The Service Tree lists all services in "branched" groups, starting with the very general and moving to the very specific. Click on the name of any group name to see the sub-groups available within it. Click on a service code to see its details and the providers who offer that service.
Financial Management Personnel
Taxonomy Code: YO-1000.1950
Individuals who oversee the preparation of financial reports that summarize and forecast their organization's financial position; direct investment activities and manage associated risks; and/or monitor and control the flow of cash receipts and disbursements to meet the business and investment needs of the firm. They may execute capital-raising strategies to support a firm's expansion, and deal with mergers and acquisitions.