Job Check
Financial Managers
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
10 main tasks · most important first
Your main tasks and AI
Importance- 01Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.People already use AI for this at work
- 02Oversee the flow of cash or financial instruments.AI could speed this up, with extra tools
- 03Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments.AI could speed this up, with extra tools
- 04Recruit staff members.People already use AI for this at work
- 05Evaluate data pertaining to costs to plan budgets.AI could speed this up, with extra tools
- 06Oversee training programs.AI could speed this up, with extra tools
- 07Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.AI could speed this up, with extra tools
- 08Communicate with stockholders or other investors to provide information or to raise capital.AI could speed this up, with extra tools
- 09Develop or analyze information to assess the current or future financial status of firms.People already use AI for this at work
- 10Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.AI could speed this up, with extra tools
Tasks from O*NET® 31.0 (US Department of Labor, CC BY 4.0, changed by us), most important first. “Already use” comes from Anthropic’s data on real work chats with Claude; “could speed up” from task ratings made with GPT-4 in 2023.
Four studies, side by side
None is a forecast of job loss39%of this job’s work time goes to tasks that people already do with Claude at work, counting tasks where AI only helps as half (2026).Anthropic, 2026
48%of this job’s tasks an AI model could do in half the time, counting tasks that need extra tools as half (rated in 2023).Eloundou, Manning, Mishkin and Rock, 2023
Above 50% of jobsin how often and how well AI helped with this job’s work in Microsoft Copilot chats (2024 data).Microsoft Research (Tomlinson et al.), 2025
Your human edge
AI touches every main task of this job in some way. Your edge is judgment: knowing when AI’s work is right, and checking it before it counts.