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Finance and risk
Finance manager or controller
Leads finance or accounting: owns the close, the controls, the reports to leadership and the audit.
Under Accountant
Workflows for this work
The job in 4 areas. Each part is a workflow: open it for its steps and the tools that do each one. Built from occupational data and the field's own body of knowledge; sources at the end.
Finance manager or controller87 skill packs · 5 MCP servers · 4 pluginsEach part is a workflow. The number beside it is how many tools help with it
1Plan and allocate money
Set the budget and decide where money goes.
2Control cash and spending
Keep enough cash on hand and make sure spending is approved.
3Report and comply
Produce accurate statements and meet legal and tax duties.
4Lead the finance team
Hire, train and organize the people who run accounting and finance.
Sources for this tree, 4
- Body of knowledgeFPAC Test Specifications (Certified Corporate FP&A Professional exam)Association for Financial Professionals (AFP)
- StandardInternal Control (guidance on the Internal Control, Integrated Framework)Committee of Sponsoring Organizations of the Treadway Commission (COSO)
- Occupational dataFinancial Managers (11-3031.00), O*NET OnLine summary reportNational Center for O*NET Development, for the U.S. Department of Labor
- Occupational dataTreasurers and Controllers (11-3031.01), O*NET OnLine summary reportNational Center for O*NET Development, for the U.S. Department of Labor
O*NET occupations consulted: 11-3031.01, 11-3031.00. Read on 2026-10-04.
Everything suggested for this role
Each pick says which of the role's tools or work it matched. Auto-listed means automated checks only.
Skill packs159
MCP servers19
Plugins and agents4
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