The tasks · Financial ManagersSOC 11-3031.00
Prepare financial reports, budgets, and compliance documentationWhat can do this →
88% · agentMostly automatable
Generate operational and risk reports for managementWhat can do this →
86% · agentMostly automatable
Analyze financial records, forecasts, and market conditionsWhat can do this →
85% · agentMostly automatable
Evaluate loan applications and process credit decisionsWhat can do this →
82% · agentMostly automatable
Monitor cash flow and financial instrument movementsWhat can do this →
58% · agentPartly automatable
Direct branch operations and supervise financial teamsWhat can do this →
18% · you keepBarely automatable
The team5 agents · 5 need no setup
Financial Reporting Agent
Microsoft Excel · Tableau · SAP software
● No integration needed
Financial Analysis Agent
Microsoft Excel · R · SAS
● No integration needed
Credit Evaluation Agent
Microsoft Excel · Credit management software · Database software
● No integration needed
Management Reporting Agent
Microsoft PowerPoint · Tableau · Microsoft Excel
● No integration needed
Cash Flow Monitoring Agent
Microsoft Excel · Oracle Database · Structured query language SQL
● No integration needed
You keep this
Approve or reject final credit lines, loans, and major expendituresOwn P&L accountability and make final strategic financial decisionsDirectly supervise, motivate, and manage financial staff performanceEstablish and maintain key stakeholder and investor relationships of record
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
