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Career Guidance Skills information skills S2.2 - documenting and recording information S2.2.1 - preparing financial documents, records, reports, or budgets Maintain financial records
Description
Keep track of and finalise all formal documents representing the financial transactions of a business or project.
Occupations requiring this skill
This section is generated automatically.
Skill demand overview
- Essential in 82 occupations
- Optional in 9 occupations
- Total: 91 occupations
- Most common in: ISCO major group 1 (Managers)
Essential for
- Import export manager in meat and meat productsImport export managers in meat and meat products install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following j…
- Wholesale merchant in perfume and cosmeticsWholesale merchants in perfume and cosmetics investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. O…
- Import export manager in agricultural machinery and equipmentImport export managers in agricultural machinery and equipment install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles T…
- Import export manager in machinery, industrial equipment, ships and aircraftImport export managers in machinery, industrial equipment, ships and aircraft install and maintain procedures for cross-border business, coordinating internal and external parties.…
- Wholesale merchant in household goodsWholesale merchants in household goods investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Other t…
- Import export manager in hardware, plumbing and heating equipment and suppliesImport export managers in hardware, plumbing and heating equipment and supplies install and maintain procedures for cross-border business, coordinating internal and external partie…
- Import export manager in flowers and plantsImport export managers in flowers and plants install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following job t…
- Energy traderEnergy traders sell or buy shares of energy, sometimes from different sources. They analyse the energy market and investigate price trends to decide when to buy or sell shares…
- Wholesale merchant in fish, crustaceans and molluscsWholesale merchants in fish, crustaceans and molluscs investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of…
- Warehouse managerWarehouse managers assume the responsibility for storage facilities. They manage the operations and the staff within. Other titles The following job titles also refer to warehouse …
- Bank tellerBank tellers deal most frequently with customers of the bank. They promote the banks products and services, and provide information about the customers personal accounts and relate…
- Trade regional managerTrade regional managers are responsible for activities and staff in an assigned region for a specific chain of stores. Other titles The following job titles also refer to trade…
- Wholesale merchantWholesale merchants investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Other titles The following…
- Wholesale merchant in hides, skins and leather productsWholesale merchants in hides, skins and leather products investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities…
- Rail project engineerRail project engineers maintain a safe, cost-effective, high-quality, and environmentally responsible approach across the technical projects in railway companies. They provide proj…
- Import export manager in coffee, tea, cocoa and spicesImport export managers in coffee, tea, cocoa and spices install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The foll…
- Wholesale merchant in pharmaceutical goodsWholesale merchants in pharmaceutical goods investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Ot…
- Import export manager in office furnitureImport export managers in office furniture install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following job tit…
- Economic adviserEconomic advisers research economic developments and advise on economic problems. They forecast trends and behaviour in economics, and advise on finance, trade, fiscal and other re…
- Wholesale merchant in meat and meat productsWholesale merchants in meat and meat products investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. …
- Import export manager in wood and construction materialsImport export managers in wood and construction materials install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The fo…
- Import export manager in metals and metal oresImport export managers in metals and metal ores install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following jo…
- Import export manager in watches and jewelleryImport export managers in watches and jewellery install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following jo…
- Wholesale merchant in machinery, industrial equipment, ships and aircraftWholesale merchants in machinery, industrial equipment, ships and aircraft investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involvin…
- Import export manager in dairy products and edible oilsImport export managers in dairy products and edible oils install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The fol…
- Wholesale merchant in furniture, carpets and lighting equipmentWholesale merchants in furniture, carpets and lighting equipment investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large qu…
- Wholesale merchant in sugar, chocolate and sugar confectioneryWholesale merchants in sugar, chocolate and sugar confectionery investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large qua…
- Wholesale merchant in textile industry machineryWholesale merchants in textile industry machinery investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goo…
- Import export manager in textiles and textile semi-finished and raw materialsImport export managers in textiles and textile semi-finished and raw materials install and maintain procedures for cross-border business, coordinating internal and external parties…
