Tips for budding finance managers

Featuring Debbie Jacobs, senior director of finance at Experian


Video transcript:

The question I get from a lot of people in finance, especially the senior financial analysts who are early in their career, is, “What is it I have to do to progress? What do I need to do to move from analyst to manager?” And they are basically looking for a checklist that they can go through and say, “OK, I checked the box on A, B, and C, and D, and now I should be a manager.”

And it doesn’t work that way because we can give you checklists and the employees can do everything, but they still may not be manager-ready simply because there (are) a number of soft skills that they also have to demonstrate.

And so it’s important for those of us in finance to offer up guidance so that they truly understand what are the behaviors that I also need to be demonstrating in order to progress within my career, and to have those conversations within your one-on-ones with your employees on a regular basis and not just focus your one-on-ones on trying to solve whatever business problem is at hand.

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