Financial Manager Administrative & Commercial Managers
SaveWhat Does a Financial Manager Do?
Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.
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Where Do I Start?
Financial Management
The field of finance that concerns the practical process analysis and tools for designating financial resources. It encompasses the structure of businesses, the investment sources, and the value increase of corporations due to managerial decision-making.
Sign up to trackReady to go deeper? Pick up to 3 skills to focus on from the list below.
These are common skills for this role. Real-world experience matters more than ticking every box — use this as a guide, not a checklist.
Skills You Need to Become a Financial Manager
Essential Skills
Essential Skills
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EssentialFinancial Management knowledge
The field of finance that concerns the practical process analysis and tools for designating financial resources. It encompasses the structure of businesses, the investment sources, and the value increase of …
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EssentialFinancial Statements knowledge
The set of financial records disclosing the financial position of a company at the end of a set period or of the accounting year. The financial statements consisting of five …
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EssentialFinancial Analysis knowledge
The process of assessing the financial possibilities, means, and status of an organisation or individual by analysing financial statements and reports in order to make well informed business or financial …
Recommended Books
3 books -
EssentialAdvise On Financial Matters skill
Consult, advise, and propose solutions with regards to financial management such as acquiring new assets, incurring in investments, and tax efficiency methods.
Course recommendations coming soon.
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EssentialAnalyse Financial Performance Of A Company skill
Based on accounts, records, financial statements and external information of the market, analyse the performance of the company in financial matters in order to identify improvement actions that could increase …
Course recommendations coming soon.
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EssentialAnalyse Market Financial Trends skill
Monitor and forecast the tendencies of a financial market to move in a particular direction over time.
Course recommendations coming soon.
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EssentialCreate A Financial Plan skill
Develop a financial plan according to financial and client regulations, including an investor profile, financial advice, and negotiation and transaction plans.
Course recommendations coming soon.
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EssentialEnforce Financial Policies skill
Read, understand, and enforce the abidance of the financial policies of the company in regards with all the fiscal and accounting proceedings of the organisation.
Course recommendations coming soon.
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EssentialFollow Company Standards skill
Lead and manage according to the organisation's code of conduct.
Course recommendations coming soon.
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EssentialLiaise With Managers skill
Liaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.
Course recommendations coming soon.
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EssentialPlan Health And Safety Procedures skill
Set up procedures for maintaining and improving health and safety in the workplace.
Course recommendations coming soon.
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EssentialStrive For Company Growth skill
Develop strategies and plans aiming at achieving a sustained company growth, be the company self-owned or somebody else's. Strive with actions to increase revenues and positive cash flows.
Course recommendations coming soon.
Optional Skills (5 of 321 displayed)
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OptionalInternational Trade knowledge
The economic practise and study field that address the exchange of goods and services across geographic borders. The general theories and schools of thought around the implications of international trade …
Recommended Books
5 books -
OptionalContract Law knowledge
The field of legal principles that govern written agreements between parties concerning the exchange of goods or services, including contractual obligations and termination.
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OptionalMarketing Principles knowledge
The principles of managing the relationship between consumers and products or services for the purpose of increasing sales and improving advertising techniques.
Recommended Books
3 books -
OptionalPublic Relations knowledge
The practice of managing all aspects of the image and perception of a company or individual among stakeholders and the society at large.
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OptionalForeign Valuta knowledge
The currencies of different countries such as the euro, dollar or yen including their exchange rate and the methods of currency conversion.
Recommended Books
2 books -
OptionalModern Portfolio Theory knowledge
The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an …
Recommended Books
1 book -
OptionalCorporate Social Responsibility knowledge
The handling or managing of business processes in a responsible and ethical manner considering the economic responsibility towards shareholders as equally important as the responsibility towards environmental and social stakeholders.
Recommended Books
5 books -
OptionalAccounting Techniques knowledge
The techniques of recording and summarising business and financial transactions and analysing, verifying, and reporting the results.
Recommended Books
5 books -
OptionalMarketing Management knowledge
The academic discipline and function in an organisation which focuses on the market research, market development, and the creation of marketing campaigns to raise awareness on the company's services and …
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OptionalAccounting knowledge
The documentation and processing of data regarding financial activities.
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OptionalCost Management knowledge
The process of planning, monitoring and adjusting the expenses and revenues of a business in order to achieve cost efficiency and capability.
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OptionalMarket Research knowledge
The processes, techniques, and purposes comprised in the first step for developing marketing strategies such as the collection of information about customers and the definition of segments and targets.
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OptionalStock Market knowledge
The market in which shares of publicly held companies are issued and traded.
Recommended Books
3 books -
OptionalBanking Activities knowledge
The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity …
Recommended Books
2 books -
OptionalElectronic Communication knowledge
Data communication performed through digital means such as computers, telephone or e-mail.
Recommended Books
2 books -
OptionalFinancial Forecasting knowledge
The tool used in performing fiscal financial management to identify revenue trends and estimated financial conditions.
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OptionalInvestment Analysis knowledge
The methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to guide …
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OptionalAdvertising Techniques knowledge
The communication strategies intended to persuade or encourage an audience, and the different media which are used to achieve this goal.
No book recommendations available yet.
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OptionalBudgetary Principles knowledge
Principles of estimating and planning of forecasts for business activity, compile regular budget and reports.
Recommended Books
1 book -
OptionalLiquidity Management knowledge
The theory and practices around the management of liquidity in a company with the aim of facilitating meeting obligations with thirds parties without compromising the smooth functioning of the company …
Recommended Books
1 book -
OptionalMortgage Loans knowledge
The financial system of acquiring money by property owners or prospective property owners, in which the loan is secured on the property itself so that the property can be repossessed …
Recommended Books
1 book -
OptionalPrinciples Of Insurance knowledge
Understand the principles of insurance, including third party liability, stock and facilities.
No book recommendations available yet.
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OptionalRisk Transfer knowledge
The financial techniques aimed at avoiding damaging financially a business and instead, protect it in its operations. It is the operation of transferring liabilities and claims to third parties that …
Recommended Books
1 book -
OptionalSecurities knowledge
The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim …
Recommended Books
1 book -
OptionalCustomer Service knowledge
Processes and principles related to the customer, client, service user and to personal services; these may include procedures to evaluate customer's or service user's satisfaction.
No book recommendations available yet.
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OptionalDebt Collection Techniques knowledge
The techniques and principles used to collect overdue debt from customers.
No book recommendations available yet.
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OptionalDebt Systems knowledge
The processes needed to obtain goods or services before payment and when a sum of money is owed or overdue.
No book recommendations available yet.
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OptionalAccounting Entries knowledge
The financial transactions recorded in accounting systems or books of a company together with the metadata linked to the entry such as the date, the amount, the accounts affected, and …
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OptionalBusiness Management Principles knowledge
Principles governing business management methods such as strategy planning, methods of efficient production, people and resources coordination.
Recommended Books
2 books -
OptionalBusiness Valuation Techniques knowledge
The processes to valuate the worth of the assets of the company and the value of the business following techniques such as asset-based approach, business comparison, and past earnings.
Recommended Books
3 books -
OptionalBuilding Construction Principles knowledge
The component elements and principles of building construction such as types of wall construction and foundations, defects in walls and roofs and ways to address such defects.
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OptionalEnergy Performance Of Buildings knowledge
Factors that contribute to lower energy consumption of buildings. Building and renovation techniques used to achieve this. Legislation and procedures regarding energy performance of buildings.
