# Financial Managers

> Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
- **Entity Type:** role
- **Schema Version:** role.v1
- **Soc Code:** 11-3031.00
- **Summary:** Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

## Aliases

- Banking Center Manager (BCM)
- Branch Manager
- Credit Administration Manager
- Financial Center Manager
- Accounting Supervisor
- Business Banking Manager
- Credit Manager
- Financial Planning Manager
- Financial Reporting Manager
- Financial Systems Manager
- ATM Manager (Automated Teller Machine Manager)
- Accountant Supervisor

## Tasks

| Text | Type | Iwa |
| --- | --- | --- |
| Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping. | Supplemental | 4.A.2.b.4.a |
| Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter. | Core | 4.A.4.a.4.a |
| Communicate with stockholders or other investors to provide information or to raise capital. | Supplemental | 4.A.4.a.1.b |
| Oversee the flow of cash or financial instruments. | Core | 4.A.1.a.2.c |
| Develop or analyze information to assess the current or future financial status of firms. | Supplemental | 4.A.2.a.4.g |
| 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. | Core | 4.A.4.b.4.a |
| Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans. | Supplemental | 4.A.2.b.1.c |
| Prepare financial or regulatory reports required by laws, regulations, or boards of directors. | Supplemental | 4.A.3.b.6.a |
| Examine, evaluate, or process loan applications. | Supplemental | 4.A.2.a.4.k |
| 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. | Supplemental | 4.A.2.a.4.k |
| Recruit staff members. | Core | 4.A.4.c.2.a |
| Network within communities to find and attract new business. | Supplemental | 4.A.4.a.4.a |

## Emerging Tasks


## Activities

| Name | Iwa |
| --- | --- |
| Establish interpersonal business relationships to facilitate work activities. | 4.A.4.a.4.a |
| Supervise employees. | 4.A.4.b.4.a |
| Direct financial operations. | 4.A.4.b.4.h |
| Recruit personnel. | 4.A.4.c.2.a |
| Prepare operational progress or status reports. | 4.A.3.b.6.o |
| Analyze financial records to improve budgeting or planning. | 4.A.2.a.4.k |
| Direct organizational operations, projects, or services. | 4.A.4.b.4.j |
| Approve expenditures. | 4.A.2.b.1.c |
| Monitor flow of cash or other resources. | 4.A.1.a.2.c |
| Prepare financial documents, reports, or budgets. | 4.A.3.b.6.a |
| Prepare reports related to compliance matters. | 4.A.3.b.6.n |
| Maintain regulatory or compliance documentation. | 4.A.3.b.6.n |
| Analyze forecasting data to improve business decisions. | 4.A.2.a.4.g |
| Communicate organizational information to customers or other stakeholders. | 4.A.4.a.1.b |
| Analyze financial records to improve efficiency. | 4.A.2.a.4.k |
| Recommend organizational process or policy changes. | 4.A.4.b.6.e |
| Analyze financial records or reports to determine state of operations. | 4.A.2.a.4.k |
| Determine pricing or monetary policies. | 4.A.2.b.4.a |

## Capabilities

| Name | Family | Value |
| --- | --- | --- |
| Customer and Personal Service | knowledge | 4.66 |
| Administration and Management | knowledge | 4.33 |
| Oral Comprehension | ability | 4.12 |
| Written Comprehension | ability | 4.12 |
| Oral Expression | ability | 4.12 |
| Economics and Accounting | knowledge | 4.07 |
| Reading Comprehension | essential_skill | 4 |
| Active Listening | essential_skill | 4 |
| Speaking | essential_skill | 4 |
| Critical Thinking | essential_skill | 4 |
| Deductive Reasoning | ability | 4 |
| Speech Clarity | ability | 4 |
| Written Expression | ability | 3.88 |
| Problem Sensitivity | ability | 3.88 |
| Inductive Reasoning | ability | 3.88 |
| Writing | essential_skill | 3.75 |
| Monitoring | essential_skill | 3.75 |
| Information Ordering | ability | 3.75 |
| Near Vision | ability | 3.75 |
| Speech Recognition | ability | 3.75 |
| Mathematics | knowledge | 3.73 |
| Administrative | knowledge | 3.7 |
| Social Perceptiveness | transferable_skill | 3.62 |
| Coordination | transferable_skill | 3.62 |
| Service Orientation | transferable_skill | 3.62 |
| Complex Problem Solving | transferable_skill | 3.62 |
| Judgment and Decision Making | transferable_skill | 3.62 |
| Time Management | transferable_skill | 3.62 |
| Management of Personnel Resources | transferable_skill | 3.62 |
| Law and Government | knowledge | 3.6 |
| Mathematics | essential_skill | 3.5 |
| Active Learning | essential_skill | 3.5 |
| Personnel and Human Resources | knowledge | 3.5 |
| Mathematical Reasoning | ability | 3.5 |
| Number Facility | ability | 3.5 |
| Persuasion | transferable_skill | 3.38 |
| Fluency of Ideas | ability | 3.38 |
| Sales and Marketing | knowledge | 3.35 |
| English Language | knowledge | 3.32 |
| Education and Training | knowledge | 3.29 |

