Financial accounts managers
Financial accounts managers manage client accounts or departments within financial institutions (such as banks and insurance companies) or manage a variety of financial accounts within other organisations.
- Employees (UK)
- 129k
- Median annual pay
- £45,162
- Exposure score ?
- 5.7/10 Moderate 10.0/10 Very high strict reading, with tools is 10.0/10 with-tools reading, strict is 5.7/10
- Wage exposure
- £3.32bn £5.83bn
Higher exposure than 96% of the 379 UK occupations we scored.
What this score means.
A real share of the task list is within reach, especially drafting, summarising, research and analysis. People in this role who learn to direct AI well will pull ahead of those who do not.
If you are in this role
Treat AI like a capable junior you manage. Where you would hand a task to a junior with a clear brief, AI can do it now. Spend the time you get back on judgement and relationships.
Almost every routine task in this role is within reach of today's models. Roles like this are being rebuilt, usually not by disappearing but by one person using AI to produce what several did.
If you are in this role
Be the person doing the rebuilding. People who learn to run this kind of work with AI become very valuable, and the ones who wait tend to have the change made for them.
Where the work usually starts.
These are the most important tasks a language model can already handle directly. In a typical engagement the first wins come from building workflows around them, so they stop eating the team's time.
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Operate computers programmed with accounting software to record, store, and analyze information.
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Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
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Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
These are the most important tasks AI can already handle when paired with the right tools and context. The first wins usually come from building workflows around them. That is the difference between a model that could do the job and one that actually does it inside your business.
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Operate computers programmed with accounting software to record, store, and analyze information.
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Prepare and process payroll information.
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Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
Every role has three or four places like these. Finding them takes an hour. Turning them into a workflow your team actually uses takes a few days.
Every task in the role.
Every O*NET task for this occupation, split by what AI can do unaided and what still needs a person. Importance is O*NET's 1 to 5 rating of how central each task is.
Tasks via O*NET "Bookkeeping, Accounting, and Auditing Clerks" (43-3031.00).
What AI can already do
16 of 28 tasks, unaided
Operate computers programmed with accounting software to record, store, and analyze information.
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
Calculate and prepare checks for utilities, taxes, and other payments.
Reconcile records of bank transactions.
Code documents according to company procedures.
Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
Compare computer printouts to manually maintained journals to determine if they match.
Transfer details from separate journals to general ledgers or data processing sheets.
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
Match order forms with invoices, and record the necessary information.
Prepare purchase orders and expense reports.
Prepare trial balances of books.
What still needs a person
12 of 28 tasks
Prepare and process payroll information.
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
Comply with federal, state, and company policies, procedures, and regulations.
Receive, record, and bank cash, checks, and vouchers.
Monitor status of loans and accounts to ensure that payments are up to date.
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
Reconcile or note and report discrepancies found in records.
Access computerized financial information to answer general questions as well as those related to specific accounts.
Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
Maintain inventory records.
Tasks via O*NET "Bookkeeping, Accounting, and Auditing Clerks" (43-3031.00).
What AI can already do
28 of 28 tasks, with tools
Operate computers programmed with accounting software to record, store, and analyze information.
Prepare and process payroll information.
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
Comply with federal, state, and company policies, procedures, and regulations.
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
Receive, record, and bank cash, checks, and vouchers.
Calculate and prepare checks for utilities, taxes, and other payments.
Monitor status of loans and accounts to ensure that payments are up to date.
Reconcile records of bank transactions.
Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
Code documents according to company procedures.
Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
Reconcile or note and report discrepancies found in records.
Perform general office duties, such as filing, answering telephones, and handling routine correspondence.
Compare computer printouts to manually maintained journals to determine if they match.
Transfer details from separate journals to general ledgers or data processing sheets.
Access computerized financial information to answer general questions as well as those related to specific accounts.
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Complete and submit tax forms and returns, workers' compensation forms, pension contribution forms, and other government documents.
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
Calculate costs of materials, overhead, and other expenses, based on estimates, quotations and price lists.
Match order forms with invoices, and record the necessary information.
Prepare purchase orders and expense reports.
Prepare trial balances of books.
Compile statistical, financial, accounting, or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
Maintain inventory records.
What still needs a person
0 of 28 tasks
When AI is paired with workflow tools, every task in this role is reachable. That doesn't mean the role disappears, it means almost all the routine surface area can be compressed.
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Related occupations.
Other roles in Associate professional occupations, and roles close by exposure.
What it means for your sector.
This role's score comes from Eloundou et al's 2023 task labels, weighted by O*NET importance within each O*NET-SOC code, then bridged to UK SOC 2020 through ISCO-08 (the ONS coding index) and US SOC 2010 (the BLS crosswalk). Employment and median pay come from ONS ASHE Table 14.7a, 2025 provisional, which covers employees only.
Back to the mapMethodologySources (PDF)Built 29 April 2026
Pictures
- "Census pantograph and 1930s keypunches" by U.S. Census Bureau employees, public domain, via Wikimedia Commons
- "Shepard Barclay, St. Louis lawyer, in his office" by Missouri Historical Society via DPLA, no known copyright restrictions, via Wikimedia Commons
- "Accountant's Office LCCN2016824374" by National Photo Company Collection, public domain, via Wikimedia Commons
- "Employment service in Oulu in the spring 1931" by Finnish Heritage Agency (Museovirasto), CC BY 4.0, via Wikimedia Commons