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OptionalInsolvency Law knowledge
The legal rules regulating the incapacity to pay debts when they fall due.
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OptionalInternational Financial Reporting Standards knowledge
The set of accounting standards and rules aimed at companies listed in the stock exchange which are required to publish and disclose their financial statements.
Recommended Books
2 books -
OptionalReal Estate Market knowledge
The trends concerning the buying, selling, or renting of property, including the land, buildings, and natural resources encompassed within the property; the categories of residential properties and properties for business …
No book recommendations available yet.
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OptionalTax Legislation knowledge
Tax legislation applicable to a specific area of specialisation, such as import tax, government tax, etc.
Recommended Books
2 books -
OptionalBuilding Codes knowledge
The set of guidelines that determine the minimum standards for buildings and other constructions in order to protect public health and safety.
Recommended Books
1 book -
OptionalCredit Control Processes knowledge
The various techniques and procedures applied to ensure that credit is given to the suitable customers and that they pay on time.
Recommended Books
1 book -
OptionalCustomer Relationship Management knowledge
The customer-oriented management approach and basic principles of successful customer relations that focus on interactions with customers such as technical support, customer services, after-sales support and direct communication with the …
Recommended Books
1 book -
OptionalFinancial Products knowledge
The different types of instruments that apply to the management of cash flow that are available on the market, such as shares, bonds, options or funds.
Recommended Books
1 book -
OptionalFunding Methods knowledge
The financial possibilities for funding projects such as the traditional ones, namely loans, venture capital, public or private grants up to alternative methods such as crowdfunding.
Recommended Books
1 book -
OptionalGovernment Social Security Programmes knowledge
The different areas of social security provided by the government, the different rights which citizens have, which benefits are available, the rules which regulate social security and the different situations …
Recommended Books
1 book -
OptionalInsurance Market knowledge
The trends and major driving factors in the insurance market, insurance methodologies and practices, and the identification of the major stakeholders in the insurance sector.
Recommended Books
1 book -
OptionalPublic Offering knowledge
The elements comprised in public offerings of companies in the stock market such as determining the initial public offering (IPO), the type of security, and the timing to launch it …
Recommended Books
1 book -
OptionalSurvey Techniques knowledge
Techniques on how to identify a target audience, choose the right survey method and analyse the data.
Recommended Books
1 book -
OptionalAccounting Department Processes knowledge
The different processes, duties, jargon, role in an organisation, and other specificities of the accounting department within an organisation such as bookkeeping, invoices, recording, and taxing.
No book recommendations available yet.
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OptionalActuarial Science knowledge
The rules of applying mathematical and statistical techniques to determine potential or existing risks in various industries, such as finance or insurance.
No book recommendations available yet.
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OptionalBookkeeping Regulations knowledge
The methods and regulations involved in the process of accurate bookkeeping.
No book recommendations available yet.
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OptionalBusiness Loans knowledge
Loans which are intended for business purposes and which can either be secured or unsecured depending on whether a collatoral is involved. The different types of business loans such as …
No book recommendations available yet.
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OptionalClaims Procedures knowledge
The different procedures that are used to formally request a payment for a suffered loss from an insurance company.
No book recommendations available yet.
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OptionalCompany Policies knowledge
The set of rules that govern the activity of a company.
No book recommendations available yet.
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OptionalConcurrent Estate knowledge
The concept in property law which stipulates the rights and duties of two parties co-owning a property, and the various ways in which co-tenancy is possible.
No book recommendations available yet.
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OptionalCorporate Law knowledge
The legal rules that govern how corporate stakeholders (such as shareholders, employees, directors, consumers, etc) interact with one another, and the responsibilities corporations have to their stakeholders.
No book recommendations available yet.
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OptionalEconomics knowledge
Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.
No book recommendations available yet.
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OptionalEthics knowledge
The philosophical study that deals with solving questions of human morality; it defines and systemises concepts such as right, wrong, and crime.
No book recommendations available yet.
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OptionalFinancial Department Processes knowledge
The different processes, duties, jargon, role in an organisation, and other specificities of the financial department within an organisation. Understanding of financial statements, investments, disclosing policies, etc.
No book recommendations available yet.
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OptionalFinancial Jurisdiction knowledge
Financial rules and procedures applicable to a certain location, whose regulatory bodies decide on its jurisdiction
No book recommendations available yet.
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OptionalFinancial Markets knowledge
The financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.
No book recommendations available yet.
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OptionalFire Safety Regulations knowledge
The legal rules to be applied for fire safety and fire prevention in a facility.
No book recommendations available yet.
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OptionalFraud Detection knowledge
The techniques used to identify fraudulous activities.
No book recommendations available yet.
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OptionalInsurance Law knowledge
The law and legislation concerning the policies of transferring risks or losses from one party, the insured, to another, the insurer, in exchange for a periodic payment. This includes the …
No book recommendations available yet.
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OptionalNational Generally Accepted Accounting Principles knowledge
The accounting standard accepted in a region or country specifying the rules and procedures to disclose financial data.
No book recommendations available yet.
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OptionalProperty Law knowledge
The law and legislation that regulates all the different ways to handle property, such as the types of property, how to handle property disputes and property contract rules.
No book recommendations available yet.
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OptionalPublic Finance knowledge
The economic influence of the government, and the workings of government revenue and expenditures.
No book recommendations available yet.
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OptionalPublic Housing Legislation knowledge
The regulations and legislation concerning the construction, maintenance and allocation of public housing facilities.
No book recommendations available yet.
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OptionalSales Strategies knowledge
The principles concerning customer behaviour and target markets with the aim of promotion and sales of a product or a service.
No book recommendations available yet.
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OptionalStatistics knowledge
The study of statistical theory, methods and practices such as collection, organisation, analysis, interpretation and presentation of data. It deals with all aspects of data including the planning of data …
No book recommendations available yet.
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OptionalTypes Of Insurance knowledge
The various types of risk or loss transfer policies that exist and their characteristics, such as health insurance, car insurance or life insurance.
No book recommendations available yet.
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OptionalDepreciation knowledge
The accounting method of dividing the value of an asset over its useful life for the allocation of cost per fiscal year and in parallel to decrease the value of …
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OptionalDebt Classification knowledge
The different classifications of debt such as public and publicly guaranteed debt, private non-guaranteed credits, central bank deposits, etc.
Recommended Books
1 book -
OptionalTypes Of Pensions knowledge
The types of monthly sums paid to someone in retirement, such as employment-based pensions, social and state pensions, disability pensions and private pensions.
Recommended Books
1 book -
OptionalAbide By Business Ethical Code Of Conducts skill
Course recommendations coming soon.
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OptionalAdvise On Communication Strategies skill
Provide companies and organisations with consulting services concerning their internal and external communication plans and their representation, including their presence online. Recommend improvements in communication and make sure that important …
Course recommendations coming soon.
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OptionalAdvise On Investment skill
Assess the customer's economic goals and advise on the possible financial investments or capital investments to promote wealth creation or safeguarding.
Course recommendations coming soon.
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OptionalAdvise On Property Value skill
Provide advise to those that own a property, professionals in real estate, or prospective clients in real estate on the current monetary value of a property, the potential of development …
Course recommendations coming soon.
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OptionalAdvise On Public Finance skill
Advise public organisations such as governmental organisations on their financial operations and procedures, to ensure optimal efficiency.
Course recommendations coming soon.
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OptionalAdvise On Risk Management skill
Provide advice on risk management policies and prevention strategies and their implementation, being aware of different kinds of risks to a specific organisation.
