There is currently no job description for Financial Management Specialist. Be the first to submit the job responsibilities for a Financial Management Specialist.

The Specialist Financial Analyst provides analysis for forward-looking financial and business-related projects. Responsible for the preparation, coordination, and documentation of more complex financial analysis projects such as financial and expense performance, rate of return, depreciation, working capital, and investments. Being a Specialist Financial Analyst identifies trends and developments in competitive environments and presents findings to senior management. Prepares forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas... view job details

There is currently no job description for Financial Management. Be the first to submit the job responsibilities for a Financial Management.

Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appro... view job details

Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appro... view job details

Leadership Versus Management Do you know the difference between leadership and management? In Western economies, the lines between the two have become blurred. In her book, The Seven Keys of Charisma (1997), Joanna Kozubska says: “There are times when a leader needs good, systematic management skills and times when a manager must inspire people. We have to be able to do both.” This has significant implications for the way that leaders and managers should be developed. Originally, the difference between management and leadership arose based on the perception that management was about imple... view article details

Job descriptionProject management is the process of planning, organizing, staffing, and guiding the process of creating a solution or system. Project managers are responsible for providing a plan and the means on which to base management decisions throughout the life of a project. There are many scheduling software tools available to help project managers perform their job, including PERT, Microsoft Project, Scitor Project Scheduler, and many others. While such applications are usually designed for certain industries or projects, they all use Critical Path Methodology, or CPM. CPM plays a larg... view article details

Q. I've been employed with the same company for 10 years. My official job title is financial analyst, and I report to the financial operations manager. For the last year and a half, the manager and I have been working at both locations, rotating throughout the week. The company decided it is inefficient to have us rotating plants, so I was informed that I would take over all of my manager's duties at one plant and she will handle everything at the other plant. Since these are two small plants, we handle all HR-related issues, all financial issues, benefits, general office management, etc. I no... view article details

In the midst of a financial crisis, we often think of going back to school as a sound investment in our future. Not only can a college education help safeguard our employment, it can also significantly boost earning power by as much as 75 percent. Indeed, in a report from the U.S. Commerce Department’s Census Bureau, individuals with a bachelor’s degree can expect to earn $2.1 million over their adult working lives, while those with only a high school diploma can expect to earn $1.2 million.But, like any investment, going back to school involves a financial commitment. And, a recession, combin... view article details

How Do You Spend Your Time? You know how some people are always late but tend up spending way more time in a meeting than you think is necessary? And how some people are always prompt? An easy way to recognize someone’s personality style is looking at how they spend their time. Review these descriptions and see if you recognize yourself and your coworkers.Direct Style Time Management People with a Direct style don’t waste time. They are almost always in a hurry, and they get impatient with you if you aren’t. They are action-oriented, making quick decisions and implementing th... view article details

One of the most significant expenses for any organization is the compensation costs of its employees. Before hiring new employees, organizations need to have a comprehensive financial management plan that takes into account the role of compensation management. If an organization fails to do so, its finances could become unsustainable. Unsustainable finances will lead to the organization suffering and struggling to keep afloat. As this is the case, the importance of financial management shouldn't be understated. In this article, we will explore the key components of an organization's financial ... view blog & white papers details

Compensation management is a vital part of any financial services business. With fierce competition for top talent, companies look for new ways to attract, keep, and motivate employees. This article explores some of the hottest trends in compensation management for the financial services industry. Things like creative rewards plans, flexible work setups, and non-cash rewards are gaining popularity. This guide highlights modern methods that leading financial services companies are using to keep their pay packages competitive. Whether you are an HR leader or a manager, you will find insights on ... view blog & white papers details

Are you working in human resources at a financial services company? For years, you have done things the old-fashioned way. But times are changing. HR digitization is coming for financial services and is set to transform how you work. In this post, explore what HR digitization means for financial services.Look at its  benefits, how it streamlines processes, and enhances employee experiences. Consider the challenges and discover ways to execute them. HR digitization brings both opportunities and obstacles. Dive into how it will impact financial services. Are you ready? Understanding HR Digitizat... view blog & white papers details

You have heard a lot of buzzwords lately such as digitization and fintech. But what do they mean for financial services? Get ready for a deep dive on how tech can empower employees and transform old-school banks and insurers from the inside out. Today, explore the potential benefits, such as faster feedback and recognition. But the risks as well, like a backlash from change-resistant company cultures. After reading, you will see the huge opportunity along with some big challenges to overcome.  Technology may not magically reinvent finance overnight, but it can be an exciting catalyst for new w... view blog & white papers details

A company's culture is not just about ping pong tables and craft beer Fridays. Corporate culture shapes teamwork, motivation, and business results mostly in financial services. In reality, culture is challenging to define and even harder to manage in a sustainable way. The good news is, there are proven strategies financial firms can use to build a thriving culture that stands the test of time. With commitment and willingness to challenge the status quo, any financial services company can shape a culture that fuels growth, innovation, and long-term success. How Corporate Culture Can Impair Dec... view blog & white papers details