Financial Managers
Also called: finance, manager, accounting supervisor, banking center manager (bcm), branch manager
Do you do this at work?
Answer each card — it takes about a minute.
Do you do this at work?
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter
Swipe right for yes, left for not me. On a keyboard: → yes, ← not me, Z undo. +2 XP per answer.
How AI is changing financial managers work
2 of 6 main tasks for this job show up in real AI-use data, so we rate it Amber (some AI use) — 33% when main tasks are weighted. This shows where people already use AI, not whether the job will disappear. How we measure this.
Tasks in this job and recorded AI use
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter (main task) — some recorded AI use
- Oversee the flow of cash or financial instruments (main task) — some recorded AI use
- Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments (main task) — no recorded AI use
- Recruit staff members (main task) — no recorded AI use
- Evaluate data pertaining to costs to plan budgets (main task) — no recorded AI use
- Oversee training programs (main task) — no recorded AI use
- Develop or analyze information to assess the current or future financial status of firms — a lot of recorded AI use
- Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions — some recorded AI use
- Review reports of securities transactions or price lists to analyze market conditions — some recorded AI use
- Review collection reports to determine the status of collections and the amounts of outstanding balances — some recorded AI use
- Examine, evaluate, or process loan applications — some recorded AI use
- Prepare operational or risk reports for management analysis — some recorded AI use
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors — some recorded AI use
- Establish procedures for custody or control of assets, records, loan collateral, or securities to make sure safekeeping — no recorded AI use
- Communicate with stockholders or other investors to provide information or to raise capital — no recorded AI use
- Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans — no recorded AI use
- Network within communities to find and attract new business — no recorded AI use
Tasks: O*NET 31.0. AI use: Anthropic Economic Index (exact or close text match).
Your first steps (guidance)
- Week 1: Open a free AI assistant and say hello. Follow our “Getting started with AI” guide. Ask it one simple question about your work.
- Week 2: Use AI on one task you do often. Try the prompt for: “Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter”. Try the prompt for: “Oversee the flow of cash or financial instruments”.
- Weeks 3–4: Make it a habit. Use AI 3 times a week for 15 minutes. Always check facts, numbers and names yourself.
Tick your own tasks above to get a plan based on what you really do. New to AI? Read our beginner’s guide.
Questions about AI and financial managers
Will AI replace financial managers?
Our data can’t predict job losses, and we don’t try to. What it does show: 2 of the 6 main tasks for this job match tasks people already use AI for (Anthropic Economic Index), giving a Amber rating (some AI use). Using AI on a task is not the same as AI doing the whole job, and 8 of the 17 listed tasks show no recorded AI use yet.
Which finance tasks is AI used for most?
In the data, the most AI use among this job’s tasks is for: develop or analyze information to assess the current or future financial status of firms; evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions; review reports of securities transactions or price lists to analyze market conditions.
Which finance tasks show little or no AI use?
For example: plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments; recruit staff members; evaluate data pertaining to costs to plan budgets. These are good places to keep building your own skills.
How does this job compare to others?
In Microsoft Research’s “Working with AI” study, this job’s AI applicability score is equal to or higher than 52% of the occupations they scored. That measures overlap with AI chat use, not risk of job loss.
How can a finance start learning AI?
Start small: open a free AI assistant, try it on one task you do often, and always check facts and numbers yourself. The plan on this page is guidance, not professional advice.