Course recommendations coming soon.
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OptionalAdvise On Tax Planning skill
Advise on appropriate strategies to include taxes in the overall financial plan in order to reduce the tax load. Advise on questions related to tax legislation and provide advise on …
Course recommendations coming soon.
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OptionalAdvise On Tax Policy skill
Advise government officials on changes in tax policies and procedures, and the implementation of new policies on a national and local level.
Course recommendations coming soon.
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OptionalAlign Efforts Towards Business Development skill
Synchronise the efforts, plans, strategies, and actions carried out in departments of companies towards the growth of business and its turnover. Keep business development as the ultimate outcome of any …
Course recommendations coming soon.
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OptionalAnalyse Business Objectives skill
Study data according to business strategies and objectives and make both short-term and long-term strategic plans.
Course recommendations coming soon.
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OptionalAnalyse Business Plans skill
Analyse the formal statements from businesses which outline their business goals and the strategies they set in place to meet them, in order to assess the feasibility of the plan …
Course recommendations coming soon.
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OptionalAnalyse Business Processes skill
Study the contribution of the work processes to the business goals and monitor their efficiency and productivity.
Course recommendations coming soon.
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OptionalAnalyse Community Needs skill
Identify and respond to specific social problems in a community, delineating the extent of the problem and outline the level of resources required to address it and identifying the existing …
Course recommendations coming soon.
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OptionalAnalyse External Factors Of Companies skill
Perform research and analysis of the external factor pertaining to companies such as consumers, position in the market, competitors, and political situation.
Course recommendations coming soon.
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OptionalAnalyse Financial Risk skill
Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.
Course recommendations coming soon.
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OptionalAnalyse Insurance Needs skill
Gather information about the insurance needs of a client, and give information and advice about all possible insurance options.
Course recommendations coming soon.
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OptionalAnalyse Insurance Risk skill
Analyse the probability and size of the risk that is to be insured, and estimate the value of movable or immovable property of the client.
Course recommendations coming soon.
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OptionalAnalyse Internal Factors Of Companies skill
Research and understand various internal factors that influence the operation of companies such as its culture, strategic foundation, products, prices, and available resources.
Course recommendations coming soon.
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OptionalAnalyse Loans skill
Examine and analyse the loans provided to organisations and individuals through different forms of credit such as overdraft protection, export packing credit, term loan, and purchase of commercial bills.
Course recommendations coming soon.
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OptionalApply Credit Risk Policy skill
Implement company policies and procedures in the credit risk management process. Permanently keep company's credit risk at a manageable level and take measures to avoid credit failure.
Course recommendations coming soon.
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OptionalApply For Government Funding skill
Gather information on and apply for subsidies, grants, and other financing programmes provided by the government to small- and large-scale projects or organisations in various fields.
Course recommendations coming soon.
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OptionalApply Technical Communication Skills skill
Explain technical details to non-technical customers, stakeholders, or any other interested parties in a clear and concise manner.
Course recommendations coming soon.
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OptionalAssess Construction Compliance skill
Determine whether a construction complies with laws and regulations.
Course recommendations coming soon.
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OptionalAssess Financial Viability skill
Revise and analyse financial information and requirements of projects such as their budget appraisal, expected turnover, and risk assessment for determining the benefits and costs of the project. Assess if …
Course recommendations coming soon.
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OptionalAssess Risk Factors skill
Determine the influence of economical, political and cultural risk factors and additional issues.
Course recommendations coming soon.
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OptionalAssume Responsibility For The Management Of A Business skill
Course recommendations coming soon.
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OptionalAttend Trade Fairs skill
Attend exhibitions organised to enable companies in a specific sector to demonstrate their latest products and services, study the activities of their competitors, and observe recent market trends.
Course recommendations coming soon.
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OptionalBudget For Financial Needs skill
Observe the status and availability of funds for the smooth running of projects or operations in order to foresee and estimate the quantity of future financial resources.
Course recommendations coming soon.
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OptionalBuild Business Relationships skill
Establish a positive, long-term relationship between organisations and interested third parties such as suppliers, distributors, shareholders and other stakeholders in order to inform them of the organisation and its objectives.
Course recommendations coming soon.
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OptionalBuild Community Relations skill
Establish affectionate and long-lasting relationships with local communities, e.g. by organising special programms for kindergarden, schools and for dissabled and older people, raising awareness and receiving community appreciation in return.
Course recommendations coming soon.
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OptionalCalculate Tax skill
Calculate the taxes which have to be paid by an individual or organisation, or paid back by a governmental institution, compliant with specific legislation.
Course recommendations coming soon.
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OptionalCarry Out Strategic Research skill
Research long term possibilities for improvements and plan steps to achieve them.
Course recommendations coming soon.
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OptionalCheck Accounting Records skill
Revise the accounting records of the quarter and year and ensure that the accounting information reflects with accuracy the financial transactions of the company.
Course recommendations coming soon.
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OptionalCollect Property Financial Information skill
Collect information concerning the previous transactions involving the property, such as the prices at which the property had been previously sold and the costs that went into renovations and repairs, …
Course recommendations coming soon.
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OptionalCommunicate With Banking Professionals skill
Communicate with professionals in the field of banking in order to obtain information on a specific financial case or project for personal or business purposes, or on behalf of a …
Course recommendations coming soon.
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OptionalCommunicate With Customers skill
Respond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.
Course recommendations coming soon.
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OptionalCompare Property Values skill
Obtain information on the value of properties comparable to a property which is in need of valuation in order to make more accurate appraisals and assessments, or to set or …
Course recommendations coming soon.
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OptionalConduct Financial Audits skill
Evaluate and monitor the financial health, the operations and financial movements expressed in the financial statements of the company. Revise the financial records to ensure stewardship and governability.
Course recommendations coming soon.
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OptionalConsult Credit Score skill
Analyse the credit files of an individual, such as credit reports which outlines a person's credit history, in order to assess their creditworthiness and all the risks that would be …
Course recommendations coming soon.
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OptionalConsult Information Sources skill
Consult relevant information sources to find inspiration, to educate yourself on certain topics and to acquire background information.
Course recommendations coming soon.
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OptionalControl Financial Resources skill
Monitor and control budgets and financial resources providing capable stewardship in company management.
Course recommendations coming soon.
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OptionalCoordinate Advertising Campaigns skill
Organise course of action to promote a product or service; oversee the production of TV advertisements, newspaper and magazine ads, suggest mail packs, email campaigns, websites, stands and other advertising …
Course recommendations coming soon.
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OptionalCoordinate Events skill
Lead events by managing budget, logistics, event support, security, emergency plans and follow up.
Course recommendations coming soon.
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OptionalCoordinate Marketing Plan Actions skill
Manage the overview of the marketing actions such as the marketing planning, internal financial resource granting, advertising materials, implementation, control, and communication efforts.
Course recommendations coming soon.
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OptionalCoordinate Operational Activities skill
Synchronise activities and responsibilities of the operational staff to ensure that the resources of an organisation are used most efficiently in pursuit of the specified objectives.
Course recommendations coming soon.
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OptionalCreate A Financial Report skill
Finalise project accounting. Prepare an actual budget, compare the discrepancy between the planned and actual budget, and draw final conclusions.
Course recommendations coming soon.
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OptionalCreate Insurance Policies skill
Write a contract that includes all the necessary data, such as the insured product, the payment to be made, how often the payment is needed, the personal details of the …
Course recommendations coming soon.
