Financial Managers
Medium52.15%
Found in Industries:
Salary Range
Low (10th %)$82,870
Median$156,100
High (90th %)$--
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Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
The occupation "Financial Managers" has an automation risk of 52.1%, indicating a moderate likelihood that parts of this job could be automated in the future. The base risk is calculated at 52.9%, reflecting the significant proportion of managerial tasks that are process-driven and subject to automation technologies. Financial management requires the oversight of complex financial operations, some of which can now be efficiently handled by sophisticated software and algorithms. This risk level demonstrates that while many tasks performed by financial managers are automatable, the role still includes critical elements that demand human judgement and flexibility. The balance between automatable and resistant tasks contributes to the overall risk being neither extremely high nor low. Among the functions most susceptible to automation are overseeing the flow of cash or financial instruments, orchestrating activities of workers within various branches or departments, and recruiting new staff members. These duties rely heavily on data processing, rule-based decision-making, and standardized procedures — all areas where automation technologies excel. For instance, AI-driven systems can track and report cash flows in real time, automate the coordination of departmental activities through scheduling and workflow tools, and even handle recruitment with resume screening and initial assessments. The repetitive and process-oriented nature of these tasks makes them prime candidates for automation, which can increase efficiency and reduce errors. However, several key responsibilities remain resistant to automation due to their reliance on high-level human skills and interpersonal interaction. Tasks such as evaluating and recommending improvements to financial reporting systems, making final decisions on lines of credit or loans, and establishing or maintaining client relationships require a blend of expertise, context-sensitive judgment, and personal rapport that current technologies cannot fully replicate. These resistant tasks hinge on bottleneck skills like "Originality," which is present at a low level (2.9–3.1%), signaling that creative thinking and bespoke problem-solving remain vital. As such, financial managers who excel in these uniquely human competencies will continue to provide indispensable value, even as automation transforms their profession.
Filter by Automatable Status
Oversee the flow of cash or financial instruments.
Partially Automatable
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.
Partially Automatable
Recruit staff members.
Partially Automatable
Evaluate data pertaining to costs to plan budgets.
Partially Automatable
Oversee training programs.
Partially Automatable
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
Partially Automatable
Communicate with stockholders or other investors to provide information or to raise capital.
Partially Automatable
Develop or analyze information to assess the current or future financial status of firms.
Partially Automatable
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
Partially Automatable
Examine, evaluate, or process loan applications.
Partially Automatable
Network within communities to find and attract new business.
Partially Automatable
Prepare operational or risk reports for management analysis.
Partially Automatable
Review collection reports to determine the status of collections and the amounts of outstanding balances.
Automatable
Review reports of securities transactions or price lists to analyze market conditions.
Partially Automatable
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Partially Automatable
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Partially Automatable
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.
Partially Automatable
Reading ComprehensionActive ListeningComplex Problem SolvingEquipment MaintenanceQuality Control AnalysisSystems EvaluationWritingSpeakingMathematicsScienceCritical ThinkingActive LearningLearning StrategiesMonitoringSocial PerceptivenessCoordinationPersuasionNegotiationInstructingService OrientationOperations AnalysisTechnology DesignEquipment SelectionInstallationProgrammingOperations MonitoringOperation and ControlTroubleshootingRepairingJudgment and Decision MakingSystems AnalysisTime ManagementManagement of Financial ResourcesManagement of Material ResourcesManagement of Personnel Resources
Arm-Hand SteadinessAuditory AttentionCategory FlexibilityControl PrecisionDeductive ReasoningDepth PerceptionDynamic FlexibilityDynamic StrengthExplosive StrengthExtent FlexibilityFar VisionFinger DexterityFlexibility of ClosureFluency of IdeasGlare SensitivityGross Body CoordinationGross Body EquilibriumHearing SensitivityInductive ReasoningInformation OrderingManual DexterityMathematical ReasoningMemorizationMultilimb CoordinationNear VisionNight VisionNumber FacilityOral ComprehensionOral ExpressionOriginalityPerceptual SpeedPeripheral VisionProblem SensitivityRate ControlReaction TimeResponse OrientationSelective AttentionSound LocalizationSpatial OrientationSpeech ClaritySpeech RecognitionSpeed of ClosureSpeed of Limb MovementStaminaStatic StrengthTime SharingTrunk StrengthVisual Color DiscriminationVisualizationWrist-Finger SpeedWritten ComprehensionWritten Expression
