Synthesise financial information

Essential for

• Insurance claims handler
  Insurance claims handlers ensure that all insurance claims are handled accurately and that payment for valid claims is made to the policyholders. They use statistical data and rep…
• Actuarial consultant
  An actuarial consultant is a specialized professional who applies mathematical and statistical methods to assess and manage financial risks, particularly in the areas of insurance,…
• Credit analyst
  Credit analysts investigate credit applications from customers and evaluate if the applications comply with regulations and guidelines of the financial loan-granting institution. O…
• Branch manager
  Branch managers are responsible for the management of all the affairs related with a company in a specific geographic region or business branch. They receive indications from the h…
• Financial planner
  A financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to …
• Credit manager
  Credit managers oversee the application of credit policy in the bank. They decide the credit limits to be imposed, the reasonable levels of risk accepted and the conditions and…
• Investment adviser
  Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or fre…
• Financial controller
  Financial controllers handle all tasks related to the budgeting and accounting aspects of a company or organisation. They implement and ensure compliance with internal financial an…
• Cost analyst
  Cost analysts prepare regular costs, budgeting analyses and reports in order to contribute to the overall cost planning and forecasting activities of a business. They review and re…
• Financial broker
  Financial brokers undertake financial market activities on behalf of their clients. They monitor securities, financial documentation of their clients, market trends and conditions,…

Optional for

• Credit adviser
  Credit intermediaries are natural or legal persons who offer credit agreements to consumers. They act on behalf of creditors to conclude agreements with consumers. Credit advisers …
• Manufacturing cost estimator
  Manufacturing cost estimators collect and analyse data to evaluate the money, materials, labour and time required for manufacturing processes. They conduct analyses to identify (al…
• Financial manager
  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, e…
• Stock trader
  Stock traders use their technical expertise of financial markets performance to advise and make recommendations to asset managers or shareholders for a profitable investment strate…
• Mortgage broker
  A mortgage broker, or a mortgage credit intermediary, is a natural or legal person who is not acting as a creditor or notary and not merely introducing, either directly…
• Investor relations manager
  Investor relations managers disseminate the investment strategy of the company and monitor the reactions of the investment community towards it. They use marketing, financial, comm…
• Budget analyst
  A budget analyst is a financial professional who plays a pivotal role in helping organizations manage their finances effectively by developing, analyzing, and monitoring budgets. T…
• Business manager
  Business managers are responsible for setting the objectives of the business unit of a company, creating a plan for the operations, and facilitating the achievement of the objectiv…
• Insurance agency manager
  Insurance agency managers coordinate and oversee the operations of an institution or a branch of an institution that offers insurance services. They provide clients with advice on …
• Pensions administrator
  Pensions administrators perform administrative duties in the management of pension schemes, ensuring the correct calculation of client's pension benefits, compliance with legal req…
• Bank manager
  Bank managers oversee the management of one or several bank activities. They set policies which promote safe banking operations, ensure the economic, social and commercial targets …
• Insurance risk consultant
  Insurance risk consultants prepare reports for insurance underwriters. For this purpose, they undertake surveys in order to determine the potential financial risk for personal prod…
• Loan officer
  Loan officers assess and authorise the approval of loan applications for individuals and businesses. They ensure complete transactions between loan organisations, borrowers, and se…
• Department manager
  Department managers are responsible for the operations of a certain division or department of a company. They ensure objectives and goals are reached and manage employees. Other ti…
• Bank treasurer
  Bank 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…
• Pension scheme manager
  Pension 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 …
• Dividend analyst
  Dividend 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…
• Insurance underwriter
  Insurance underwriters assess business risks and liability policies and make decisions about commercial property. They inspect the conditions of businesses' properties, analyse ins…