Financial Managers
In short: today's best AI models could do about 52% of this job's working time (projected from METR's April 2026 measurement and Epoch's November 2026 index) if the work were set up for them, and about 83% by the end of 2028 if progress keeps its long-run pace. The conversations, in-person and hands-on work, about 17% of the time, stays with people.
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
841,710 people do this job in the US. $166,570 a year.
Reviewed on September 30, 2026: what each task is made of, and what handing it over would ask.
A typical 40-hour week
- AI could take on0 h
- A person checks AI's work21 h
- Desk work AI can't do yet12 h
- Stays with people7 h
Financial Managers, now: of a 40-hour week, AI could take on 0 hours, 21 hours become checking its work, 12 hours are desk work it can't do yet, and 7 hours stay with people.
The largest pieces: Assess a firm's financial status (about 3 h, a person checks); Evaluate financial systems and recommend changes (about 3 h, a person checks); Prepare financial and regulatory reports (about 3 h, a person checks).
Estimates for a typical week of this job, if progress keeps its long-run pace, counting work the best models finish four times in five. Every task is below.
of the working time. Now is projected from METR's April 2026 measurement and Epoch's November 2026 index.
- 75%
- 7%
- 13%
- 4%
- 0%
of the work: Anthropic's measure of what people already bring to Claude at work (2025). It counts help with part of a task, so it can be higher than the share within reach.
On the chosen pace and reliability. Estimate.
Share of the working time within reach, now to 2030
Change assumptionsHide assumptionsLong-run pace, four in five
What each choice means: , , , , . Every pace starts from .
At this date and pace, models finish tasks up to 2.4 work days long four times in five.
What handing it over would take, now
The 52% within reach splits by what a model would need. The dates, pace and reliability follow the controls above. Estimates.
of the working time. The material can be handed to a model and the result handed back.
of the working time. The model has to be connected to the system the work lives in.
is conversation short enough by length. This site leaves conversation with people, so it is not in the total.
How far this has come
With GPT-4, measured in March 2023, 0% of this job's working time was within reach at . With Claude 3.7 Sonnet, measured in February 2025, 0%. With Claude Mythos Preview (early), measured in April 2026, 10%. Today's estimate: 52%.
A backcast: today's task data with the best model METR had measured by each date. It shows how fast the models have moved, not what anyone forecast at the time.
Measured use over time
Of the Claude.ai conversations Anthropic sampled and tied to a work task, 0.12% went to this job's tasks in May 2026, the 149th largest of the 447 jobs that showed up at all; 6 of its 17 tasks showed up. Within each of Anthropic's methods, never across a change: 0.13% to 0.12% (released February and March 2025); 0.065% to 0.11% (August 2025 to February 2026); 0.11% to 0.12% (April to May 2026).
Each release
| Conversations | Share | Rank | Tasks seen |
|---|---|---|---|
| Released February 2025 | 0.13% | 132 of 708 | 8 of 17 |
| Released March 2025 | 0.12% | 131 of 703 | 9 of 17 |
| The week of Aug 4, 2025 (released September 2025) | 0.065% | 202 of 655 | 7 of 17 |
| The week of Nov 13, 2025 (released January 2026) | 0.12% | 137 of 672 | 8 of 17 |
| The week of Feb 5, 2026 (released March 2026) | 0.11% | 145 of 677 | 9 of 17 |
| April 2026 (released June 2026) | 0.11% | 152 of 434 | 6 of 17 |
| May 2026 (released June 2026) | 0.12% | 149 of 447 | 6 of 17 |
Measured, not estimated: Anthropic's samples of Claude.ai conversations, each tied by a model to an O*NET task, from the Anthropic Economic Index. It says where Claude's use goes, not how much of this job's working time it covers, so it is not on the same scale as the reach above. The releases differ in their sample, their classifier and the smallest share they report (the June 2026 file rounds each task to a hundredth of a percent, so a smaller task reads as none), which is why a change of method starts a new line. At least 96% of each older release's task-tied use matched this site's tasks, and all of the newest. Claude.ai only, so use through other tools and other companies' models is not in it. Every job ranked.
Robots and the physical work
Anthropic rates almost none of this job's working time as physical work, so robots do not reach it.
