What attributes make a good Finance

manager?

Banking & Finance

Performing well in your job is one thing, but being a great Manager is something entirely
different. The problem is that too many people fall into the frustratingly annoying habit of
banging on about how great they are at doing their current job and why that makes them the best
candidate for the newly advertised manager’s job. But it doesn’t.

It’s all very well being the best Analyst but will that make you a good Fund Manager who has to
manage ten other people as well as the person replacing you, and have to suffer the wrath of a
client when an investment has not delivered the anticipated set of results?

Or will being the most prolific Stock Broker in the business mean that you will have the
necessary skills and personal qualities to manage an entire team of brokers or investment
analysts?

Maybe, maybe not.

If you want to be a manager you need to start thinking and acting like one. But first you need to
recognise what qualities make a good manager and what kind of people excel in the finance
sector,

 ability to manage and support staff by facilitating relevant continuous professional

development
 an aptitude to motivate staff
 proficiency at developing, implementing and evaluating sales policies
 ability to establish and maintain strong working relationships with customers
  confidence at making sound investment decisions
 in-depth working knowledge of the whole financial industry
 persuasive and confident communicator, able to deal with senior colleagues throughout
the organisation and clients alike
 persistence and assertiveness combined with tact and diplomacy

Whilst you need to be a master of your current job, you also need to have an understanding of a
wide range of other roles. Equally important is the ability to oversee a number of different
projects simultaneously.

So the ability to manage your time effectively, keep your cool under pressure and prioritorise
tasks will be essential.

Honesty and transparency are vitally important to employees. If your staff knows what is
expected of them and you recognise their efforts and achievements, you will have a motivated
and committed team who will be happy to work for you – and that’s half the battle won.

Wondering what to do now? Check out our expert career advice, find out more about the Finance
industry or search for the latest Finance jobs.

 General Info
o ADA
o Career Opportunities
 Employment Benefits
 Job Descriptions
o Court Reporter/Transcripts
o For Attorneys & Litigants
o Grand Jury
o Interpreter
o Judicial Assignments
o Local Rules
o Location, Hours & Contact
o Media & Public Information

Superior Court of California

County of Calaveras
COURT FISCAL MANAGER

POSITION DEFINITION:

Under general direction, plans, organizes coordinates, and oversees the fiscal operations of the
court. Performs a full range of accounting duties related to fiscal management and analysis,
establishes and implements fiscal policies and procedures and maintains financial records and
reports of the court and performs other related work as required.

DISTINGUIGHING CHARACTERISTICS:

This is a management classification with responsibility for planning, organizing and directing the
fiscal operations of the court. Incumbents perform professional level accounting functions and
may at times provide direction to technical and clerical staff. This position is distinguished from
the position of Fiscal Services Technician in that the latter performs established clerical
accounting duties, while this classification develops and oversees accounting policies and
procedures.

SUPERVISION RECEIVED AND EXERCISED:

This class receives general direction from the Court Executive Officer or Assistant Court
Executive Officer and may provide training and direction to clerical employees.

QUALIFICATIONS REQUIRED TO PERFORM

ESSENTIAL JOB FUNCTIONS:

1. Employee must have proficient knowledge of:

 a. Administrative principles and methods, including program development and
implementation.
b. Principals of accounting, including governmental generally accepted accounting
principles, practices and procedures.
c. Budget preparation, budget control, and financial reporting procedures.
d. Modern office practices, procedures and equipment.
e. Computer systems and their application to accounting, preferably in a network
environment.
f. Management information systems and principals including financial management
systems.
g. Methods and processes for the collection of accounts receivables.

2. Employee must have the ability to:

a. Develop and implement fiscal policies and procedures in accordance with generally
accepted accounting principles and the Trial Court Financial Policies and
Procedures Manual developed by the Administrative Office of the Courts.
b. Accurately establish and maintain financial records.
c. Prepare and monitor budgets and financial reports.
d. Apply difficult accounting/financial monitoring and auditing principles and
procedures.
e. Compile, review and analyze financial and statistical data.
f. Make mathematical calculations necessary to carry out assigned functions.
g. Establish and maintain cooperative working relationships with others, including
judicial officers, attorneys, supervisors, coworkers, other agencies and the public.
h. Use a personal computer and software, including word processing, spreadsheet,
database and other job-related applications and systems.
i. Provide training and direction to lower level staff.
j. Follow oral and written directions and use good judgment in recognizing the scope
and limit of delegated authority.
k. Communicate orally and in writing on accounting issues with individuals with
varying degrees of accounting familiarity.
l. Establish and maintain cooperative and professional working relationships with
others, including executive staff, judicial officers, coworkers, and other agencies.
m. Sit for extended periods; frequently stand and walk, or otherwise move within the
court facilities; demonstrate normal manual dexterity and hand-eye coordination;
maintain corrected hearing and vision to normal range; telephones, calculators,
copiers, faxes; perform multiple tasks simultaneously under time constraints.
n. Maintain strict confidentiality of court management files and information as may
be obtained or encountered in the performance of ones duties.
o. Organize work and set priorities to meet deadlines working within prescribed time
constraints.

