Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.

“Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.” is a core task performed by Treasurers and Controllers. Among the occupation's 22 rated tasks, workers place it 21st by importance (#2 most important). About 100% of workers say it is relevant to their job.

This is a single occupation-specific task statement from O*NET. The figures below describe how central the task is to the job and what independent studies measure about AI and this kind of work — not a prediction that the task will be automated.

Work activities this task rolls up to

O*NET groups concrete tasks into broader work activities shared across many occupations.

• Manage budgets or finances. in Guiding, Directing, and Motivating Subordinates

AI exposure

The OpenAI / Eloundou “GPTs are GPTs” study rates this task E2. Exposure with tools — software built on top of a language model (not the model alone) could cut the time by at least half.

Exposure measures whether a model could meaningfully speed the task up — it is an estimate of overlap with model capabilities, not a measure of whether the work will be done by software. The study's intermediate score (β) for this task is 0.50. Automation potential label: T3.

How AI is actually used on this kind of task

The Anthropic Economic Index observes how people actually use AI on tasks like this one across millions of real conversations.

• 0.002% share of AI-use records mapped to this task

Observed AI use describes people choosing to use AI as a tool on this kind of task today. It is augmentation and assistance, not a measure of jobs replaced.

Other tasks in this occupation

• Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations. · importance 4.5
• Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns. · importance 4.5
• Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities. · importance 4.4
• Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met. · importance 4.4
• Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties. · importance 4.3
• Receive, record, and authorize requests for disbursements in accordance with company policies and procedures. · importance 4.3
• Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting. · importance 4.3
• Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization. · importance 4.2
• Receive cash and checks and make deposits. · importance 4.2
• Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies. · importance 4.1
• Perform tax planning work. · importance 4.1
• Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals. · importance 4.1
• Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed. · importance 4.1
• Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes. · importance 4.1

See all tasks on the Treasurers and Controllers page.

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
• Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27) Anthropic
• “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic

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

@misc{singulariki-task-8858,
  title  = {Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; Anthropic Economic Index v4 (2026-01-15) + v2 (2025-03-27); “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
  url    = {https://singulariki.com/tasks/task-8858}
}