Treasurers and Controllers

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: 21 (95%)
• Little or no AI speed-up: 1 (5%)

• Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.AI can speed this up with extra software · core task · Seen in real AI use
• Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.AI can speed this up with extra software · core task
• Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.AI can speed this up with extra software · core task
• Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.AI can speed this up with extra software · core task
• Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.AI can speed this up with extra software · core task
• Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.AI can speed this up with extra software · core task · Seen in real AI use
• Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.AI can speed this up with extra software · core task
• Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.AI can speed this up with extra software · core task · Seen in real AI use
• Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.AI can speed this up with extra software · core task
• Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.AI can speed this up with extra software · core task · Seen in real AI use
• Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.AI can speed this up with extra software · core task
• Advise management on short-term and long-term financial objectives, policies, and actions.AI can speed this up with extra software · core task · Seen in real AI use
• Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.AI can speed this up with extra software · core task
• Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.AI can speed this up with extra software · core task · Seen in real AI use
• Lead staff training and development in budgeting and financial management areas.AI can speed this up with extra software · core task
• Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.AI can speed this up with extra software · supplemental task
• Perform tax planning work.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Compute, withhold, and account for all payroll deductions.AI can speed this up with extra software · supplemental task · Seen in real AI use
• Handle all aspects of employee insurance, benefits, and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker's compensation.AI can speed this up with extra software · supplemental task
• Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.AI can speed this up with extra software · supplemental task
• Receive cash and checks and make deposits.Little or no AI speed-up · core task