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OptionalDelegate Activities skill
Delegate activities and tasks to others according to the ability, level of preparation, competence and legal scope of practice. Make sure that people understand what they should do and when …
Course recommendations coming soon.
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OptionalDeliver A Sales Pitch skill
Prepare and deliver an understandably constructed sales talk for a product or a service, identifying and using persuasive argumentation.
Course recommendations coming soon.
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OptionalDevelop An Organisational Structure skill
Create and develop the organisational structure of a group of people working together to realise the goals of the organisation.
Course recommendations coming soon.
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OptionalDevelop Business Plans skill
Plan, write and collaborate in the implement business plans. Include and foresee in the business plan the market strategy, the competitive analysis of the company, the design and the development …
Course recommendations coming soon.
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OptionalDevelop Company Strategies skill
Envision, plan, and develop strategies for companies and organisations aimed at achieving different purposes such as establishing new markets, refurbishing the equipment and machinery of a company, implementing pricing strategies, …
Course recommendations coming soon.
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OptionalDevelop Investment Portfolio skill
Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and …
Course recommendations coming soon.
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OptionalDevelop Product Design skill
Convert market requirements into product design and development.
Course recommendations coming soon.
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OptionalDevelop Professional Network skill
Reach out to and meet up with people in a professional context. Find common ground and use your contacts for mutual benefit. Keep track of the people in your personal …
Course recommendations coming soon.
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OptionalDevelop Promotional Tools skill
Generate promotional material and collaborate in the production of promotional text, videos, photos, etc. Keep previous promotional material organised.
Course recommendations coming soon.
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OptionalDisseminate Information On Tax Legislation skill
Provide advise on the possible implications for companies or individuals on decisions regarding tax declaration based on tax legislation. Advise on the favourable tax strategies that could be followed depending …
Course recommendations coming soon.
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OptionalDraft Press Releases skill
Collect information and write press releases adjusting the register to the target audience and ensuring that the message is well conveyed.
Course recommendations coming soon.
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OptionalDraw Conclusions From Market Research Results skill
Analyse, draw conclusions and present major observations from the results of market research. Suggest on potential markets, prices, target groups, or investments.
Course recommendations coming soon.
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OptionalEnsure Compliance With Company Regulations skill
Guarantee that employees' activities follow company regulations, as implemented through client and corporate guidelines, directives, policies and programmes.
Course recommendations coming soon.
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OptionalEnsure Cross-Department Cooperation skill
Guarantee communication and cooperation with all the entities and teams in a given organisation, according to the company strategy.
Course recommendations coming soon.
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OptionalEnsure Information Transparency skill
Ensure that required or requested information is provided clearly and completely, in a manner which does not explicitly withhold information, to the public or requesting parties.
Course recommendations coming soon.
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OptionalEnsure Proper Document Management skill
Guarantee that the tracking and recording standards and rules for document management are followed, such as ensuring that changes are identified, that documents remain readable and that obsoleted documents are …
Course recommendations coming soon.
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OptionalEnsure Quality Of Final Product skill
Ensure that finished products meet or exceed company specifications.
Course recommendations coming soon.
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OptionalEstimate Damage skill
Estimate damage in case of accidents or natural disasters.
Course recommendations coming soon.
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OptionalEstimate Profitability skill
Take various factors into account to calculate the cost and potential revenues or savings gained from a product in order to evaluate the profit that could be generated by the …
Course recommendations coming soon.
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OptionalEvaluate Budgets skill
Read budget plans, analyse the expenditures and incomes planned during certain period, and provide judgement on their abidance to the general plans of the company or organism.
Course recommendations coming soon.
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OptionalEvaluate Performance Of Organisational Collaborators skill
Evaluate the performance and results of managers and employees considering their efficiency and effectivity at work. Consider personal and professional elements.
Course recommendations coming soon.
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OptionalExamine Credit Ratings skill
Investigate and look for information on the creditworthiness of companies and corporations, provided by credit rating agencies in order to determine the likelihood of default by the debtor.
Course recommendations coming soon.
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OptionalExamine The Conditions Of Buildings skill
Monitor and assess the conditions of buildings in order to detect faults, structural problems, and damages. Assess general building cleanliness for grounds maintenance and real estate purposes.
Course recommendations coming soon.
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OptionalExecute Feasibility Study skill
Perform the evaluation and assessment of the potential of a project, plan, proposition or new idea. Realise a standardised study which is based on extensive investigation and research to support …
Course recommendations coming soon.
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OptionalFix Meetings skill
Fix and schedule professional appointments or meetings for clients or superiors.
Course recommendations coming soon.
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OptionalFollow The Statutory Obligations skill
Understand, abide by, and apply the statutory obligations of the company in the daily performance of the job.
Course recommendations coming soon.
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OptionalForecast Organisational Risks skill
Analyse the operations and actions of a company in order to assess their repercussions, possible risks for the company, and to develop suitable strategies to address these.
Course recommendations coming soon.
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OptionalGet Involved In The Day-To-Day Operation Of The Company skill
Collaborate and perform hands-on work with other departments, managers, supervisors, and workers in different aspects of the business from preparing accounting reports, envisioning the marketing campaigns up to having contact …
Course recommendations coming soon.
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OptionalGuarantee Customer Satisfaction skill
Handle customer expectations in a professional manner, anticipating and addressing their needs and desires. Provide flexible customer service to ensure customer satisfaction and loyalty.
Course recommendations coming soon.
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OptionalHandle Customer Complaints skill
Administer complaints and negative feedback from customers in order to address concerns and where applicable provide a quick service recovery.
Course recommendations coming soon.
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OptionalHandle Financial Disputes skill
Handle disputes between individuals or organisations, either public or corporate, which deal with financial matters, accounts, and taxation.
Course recommendations coming soon.
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OptionalHandle Financial Transactions skill
Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.
Course recommendations coming soon.
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OptionalHire New Personnel skill
Hire new personnel for a company or organisation payroll via a prepared set of procedures. Make staffing decisions and direct selection co-workers.
Course recommendations coming soon.
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OptionalIdentify Clients' Needs skill
Identify the areas in which the client may require aid and investigate the possibilities for meeting those needs.
Course recommendations coming soon.
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OptionalIdentify Customer's Needs skill
Use appropriate questions and active listening in order to identify customer expectations, desires and requirements according to product and services.
Course recommendations coming soon.
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OptionalImpart Business Plans To Collaborators skill
Diffuse, present, and communicate business plans and strategies to managers, employees making sure that objectives, actions, and important messages are properly conveyed.
Course recommendations coming soon.
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OptionalImplement Strategic Planning skill
Take action on the goals and procedures defined at a strategic level in order to mobilise resources and pursue the established strategies.
Course recommendations coming soon.
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OptionalInform On Government Funding skill
Give information to customers related to the grants and financing programmes attributed by the government for small and large scale projects in various fields such as the promotion of renewable …
Course recommendations coming soon.
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OptionalInspect Government Expenditures skill
Inspect the financial procedures of a government organisation which deals with budget and resource allocation and spending to ensure that no faults are being made and no suspicious activity occurs …
Course recommendations coming soon.
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OptionalIntegrate Strategic Foundation In Daily Performance skill
Reflect on the strategic foundation of companies, meaning their mission, vision, and values in order to integrate this foundation in the performance of the job position.
Course recommendations coming soon.
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OptionalInterpret Financial Statements skill
Read, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this information in the …
Course recommendations coming soon.
-
OptionalKeep Updated On The Political Landscape skill
Read, search, and analyse the political situation of a region as a source of information applicable for different purposes such as information, decision-making, and management, and investments.
