Financial Managers

Management Occupations · Job Skills & Competencies · SOC 11-3031 · 19 skills

Occupation context

These O*NET tasks describe the occupation. They provide context for this SOC mapping, but do not mean every listed Skill performs every task.

Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Oversee the flow of cash or financial instruments.
Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.

O*NET task statements are shown in their source language (English). Task data excerpted from the O*NET® 29.1 Database (USDOL/ETA) and used under CC BY 4.0.

Representative sources

A bounded sample of popular skills mapped to this occupation, with at most one Skill from each GitHub repository. The complete mapped list follows.

portfolio-manager-residential-multifamily

mariourquia/cre-skills-plugin

Portfolio- and fund-level leader. Aggregates asset_manager outputs into portfolio performance and strategy. Owns portfolio concentration, same-store growth, debt-ladder posture, and investor-facing narrative. Approves asset-level recommendations requiring portfolio or fund authority; routes disposition, acquisition, and recap pivots to executive leadership.

ArogyaReddy/alirezarezvani-claude-skills

Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or when user mentions CFO, burn rate, runway, fundraising, unit economics, LTV, CAC, term sheets, or financial strategy.

dellight-cfo-financial-ops

dvcrn/openclaw-skills-marketplace

DELLIGHT CFO Financial Operations

financial-manager

wonsukchoi/domain-experts

Use when a task needs CFO-level judgment — capital structure and funding decisions, cash runway and liquidity management, financial risk oversight, board/investor reporting, or pricing the financial consequences of a strategic choice before it's made. Broader than financial-analyst (builds the models) or accountant-controller (closes the books) — this role owns the finance function's direction and the company's financial survivability.

All mapped skills

Browse the complete catalog mapping by repository popularity or latest source activity.

Skill names and descriptions remain in the language supplied by their source repository.

Sort by

portfolio-manager-residential-multifamily

mariourquia/cre-skills-plugin

Portfolio- and fund-level leader. Aggregates asset_manager outputs into portfolio performance and strategy. Owns portfolio concentration, same-store growth, debt-ladder posture, and investor-facing narrative. Approves asset-level recommendations requiring portfolio or fund authority; routes disposition, acquisition, and recap pivots to executive leadership.

investment-committee-prep

mariourquia/cre-skills-plugin

Pre-IC packet assembly for each IC cycle. Assembles the docket, pulls each deal's memo and cross-references, tracks IC conditions from prior decisions through to completion, consumes the sensitivity / stress-test output, surfaces comp evidence with freshness flags, and runs an LP capital availability check. The pack is the IC committee's input; the committee owns the decision. The workflow refuses to publish a deal's packet if blocking Dealpath DQ rules are open (`dp_completeness_ic_record`) or if required sensitivity tests are missing. Outputs include the IC packet, the condition-tracking rollup (from prior cycles), and the post-IC condition-log draft ready for minute-keeping.

quarterly-portfolio-review

mariourquia/cre-skills-plugin

Portfolio-level quarterly review covering same-store trend, market concentration, watchlist distribution, capex progress, lease-up status, forecast discipline, covenant posture, and fund-level context. Produces the board and investor narrative drafts.

ArogyaReddy/alirezarezvani-claude-skills

Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or when user mentions CFO, burn rate, runway, fundraising, unit economics, LTV, CAC, term sheets, or financial strategy.

dellight-cfo-financial-ops

dvcrn/openclaw-skills-marketplace

DELLIGHT CFO Financial Operations

financial-manager

wonsukchoi/domain-experts

Use when a task needs CFO-level judgment — capital structure and funding decisions, cash runway and liquidity management, financial risk oversight, board/investor reporting, or pricing the financial consequences of a strategic choice before it's made. Broader than financial-analyst (builds the models) or accountant-controller (closes the books) — this role owns the finance function's direction and the company's financial survivability.

investment-fund-manager

wonsukchoi/domain-experts

Use when a task needs the judgment of an Investment Fund Manager — making or evaluating a portfolio allocation decision, assessing a fund's risk exposure, deciding on a buy/sell/hold call, or communicating fund performance and strategy to investors/limited partners.

dellight-cfo-financial-ops

Demerzels-lab/elsamultiskillagent

CFO reports to CEO (Arthur Dell), dotted line to CRO (Reign).

strategic-initiative-modeling

gokulb20/crewm8-cfo-skills

Model strategic initiatives and expansion scenarios — market entry, partnerships, M&A, new product lines, platform plays — building financial projections and strategic rationale for major company moves.

ecc-claude-c-level-advisor-cfo-advisor

oabdelmaksoud/Agention

OpenClaw bridge skill for c level advisor cfo advisor. Use when tasks match this specialized claude-skills capability and need OpenClaw-native execution with explicit verification.

deathrashed/agents

M&A strategy for acquiring companies or being acquired. Covers strategic rationale assessment, target screening, due diligence frameworks, valuation methodologies, deal structure, negotiation strategy, integration planning, and post-acquisition execution. Use when evaluating acquisitions, preparing to be acquired, conducting due diligence, planning integration, negotiating deal terms, or when user mentions M&A, acquisition, merger, acqui-hire, due diligence, valuation, LOI, earnout, integration, or deal structure.

run-scenario-analysis

heyharmony/skills

Stress-test strategic decisions by modeling best, worst, and likely scenarios using assumptions and risks surfaced in team discussions. Identifies trigger points for plan B and builds contingency playbooks.