Finance
Planning, services for financial and investment planning, banking, insurance, and business financial management.
Browse by pathway
In each pathway, you’ll find roles with similar goals, outcomes, or required skills.
Accounting (5)
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Accountants
Analyze financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.
Auditing Consultants
Examine and analyze accounting records to determine the financial status of an organization, and provide strategies and management advice to achieve optimal organizational productivity.
Bankruptcy Trustees
Administer bankruptcy case files and all related assets. Investigate legal documentation for fraud possibilities and manage the money received from the sale of non-exempt property and distribute it to owed creditors.
Banking Services (7)
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Bill and Account Collectors
Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account, preparing statements to credit department if customer fails to respond, initiating repossession proceedings or service disconnection, and keeping records of collection and status of accounts.
Credit Analysts
Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decisionmaking.
Credit Authorizers
Authorize credit charges against customers' accounts.
Business Finance (43)
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Accounting Managers
Manage accounting staff and the accounting activities within the appropriate time frame and budget. Responsible for all accounting activities relating to financial reporting. Develop and maintain accounting principles and procedures to ensure timely and accurate financial statements issued.
Actuarial Managers
Manage a team of actuaries to analyze statistical data and construct probability tables to forecast risk and liability for the payment of future benefits. May ascertain insurance rates required and cash reserves necessary to ensure payment of future benefits.
Asset Management Consulting Managers
Manage a team of asset management consultants. Develop organisational strategies and advise management practices to ensure optimal management of its assets, asset systems, their associated performance, risks and expenditure over their life cycles.
Insurance (9)
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Actuaries
Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits. May ascertain insurance rates required and cash reserves necessary to ensure payment of future benefits.
Auto Damage Insurance Appraisers
Appraise automobile or other vehicle damage to determine repair costs for insurance claim settlement. Prepare insurance forms to indicate repair cost or cost estimates and recommendations. May seek agreement with automotive repair shop on repair costs.
Insurance Adjusters, Examiners, and Investigators
Investigate, analyze, and determine the extent of insurance company's liability concerning personal, casualty, or property loss or damages, and attempt to effect settlement with claimants. Correspond with or interview medical specialists, agents, witnesses, or claimants to compile information. Calculate benefit payments and approve payment of claims within a certain monetary limit.
Securities & Investments (11)
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Asset Management Consultants
Provide advice and expertize to organizations for the optimal and sustainable management of its assets, asset systems, and associated performance, risks, and expenditures.
Energy Brokers
Buy or sell energy products on the behalf of residential or commercial customers or utilities. Negotiate and oversee contracts for energy sales.
Financial Advisors
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
Quick facts:
Large economic impact
There are about 490,000 establishments in the U.S. finance and insurance sector with a combined annual revenue of about $4.5 trillion.
Employment numbers
This sector employs more than 6.3 million people.
Global opportunities
New York City is the primary U.S. financial hub, but in this global industry, workers might be involved in hubs around the world, such as London, Tokyo, and Zurich.
High demand
Most finance and insurance occupations are growing, including accountants and auditors, insurance sales agents, and loan officers.