Anthropic's rating, not this site's estimate: Claude Opus 5, searching the web, rated each physical O*NET task by the kind of setting in which a robot it could cite (deployed, sold or demonstrated) does most of the task, weighted by its own estimate of each task's share of the time (What work can robots do?, September 30, 2026, data CC BY 4.0; every job ranked). A robot shown somewhere is not a robot in your building: cost, setup and safety decide that. The share within reach on this page still counts no body work. The robot behind each rated task is under the task below.
What changes for the people in this job
From the task-by-task review, by the end of 2028 on the long-run pace at four in five. It says which parts of the work stay with people and which change, not whether anyone keeps a job: that depends on decisions no data set can see.
What stays with people
17% of the working time: the conversation, in-person and hands-on parts of the tasks.
- Direct branch or department staff, the conversation, 6%
- Build customer relationships and solve problems, the conversation, 5%
- Network to attract new business, the in-person work, 4%
- Oversee training programs, the conversation, 0.9%
- Communicate with investors and raise capital, the conversation, 0.5%
- Approve or reject loans and credit lines, the conversation, 0.5%
What becomes checking the machine
81% of the working time: desk work a model could do by then, in tasks where a mistake costs something or a licensed person signs. A person checks it.
- Evaluate financial systems and recommend changes, costly if wrong, 19%
- Assess a firm's financial status, costly if wrong, 16%
- Prepare financial and regulatory reports, severe if wrong, 13%
- Evaluate costs to plan budgets, costly if wrong, 8%
- Set procedures for safekeeping assets, severe if wrong, 7%
- Oversee the flow of cash, costly if wrong, 4%
What to learn
- Reviewing work you did not do yourself. The tasks under What becomes checking the machine, where a mistake costs something, stay a person's to check: spotting what a draft gets wrong is a skill of its own.
- Briefing a model and checking its drafts. About 75% of the time is documents and data, the part models reach first: writing a clear brief, giving the right material, and checking what comes back.
- Judgment where errors are severe. Some tasks are severe if wrong. Knowing when not to trust an output matters more there than speed.
- The conversations. About 17% of the time is conversation and in-person work, which this site leaves with people: listening, explaining, persuading, calming.
- Dealing with people outside the organization. Customers, patients, suppliers or the public: trust with them is built by a person.
Your own version of this job: read it against your job description. The headline is free; the full personal report, every task with its timeline and what to learn, is $19 (a sample).
The tasks
Sorted by . 17 tasks from .
| Task | ||||
|---|---|---|---|---|
| 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.Review and a written recommendation.Done more than yearly by most who do it. | 19% | 1.3 work days3.3 h to 4.2 work days | Documents 100% | 44%Half by Dec 2026 |
| Develop or analyze information to assess the current or future financial status of firms.Financial analysis.Done daily by most who do it. AI observed on this task. | 16% | 6.7 h1.7 h to 2.5 work days | Documents 100% | 55%Half by now |
| Prepare financial or regulatory reports required by laws, regulations, or boards of directors.Reports required by law, built from the books and filed.Done more than monthly by most who do it. | 13% | 1 work day3.3 h to 4.2 work days | Documents 80%, systems 20% | 52%Half by now |
| 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.Mostly conversation with the people running the work, plus reading and deciding.Done daily by most who do it. | 10% | 2.5 h50 min to 6.7 h | Conversation 60%, documents 40% | 38%Desk part half by now |
| Evaluate data pertaining to costs to plan budgets.Analysis on paper.Done more than yearly by most who do it. | 8% | 5 h1.7 h to 2.1 work days | Documents 100% | 73%Half by now |
| Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.Writing control procedures for assets and collateral.Done more than monthly by most who do it. | 7% | 6.7 h1.7 h to 2.5 work days | Documents 100% | 55%Half by now |
| Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.Calls and meetings with customers about their accounts.Done daily by most who do it. AI observed on this task. | 5% | 38 min13 min to 1.7 h | Conversation 70%, in person 30% | Stays with people |
| Oversee the flow of cash or financial instruments.Reading cash positions and approving movements in the banking systems.Done daily by most who do it. | 4% | 1.3 h25 min to 3.3 h | Documents 50%, systems 50% | 99%Half by now |
| Network within communities to find and attract new business.Meeting people at community and business events.Done more than monthly by most who do it. | 4% | 2.5 h50 min to 5 h | In person 70%, conversation 30% | Stays with people |
| Examine, evaluate, or process loan applications.Reading the application and working it through the loan system.Done daily by most who do it. AI observed on this task. | 4% | 1.7 h38 min to 6.7 h | Documents 60%, systems 40% | 96%Half by now |
| Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.Weighing the file, a word with the lender, and the decision entered.Done daily by most who do it. | 3% | 1.7 h25 min to 4.2 h | Documents 60%, systems 20%, conversation 20% | 77%Desk part half by now |
| Prepare operational or risk reports for management analysis.Reports built from the institution's data.Done more than monthly by most who do it. | 2% | 4.2 h1.7 h to 1.3 work days | Documents 80%, systems 20% | 93%Half by now |
Within reach, per task: the share of the task's time whose instances are short enough for a model to finish at the chosen date, pace and reliability. Half by: the date half of that time comes within reach. Made of: how the task's time splits among five kinds of doing. Only the documents and systems parts can count as within reach, so a task that is 30% documents can be at most 30% within reach.
