Skip to content
Singulariki

Develop financial or business plans

Work activity · O*NET

Develop financial or business plans is an intermediate work activity in the O*NET database — a concrete task that recurs across many occupations , grouped under Thinking Creatively. 11 occupations report doing it as part of their work.

What it involves

The most common detailed activities O*NET records under this category, ranked by how many occupation tasks map to each.

  • Develop financial plans for clients
  • Develop financial or business plans

How AI is applied to this activity

Microsoft's "Working with AI" study mapped real Bing Copilot conversations to O*NET work activities. The figures below are their measurements for this activity — they describe how AI is used today in one assistant's data, not a forecast that the activity will be automated.

AI completes it successfully 94.2% When Copilot attempts this activity, how often it finishes the task
Scope AI handles 33.3% How much of the activity AI carries within a conversation
Positive user feedback 71.0% Share of interactions users rated positively
How often AI is applied here 38th pct Percentile across all measured activities by how often AI performs them

Source: Microsoft "Working with AI" (working-with-ai). A high completion rate means AI can assist the activity in isolation — it does not mean an occupation that performs it is being automated, since every job blends many activities.

Detailed work activities

The more granular units of work O*NET groups under this activity, ordered by how many occupations perform them.

Occupations that perform this activity

Ranked by how many of the occupation's tasks map to this activity.

Occupation Tasks
Credit Counselors 4
Loan Officers 2
Financial Risk Specialists 1
Financial and Investment Analysts 1
Fundraisers 1
Fundraising Managers 1
Logisticians 1
Meeting, Convention, and Event Planners 1
Online Merchants 1
Tax Examiners and Collectors, and Revenue Agents 1
Tax Preparers 1
Exposure quadrant: AI task-overlap percentile vs Median pay AI task-overlap (horizontal) versus median pay (vertical), each as a percentile across all scored occupations, for 11 occupations in occupations that perform Develop financial or business plans.. Overlap measures shared tasks with AI, not automation. Lower overlap · higher pay Higher overlap · higher pay Higher overlap · lower pay Lower overlap · lower pay Meeting, Convention, and Event Planners Fundraisers Fundraising Managers Logisticians Financial Risk Specialists Loan Officers Credit Counselors AI task-overlap percentile → ↑ Median pay
Occupations that perform Develop financial or business plans., by AI task-overlap and median pay

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

Data compiled June 2, 2026. Figures are estimates, not advice.

Cite this page
Plain

Singulariki. "Develop financial or business plans." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; Microsoft “Working with AI” working-with-ai. Accessed June 7, 2026. https://singulariki.com/activities/develop-financial-or-business-plans

APA

Singulariki. (2026). Develop financial or business plans. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/activities/develop-financial-or-business-plans

BibTeX 
@misc{singulariki-develop-financial-or-business-plans,
  title  = {Develop financial or business plans},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; Microsoft “Working with AI” working-with-ai. Accessed June 7, 2026},
  url    = {https://singulariki.com/activities/develop-financial-or-business-plans}
}

Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.