The tasks · Treasurers and ControllersSOC 11-3031.01
Prepare financial statements, forecasts, budgets, and regulatory reportsWhat can do this →
88% · agentMostly automatable
Analyze financial records and operations to identify opportunities and improvementsWhat can do this →
85% · agentMostly automatable
Develop financial planning, budgeting, and investment recommendationsWhat can do this →
78% · agentMostly automatable
75% · agentMostly automatable
Monitor cash flow, reserves, and regulatory compliance requirementsWhat can do this →
64% · agentPartly automatable
Delegate authority, supervise staff, evaluate performance, and maintain banking relationshipsWhat can do this →
18% · you keepBarely automatable
The team5 agents · 5 need no setup
Financial Reporting Agent
Microsoft Excel · SAP software · Oracle E-Business Suite Financials
● No integration needed
Financial Analysis Agent
Microsoft Excel · Oracle Business Intelligence Enterprise Edition · Structured query language SQL
● No integration needed
Compliance Monitoring Agent
Microsoft Excel · SAP software · Docs
● No integration needed
Financial Planning Agent
Microsoft Excel · Oracle Hyperion Enterprise · Microsoft PowerPoint
● No integration needed
Regulatory Research Agent
Web · Search · Docs
● No integration needed
You keep this
Approve final budgets, expenditures, and investment decisionsOwn legal and fiduciary accountability for financial controls and complianceMaintain trust-based banking and insurance relationships of recordMake final personnel decisions on promotions, dismissals, and compensation
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.