- Wholesale merchant in coffee, tea, cocoa and spicesWholesale merchants in coffee, tea, cocoa and spices investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of …
- Wholesale merchant in waste and scrapWholesale merchants in waste and scrap investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Other t…
- Import export manager in computers, computer peripheral equipment and softwareImport export managers in computers, computer peripheral equipment and software install and maintain procedures for cross-border business, coordinating internal and external partie…
- Wholesale merchant in office machinery and equipmentWholesale merchants in office machinery and equipment investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of…
- Import export manager in mining, construction and civil engineering machineryImport export managers in mining, construction and civil engineering machinery install and maintain procedures for cross-border business, coordinating internal and external parties…
- Import export manager in electronic and telecommunications equipment and partsImport export managers in electronic and telecommunications equipment and parts install and maintain procedures for cross-border business, coordinating internal and external partie…
- Wholesale merchant in agricultural raw materials, seeds and animal feedsWholesale merchants in agricultural raw materials, seeds and animal feeds investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving…
- Import export manager in office machinery and equipmentImport export managers in office machinery and equipment install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The fol…
- Packaging production managerA Packaging Production Manager oversees the entire process of designing, manufacturing, and distributing packaging materials for products, ensuring efficiency, quality, and cost-ef…
- Real estate agentReal estate agents administer the sales or letting process of residential, commercial properties or land on behalf of their clients. They investigate the property's condition and a…
- Move managerMove managers coordinate all the resources and activities comprised in moving services. They work together with clients to define the requirements of the service and adapt it to th…
- Import export manager in china and other glasswareImport export managers in china and other glassware install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The followin…
- Import export manager in textile industry machineryImport export managers in textile industry machinery install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The followi…
- Wholesale merchant in machine toolsWholesale merchants in machine tools investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Other tit…
- Import export manager in beveragesImport export managers in beverages install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following job titles als…
- Wholesale merchant in electrical household appliancesWholesale merchants in electrical household appliances investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities o…
- Wholesale merchant in textiles and textile semi-finished and raw materialsWholesale merchants in textiles and textile semi-finished and raw materials investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involvi…
- Wholesale merchant in office furnitureWholesale merchants in office furniture investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Minimu…
- Wholesale merchant in hardware, plumbing and heating equipment and suppliesWholesale merchants in hardware, plumbing and heating equipment and supplies investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involv…
- Import export manager in furniture, carpets and lighting equipmentImport export managers in furniture, carpets and lighting equipment install and maintain procedures for cross-border business, coordinating internal and external parties. Other tit…
- Import export manager in sugar, chocolate and sugar confectioneryImport export managers in sugar, chocolate and sugar confectionery install and maintain procedures for cross-border business, coordinating internal and external parties. Other titl…
- Import export manager in fish, crustaceans and molluscsImport export managers in fish, crustaceans and molluscs install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The fol…
- Import export manager in live animalsImport export managers in live animals install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following job titles …
- Bank treasurerBank treasurers oversee all aspects of the financial management of a bank. They manage the liquidity and solvency of the bank. They manage and present current budgets, revise finan…
- Foreign exchange cashierForeign exchange cashiers process cash transactions from clients in national and foreign currencies. They provide information on the conditions and exchange rates for buying and se…
- Import export managerImport export managers install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following job titles also refer to im…
- Wholesale merchant in metals and metal oresWholesale merchants in metals and metal ores investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. O…
- Property developerProperty developers buy land, finance deals, order construction projects and orchestrate the process of development. They purchase a tract of land, decide on a marketing strategy, …
- Billing clerkBilling clerks create invoices and credit memos, issuing them to customers by all necessary means, and updating customer files. They issue invoices to customers and monthly custome…
- Import export manager in machine toolsImport export managers in machine tools install and maintain procedures for cross-border business, coordinating internal and external parties. They ensure compliance with all requi…
- Accounting assistantAccounting assistants record and report ticketing accounting situations to the accountant they work with, verify deposits and prepare daily reports and income. They arrange authori…
- Financial brokerFinancial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions,…