Jobs that share skills with this one
From O*NET's related occupations. Within reach now and by the end of 2028, long-run pace, four in five.
Where this job works
The industry groups that employ the most of it (BLS, May 2025).
- Credit Intermediation and Related Activities (5221 and 5223 only)113,190 people
- Management of Companies and Enterprises94,170 people
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities70,400 people
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services59,650 people
- Insurance Carriers34,690 people
Where the most of these jobs are
The metro areas with the most people in it (BLS, May 2025).
Questions about this job
- How much of the work of Financial Managers is within reach of AI now?
- An estimated 52% of the working time is within reach of AI models now and 83% by the end of 2028, on METR's long-run pace at four in five (80% to 83% across the three paces the site shows). Within reach means a model could finish work that long at that reliability. It is not a forecast of jobs lost or of savings.
- Which tasks of Financial Managers come within reach first?
- Weighted by the time each takes, the tasks with the most within reach now (projected from METR's April 2026 measurement and Epoch's November 2026 index) are: Assess a firm's financial status (55% of the task's time now, 100% by the end of 2028); Evaluate financial systems and recommend changes (44% of the task's time now, 100% by the end of 2028); and Prepare financial and regulatory reports (52% of the task's time now, 100% by the end of 2028).
- Which tasks of Financial Managers stay with people?
- Tasks that are people work or body work are not counted as within reach at any date. The largest: Build customer relationships and solve problems; and Network to attract new business. Together such tasks are about 9% of the working time, and the people and body parts of the other tasks stay with people too.
- What should Financial Managers learn as AI takes on more of the work?
- By the job's own task-by-task review, the first things to learn are reviewing work you did not do yourself; briefing a model and checking its drafts; and judgment where errors are severe. By the end of 2028 on the long-run pace at four in five, about 17% of the working time stays with people, 81% becomes checking a model's work and 1% could be handed over with lighter checks. It says which parts of the work change, never whether anyone keeps a job.
- Do people already use AI for the work of Financial Managers?
- In the Claude.ai conversations Anthropic sampled for May 2026 and tied to a work task, 0.12% went to this job's tasks, the 149th largest share of the 447 jobs that showed up; 6 of its 17 tasks appeared. Anthropic's labor market measure puts the share of the job's tasks seen in real Claude use at work at 39%. These are measures of use, not of how much of the work AI could finish, and they cover Claude only.
- Can robots do the physical work of Financial Managers?
- Anthropic's robot exposure rating (September 2026) finds almost none of the working time is physical work, so robots do not reach it.
- How is this estimated?
- From the 17 tasks O*NET lists for the occupation, each with an estimated length checked against GDPval and a share of the working time, reviewed one task at a time on September 30, 2026 for what each is made of (documents, business systems, conversation, in person, hands-on), and METR's measurements of how long a task the best AI models can finish, carried forward to the date from the latest, Claude Mythos Preview (early) in April 2026. Data checked November 10, 2026.
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