This is about Financial Professionals and their roles.

1. FINANCE PROFESSIONALS IN BUSINESS
BY
T.Gowri Shankar,
Assistant Professor,
Department of B.Com (BPS),
STC,Pollachi.

2. Finance professionals
Finance professionals refer to all those
members of the profession who work in
commerce, industry, financial services,
education, and the public and not-for-profit
sectors in the area of finance.

3. Finance Professionals in business
• Finance professionals in business
work as :-
• Employees
• Consultants
• Self-employed owner-managers
• Advisers and support their
organizations in a wide range of
job functions at various levels.

4. ROLE OF FINANCE PROFESSIONALS
• Guiding the financial need and requirement of the
company
• Assessing the performance of bonds, stocks,
commodities and other investment instruments
• Making strategic decisions on capital expenditure
• Analysing the performance of securities
• Determining future earnings and expenses of business
firms
• Evaluating the effect of tax rates, government policies,
competitor strategies, commodity prices and so on.

5. Types of roles in Business
• Creating value : developing strategies for
sustainable value creation;
• Enabling value :supporting the governing
body and senior management in making
decisions and facilitating the understanding
of performance of organizational functions
or units;

6. Contd…………….
• Preserving value : asset and liability
management, managing risk in relation to
setting and achieving the organization’s
objectives, and implementing and
monitoring effective internal control
systems.
• Reporting value: ensuring relevant and
useful internal and external business
reporting.

7. Principles Guiding the Role and
Expectations of finance Professionals
• Be an effective organizational leader and a key
member of senior management;
• Balance the responsibilities of stewardship with
business partnership;
• Act as the integrator and navigator for the
organization;
• Be an effective leader of the finance and
accounting function; and
• Bring professional qualities to the role and the
organization.

8. Thank You