Course recommendations coming soon.
-
OptionalLiaise With Advertising Agencies skill
Communicate and cooperate with advertising agencies in transmitting the goals and specifications of the marketing plan. Liaise to develop an advertising and promotional campaign that represent the aim of the …
Course recommendations coming soon.
-
OptionalLiaise With Board Members skill
Report to the management, boards of directors and committees of an organisation.
Course recommendations coming soon.
-
OptionalLiaise With Financiers skill
Liaise with people willing to finance the project. Negotiate deals and contracts.
Course recommendations coming soon.
-
OptionalLiaise With Local Authorities skill
Maintain the liaison and exchange of information with regional or local authorities.
Course recommendations coming soon.
-
OptionalLiaise With Shareholders skill
Communicate and serve as communication point with shareholders in order to provide an overview on their investments, returns, and long-term plans of the company to increase profitability.
Course recommendations coming soon.
-
OptionalMaintain Client Debt Records skill
preserve a list with the debt records of clients and update it regularly
Course recommendations coming soon.
-
OptionalMaintain Financial Records skill
Keep track of and finalise all formal documents representing the financial transactions of a business or project.
Course recommendations coming soon.
-
OptionalMaintain Records Of Financial Transactions skill
Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.
Course recommendations coming soon.
-
OptionalMaintain Relationship With Customers skill
Build a lasting and meaningful relationship with customers in order to ensure satisfaction and fidelity by providing accurate and friendly advice and support, by delivering quality products and services and …
Course recommendations coming soon.
-
OptionalMake Strategic Business Decisions skill
Analyse business information and consult directors for decision making purposes in a varied array of aspects affecting the prospect, productivity and sustainable operation of a company. Consider the options and …
Course recommendations coming soon.
-
OptionalManage Accounts skill
Manage the accounts and financial activities of an organisation, supervising that all the documents are correctly maintained, that all the information and calculations are correct, and that proper decisions are …
Course recommendations coming soon.
-
OptionalManage Administrative Systems skill
Ensure administrative systems, processes and databases are efficient and well managed and give the sound basis to work together with the administrative officer/staff/professional.
Course recommendations coming soon.
-
OptionalManage Budgets skill
Plan, monitor and report on the budget.
Course recommendations coming soon.
-
OptionalManage Claims Process skill
Manage the relation with an insurer related to its obligation to receive, investigate and act on a claim filed by an insured.
Course recommendations coming soon.
-
OptionalManage Contract Disputes skill
Monitor issues that arise between the parties involved in a contract and provide solutions in order to avoid lawsuits.
Course recommendations coming soon.
-
OptionalManage Contracts skill
Negotiate the terms, conditions, costs and other specifications of a contract while making sure they comply with legal requirements and are legally enforceable. Oversee the execution of the contract, agree …
Course recommendations coming soon.
-
OptionalManage Financial Risk skill
Predict and manage financial risks, and identify procedures to avoid or minimise their impact.
Course recommendations coming soon.
-
OptionalManage Fundraising Activities skill
Initiate fundraising activities managing the place, teams involved, causes and budgets.
Course recommendations coming soon.
-
OptionalManage Government-Funded Programmes skill
Implement and monitor the development of projects subsidized by regional, national or European authorities.
Course recommendations coming soon.
-
OptionalManage Personnel skill
Hire and train employees to increase their value to the organisation. This includes a range of human resources activity, developing and implementing policies and processes to create an employee-supportive work …
Course recommendations coming soon.
-
OptionalManage Profitability skill
Review on a regular basis sales and profit performance.
Course recommendations coming soon.
-
OptionalManage Staff skill
Manage employees and subordinates, working in a team or individually, to maximise their performance and contribution. Schedule their work and activities, give instructions, motivate and direct the workers to meet …
Course recommendations coming soon.
-
OptionalManage The Handling Of Promotional Materials skill
Plan and prepare the production of promotional materials with third parties by contacting printing companies, agreeing on logistics and delivery, and making sure that deadlines are met.
Course recommendations coming soon.
-
OptionalManage Volunteers skill
Manage volunteers' tasks, recruitment, programmes and budgets.
Course recommendations coming soon.
-
OptionalMonitor Financial Accounts skill
Handle financial administration of your department, keep the costs down to only necessary expenses and maximise the revenues of your organisation.
Course recommendations coming soon.
-
OptionalMonitor Stock Market skill
Observe and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.
Course recommendations coming soon.
-
OptionalNegotiate With Stakeholders skill
Negotiate compromises with stakeholders and strive to reach the most beneficial agreements for the company. May involve building relationships with suppliers and customers, as well as ensuring products are profitable.
Course recommendations coming soon.
-
OptionalObtain Financial Information skill
Gather information on securities, market conditions, governmental regulations and the financial situation, goals and needs of clients or companies.
Course recommendations coming soon.
-
OptionalOffer Financial Services skill
Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.
Course recommendations coming soon.
-
OptionalOperate Financial Instruments skill
Work with financial instruments such as stocks, bonds, mutual funds and derivatives.
Course recommendations coming soon.
-
OptionalOrganise A Damage Assessment skill
Organise a damage assessment by indicating an expert to identify and examine the damage, give information and instructions to experts and follow up on the experts, and write a damage …
Course recommendations coming soon.
-
OptionalPerform Clerical Duties skill
Perform administrative tasks such as filing, typing up reports and maintaining mail correspondence.
Course recommendations coming soon.
-
OptionalPerform Cost Accounting Activities skill
Execute the cost related activities and operations within the accounting activities such as standard cost development, average pricing analysis, margin and cost ratio analysis, inventory control, and variance analysis. Report …
Course recommendations coming soon.
-
OptionalPerform Debt Investigation skill
Use research techniques and tracing strategies to identify overdue payment arrangements and address them
Course recommendations coming soon.
-
OptionalPerform Fundraising Activities skill
Perform activities which will raise funds for an organisation or campaign, such as speaking with the public, gathering funds during fundraising or other general events, and using online fundraising tools.
Course recommendations coming soon.
-
OptionalPerform Market Research skill
Gather, assess and represent data about target market and customers in order to facilitate strategic development and feasibility studies. Identify market trends.
Course recommendations coming soon.
-
OptionalPerform Project Management skill
Manage and plan various resources, such as human resources, budget, deadline, results, and quality necessary for a specific project, and monitor the project's progress in order to achieve a specific …
Course recommendations coming soon.
-
OptionalPerform Property Market Research skill
Research properties in order to assess their usefulness for real estate activities, using various methods such as media research and visitation of properties, and identify the potential profitability in the …
Course recommendations coming soon.
-
OptionalPerform Public Relations skill
Perform public relations (PR) by managing the spread of information between an individual or an organisation and the public.
Course recommendations coming soon.
-
OptionalPerform Risk Analysis skill
Identify and assess factors that may jeopardise the success of a project or threaten the organisation's functioning. Implement procedures to avoid or minimise their impact.
Course recommendations coming soon.
-
OptionalPerform Stock Valuation skill
Analyse, calculate and appraise the value of the stock of a company. Use mathematic and logarithm in order to determine the value in consideration of different variables.
Course recommendations coming soon.
-
OptionalPlan Allocation Of Space skill
Plan best allocation and utilisation of space and resources, or re-organise current premises.
Course recommendations coming soon.
-
OptionalPlan Marketing Campaign skill
Develop a method to promote a product through different channels, such as television, radio, print and online platforms, social media with the aim to communicate and deliver value to customers.