3. Employee must have and maintain the following certifications/licenses:

a. None.

4. Employee must not contribute to or create a hostile work environment:

 a. Employee shall not engage in any activity that unreasonably interferes with the
performance of any other employee, such as sexual harassment, unlawful
discrimination or any other behavior that unduly demeans or intimidates another
employee.
b. As an essential function of this position, the employee must be able to handle high
levels of stress satisfactorily and be congenial with other employees, judicial
officers, supervisors, subordinates, outside contractors, and other agency personnel.

5. Employee must have the following minimum experience or training:

a. Any combination of experience and education that would provide the required
knowledge and abilities is qualifying.
b. A typical way to obtain the required knowledge and abilities would be: Graduation
from an accredited college or university with a degree in accounting, finance,
business or public administration and three or more years of public sector
accounting experience, preferably in a State Trial Court that would provide the
required knowledge and abilities.
c. Professional level accounting experience may be substituted for the required
education on a year-for-year basis.

6. Employee must fulfill the following special requirements:

a. None.

TYPICAL DUTIES:

Depending on assignment, duties may include, but are not limited to, the following:

 Develops and oversees implementation of local financial policies and procedures in

accordance with generally accepted accounting principles and the Trial Court Financial
Policies and Procedures Manual ensuring court compliance.
 Prepares and/or oversees the preparation of accounting ledgers, records and systems.
 Monitors court fiscal systems including the court’s budget.
 Routinely analyzes court fiscal data keeping executive staff apprised of the court’s
condition and status in all fiscally related areas.
 Maintains ledgers, reports and other financial documentation and examines for technical
defects and error; verifies and reconciles financial data to assure accuracy and
completeness of information.
 Collects and analyzes financial information; prepares and/or oversees the preparation of
periodic and ad hoc accounting and financial reports including but not limited to the
quarterly financial report, payroll reports, and AB1058 reports.
 Conducts or assists with audits and accounting studies.
 Development and maintenance of court accounting systems including but not limited to
expenditure, revenues, procurement and payroll systems.
  Implements and monitors control systems for financial and other court record keeping
requirements.
 Develops systems, maintains records and prepares calculations for reimbursement of the
cost of services provided by the Court.
 Evaluates, recommends and utilizes automated record keeping systems for the
performance of accounting duties.
 Coordinates the work of technical and clerical staff as directed.
 Monitor’s the courts collection program.
 Performs other duties as assigned.

Job description and education requirements.

By University Alliance

Budget and Fiscal Manager Career

Budget and fiscal managers work with an organization’s various departments and management staff to
oversee the complete financial management of a company. They analyze budget proposals and legal
parameters from all departments, estimate future demands, compare data and determine availability of
funds. While job duties vary by place of employment, financial managers typically supervise the
employees who create the budgets, while budget analysts focus on the actual numbers. Both fields
require a thorough understanding of the current financial industry to work with their organization and
achieve financial goals.

What does a budget/fiscal manager do?

Financial professionals typically devote a great deal of time to reviewing reports and data, as this
information is usually the centerpiece of stakeholder discussion regarding expenditures and funding,
and how success can be measured. While daily tasks vary according to the size and needs of an
organization, a budget or fiscal manager might also be tasked with the following responsibilities:

Ensuring that the company complies with state and federal industry standards and regulations

Monitoring company spending and making sure it is within budget limits

Maintaining communication with other managers as a way of ensuring uniform procedure, policies
and systems

Supervising other management staff

 Assisting departments in preparing budgets based on goals, current revenue, expenses and past
performance

What education and experience is recommended for a budget and fiscal manager?

An undergraduate degree in finance or accounting is typically required for entry level budget and fiscal
management positions, and some employers may prefer an advanced degree, such as a Master of
Business Administration (MBA) or a Master of Public Administration (MPA) degree. Because this field is
detail-oriented, strong analytical and numerical skills are recommended, and an experience in
accounting or statistics may also provide an advantage. In some cases, finance- or budget-related
experience may serve as a substitute for formal education.

What is the typical salary of budget and fiscal managers?

The U.S. Bureau of Labor Statistics (BLS) reported that the median annual wage for a budget analyst as
of May 2014 was $71,220. Prospective students are encouraged to do independent research, as salary
may depend on education, experience, geographic location or the company and position at which the
professional will be employed.

According to the BLS, the field of budget analysis is expected to grow by 3% through 2024, however,
with the increased amount of data available, the need for budget and fiscal analysts may increase.

Budget and fiscal management can provide opportunities to assist an organization in managing its
budgets so it can meet its financial and business goals. However, budget and fiscal managers can also be
challenged with interpreting and navigating budget cuts, while working to accomplish established goals.