Finance | University of Pennsylvania

Skills & Competencies

Skills developed through this program

Auto-populatedfrom O*NET via SOC 11-3031.00

Skills

Critical ThinkingActive ListeningSpeakingReading ComprehensionWritingMonitoringCoordinationTime Management

Knowledge

Customer and Personal ServiceAdministration and ManagementEconomics and AccountingMathematicsAdministrative

Abilities

Oral ComprehensionWritten ComprehensionOral ExpressionDeductive ReasoningSpeech ClarityWritten ExpressionProblem SensitivityInductive ReasoningInformation OrderingNear Vision

Tasks

Establish and maintain relationships with individual or business customers or provide assistance wit
Oversee the flow of cash or financial instruments.
Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establ

Technology

Accounting softwareDocument management softwareHuman resources softwareBusiness intelligence and data analysis softwareFinancial analysis software

Tools

10-key calculatorsDesktop computersNotebook computersPersonal computersPersonal digital assistants PDAScannersTablet computers

Work Values

Working ConditionsIndependenceRecognitionAchievementRelationshipsSupport

Career Pathways

Occupations this program prepares you for

Auto-populatedfrom O*NET + BLS

Occupations matched to this program, with median wage, top wage, growth, and openings
SOC	Occupation	Method	Wage	Growth	Openings
Match confidence: medium11-3031.00	Financial Managers	title_inference	$161,700 median	+14.83%	12,880

Program Pathways

Credentials this program stacks toward

No program pathways.

What You'll Learn

Key competencies developed through this program

Auto-populatedfrom NSX Competency Framework

Mastery: proficient (Level 3)(based on Bachelor's Degree)

Customer and business client relationships — develop and sustain at a strategic level, resolving escalated problems and identifying growth opportunities across a full institutional portfolio.
Cash flow and financial instrument oversight — direct autonomously across all operational accounts, implementing controls and responding to non-routine liquidity issues in a multi-department environment.
Branch, office, or departmental operations — lead and optimize across the full scope of an establishment, including brokerage, risk, insurance, or credit functions, with minimal oversight.
Staffing strategy — design and execute comprehensive recruitment plans, applying judgment in candidate evaluation and workforce planning for a financial division.
Budget development — analyze complex cost data using financial analysis and database tools, construct detailed operating budgets, and present recommendations to senior leadership.
Training program design — develop, oversee, and evaluate employee training initiatives that align skill development with regulatory requirements and organizational performance goals.
Financial risk assessment — apply deductive and inductive reasoning to identify exposure areas and recommend mitigation strategies within a regulated financial institution.
Cross-functional coordination — lead collaboration between finance, compliance, HR, and operations teams to resolve complex, non-routine organizational challenges.
Enterprise financial software — configure and leverage accounting, ERP, and business intelligence systems to streamline reporting and decision-making across a financial organization.
Regulatory and legal compliance — interpret applicable law and government requirements and ensure departmental practices align with standards in a financial services context.

Program Details

Detailed information about this program

No detailed information available.

Requirements

What you need to earn this credential

No requirements listed.

Financial Aid

Eligible funding programs

No funding information available.

Scholarships

No scholarships listed.