- BookkeeperBookkeepers record and assemble the day-to-day financial transactions of an organisation or company, consisting usually of sales, purchases, payments and receipts. They ensure all …
- Import export manager in tobacco productsImport export managers in tobacco products install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following job tit…
- Import export manager in waste and scrapImport export managers in waste and scrap install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following job titl…
- Wholesale merchant in chemical productsWholesale merchants in chemical products investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Inclu…
- Wholesale merchant in tobacco productsWholesale merchants in tobacco products investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Other …
- Import export manager in clothing and footwearImport export managers in clothing and footwear install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following jo…
- Wholesale merchant in clothing and footwearWholesale merchants in clothing and footwear investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. O…
- Wholesale merchant in wood and construction materialsWholesale merchants in wood and construction materials investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities o…
- Import export manager in hides, skins and leather productsImport export managers in hides, skins and leather products install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The …
- Import export manager in pharmaceutical goodsImport export managers in pharmaceutical goods install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following job…
- Wholesale merchant in live animalsWholesale merchants in live animals investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Other titl…
- Brand managerBrand managers are strategic professionals responsible for shaping and maintaining a brand's identity. They play a crucial role in developing brand strategies, overseeing marketing…
- Dividend analystDividend analysts calculate and allocate dividends and interest incomes of a company's earnings to a category of its shareholders. They assess business systems and processes in ord…
- Wholesale merchant in beveragesWholesale merchants in beverages investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Other titles …
- Pricing specialistPricing specialists are essential members of business and finance teams, focusing on determining optimal pricing strategies for products or services. Their role involves analyzing …
- Import export manager in electrical household appliancesImport export managers in electrical household appliances install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The fo…
- Wholesale merchant in agricultural machinery and equipmentWholesale merchants in agricultural machinery and equipment investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantit…
- Wholesale merchant in flowers and plantsWholesale merchants in flowers and plants investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Othe…
- Political party agentPolitical party agents manage the administrative tasks of a political party, such as budget management, record keeping, writing of agendas, etc. They also ensure productive communi…
- Import export manager in chemical productsImport export managers in chemical products install and maintain procedures for cross-border business, coordinating internal and external parties. Other titles The following job ti…
- Wholesale merchant in fruit and vegetablesWholesale merchants in fruit and vegetables investigate potential wholesale buyers and suppliers and match their needs. They conclude trades involving large quantities of goods. Ot…
Optional for
- Mergers and acquisitions analystMergers and acquisitions analysts oversee the execution of transactions for the purchase, sale, merger or takeover of companies. They negotiate and complete the deal on the client'…
- Financial auditorFinancial auditors collect and examine financial data for clients, organisations and companies. They ensure the financial data is properly maintained and free of material misstatem…
- Fundraising assistantFundraising assistants provide administrative support for fundraising managers. They target potential donators or sponsors by applying surveys. They process donations and grant pay…
- Stock traderStock traders use their technical expertise of financial markets performance to advise and make recommendations to asset managers or shareholders for a profitable investment strate…
- Manufacturing engineerA Manufacturing Engineer is responsible for designing, developing, and optimizing manufacturing systems and processes to ensure efficient, cost-effective, and high-quality producti…
- Payroll clerkPayroll clerks manage the time sheets and pay checks of the employees. They make sure the information there is correct. Payroll clerks check overtime, sick days and vacation. They……
- Retail entrepreneurRetail entrepreneurs organise business processes and concepts in his/her personally owned business. Duties The duties of a retail entrepreneur include, but are nit limited to: Mana…
- Pension scheme managerPension scheme managers coordinate pension schemes in order to provide benefits in retirement to individuals or organisations. They ensure the daily deployment of the pension fund …
- International student exchange coordinatorInternational student exchange coordinators lead the entire process of an international exchange study for the exchange students. They manage the students' applications and admissi…
Related skills
- Comprehend financial business terminology
- Have computer literacy
- Monitor international market performance
- Meet deadlines
- Create solutions to problems
- Speak different languages
- Build business relationships
- Negotiate sales contracts
- Perform market research
- Build rapport with people from different cultural backgrounds
- Export control principles
- International import export regulations
Last updated on February 19, 2026
