Degree Requirement
Degree or equivalent experience desired
Skill Descriptors
Finance and Accounting: Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.
Level Working Knowledge:
• Works with general ledger accounts.
• Differentiates between capital investments and expenses.
• Uses finance and accounting systems, procedures and practices.
• Interprets profit and loss statements, balance sheets and financial forecasts.
• Resolves questions about finance and accounting policies and practices.
Planning: Tactical, Strategic: Knowledge of effective planning techniques and ability to contribute to operational (short term), tactical (1-2 years) and strategic (3-5 years) planning in support of the overall business plan.
Level Extensive Experience:
• Develops, refines, and communicates tactical plans for own responsibilities.
• Provides the right level of detail as input for strategic plan development.
• Demonstrates the value and necessity of linking tactical plans to overall strategic plan.
• Ensures attention to the detail and dependencies of existing departmental-level plans.
• Plans for allocation of resources in line with unit goals, technical and business objectives.
• Ensures the planning process is integrated with the overall business plan.
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.
Level Extensive Experience:
• Evaluates and makes contributions to best practices.
• Processes large quantities of detailed information with high levels of accuracy.
• Productively balances speed and accuracy.
• Implements a variety of cross-checking approaches and mechanisms.
• Demonstrates expertise in quality assurance tools, techniques, and standards.
• Employs techniques for motivating employees to meet or exceed accuracy goals.
Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.
Level Working Knowledge:
• Uses comparisons to familiar ideas when introducing a technical or novel feature.
• Separates fundamental concepts from supporting details in explaining a product or service.
• Explains products and services with little or no use of technical jargon or advanced vocabulary.
• Emphasizes the most important facts or features of a product or service.
• Perceives lack of audience comprehension; further simplifies explanation when needed.
Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Level Extensive Experience:
• Differentiates assumptions, perspectives, and historical frameworks.
• Evaluates past decisions for insights to improve decision-making process.
• Assesses and validates decision options and points and predicts their potential impact.
• Advises others in analyzing and synthesizing relevant data and assessing alternatives.
• Uses effective decision-making approaches such as consultative, command, or consensus.
• Ensures that assumptions and received wisdom are objectively analyzed in decisions.
Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers.
Level Extensive Experience:
• Communicates to clients regarding expectations of all parties.
• Participates in negotiating the terms of the business relationship.
• Conducts periodic reviews of work effort, progress, issues, and successes.
• Maintains productive, long-term relationships with clients or vendors.
• Creates opportunities to educate support teams on client priorities.
• Empowers others to establish collaborative, healthy relationships.
Financial Markets: Knowledge of the products, types, competitors, customer base, major issues and regulatory considerations in the financial markets; ability to apply financial market knowledge to various business environments.
Level Working Knowledge:
• Generalizes key characteristics of each financial market type; makes comparisons.
• States the standard operating procedures and processes of a specific financial product, such as an Initial Public Offering.
• Communicates related laws and regulations regarding a specific financial market, such as foreign exchange.
• Analyzes and summarizes current competitive landscape regarding financial markets.
• Generates risk reports on an assigned financial market by reviewing the operation data.
Retail Legal Contracts Review: Knowledge of retail customer interaction; ability to evaluate, interpret and improve language in retail contractual agreements.
Level Basic Understanding:
• Summarizes existing contracts that pertain to products and services in area of responsibility.
• Demonstrates understanding of how to interpret basic contracts and corresponding legal reports.
• Cites examples of contract clauses that must be complied with during daily retail activities.
• Describes main types of existing contracts in a retail environment.