Financial managers and directors

SOC 2020 code 1131

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 direct 0.0 · with tools 9.5
Wage exposure
£0

Higher exposure than 0% of the 379 UK occupations we scored.

What this score means

Most of this role's work is still genuinely hard for AI to do. Physical presence, bodily skill, high-context judgment, direct human care - the things that don't translate to text.

If you're in this role, here's what to do now

You're not in the firing line today. But the frontier moves. Build enough AI fluency now that you can direct it for the parts of your work that could benefit. People in unexposed roles who understand AI become unusually valuable inside their organisations.

The tasks in this role, ranked by AI exposure

Below are the real tasks O*NET records for this occupation, sorted highest exposure first. "AI can do this" means a language model can already handle the task directly. "AI can help" means an LLM can assist but not replace. "Human work" means today's AI doesn't touch it. Importance is O*NET's 1–5 rating of how central each task is to the role.

0 of 22 tasks in this role are things an AI can already do today. Task list mapped via O*NET "Treasurers and Controllers" (11-3031.01).

  1. Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.

    Human workimportance 4.5/5
  2. Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.

    Human workimportance 4.5/5
  3. Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.

    Human workimportance 4.5/5
  4. Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.

    Human workimportance 4.4/5
  5. Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.

    Human workimportance 4.4/5
  6. Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.

    Human workimportance 4.3/5
  7. Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.

    Human workimportance 4.3/5
  8. Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.

    Human workimportance 4.3/5
  9. Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.

    Human workimportance 4.2/5
  10. Receive cash and checks and make deposits.

    Human workimportance 4.2/5
  11. Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.

    Human workimportance 4.1/5
  12. Perform tax planning work.

    Human workimportance 4.1/5
  13. Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.

    Human workimportance 4.1/5
  14. Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.

    Human workimportance 4.1/5
  15. Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.

    Human workimportance 4.1/5
  16. Advise management on short-term and long-term financial objectives, policies, and actions.

    Human workimportance 4.0/5
  17. Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.

    Human workimportance 4.0/5
  18. Compute, withhold, and account for all payroll deductions.

    Human workimportance 4.0/5
  19. Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.

    Human workimportance 3.9/5
  20. 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.

    Human workimportance 3.8/5
  21. Lead staff training and development in budgeting and financial management areas.

    Human workimportance 3.7/5
  22. Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.

    Human workimportance 3.0/5

Where a project with Alex usually starts for this role

This role's strict α score is low because its top tasks are judgment, not drafting. But those same tasks compress dramatically when AI is paired with the right context and tools. The three highest-stakes tasks below are usually where we start.

  1. Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.

    O*NET importance 4.5/5 · strict α=0 (judgment-heavy) but compresses with tools

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

    O*NET importance 4.5/5 · strict α=0 (judgment-heavy) but compresses with tools

  3. Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.

    O*NET importance 4.5/5 · strict α=0 (judgment-heavy) but compresses with tools

Every role has three or four wedges like these. Finding them takes an hour. Turning them into a workflow your team actually uses takes a few days. Talk to Alex about a project →

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Methodology

This role's exposure score comes from Eloundou et al's 2023 GPT task labels, aggregated by O*NET importance within each O*NET-SOC code, then bridged to UK SOC 2020 via ISCO-08 (ONS Vol 2 coding index) and US SOC 2010 (BLS crosswalk). Employment and median pay come from ONS ASHE Table 14.7a, 2025 provisional. ASHE covers employees only, so self-employed workers are not counted.

Methodology · Sources (PDF) · About · Built 23 April 2026

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