Chartered Financial Analyst
**** Masters in Finance Control

For Entry level jobs in multinational banks, business houses, trading firms, export houses, financial institutions the qualifications required are MBA Finance/Masters in Finance Control/ Chartered accountancy.
From the entry point or junior level positions they make their way to middle level positions and then to senior positions over a period of approximately ten years.

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Content on this page is by Career Expert
Mrs. Kum Kum Tandon
MA (Psychology), M.Ed, Diploma in Educational Psychology, Vocational Guidance & Counseling (NCERT, Delhi) | View Complete Profile

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