Skills it runs on
The capabilities O*NET rates most important for this occupation — the human ground the work is built on.
See all skills →Financial Managers
Occupation · SOC 11-3031.00
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
Also called: Banking Center Manager (BCM) · Branch Manager · Credit Administration Manager · Financial Center Manager · Accounting Supervisor · Business Banking Manager · Credit Manager · Financial Planning Manager · Financial Reporting Manager · Financial Systems Manager · ATM Manager (Automated Teller Machine Manager) · Accountant Supervisor
Job family: Management Occupations
Take this to your AI
A source-stamped Markdown brief of this occupation — paste it into an agent, or fetch
/roles/role-11-3031-00/context.md directly.
AI work map
A fast read on where AI already shows up in this occupation, where it stays a copilot, where humans remain in the loop, and what the labor market is doing. Built from observed Claude.ai conversations mapped to O*NET tasks and from published research — measures of usage and exposure, not advice or predictions that the job is going away.
Market signal
Independent published positions, read together — not a forecast.
- Growing fast employment outlook (+14.8% by 2034)
- 74,600 openings/yr
- Moderate AI exposure
- Median pay $161,700/yr
- Can largely be done remotely (teleworkable)
- A reversal from 2013 — rated low automation risk then (25th), high AI task-overlap now (81st)
81st-percentile task overlap — yet about 74,600 openings a year (+14.8% projected, BLS) . What exposure means →
AI & job outlook
What today's research says about this occupation's exposure to AI, how AI is actually being used in it, and where employment is headed. These are positions within published studies — measures of exposure and usage, not predictions that this job will disappear.
Exposure to current AI
Each study uses its own scale, so the raw scores are not comparable across rows — the percentile (this job's rank among all U.S. occupations with data) is the comparable figure, and sizes the bars.
| Measure | Rank vs all occupations | Percentile | Score |
|---|---|---|---|
| Overall AI exposure (Felten et al.) High | 98th | 1.4 | |
| LLM task exposure, γ (OpenAI / Eloundou) High | 88th | 1.0 | |
| AI assistant applicability (Microsoft) Moderate | 50th | 0.1 |
OpenAI's exposure study scores tasks three ways: with a language model alone (α 0.0), with simple added tooling (β 0.5), and including AI-powered software (γ 1.0). Higher means more of the job's tasks could be done at least twice as fast — not that they will be automated away.
Most of this job's tasks can be done remotely (Dingel–Neiman), which tends to track with higher digital and AI exposure.
Historical automation estimate (2013)
A pre-LLM (2013) estimate of how automatable this job is by computerization and robotics. Shown for historical context only — it is not part of any current AI ranking.
Frey–Osborne probability 0.1 · 25th percentile among occupations · Low
How AI is actually used in this job
Among measured AI assistant conversations mapped to this occupation (Anthropic Economic Index, 2026-01-15), these task types came up most. These are shares of observed AI conversations — not shares of the job, of worker time, or of what could be automated.
| Develop or analyze information to assess the current or future financial status of firms. | 8.0% | |
| 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. | 1.8% | |
| Review reports of securities transactions or price lists to analyze market conditions. | 0.6% | |
| Review collection reports to determine the status of collections and the amounts of outstanding balances. | 0.6% | |
| Examine, evaluate, or process loan applications. | 0.5% | |
| Prepare operational or risk reports for management analysis. | 0.2% |
Job outlook
Independent U.S. Bureau of Labor Statistics employment projection for 2024–2034 — a labor-market forecast, not an AI-impact forecast.
| Outlook | Growing fast · +14.8% by 2034 |
| Projected annual openings | 74,600 |
| Employment 2024 → 2034 | 868,600 → 997,400 |
“Annual openings” counts new jobs plus replacements for workers who leave the occupation, so it can be large even when growth is modest.
Where this work sits on the global GenAI gradient
The ILO's 2025 global study scores generative-AI exposure on the international ISCO-08 occupation system, not US SOC. Bridged through the published (and approximate, many-to-many) IBS O*NET-SOC ↔ ISCO-08 crosswalk, this US occupation corresponds to the international 2 occupations below. Exposure here means how much of the work's tasks today's AI can attempt — task overlap, not automation, adoption, or jobs lost.
Financial Managers sits at the 80th percentile of 427
occupations on the global GenAI task-exposure gradient
— exposure rose from 2023 to 2025. Each dot is one occupation; the
ringed one is this work. Exposure is task overlap, not automation or jobs lost.