Course recommendations coming soon.
-
OptionalPrepare Financial Auditing Reports skill
Compile information on audit findings of financial statements and financial management in order to prepare reports, point out improvement possibilities, and confirm governability.
Course recommendations coming soon.
-
OptionalPrepare Financial Statements skill
Collect, entry, and prepare the set of financial records disclosing the financial position of a company at the end of a certain period or accounting year. The financial statements consisting …
Course recommendations coming soon.
-
OptionalPrepare Tax Returns Forms skill
Totalise all the deductible tax collected during the quarter or fiscal year in order to fill tax return forms and claim it back to the governmental authorities for declaring taxation …
Course recommendations coming soon.
-
OptionalPresent Reports skill
Display results, statistics and conclusions to an audience in a transparent and straightforward way.
Course recommendations coming soon.
-
OptionalProduce Statistical Financial Records skill
Review and analyse individual and company financial data in order to produce statistical reports or records.
Course recommendations coming soon.
-
OptionalPromote Financial Products skill
Inform existing or potential customers about the various financial goods and services that are offered by the company.
Course recommendations coming soon.
-
OptionalProspect New Customers skill
Initiate activities in order to attract new and interesting customers. Ask for recommendations and references, find places where potential customers can be located.
Course recommendations coming soon.
-
OptionalProtect Client Interests skill
Protect the interests and needs of a client by taking necessary actions, and researching all possibilities, to ensure that the client obtains their favoured outcome.
Course recommendations coming soon.
-
OptionalProvide Cost Benefit Analysis Reports skill
Prepare, compile and communicate reports with broken down cost analysis on the proposal and budget plans of the company. Analyse the financial or social costs and benefits of a project …
Course recommendations coming soon.
-
OptionalProvide Financial Product Information skill
Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.
Course recommendations coming soon.
-
OptionalProvide Information On Properties skill
Provide information on the positive and negative aspects of a property and the practicalities concerning any financial transactions or insurance procedures; such as location, composition of the property, renovation or …
Course recommendations coming soon.
-
OptionalProvide Support In Financial Calculation skill
Provide colleagues, clients or other parties with financial support for complex files or calculations.
Course recommendations coming soon.
-
OptionalRecruit Employees skill
Hire new employees by scoping the job role, advertising, performing interviews and selecting staff in line with company policy and legislation.
Course recommendations coming soon.
-
OptionalRecruit Personnel skill
Carry out assessment and recruitment of personnel for the production.
Course recommendations coming soon.
-
OptionalRepresent The Organisation skill
Act as representative of the institution, company or organisation to the outside world.
Course recommendations coming soon.
-
OptionalReview Insurance Process skill
Analyse all documentation related to a specific insurance case in order to ensure that the application for insurance or the claims process was handled according to guidelines and regulations, that …
Course recommendations coming soon.
-
OptionalReview Investment Portfolios skill
Meet with clients to review or update an investment portfolio and provide financial advice on investments.
Course recommendations coming soon.
-
OptionalShow An Exemplary Leading Role In An Organisation skill
Perform, act, and behave in a manner that inspires collaborators to follow the example given by their managers.
Course recommendations coming soon.
-
OptionalSupervise Sales Activities skill
Monitor and oversee the activities related to the ongoing sales in the shop to ensure that sales goals are met, assess areas for improvement, and identify or solve problems that …
Course recommendations coming soon.
-
OptionalSupervise Staff skill
Oversee the selection, training, performance and motivation of staff.
Course recommendations coming soon.
-
OptionalSupport Development Of Annual Budget skill
Support the development of the annual budget by producing base data as defined by the operations budget process.
Course recommendations coming soon.
-
OptionalSynthesise Financial Information skill
Collect, revise and put together financial information coming from different sources or departments in order to create a document with unified financial accounts or plans.
Course recommendations coming soon.
-
OptionalTrace Financial Transactions skill
Observe, track and analyse financial transactions made in companies or in banks. Determine the validity of the transaction and check for suspicious or high-risk transactions in order to avoid mismanagement.
Course recommendations coming soon.
-
OptionalTrade Securities skill
Buy or sell tradable financial products such as equity and debt securities on your own account or on behalf of a private customer, corporate customer or credit institution.
Course recommendations coming soon.
-
OptionalTrain Employees skill
Lead and guide employees through a process in which they are taught the necessary skills for the perspective job. Organise activities aimed at introducing the work and systems or improving …
Course recommendations coming soon.
-
OptionalValue Properties skill
Examine and evaluate land and buildings in order to make valuations about their price.
Course recommendations coming soon.
-
OptionalWork Within Communities skill
Establish social projects aimed at community development and active citizen participation.
Course recommendations coming soon.
-
OptionalAdvise On Bank Account skill
Inform clients on the different types of bank accounts offered by the financial institution or commercial bank. Recommend or provide advice on the type of bank account that would be …
Course recommendations coming soon.
-
OptionalAdvise On Bankruptcy Proceedings skill
Analyse the bankruptcy case in order to guide guide and advise clients on the formalities, procedures and the actions that can ameliorate the losses.
Course recommendations coming soon.
-
OptionalAdvise On Credit Rating skill
Share your expertise in the evaluation process which assesses the debtor's ability, be it a government institution or a business, to pay back its debt.
Course recommendations coming soon.
-
OptionalAnalyse Claim Files skill
Check the claim from a customer and analyse the value of the lost materials, buildings, turnover or other elements, and judge the responsibilities of the different parties.
Course recommendations coming soon.
-
OptionalAnalyse The Credit History Of Potential Customers skill
Analyse the payment capacity and credit history of potential customers or business partners.
Course recommendations coming soon.
-
OptionalAssess Customer Credibility skill
Communicate with customers to assess whether their true intentions are in line with what they claim in order to eliminate any risks from a potential agreement with the customer.
Course recommendations coming soon.
-
OptionalAssess Reliability Of Data skill
Implement procedures and techniques that could help determine the level of reliability of the information in the sense of reducing risks and increasing infallibility in the decision making.
Course recommendations coming soon.
-
OptionalAssist In Loan Applications skill
Assist clients with filling out and managing their applications for loans by providing them with practical assistance, such as provision of relevant documentation and instruction on the process, and other …
Course recommendations coming soon.
-
OptionalAttach Accounting Certificates To Accounting Transactions skill
Collate and link documents such as invoices, contracts, and payment certificates in order to back up the transactions made in the accounting of the company.
Course recommendations coming soon.
-
OptionalAudit Contractors skill
Examine and document different industry contractors, in order to determine whether they comply with regulations and standards in relation to safety, environment and quality of design, construction and testing, etc.
Course recommendations coming soon.
-
OptionalCalculate Dividends skill
Calculate the payments made by corporations as distribution of their profit to the shareholders, ensuring that the shareholders receive the correct amount in the correct format, meaning in monetary payouts …
Course recommendations coming soon.
-
OptionalCalculate Insurance Rate skill
Gather information on your client's situation and calculate their premium on the basis of various factors such as their age, the place where they live and the value of their …
Course recommendations coming soon.
-
OptionalCollect Financial Data skill
Gather, organise, and combine financial data for their interpretation and analysis in order to predict possible financial scenarios and performance of a company or project.
Course recommendations coming soon.
-
OptionalCollect Rental Fees skill
Receive and process payments from tenants of properties, such as residential or commercial properties, ensuring that the paid rent is in accordance with the contract and that rental fees are …
Course recommendations coming soon.
