Competencies in this area relate to managing financial assets, cash reserves, and related systems and processes. Issues include assessment of organizational financial condition; knowledge of financial markets, banking, and regulations; and oversight of investments. The competencies include:
- Financial analysis, e.g., ratio analysis; forecasting; trend analysis
- Asset management, e.g., intellectual property; real estate; non–real estate
- Cash management
- Debt management
- Endowment and investment management
- Managing student financial aid programs, e.g., scholarships; grants; loans
- Tax compliance and regulations
- Contract law