Financial Managers

Task by task

Each task this job involves, as listed by O*NET, rated on whether a large language model like GPT-4 could cut the time it takes by at least half at the same quality. Tasks marked Seen in real AI use appeared in conversations with Claude in April–May 2026 (Anthropic Economic Index).

• AI can speed this up on its own: 0 (0%)
• AI can speed this up with extra software: 20 (95%)
• Little or no AI speed-up: 1 (5%)

• Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.AI can speed this up with extra software · core task · Seen in real AI use
• Oversee the flow of cash or financial instruments.AI can speed this up with extra software · core task
• Plan, 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 can speed this up with extra software · core task
• Recruit staff members.AI can speed this up with extra software · core task · Seen in real AI use
• Evaluate data pertaining to costs to plan budgets.AI can speed this up with extra software · core task · Seen in real AI use
• Oversee training programs.AI can speed this up with extra software · core task
• Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.AI can speed this up with extra software · supplemental task
• Communicate with stockholders or other investors to provide information or to raise capital.AI can speed this up with extra software · supplemental task
• Develop or analyze information to assess the current or future financial status of firms.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.AI can speed this up with extra software · supplemental task
• Prepare financial or regulatory reports required by laws, regulations, or boards of directors.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Examine, evaluate, or process loan applications.AI can speed this up with extra software · supplemental task · Seen in real 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.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Prepare operational or risk reports for management analysis.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses.AI can speed this up with extra software · supplemental task
• Review collection reports to determine the status of collections and the amounts of outstanding balances.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Analyze and classify risks and investments to determine their potential impacts on companies.AI can speed this up with extra software · supplemental task
• Direct insurance negotiations, select insurance brokers or carriers, and place insurance.AI can speed this up with extra software · supplemental task
• Submit delinquent accounts to attorneys or outside agencies for collection.AI can speed this up with extra software · supplemental task
• Review reports of securities transactions or price lists to analyze market conditions.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Network within communities to find and attract new business.Little or no AI speed-up · supplemental task · Seen in real AI use