-
OptionalCommunicate With Tenants skill
Communicate in a positive and cooperative manner with the tenants of a property or part of a property, such as apartments and sections of commercial buildings, in order to facilitate …
Course recommendations coming soon.
-
OptionalCompile Appraisal Reports skill
Compile full reports of appraisals of properties, businesses, or other goods and services being appraised using all the data gathered during the appraisal and valuation process, such as financial history, …
Course recommendations coming soon.
-
OptionalCompile Statistical Data For Insurance Purposes skill
Produce statistics on potential risks such as natural and technical disasters and production downtimes.
Course recommendations coming soon.
-
OptionalConclude Business Agreements skill
Negotiate, revise, and sign mercantile and business documents such as contracts, business agreements, deeds, purchases and wills, and bills of exchange.
Course recommendations coming soon.
-
OptionalCreate Banking Accounts skill
Open new banking accounts such as a deposit account, a credit card account or a different type of account offered by a financial institution.
Course recommendations coming soon.
-
OptionalCreate Cooperation Modalities skill
Prepare, determine and agree on the conditions for cooperation contracts with a company, by comparing products, following evolutions or shifts in the market and negotiating terms and prices.
Course recommendations coming soon.
-
OptionalCreate Credit Policy skill
Create guidelines for a financial institution's procedures in supplying assets on credit, such as the contractual agreements which have to be made, the eligibility standards of prospective clients, and the …
Course recommendations coming soon.
-
OptionalCreate Risk Reports skill
Gather all the information, analyse the variables and create reports where the detected risks of the company or projects are analysed and possible solutions are suggested as counter actions to …
Course recommendations coming soon.
-
OptionalCreate Underwriting Guidelines skill
Create guidelines for the assessment of risks and determining whether acceptance of liability and granting payments is worth the risk for the organisation. Develop improved methods of analysis which ensure …
Course recommendations coming soon.
-
OptionalDecide On Insurance Applications skill
Assess applications for an insurance policy, taking into account the risk analyses and client information, in order to deny or approve the application and set in motion the necessary procedures …
Course recommendations coming soon.
-
OptionalDefine Measurable Marketing Objectives skill
Outline the measurable performance indicators of the marketing plan such as market share, customer value, brand awareness, and sales revenues. Follow up on the progress of these indicators during the …
Course recommendations coming soon.
-
OptionalDetermine Loan Conditions skill
Calculate the credit limit and decide on the conditions for the repayment.
Course recommendations coming soon.
-
OptionalDevelop Audit Plan skill
Define all organisational tasks (time, place and order) and develop a checklist concerning the topics to be audited.
Course recommendations coming soon.
-
OptionalDevelop Financial Products skill
Take into account the performed financial market research and the organisation's objectives in order to develop and oversee the implementation, promotion, and lifecycle of financial products, such as insurance, mutual …
Course recommendations coming soon.
-
OptionalDevelop Product Policies skill
Create product policies oriented around customers.
Course recommendations coming soon.
-
OptionalDevelop Public Relations Strategies skill
Plan, coordinate and implement all the efforts required in a public relations strategy such as defining the targets, preparing communications, contacting partners, and spreading information among stakeholders.
Course recommendations coming soon.
-
OptionalDraft Accounting Procedures skill
Lay down standard methods and guidelines to regulate bookkeeping and accounting operations, including determining the bookkeeping system used to record financial transactions.
Course recommendations coming soon.
-
OptionalEnsure Compliance With Accounting Conventions skill
Exercise accounting management and abidance by generally accepted accounting conventions such as recording transactions at the current price, quantifying goods, separating personal accounts of managers from those of the company, …
Course recommendations coming soon.
-
OptionalEnsure Compliance With Disclosure Criteria Of Accounting Information skill
Revise the accounting information of the company to make sure it meets the commonly agreed criteria for its disclosure such as understandability, relevance, consistency, comparability, reliability, and objectivity.
Course recommendations coming soon.
-
OptionalEnsure Lawful Business Operations skill
Comply with legislation in the daily operations of a company
Course recommendations coming soon.
-
OptionalEstablish Contact With Potential Donors skill
Approach individuals, local authorities, commercial organisations and other actors in order to obtain sponsorship and donations for the projects of the charity.
Course recommendations coming soon.
-
OptionalExert Expenditure Control skill
Analyse expenditure accounts against the income and usages of different company units, companies, or organisms at large. Recommend usage of financial resources in efficient manners.
Course recommendations coming soon.
-
OptionalExplain Accounting Records skill
Provide additional explanation and disclosure to staff, vendors, auditors, and to any other instance about the way accounts were recorded and treated in the financial records.
Course recommendations coming soon.
-
OptionalHandle Incoming Insurance Claims skill
Manage, process and evaluate submitted requests for insurance in case a problem, which is covered under an insurance policy, occurs. The claim may or may not be approved, based on …
Course recommendations coming soon.
-
OptionalHandle Lease Agreement Administration skill
Draw up and handle the contract between a lessor and lessee that allows the lessee rights to the use of a property owned or managed by the lessor for a …
Course recommendations coming soon.
-
OptionalHandle Tenant Changeover skill
Discuss administrative matters with the previous and future tenants and inspect the rented accomodation (rooms, apartments, houses) to make sure that the renovation and maintenance agreement has been respected.
Course recommendations coming soon.
-
OptionalIdenfify If A Company Is A Going Concern skill
Analyse financial statements, financial information and the outlook of the company in order to determine the going concern of the company.
Course recommendations coming soon.
-
OptionalImplement Operational Business Plans skill
Implement the strategic business and operational plan for an organisation by engaging and delegating to others, monitoring progress and making adjustments along the way. Evaluate the extent to which strategic …
Course recommendations coming soon.
-
OptionalInform On Fiscal Duties skill
Inform organisations and individuals on their specific fiscal duties and the legislation and regulations involving fiscal processes, such as tax duties.
Course recommendations coming soon.
-
OptionalInform On Interest Rates skill
Inform prospective borrowers on the rate at which compensation fees for use of assets, such as borrowed money, is paid to the lender, and at which percentage of the loan …
Course recommendations coming soon.
-
OptionalInform On Renting Agreements skill
Inform landlords or tenants of a property on the duties and rights of the landlord and tenant, such as the landlord's responsibility for the upkeep of the property and the …
Course recommendations coming soon.
-
OptionalInitiate Claim File skill
Start the process to file a claim for a customer or victim, based on the judgement of the damage and the responsibilities of the parties involved.
Course recommendations coming soon.
-
OptionalIntegrate Shareholders' Interests In Business Plans skill
Listen to the perspectives, interests, and vision of the owners of the company in order to translate those guidelines into pragmatic business actions and plans.
Course recommendations coming soon.
-
OptionalInvestigate Social Security Applications skill
Investigate the eligibility of citizens applying for social security benefits by examining documents, interviewing the citizen, and researching the related legislation.
Course recommendations coming soon.
-
OptionalLead Claim Examiners skill
Select claim examiners and assign them to cases, assist them and give them advice or information when needed.
Course recommendations coming soon.
-
OptionalLiaise With Auditors skill
Participate in discussions with the auditors conducting inspections of the organisation's accounts and inform the managers about the results and conclusions.
Course recommendations coming soon.
-
OptionalLiaise With Property Owners skill
Establish good working relations with the owner, signal problems and renovation needs, and advise on the choice of tenants.
Course recommendations coming soon.
-
OptionalMaintain Credit History Of Clients skill
Create and maintain the credit history of clients with relevant transactions, supporting documents, and details of their financial activities. Keep these documents updated in case of analysis and disclosure.
