Job Check

Treasurers and Controllers

US evidence · AI already used for 1 of 10 main tasks · Check another job

Direct financial activities, such as planning, procurement, and investments for all or part of an organization.

10 main tasks · most important first

Your main tasks and AI

Importance
  1. 01Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.AI could speed this up, with extra tools
  2. 02Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.AI could speed this up, with extra tools
  3. 03Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.AI could speed this up, with extra tools
  4. 04Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.AI could speed this up, with extra tools
  5. 05Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.AI could speed this up, with extra tools
  6. 06Advise management on short-term and long-term financial objectives, policies, and actions.AI could speed this up, with extra tools
  7. 07Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.AI could speed this up, with extra tools
  8. 08Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.People already use AI for this at work
  9. 09Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.AI could speed this up, with extra tools
  10. 10Receive cash and checks and make deposits.Mostly human for now

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.

We count only the page and your answer.Thank you. We counted only this page and your answer.

Checked O*NET 31.0, August 2026Corrections