Finance Roles Flashcards
Common roles and responsibilities in Finance
Chief Financial Officer (CFO)
Oversees the financial operations, sets financial strategy, and reports financial results.
Vice President of Finance
Supports the CFO in financial planning and analysis, and may oversee specific areas like budgeting or investments.
Finance Director
Manages the finance department, develops financial strategies, and ensures the company meets its financial goals.
Finance Manager
Oversees financial reporting, budgeting, and analysis. May also manage a team of financial analysts or accountants.
Financial Analyst
Gathers and analyzes financial data to help the company make informed business decisions.
Accountant
Prepares financial records, ensures accuracy of financial documents, and may handle tax-related tasks.
Controller
Manages accounting operations, including the production of financial reports and maintenance of accounting records.
Treasurer
Responsible for the company’s treasury functions, including managing cash flow, investments, and financial risk.
Payroll Clerk
Handles the processing and distribution of employee paychecks and maintains payroll records.
Accounts Payable/Receivable Clerk
Manages outgoing bills and invoices for the company (accounts payable) or incoming payments from clients (accounts receivable).
Director of FP&A
Leads the financial planning and analysis department, overseeing budgeting, forecasting, and strategic financial planning.
Tax Director
Oversees the company’s tax policies and compliance, manages tax planning and strategy, and liaises with tax authorities.
Cash Manager
Responsible for managing the company’s cash flow, optimizing liquidity, and maintaining relationships with banks and financial institutions.
Risk Manager
Identifies and assesses financial risks, develops risk management strategies, and implements risk mitigation techniques.
Credit Analyst
Evaluates credit risk, assesses creditworthiness of potential customers, and monitors outstanding credit exposures.
