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financial manager

Category: Finance
Reports To:      

Job Description/Responsibilities
At our firm, the financial manager plans, organizes, directs, and controls the functions of the Finance department, as well as oversees books and records on all company transactions and assets.  He/she is also responsible for assisting in preparing financial statements and analyses, as well as budget recommendations.

Qualifications/Skills
It’s crucial that you possess sound administrative/management skills and the ability to recruit, train, and motivate.  You will be required to use your strong analytical and reasoning abilities and superior numeric skills to contribute to the financial aspects of the annual corporate plan; prepare for review corporate, payroll, sales, and personal property tax returns; and comply with federal, state, and local legal requirements by studying existing legislation, anticipating future legislation, and meeting all reporting requirements.

Education/Background
Bachelor’s degree in Accounting or Finance required; advanced academics preferred.  Minimum eight years’ accounting and finance experience, with four years at management level.  In-depth knowledge of accepted accounting principles; working knowledge of manual and automated accounting systems; well-developed financial analysis capabilities; and demonstrated ability to manage computer operations in finance are essential.

Please send [résumé and salary history/requirements] to:      

Job Description

financial manager

Category: Finance
Reports To:      

Job Description
Plans, organizes, directs, and controls the functions of the Finance department.  Oversees books and records on all company transactions and assets.  Assists in preparing financial statements and analyses.

Qualifications
•	Minimum eight years’ accounting and finance experience, with four years at management level, is essential.

•	In-depth knowledge of accepted accounting principles; working knowledge of manual and automated accounting systems; well-developed financial analysis capabilities; and demonstrated ability to manage computer operations in finance are essential.

•	Must have sound administrative/management skills and the ability to recruit, train, and motivate.

•	Strong analytical and reasoning abilities and superior numeric skills are a must.

•	Bachelor’s degree in Accounting or Finance required; advanced training preferred.

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Duties
Percentage
of Job	Exemption
Classification	Duty	Essential Function	
     %	Exempt	Directs and monitors all functions of the Finance department, including all personnel tasks.	Y / N	
     %	Exempt	Helps develop and recommend budgets for various departments.	Y / N	
     %	Exempt	Administers and maintains all company accounting and financial records.	Y / N	
     %	Exempt	Contributes to the financial aspects of the annual corporate plan.	Y / N	
     %	Exempt	Prepares for review corporate, payroll, sales, and property tax returns.	Y / N	
     %	Exempt	Complies with federal, state, and local legal requirements by studying existing legislation, anticipating future legislation, and meeting all reporting requirements.	Y / N	
     %			Y / N	
     %			Y / N	

Exemption Analysis
This position normally will be exempt under Administrative (541.200), as it is apparent that the work is directly related to management or general business operations.  A combination exemption may be available by combining Administrative and Executive (541.100) duties (see (541.708).  Learned Professional (541.301) exemption might also be considered, depending on the level of education attained and the relationship of duties to professional education.  But exemption is probably solid without even considering that.

Category Decision
The duties and responsibilities for this position have been analyzed.	
Manager:	Date:	
On that basis, this position has been judged to be        Exempt          Non-Exempt.	

Interview Questions

financial manager

Category: Finance
Reports To:      

	What attracted you to finance in the first place?
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	Knowing what you know now, would you still choose finance as your career?
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	Tell me about a time when you had to adjust one of your plans for the Finance department, but were still able to achieve the results you were looking for.
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	What could you have done to better anticipate the problem that forced you to change your plans?
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	How do you keep your staff aware of company information and policies?
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	A good financial manager must be diligent and determined.  Give me some examples of when and how you showed both of these qualities.
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	A financial manager must have good diplomacy skills when dealing with managers who feel their departments are being squeezed in a budget crunch.  Give me an example of such a situation and how you handled it.
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	Would you make any changes in your approach if it happened again?
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	Tell me about a situation in which you had to make an unpopular decision.
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	Evaluate: Any financial manager with decision-making power must make unpopular decisions at one time or another.  Look for applicants who are able to make tough decisions when they are in the company’s best interests.
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	What was the most difficult issue in finance last year that you had to deal with?  What happened?
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	What was the biggest mistake you ever found in analyzing numbers at your firm?  How did you resolve it?
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	If someone in a position of authority over you made a mistake, how would you handle it?
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	How involved have you been in making formal financial presentations to internal or external audiences?
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	What do you consider your “shining hour” on the verbal presentation stage?  What made it so?
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	How do you keep abreast of all the changes in the finance field?
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	Tell me what you do to stay current on legal and regulatory issues that affect your position.
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Additional Questions
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Overall Impression
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Average Rating
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Your Recommendation
	Hire
	Do Not Hire
	Second Interview
	Need More Information

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Print Name

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Signature

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Date

APPLICANT COMPARISON FORM 

Date:      
	Evaluator:      	
Position:      		

Once you have completed the interview process, transfer the notes and rating tallies you completed to the chart below.

Candidates’ Names	Average Rating	Recommendation	Overall Impression	
1.      	1	2	3	4	5		Hire
	Do Not Hire
	Second Interview
	Need More Information		
2.      	1	2	3	4	5		Hire
	Do Not Hire
	Second Interview
	Need More Information		
3.      	1	2	3	4	5		Hire
	Do Not Hire
	Second Interview
	Need More Information		

Candidates’ Names	Average Rating	Recommendation	Overall Impression	
4.      	1	2	3	4	5		Hire
	Do Not Hire
	Second Interview
	Need More Information		
5.      	1	2	3	4	5		Hire
	Do Not Hire
	Second Interview
	Need More Information		
6.      	1	2	3	4	5		Hire
	Do Not Hire
	Second Interview
	Need More Information		
7.      	1	2	3	4	5		Hire
	Do Not Hire
	Second Interview
	Need More Information		

Candidates’ Names	Average Rating	Recommendation	Overall Impression	
8.      	1	2	3	4	5		Hire
	Do Not Hire
	Second Interview
	Need More Information		
9.      	1	2	3	4	5		Hire
	Do Not Hire
	Second Interview
	Need More Information		
10.      	1	2	3	4	5		Hire
	Do Not Hire
	Second Interview
	Need More Information		

Comments:      

Evaluator’s Signature: