# Financial Managers

> Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

- **SOC code:** 11-3031.00
- **Canonical URL:** https://singulariki.com/roles/role-11-3031-00
- **Also known as:** Banking Center Manager (BCM), Branch Manager, Credit Administration Manager, Financial Center Manager, Accounting Supervisor, Business Banking Manager, Credit Manager, Financial Planning Manager
- **Frame:** "AI exposure" means task overlap (how codifiable the work is), not jobs lost or a forecast. Every figure below is traced to a named public dataset.

## What this work is

**Core tasks** (O*NET):
- Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
- Communicate with stockholders or other investors to provide information or to raise capital.
- Oversee the flow of cash or financial instruments.
- Develop or analyze information to assess the current or future financial status of firms.
- 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.
- Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors.
- Examine, evaluate, or process loan applications.
- 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.
- Recruit staff members.
- Network within communities to find and attract new business.

## Skills, tools, capabilities

**Knowledge, skills & abilities** (O*NET, highest importance first):
- Customer and Personal Service _(knowledge)_
- Administration and Management _(knowledge)_
- Oral Comprehension _(ability)_
- Written Comprehension _(ability)_
- Oral Expression _(ability)_
- Economics and Accounting _(knowledge)_
- Reading Comprehension _(essential_skill)_
- Active Listening _(essential_skill)_
- Speaking _(essential_skill)_
- Critical Thinking _(essential_skill)_
- Deductive Reasoning _(ability)_
- Speech Clarity _(ability)_

**Skills in demand:**
- Reading Comprehension _(Common Skill)_
- Deductive Reasoning _(Common Skill)_
- Critical Thinking _(Common Skill)_
- Active Listening _(Common Skill)_
- Inductive Reasoning _(Common Skill)_
- Writing _(Common Skill)_
- Speech Recognition _(Specialized Skill)_
- Information Ordering _(Specialized Skill)_
- Mathematics _(Common Skill)_
- Time Management _(Common Skill)_
- Social Perceptiveness _(Common Skill)_
- Complex Problem Solving _(Common Skill)_

**Tools & technology:**
- Microsoft Excel _(hot technology, in demand)_
- Microsoft Office software _(hot technology, in demand)_
- Microsoft Outlook _(hot technology, in demand)_
- Microsoft PowerPoint _(hot technology, in demand)_
- SAP software _(hot technology, in demand)_
- Adobe Acrobat _(hot technology)_
- Alteryx software _(hot technology)_
- IBM SPSS Statistics _(hot technology)_
- Intuit QuickBooks _(hot technology)_
- Marketo Marketing Automation _(hot technology)_
- Microsoft Access _(hot technology)_
- Microsoft Project _(hot technology)_

## AI exposure & outlook

- **AI task-overlap index:** 81st percentile (High) across all occupations — composite of current-era exposure studies (ai-exposure-index-v1).
- **Overall AI exposure (Felten et al.):** 98th percentile (High) — source: felten_aioe.
- **LLM task exposure, γ (OpenAI / Eloundou):** 88th percentile (High) — source: eloundou_gamma.
- **AI assistant applicability (Microsoft):** 50th percentile (Moderate) — source: microsoft_applicability.
- **Frey–Osborne (2013, historical computerization estimate):** 25th percentile — kept separate from current-era studies.
- **Remote-capable (Dingel–Neiman):** yes — task structure, not who actually works remote.
- **Projected employment (BLS 2024–34):** 14.8% growth (Growing fast); 74.6k annual openings; 868.6k → 997.4k jobs.
- **Pay & employment (BLS OEWS, May 2024):** median $161,700; 818,620 employed.

## Sources

- **O*NET** (30.3) — U.S. Department of Labor / National Center for O*NET Development. https://www.onetcenter.org/database.html
- **BLS Occupational Employment and Wage Statistics (OEWS)** (May 2024) — U.S. Bureau of Labor Statistics. https://www.bls.gov/oes/
- **BLS Employment Projections** (2024–2034) — U.S. Bureau of Labor Statistics. https://www.bls.gov/emp/
- **Anthropic Economic Index** (v4 (2026-01-15) + v2 (2025-03-27)) — Anthropic. https://www.anthropic.com/economic-index
- **Microsoft “Working with AI”** (working-with-ai) — Microsoft Research. https://www.microsoft.com/en-us/research/
- **“GPTs are GPTs” (Eloundou et al.)** (arXiv 2303.10130) — OpenAI / academic. https://arxiv.org/abs/2303.10130
- **AI Occupational Exposure (AIOE)** (Felten, Raj & Seamans) — academic. https://github.com/AIOE-Data/AIOE
- **Frey & Osborne (2013)** (frey-osborne-automation) — academic. https://www.oxfordmartin.ox.ac.uk/publications/the-future-of-employment/
- **Dingel & Neiman (2020)** (dingel-neiman-workathome) — academic. https://github.com/jdingel/DingelNeiman-workathome

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_Generated from Singulariki's joined dataset; data snapshot 2026-06-02T21:00:32.945303+00:00. https://singulariki.com/roles/role-11-3031-00_