Financial managers and directors
Financial managers and directors plan, organise, direct and co-ordinate the financial information of companies, the activities and resources of financial institutions, such as banks and insurance companies, and advise on company financial policy.
- Employees (UK)
- 430k
- Median annual pay
- £65,336
- Exposure score ?
- 0.0/10 Minimal 9.5/10 Very high strict reading, with tools is 9.5/10 with-tools reading, strict is 0.0/10
- Wage exposure
- £0 £0
Higher exposure than 0% of the 379 UK occupations we scored.
What this score means.
Most of this role's work is still hard for AI: physical presence, practised skill, judgement in context and direct care, the things that do not turn into text.
If you are in this role
Nothing here is under pressure today, but the frontier moves. Learn enough to direct AI at the paperwork around the job. People in hands-on roles who can do that become unusually useful inside their organisations.
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.
This role's strict reading is low because its top tasks are judgement, not drafting. The three highest-stakes tasks below are still usually where the work starts. Switch to With tools to see what AI plus the right context can take on.
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Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
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Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
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Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
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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Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
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Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
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Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
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 "Treasurers and Controllers" (11-3031.01).
What AI can already do
0 of 22 tasks, unaided
No tasks here are labelled as something an LLM can do unaided. Switch to 'With tools' above to see what changes when AI is paired with the right context.
What still needs a person
22 of 22 tasks
Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.
Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
Receive cash and checks and make deposits.
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
Perform tax planning work.
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
Advise management on short-term and long-term financial objectives, policies, and actions.
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Compute, withhold, and account for all payroll deductions.
Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
Handle all aspects of employee insurance, benefits, and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker's compensation.
Lead staff training and development in budgeting and financial management areas.
Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.
Tasks via O*NET "Treasurers and Controllers" (11-3031.01).
What AI can already do
21 of 22 tasks, with tools
Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.
Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
Perform tax planning work.
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
Advise management on short-term and long-term financial objectives, policies, and actions.
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Compute, withhold, and account for all payroll deductions.
Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
Handle all aspects of employee insurance, benefits, and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker's compensation.
Lead staff training and development in budgeting and financial management areas.
Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.
What still needs a person
1 of 22 tasks
Receive cash and checks and make deposits.
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Related occupations.
Other roles in Managers, directors and senior officials, 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