43% mean task exposure (2025)
80th percentile of 427 placed occupations
+6 pts shift 2023 → 2025
| International occupation (ISCO-08) | Task exposure (2025) | Most tasks fall in |
|---|---|---|
| Financial and Insurance Services Branch managers · 1346 | 47% | Gradient 2 |
| Finance Managers · 1211 | 37% | Minimal |
Read the whole six-band gradient on the GenAI exposure gradient page. The crosswalk is approximate: a US occupation can map to several international ones, and the ILO scores describe the international occupation, not this exact US role.
Tasks
All 21 tasks O*NET lists for this occupation, ordered by importance. Each links to its own page with AI-exposure and observed-use detail.
- Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping. Supplemental · importance 4.4
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter. Core · importance 4.3
- Communicate with stockholders or other investors to provide information or to raise capital. Supplemental · importance 4.2
- Oversee the flow of cash or financial instruments. Core · importance 4.2
- Develop or analyze information to assess the current or future financial status of firms. Supplemental · importance 4.1
- 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. Core · importance 4.1
- Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans. Supplemental · importance 4.1
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors. Supplemental · importance 4.0
- Examine, evaluate, or process loan applications. Supplemental · importance 4.0
- 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. Supplemental · importance 3.8
- Recruit staff members. Core · importance 3.8
- Network within communities to find and attract new business. Supplemental · importance 3.8
- Prepare operational or risk reports for management analysis. Supplemental · importance 3.6
- Evaluate data pertaining to costs to plan budgets. Core · importance 3.6
- Review collection reports to determine the status of collections and the amounts of outstanding balances. Supplemental · importance 3.6
- Oversee training programs. Core · importance 3.5
- Review reports of securities transactions or price lists to analyze market conditions. Supplemental · importance 3.2
- Analyze and classify risks and investments to determine their potential impacts on companies. Supplemental
- Direct insurance negotiations, select insurance brokers or carriers, and place insurance. Supplemental
- Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses. Supplemental
- Submit delinquent accounts to attorneys or outside agencies for collection. Supplemental
Work activities
- Establish interpersonal business relationships to facilitate work activities.
- Supervise employees.
- Direct financial operations.
- Recruit personnel.
- Prepare operational progress or status reports.
- Analyze financial records to improve budgeting or planning.
- Direct organizational operations, projects, or services.
- Approve expenditures.
- Monitor flow of cash or other resources.
- Prepare financial documents, reports, or budgets.
- Prepare reports related to compliance matters.
- Maintain regulatory or compliance documentation.
- Analyze forecasting data to improve business decisions.
- Communicate organizational information to customers or other stakeholders.
- Analyze financial records to improve efficiency.
- Recommend organizational process or policy changes.
- Analyze financial records or reports to determine state of operations.
- Determine pricing or monetary policies.
Knowledge, skills & abilities
O*NET importance rating, from 1 (not important) to 5 (extremely important).
Knowledge
Abilities
| Oral Comprehension | 4.1 | |
| Written Comprehension | 4.1 | |
| Oral Expression | 4.1 | |
| Deductive Reasoning | 4.0 | |
| Speech Clarity | 4.0 | |
| Written Expression | 3.9 | |
| Problem Sensitivity | 3.9 | |
| Inductive Reasoning | 3.9 | |
| Information Ordering | 3.8 | |
| Near Vision | 3.8 | |
| Speech Recognition | 3.8 | |
| Mathematical Reasoning | 3.5 | |
| Number Facility | 3.5 | |
| Fluency of Ideas | 3.4 |
Essential skills
| Reading Comprehension | 4.0 | |
| Active Listening | 4.0 | |
| Speaking | 4.0 | |
| Critical Thinking | 4.0 | |
| Writing | 3.8 | |
| Monitoring | 3.8 | |
| Mathematics | 3.5 | |
| Active Learning | 3.5 |
Transferable skills
Skills in demand
Skills employers ask for in job postings for this occupation (Lightcast), with whether each is a common or specialized skill.
Showing the top 40 of 56.
Tools & technology
Showing the top 40 of 64.
Work context
How characteristic each condition is of the job, on O*NET's 1–5 context scale (higher = more present in day-to-day work). Each condition links to how it varies across all occupations.
How to get in
- Job zone
- Zone 4 — Job Zone Four: Considerable Preparation Needed
- Education
- Most of these occupations require a four-year bachelor's degree, but some do not.
- Typical entry-level education
- Bachelor's degree · BLS, the typical path — not a requirement
- Related experience
- A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
- Preparation level
- SVP (7.0 to < 8.0) — total schooling plus on-the-job experience.