Course recommendations coming soon.
-
OptionalMake Investment Decisions skill
Determine whether to buy or sell financial products such as fonds, bonds or stocks in order to enhance profitability and to reach the best performance.
Course recommendations coming soon.
-
OptionalManage Claim Files skill
Follow up on the progress of a claim file, keep all parties informed of the status of the file, ensure the customer receives the damages owed, treat any problems or …
Course recommendations coming soon.
-
OptionalManage Corporate Bank Accounts skill
Have an overview of the bank accounts of the company, their different purposes, and manage them accordingly while keeping an eye on their balance, interest rates, and charges.
Course recommendations coming soon.
-
OptionalManage Credit Union Operations skill
Manage the daily operations of a credit union, such as assessing its financial status and deciding on a course of action, monitoring employees, recruiting members to make investments, liaising with …
Course recommendations coming soon.
-
OptionalManage Donor Database skill
Create and constantly update the database containing personal details and status of donors.
Course recommendations coming soon.
-
OptionalManage Loan Applications skill
Manage the application process for loans from the process of interviewing the applicant and reviewing the documentation, assessing the risks, and accepting or denying the loan and ensuring compliance with …
Course recommendations coming soon.
-
OptionalManage Securities skill
Administer the securities owned by the company or organisation, namely debt securities, equity securities and derivatives aiming to get the highest benefit from them.
Course recommendations coming soon.
-
OptionalManage The General Ledger skill
Enter data and revise the adequate maintenance of general ledgers in order to follow up on the financial transactions of the company, and other non routine transactions such as depreciation.
Course recommendations coming soon.
-
OptionalMonitor Contractor Performance skill
Manage the performance of the contractor, assess whether they are meeting the agreed standard and correct underperformance if needed.
Course recommendations coming soon.
-
OptionalMonitor Loan Portfolio skill
Control the ongoing credit commitments in order to detect anomalies related to the schedules, refinancing, approval limits etc., and to identify improper disbursements.
Course recommendations coming soon.
-
OptionalMonitor National Economy skill
Supervise the economy of a country and their financial institutions such as banks and other credit institutions.
Course recommendations coming soon.
-
OptionalMonitor Title Procedures skill
Monitor the bundle of rights of a property and investigate all the parties involved in the current procedure, such as the transfer of a deed in the transfer of ownership …
Course recommendations coming soon.
-
OptionalNegotiate Loan Agreements skill
Negotiate with banking professionals or other parties functioning as lenders in order to negotiate the interest rates and other aspects of the loan contract in order to obtain the most …
Course recommendations coming soon.
-
OptionalNegotiate On Asset Value skill
Negotiate with asset owners or parties involved in handling the asset on the monetary value of the asset for selling, insurance, usage as collatoral, or other purposes, in order to …
Course recommendations coming soon.
-
OptionalNegotiate With Property Owners skill
Negotiate with owners of properties who wish to rent or sell them in order to obtain the most beneficial agreement for the potential renter or buyer.
Course recommendations coming soon.
-
OptionalOrganise Press Conferences skill
Organise interviews for a group of journalists in order to make an announcement or answer questions on a specific subject.
Course recommendations coming soon.
-
OptionalOrganise Property Viewing skill
Organise events in which prospective buyers or tenants of a property can visit the property in order to assess whether it is suitable to their needs and to obtain information, …
Course recommendations coming soon.
-
OptionalOversee The Facilities Services Budget skill
Handle and control the expenditures and revenues from delivering the facilities management services and make sure the work is done within the foreseen budget.
Course recommendations coming soon.
-
OptionalPerform Account Allocation skill
Allocate transactions on an account by matching the total value, only a part of it or a group of transactions to the original invoice, and by posting financial information such …
Course recommendations coming soon.
-
OptionalPerform Asset Depreciation skill
Calculate the reduction in the value of an asset, caused for example by damage or changes in the environment, in accordance with the legislation.
Course recommendations coming soon.
-
OptionalPerform Asset Recognition skill
Analyse expenditures to verify whether some may be classified as assets in the case where it is likely that the investment will return profit over time.
Course recommendations coming soon.
-
OptionalPerform Dunning Activities skill
Send letters or make phone calls to methodically remind individuals about actions they are requested to take by a set deadline. Use a firmer tone as the due date approaches …
Course recommendations coming soon.
-
OptionalPlan Buildings Maintenance Work skill
Schedule maintenance activities of property, systems and services to be deployed in public or private buildings, according to the priorities and needs of the client.
Course recommendations coming soon.
-
OptionalPlan Product Management skill
Manage the scheduling of procedures which aim to maximise sales objectives, such as forecasting market trends, product placement, and sales planning.
Course recommendations coming soon.
-
OptionalPrepare Credit Reports skill
Prepare reports which outline an organisation's likelihood of being able to repay debts and do so in a timely manner, meeting all the legal requirements linked to the agreement.
Course recommendations coming soon.
-
OptionalPrepare Inventory Of Properties skill
List all the items present in a property building which is leased or rented, in order to have a contractual agreement between the owner and the tenant.
Course recommendations coming soon.
-
OptionalPrepare Market Research Reports skill
Report on the outcomes of the market research, main observations and outcomes, and notes helpful for analysing the information.
Course recommendations coming soon.
-
OptionalProduce Materials For Decision Making skill
Compile relevant data, write reports and occasionally prepare presentations to communicate information that will help the business management team to take decisions.
Course recommendations coming soon.
-
OptionalProvide Investment Advice skill
Provide clients with investment advice regarding to market recommendations. This type of advice is based on trade reports.
Course recommendations coming soon.
-
OptionalReport Major Building Repairs skill
Notify the supervisors or managers concerning the need to undertake major repairs or adjustments to the building.
Course recommendations coming soon.
-
OptionalReport On Overall Management Of A Business skill
Prepare and present periodic reports on the operations, achievements, and results obtained during certain period to higher level managers and directors.
Course recommendations coming soon.
-
OptionalReview Closing Procedures skill
Review the documentation and gather information on the closing process of assets trading, the step in which the ownership is officially transferred from one party to another, in order to …
Course recommendations coming soon.
-
OptionalSafeguard Bank Reputation skill
Protect the standing of a public or private bank by following the guidelines of the organisation, communicating to stakeholders in a consistent and appropriate manner and by taking into account …
Course recommendations coming soon.
-
OptionalSell Insurance skill
Sell insurance products and services to customers, such as health, life or car insurance.
Course recommendations coming soon.
-
OptionalShape Corporate Culture skill
Observe and define the elements in the corporate culture of a company in order to reinforce, integrate and shape further the codes, values, beliefs and behaviours aligned with the company's …
Course recommendations coming soon.
-
OptionalSolve Bank Account Problems skill
Solve bank account problems and issues of customers in the banking sector such as deblocking a bank card.
Course recommendations coming soon.
-
OptionalSupervise Accounting Operations skill
Coordinate, commission, and monitor operations in accounting departments in order to ensure the accurate record and eventual reporting of the financial operations of the company.
Course recommendations coming soon.
-
OptionalSupervise Property Development Projects skill
Supervise the operations of new projects relating to property development, such as renovation, re-leasing, purchasing of land, building projects, and sale of improved properties. Ensure that the operations are profitable, …
Course recommendations coming soon.
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OptionalWrite Charity Grant Proposals skill
Write project proposals to be developed by the charity organisation in order to obtain funds and grants from national or international organisations or local authorities which provide such funding.
Course recommendations coming soon.
