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Mutual Fund Financial Managers

Experience, Skills, and Personality Traits

To be eligible for top financial management positions—such as chief financial officer—you’ll need to have five to 10 years of experience in lower-level financial management positions of increasing responsibility. In addition to financial experience, financial managers also need skills in a wide range of complementary areas. “Today’s most effective CFOs are those that have a breadth of business experience in addition to finance—from operations management, to business development, to even information technology and human resources,” according to Changing Economy/Evolving CFO, a report from the finance and accounting staffing firm Accounting Principles.

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