What to study: Business, Management, Marketing, and Related Support Services , Multi/Interdisciplinary Studies . Fields of study crosswalked to this occupation (NCES CIP–SOC), not a requirement.
Education of current workers
Share of people in this occupation at each level of education.
| Bachelor's Degree | 56.3% | |
| Post-Baccalaureate Certificate | 21.0% | |
| High School Diploma | 14.2% | |
| Some College Courses | 4.6% | |
| Associate's Degree (or other 2-year degree) | 3.9% |
Interests & work styles
The interests and personal qualities O*NET associates with people who do this work.
Career interests (Holland / RIASEC)
| Enterprising | 7.0 | |
| Conventional | 5.6 | |
| Social | 3.0 |
Interest areas
| Finance | 6.8 | |
| Management/Administration | 6.6 | |
| Business Initiatives | 6.0 | |
| Accounting | 5.1 | |
| Office Work | 5.0 | |
| Sales | 3.5 | |
| Human Resources | 3.3 | |
| Public Speaking | 3.1 | |
| Mathematics/Statistics | 2.7 |
Work styles
| Dependability | 6.0 | |
| Attention to Detail | 5.0 | |
| Integrity | 4.0 | |
| Cautiousness | 3.0 |
Wages & employment
U.S. · annual wages (BLS OEWS)
| 10th percentile | $86,490 |
| 25th percentile | $118,360 |
| Median (50th) | $161,700 |
| 75th percentile | $214,210 |
| 90th percentile | — |
| People employed | 818,620 |
Industries that employ this occupation
Where these workers are employed, by number of jobs (national, BLS OEWS). Pay shown is the occupation's national median, not industry-specific.
| Industry | Workers | National median pay |
|---|---|---|
| Finance and Insurance · Sector | 255,610 | $164,940 |
| Professional, Scientific, and Technical Services · Sector | 115,660 | $171,580 |
| Management of Companies and Enterprises · Sector | 93,210 | $169,340 |
| Manufacturing · Sector | 47,180 | $160,660 |
| Wholesale Trade · Sector | 35,120 | $156,940 |
| Health Care and Social Assistance · Sector | 33,910 | $136,680 |
| Administrative and Support and Waste Management and Remediation Services · Sector | 30,560 | $155,870 |
| Educational Services · Sector | 30,460 | $131,860 |
| Information · Sector | 23,260 | $187,400 |
| Real Estate and Rental and Leasing · Sector | 21,450 | $166,490 |
| Construction · Sector | 19,110 | $139,680 |
| Retail Trade · Sector | 19,020 | $137,390 |
Where this work is most concentrated
Industries where this occupation is far more common than in the economy as a whole. The location quotient is how many times more concentrated it is here (a value of 5 means five times its economy-wide share).
| Industry | Concentration | Workers |
|---|---|---|
| Other Electric Power Generation · National industry | 13.49× | 250 |
| Finance and Insurance · Sector | 7.73× | 255,610 |
| Management of Companies and Enterprises · Sector | 6.25× | 93,210 |
| Solar Electric Power Generation · National industry | 3.78× | 280 |
| Insurance Agencies and Brokerages · National industry | 2.83× | 14,900 |
| Direct Health and Medical Insurance Carriers · National industry | 2.75× | 6,550 |
| Wind Electric Power Generation · National industry | 2.09× | 110 |
| Professional, Scientific, and Technical Services · Sector | 2.02× | 115,660 |
Related occupations
Part of the Management & Entrepreneurship career cluster.
- Accountants and Auditors · 13-2011.00 Compare →
- Financial and Investment Analysts · 13-2051.00 Compare →
- Personal Financial Advisors · 13-2052.00 Compare →
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- Loan Officers · 13-2072.00 Compare →
- Financial Risk Specialists · 13-2054.00 Compare →
- Securities, Commodities, and Financial Services Sales Agents · 41-3031.00 Compare →
- Treasurers and Controllers · 11-3031.01 Compare →
- Financial Examiners · 13-2061.00 Compare →
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- Bookkeeping, Accounting, and Auditing Clerks · 43-3031.00 Compare →
- Credit Authorizers, Checkers, and Clerks · 43-4041.00 Compare →
Side-by-side comparisons place two occupations’ pay, preparation, skills, and AI exposure on the same page — same data, same scale, no forecast.
What you can do with this
Options the data surfaces for Financial Managers — not advice or a forecast. Each is a real cross-link you can follow into the evidence.
