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Page Index: Finance

Academic Information:

What is Finance?

Finance studies and addresses the ways in which individuals, businesses and organizations raise, allocate and use monetary resources over time, taking into account the risks entailed in their projects. The term finance may thus incorporate any of the following: * The study of money and other assets* The management of those assets* Profiling and managing project risks* As a verb, "to finance" is to provide funds for business. Finance is the most encompassing of all business enterprises. To understand finance you must know about the entire business, indeed the entire economy.

Career Information

Possible/Typical Job Titles

  • Actuary Appraiser
  • Bank Manager
  • Budget Analyst
  • Loan Administrator
  • Chief Financial Officer
  • Claims Adjuster/Examiner Commodities Trader
  • Controller Credit Counselor
  • Financial Analyst
  • Financial Planner
  • Actuary    
  • Commodities Trader  
  • Appraiser    
  • Consumer Credit/Loan Officer  
  • Foreign Exchange Trader
  • Audit Manager    
  • Controller    
  • Government Official
  • Bank Manager    
  • Cost Manager    
  • Industrial/Institutional Buyer
  • Bank Representative    
  • CPA    
  • Insurance Agent/Broker
  • Bookkeeper    
  • Credit Counselor    
  • International Trade Specialist
  • Branch Manager    
  • Credit Manager    
  • Investment Banker
  • Budget Analyst    
  • Economist    
  • Investment Researcher
  • Business Analyst    
  • Estimator
  • Treasury Management Specialist  
  • Trust Ananlyst
  • Foreign Exchange Trader
  • Insurance Agent
  • International Trade Specialist
  • Investment Banker
  • Mergers/Acquisitions Manager
  • Mutual Fund Manager
  • Portfolio Analyst
  • Real Estate Developer
  • Securities Broker Trust Analyst
  • Investor Relations
  • Loan Administrator  
  • External Auditor    
  • Loan Officer
  • Business Manager  
  • Finance Writer    
  • Loan Processor
  • Chief Executive Officer    
  • Management Accountant
  • Chief Financial Officer    
  • Financial Consultant    
  • Market Research Analyst
  • Claim Adjuster/Examiner    
  • Financial Economist    
  • Mergers/Acquisitions Mgr
  • Mutual Fund Manager    
  • Property Manager    
  • Securities Analyst
  • Mutual Fund Trader    
  • Rate Analyst    
  • Securities Broker
  • Payroll Administrator    
  • Real Estate Developer    
  • Stockbroker
  • Portfolio Analyst    
  • Sales Analyst    
  • Systems Analyst

Typical Places of Employment

  • Banks
  • Brokerage firms
  • Insurance companies
  • Securities firms
  • Real Estate agencies
  • Corporate and international financial management
  • Personal financial planning
  • Financial intermediary companies
  • Investment firms
  • Federal Reserve Bank
  • Consulting firms
  • Government Wall Street
  • Investment services
  • Brokerage firms
  • Commercial and investment banks
  • Insurance companies

Required Skills and Abilities

  • Manage, evaluate, and distribute loans
  • Analyze companies offering stocks
  • Risk assessment
  • Furnish information about market conditions
  • Advise clients on proper investment strategies and financial planning
  • Providing property and casualty insurance, life insurance, or health insurance
  • Develop and prepare lease or rental agreements
  • Excellent customer service skills
  • Attention to detail
  • Personable, friendly

Alumni Resources

(Listed below are examples of SU Alumni and their Jobs in this major-For more alumni resources, go to Mentor Network)





Bonebrake, Nicki  12/2007 Finance LDP Lockheed Martin
Briggs, Matt    Business Analyst Bridge Technology Corporation
Carroll, Lisa 05/2004 Financial Advisor Ameriprise Financial
Gignac, Amy 05/2006 Internal Audit Consultant Protiviti
Green, Stephen 05/2003 Auditor U.S. Army Audit Agency
Grismer, Stacy 05/2001 Data Warehouse Product Manager InforMed, LLC
Johnson, Dan 05/2007 Thompson Financial Financial Services Professional
Johnson, Daniel 05/2007 Partner Brody Financial
Kienke, Michael 05/2007 Hachette Filipacci Media Advertising Coordinator
Magaha, Kim 05/2003 Advisor & Acct Rep Strategic Wealth Management Group, LLC CFP(R)
Muir, Heather 05/2004 Operations Analyst Discovery Communications
Savage, John  05/2004 Credit Analyst Constellation Energy Commodities Group
Sherman, Jeff 05/2003 Senior Account Manager Affiliated Power Purchasers (APPI)
Traeger, Tanya 05/2008 Billing Specialist Booz Allen Hamilton

Related Links: Further Explore this Career Field

Professional Associations/Organizations:

Bank of America

Merck and Co. Career Opportunities in Finance

Merrill Lynch

Salomon Brothers

Goldman & Sachs

JP Morgan

Corporate Finance Network

Wachovia Corporation

Prudential Financial

Financial Planning Association

National Association of Personal Financial Advisors

Career-Related Links:

Banking Careers

Financial Services and Financial Planning Careers

Insurance Careers

Investment Careers

Certification, Licensure and Associations

Certification is recommended in finance. A CFA (Chartered Financial Analyst) designation is sponsored by the CFA Institute. To qualify for the exam, you need a bachelor's degree and three years of professional experience in a relevant field. To earn your certification, you'll take three rigorous exams over the course of three years (usually while working in your first job).

Personal financial advisors are encouraged and sometimes required to seek their Certified Financial Planner (CFP) certification. The requirements include academic credits, passing a comprehensive set of exams, and following a strict code of ethics. A certification as a Chartered Financial Consultant (ChFC) is also useful in this field.

For sales in stocks, bonds, mutual funds, insurance and real estate, additional professional licenses are required.

Financial managers can obtain their Certified Cash Manager credentials through the Association for Financial Professionals, by passing online exams combined with at least two years of professional experience. In the financial institution industry, managers start from the Credit Business Associate designation, to Credit Business Fellow and then to Certified Credit Executive.

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