Financial Specialists, All Other, task by task.

Every activity this job is made of, scored on how much of its output software can produce today and linked to what addresses it. What is left over is the job.

SOC code
13-2099.00
Activities scored
6
Handed to agents
5
Grounded in
O*NET 30.3
The tasks · Financial Specialists, All OtherSOC 13-2099.00
Financial analysis and reporting
85% · agent
Data processing and reconciliation
82% · agent
Research and documentation
80% · agent
Correspondence and communication
78% · agent
Strategic planning support
75% · agent
Client relationship management
35% · you keep
The team5 agents · 5 need no setup
Financial Analysis Agent
Sheets · Docs · Web
● No integration needed
Data Processing Agent
Sheets · Docs · Search
● No integration needed
Research Agent
Web · Search · Docs
● No integration needed
Communication Agent
Email · Docs · Chat
● No integration needed
Planning Agent
Docs · Sheets · Web
● No integration needed
You keep this
Final approval of financial recommendations and strategiesRegulatory compliance accountability and sign-offsHigh-stakes client negotiations and relationship ownershipInvestment decision authority and fiduciary responsibility

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.

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