Skills that travel
Capabilities this work builds that are used across many other occupations.
Adjacent roles
Occupations O*NET rates as related — the nearby moves on the map.
Paths in
How people typically prepare for this work.
- Bachelor's degree · typical entry level
- Job zone 4 — Job Zone Four: Considerable Preparation Needed · preparation tier
- Business, Management, Marketing, and Related Support Services · field of study
- Multi/Interdisciplinary Studies · field of study
Zoom out
On the global GenAI exposure gradient this work sits around the 80th percentile of 427 international occupations.
Write a report on thisheadline · factoids · citation
Financial Managers show 81st-percentile AI task overlap — and about 74,600 annual U.S. openings
- Financial Managers rank in the 81st percentile (High band) for AI task overlap across U.S. occupations — a measure of how much of the work today's AI can attempt, not how much is automated.Eloundou et al. (GPTs are GPTs) + Felten AIOE
- The occupation is projected to see about 74,600 U.S. job openings per year (2024–34), counting growth and replacement — a labor-demand projection made independently of AI.BLS Employment Projections 2024–34
- BLS projects employment to be growing fast (+14.8%) from 2024 to 2034.BLS Employment Projections 2024–34
- Median annual pay is $161,700, across about 818,620 U.S. workers.BLS OEWS (May 2024)
Copy the whole kit
Financial Managers show 81st-percentile AI task overlap — and about 74,600 annual U.S. openings • Financial Managers rank in the 81st percentile (High band) for AI task overlap across U.S. occupations — a measure of how much of the work today's AI can attempt, not how much is automated. (Eloundou et al. (GPTs are GPTs) + Felten AIOE) • The occupation is projected to see about 74,600 U.S. job openings per year (2024–34), counting growth and replacement — a labor-demand projection made independently of AI. (BLS Employment Projections 2024–34) • BLS projects employment to be growing fast (+14.8%) from 2024 to 2034. (BLS Employment Projections 2024–34) • Median annual pay is $161,700, across about 818,620 U.S. workers. (BLS OEWS (May 2024)) Source: Singulariki — "Financial Managers". https://singulariki.com/roles/role-11-3031-00 Note: AI task overlap measures what today's AI can attempt, not automation, job loss, or a forecast.
AssetsShare imageMethodology & sourcesPress & newsroomThe newsroom
Every line is built only from figures this page already shows and cites. AI task overlap means what today's AI can attempt — not automation, job loss, or a forecast.
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.
- O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
- BLS Occupational Employment and Wage Statistics (OEWS) May 2024 U.S. Bureau of Labor Statistics
- BLS Employment Projections 2024–2034 U.S. Bureau of Labor Statistics
- Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
- Microsoft “Working with AI” working-with-ai Microsoft Research
- “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic
- AI Occupational Exposure (AIOE) Felten, Raj & Seamans academic
- ILO / Gmyrek et al. GenAI exposure gradient 2025 International Labour Organization
- IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022 Institute for Structural Research (IBS)
- Frey & Osborne (2013) frey-osborne-automation academic
- Dingel & Neiman (2020) dingel-neiman-workathome academic
Data compiled June 2, 2026. Figures are estimates, not advice.
Cite this page
Plain
Singulariki. "Financial Managers." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; BLS Employment Projections 2024–2034; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); Microsoft “Working with AI” working-with-ai; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans; ILO / Gmyrek et al. GenAI exposure gradient 2025; IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022; Frey & Osborne (2013) frey-osborne-automation; Dingel & Neiman (2020) dingel-neiman-workathome. Accessed June 7, 2026. https://singulariki.com/roles/role-11-3031-00
APA
Singulariki. (2026). Financial Managers. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/roles/role-11-3031-00
BibTeX
@misc{singulariki-role-11-3031-00,
title = {Financial Managers},
author = {{Singulariki}},
year = {2026},
note = {O*NET 30.3; BLS Occupational Employment and Wage Statistics (OEWS) May 2024; BLS Employment Projections 2024–2034; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); Microsoft “Working with AI” working-with-ai; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130; AI Occupational Exposure (AIOE) Felten, Raj & Seamans; ILO / Gmyrek et al. GenAI exposure gradient 2025; IBS O*NET-SOC ↔ ISCO-08 occupation crosswalk 2022; Frey & Osborne (2013) frey-osborne-automation; Dingel & Neiman (2020) dingel-neiman-workathome. Accessed June 7, 2026},
url = {https://singulariki.com/roles/role-11-3031-00}
} Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.