Production and ProcessingFood ProductionComputers and ElectronicsEngineering and TechnologyAdministration and ManagementAdministrativeEconomics and AccountingSales and MarketingPersonnel and Human ResourcesForeign LanguageBuilding and ConstructionMechanicalBiologyPsychologySociology and AnthropologyGeographyMedicine and DentistryEnglish LanguageDesignEducation and TrainingMathematicsPhysicsChemistryFine ArtsLaw and GovernmentHistory and ArcheologyPhilosophy and TheologyPublic Safety and SecurityTelecommunicationsCommunications and MediaTransportationTherapy and CounselingCustomer and Personal Service
Monitoring Processes, Materials, or SurroundingsIdentifying Objects, Actions, and EventsInspecting Equipment, Structures, or MaterialsEstimating the Quantifiable Characteristics of Products, Events, or InformationJudging the Qualities of Objects, Services, or PeopleProcessing InformationEvaluating Information to Determine Compliance with StandardsAnalyzing Data or InformationMaking Decisions and Solving ProblemsThinking CreativelyUpdating and Using Relevant KnowledgeDeveloping Objectives and StrategiesScheduling Work and ActivitiesOrganizing, Planning, and Prioritizing WorkOperating Vehicles, Mechanized Devices, or EquipmentWorking with ComputersRepairing and Maintaining Electronic EquipmentDocumenting/Recording InformationDrafting, Laying Out, and Specifying Technical Devices, Parts, and EquipmentInterpreting the Meaning of Information for OthersCommunicating with Supervisors, Peers, or SubordinatesCommunicating with People Outside the OrganizationEstablishing and Maintaining Interpersonal RelationshipsAssisting and Caring for OthersSelling or Influencing OthersResolving Conflicts and Negotiating with OthersPerforming for or Working Directly with the PublicRepairing and Maintaining Mechanical EquipmentControlling Machines and ProcessesCoordinating the Work and Activities of OthersDeveloping and Building TeamsTraining and Teaching OthersGuiding, Directing, and Motivating SubordinatesCoaching and Developing OthersProviding Consultation and Advice to OthersPerforming Administrative ActivitiesStaffing Organizational UnitsMonitoring and Controlling ResourcesPerforming General Physical ActivitiesHandling and Moving ObjectsGetting Information
Intuit QuickBooksMicrosoft DynamicsMicrosoft Dynamics GPMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointMicrosoft ProjectMicrosoft WordLexisNexisOracle PeopleSoftSage 50 AccountingSalesforce softwareTableauADP Workforce NowDatabase softwareIBM Cognos ImpromptuIBM NotesIBM Power Systems softwareIBM SPSS StatisticsMicrosoft SQL ServerMicrosoft VisioMicrosoft Visual Basic for Applications VBAMicrosoft WindowsNetSuite ERPOracle DatabaseOracle E-Business Suite FinancialsOracle HyperionOracle PeopleSoft FinancialsRSASTeradata DatabaseDelphi TechnologyYardi softwareFileMaker ProHuman resource management software HRMSHuman resource information system (HRIS)Oracle Fusion ApplicationsSAP softwareAccounting softwareAccounts receivable softwareAlteryx softwareCredit management softwareHealthcare common procedure coding system HCPCSInternet browser softwareMoody's KMV FAMASWord processing softwareWorkday softwareMicrosoft ExchangeMicrosoft SQL ServerOracle JD Edwards EnterpriseOneQlik Tech QlikViewSAP Business ObjectsTax softwareIntuit QuickBooksMicrosoft DynamicsMicrosoft Dynamics GPMicrosoft Office softwareMicrosoft OutlookMicrosoft ProjectMicrosoft SharePointMicrosoft WordSage 50 AccountingSalesforce softwareADP Workforce NowLexisNexisDatabase softwareIBM Cognos ImpromptuIBM NotesIBM SPSS StatisticsMarketo Marketing AutomationMicrosoft ExchangeMicrosoft VisioMicrosoft Visual BasicMicrosoft WindowsMicroStrategyNetSuite ERPOracle DatabaseOracle E-Business Suite FinancialsOracle HyperionOracle PeopleSoft FinancialsRSAP Crystal ReportsSASDelphi TechnologyFileMaker ProOracle Fusion ApplicationsHuman resource information system (HRIS)TableauAccounting softwareAlteryx softwareHealthcare common procedure coding system HCPCSInternet browser softwareTax compliance property tax management softwareARES Corporation PRISM Project EstimatorTeradata DatabaseYardi softwareWord processing softwareBlackbaud The Raiser's EdgeBlackbaud The Raiser's EdgeMicrosoft AccessOracle Primavera Enterprise Project Portfolio ManagementMicrosoft SharePointAdobe AcrobatAdobe AcrobatMarketo Marketing AutomationMicrosoft Visual BasicMicroStrategyOracle Business Intelligence Enterprise EditionOracle Business Intelligence Enterprise EditionOracle JD Edwards EnterpriseOneSAP Business ObjectsOracle Primavera Enterprise Project Portfolio ManagementQlik Tech QlikViewSAP Crystal ReportsAccounts receivable softwareCredit management softwareARES Corporation PRISM Project EstimatorMoody's KMV FAMASTax compliance property tax management softwareWorkday softwareFund accounting softwareFund accounting softwareOracle PeopleSoftStructured query language SQLIBM Power Systems softwareMicrosoft Visual Basic for Applications VBATax softwareHuman resource management software HRMSMicrosoft ExcelMicrosoft Office softwareMicrosoft PowerPointSAP softwareMicrosoft AccessStructured query language SQL
Chief Executives
Medium38.73%
Determine and formulate policies and provide overall direction of companies or private and public sector organizations within guidelines set up by a board of directors or similar governing body. Plan, direct, or coordinate operational activities at the highest level of management with the help of subordinate executives and staff managers.
Administrative Services Managers
Medium45.13%
Plan, direct, or coordinate one or more administrative services of an organization, such as records and information management, mail distribution, and other office support services.
Treasurers and Controllers
Medium49.16%
Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Investment Fund Managers
Medium51.60%
Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
Management Analysts
Medium51.36%
Conduct organizational studies and evaluations, design systems and procedures, conduct work simplification and measurement studies, and prepare operations and procedures manuals to assist management in operating more efficiently and effectively. Includes program analysts and management consultants.
Accountants and Auditors
Medium50.98%
Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.
Budget Analysts
Medium53.05%
Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.
Credit Analysts
Medium60.56%
Analyze credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with credit information for use in decisionmaking.
Financial and Investment Analysts
Medium50.96%
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
Personal Financial Advisors
Medium51.60%
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
Financial Risk Specialists
Medium55.00%
Analyze and measure exposure to credit and market risk threatening the assets, earning capacity, or economic state of an organization. May make recommendations to limit risk.
Financial Examiners
Medium47.79%
Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify, or authenticate records.
Credit Counselors
Medium58.89%
Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.
Loan Officers
Medium61.78%
Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and payment methods. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, loan underwriters, and payday loan officers.
Securities, Commodities, and Financial Services Sales Agents
High72.23%
Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.
First-Line Supervisors of Office and Administrative Support Workers
Medium52.67%
Directly supervise and coordinate the activities of clerical and administrative support workers.
Bookkeeping, Accounting, and Auditing Clerks
High84.94%
Compute, classify, and record numerical data to keep financial records complete. Perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records. May also check the accuracy of figures, calculations, and postings pertaining to business transactions recorded by other workers.
Brokerage Clerks
High79.00%
Perform duties related to the purchase, sale, or holding of securities. Duties include writing orders for stock purchases or sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.
Credit Authorizers, Checkers, and Clerks
High74.20%
Authorize credit charges against customers' accounts. Investigate history and credit standing of individuals or business establishments applying for credit. May interview applicants to obtain personal and financial data, determine credit worthiness, process applications, and notify customers of acceptance or rejection of credit.
New Accounts Clerks
High67.67%
Interview persons desiring to open accounts in financial institutions. Explain account services available to prospective customers and assist them in preparing applications.
Fundraising Managers
Medium46.88%
Plan, direct, or coordinate activities to solicit and maintain funds for special projects or nonprofit organizations.
Compensation and Benefits Managers
Medium49.22%
Plan, direct, or coordinate compensation and benefits activities of an organization.
Gambling Managers
High66.16%
Plan, direct, or coordinate gambling operations in a casino. May formulate house rules.
Property, Real Estate, and Community Association Managers
Medium45.64%
Plan, direct, or coordinate the selling, buying, leasing, or governance activities of commercial, industrial, or residential real estate properties. Includes managers of homeowner and condominium associations, rented or leased housing units, buildings, or land (including rights-of-way).
Fundraisers
Medium50.88%
Organize activities to raise funds or otherwise solicit and gather monetary donations or other gifts for an organization. May design and produce promotional materials. May also raise awareness of the organization's work, goals, and financial needs.
Compensation, Benefits, and Job Analysis Specialists
Medium44.74%
Conduct programs of compensation and benefits and job analysis for employer. May specialize in specific areas, such as position classification and pension programs.
Insurance Underwriters
Medium56.34%
Review individual applications for insurance to evaluate degree of risk involved and determine acceptance of applications.
Tax Preparers
Medium65.75%
Prepare tax returns for individuals or small businesses.
Actuaries
Medium47.56%
Analyze statistical data, such as mortality, accident, sickness, disability, and retirement rates and construct probability tables to forecast risk and liability for payment of future benefits. May ascertain insurance rates required and cash reserves necessary to ensure payment of future benefits.
Insurance Sales Agents
Medium58.36%
Sell life, property, casualty, health, automotive, or other types of insurance. May refer clients to independent brokers, work as an independent broker, or be employed by an insurance company.
Bill and Account Collectors
Medium65.81%
Locate and notify customers of delinquent accounts by mail, telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account, preparing statements to credit department if customer fails to respond, initiating repossession proceedings or service disconnection, and keeping records of collection and status of accounts.
Billing and Posting Clerks
High79.60%
Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.
Payroll and Timekeeping Clerks
High77.74%
Compile and record employee time and payroll data. May compute employees' time worked, production, and commission. May compute and post wages and deductions, or prepare paychecks.
Tellers
High75.92%
Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.
Loan Interviewers and Clerks
High69.88%
Interview loan applicants to elicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to appraisal department. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.