## Skills

| Name | Type |
| --- | --- |
| Reading Comprehension | Common Skill |
| Deductive Reasoning | Common Skill |
| Critical Thinking | Common Skill |
| Active Listening | Common Skill |
| Inductive Reasoning | Common Skill |
| Writing | Common Skill |
| Speech Recognition | Specialized Skill |
| Information Ordering | Specialized Skill |
| Mathematics | Common Skill |
| Time Management | Common Skill |
| Social Perceptiveness | Common Skill |
| Complex Problem Solving | Common Skill |
| Microsoft PowerPoint | Common Skill |
| Microsoft Outlook | Common Skill |
| Microsoft Excel | Common Skill |
| Active Learning | Common Skill |
| English Language | Common Skill |
| Negotiation | Common Skill |
| Systems Analysis | Specialized Skill |
| Microsoft Word | Common Skill |
| Microsoft Windows | Common Skill |
| Microsoft Visio | Specialized Skill |
| Microsoft SharePoint | Specialized Skill |
| Microsoft Project | Specialized Skill |
| Microsoft Access | Specialized Skill |
| Learning Strategies | Specialized Skill |
| Adobe Acrobat | Specialized Skill |
| Instructing | Specialized Skill |
| Psychology | Specialized Skill |
| Visualization | Specialized Skill |
| Tax Software | Specialized Skill |
| Oracle Hyperion | Specialized Skill |
| Oracle Business Intelligence Enterprise Edition | Specialized Skill |
| Microsoft Dynamics GP | Specialized Skill |
| Microsoft Dynamics | Specialized Skill |
| MicroStrategy | Specialized Skill |
| LexisNexis | Specialized Skill |
| IBM Notes | Specialized Skill |
| Database Software | Specialized Skill |
| ADP Workforce Now | Specialized Skill |

## Tools

| Example | Category | Hot | In Demand |
| --- | --- | --- | --- |
| Microsoft Excel | Spreadsheet software | yes | yes |
| Microsoft Office software | Office suite software | yes | yes |
| Microsoft Outlook | Electronic mail software | yes | yes |
| Microsoft PowerPoint | Presentation software | yes | yes |
| SAP software | Enterprise resource planning ERP software | yes | yes |
| Adobe Acrobat | Document management software | yes | no |
| Alteryx software | Business intelligence and data analysis software | yes | no |
| IBM SPSS Statistics | Analytical or scientific software | yes | no |
| Intuit QuickBooks | Accounting software | yes | no |
| Marketo Marketing Automation | Sales and marketing software | yes | no |
| Microsoft Access | Data base user interface and query software | yes | no |
| Microsoft Project | Project management software | yes | no |
| Microsoft SharePoint | Document management software | yes | no |
| Microsoft SQL Server | Data base user interface and query software | yes | no |
| Microsoft Visio | Process mapping and design software | yes | no |
| Microsoft Visual Basic | Development environment software | yes | no |
| Microsoft Visual Basic for Applications VBA | Development environment software | yes | no |
| Microsoft Windows | Operating system software | yes | no |
| Microsoft Word | Word processing software | yes | no |
| Oracle Database | Data base user interface and query software | yes | no |
| Oracle PeopleSoft | Enterprise resource planning ERP software | yes | no |
| Oracle Primavera Enterprise Project Portfolio Management | Project management software | yes | no |
| R | Object or component oriented development software | yes | no |
| Salesforce software | Customer relationship management CRM software | yes | no |
| SAS | Analytical or scientific software | yes | no |
| Structured query language SQL | Data base user interface and query software | yes | no |
| Tableau | Business intelligence and data analysis software | yes | no |
| Teradata Database | Data base management system software | yes | no |
| Workday software | Enterprise resource planning ERP software | yes | no |
| Yardi software | Data base user interface and query software | yes | no |
| Accounts receivable software | Accounting software | no | no |
| ADP Workforce Now | Human resources software | no | no |
| ARES Corporation PRISM Project Estimator | Financial analysis software | no | no |
| Blackbaud The Raiser's Edge | Customer relationship management CRM software | no | no |
| Credit management software | Financial analysis software | no | no |
| Database software | Data base user interface and query software | no | no |
| Delphi Technology | Financial analysis software | no | no |
| FileMaker Pro | Data base user interface and query software | no | no |
| Fund accounting software | Accounting software | no | no |
| Healthcare common procedure coding system HCPCS | Medical software | no | no |

## Work Context

| Name | Value |
| --- | --- |
| E-Mail | 4.98 |
| Face-to-Face Discussions with Individuals and Within Teams | 4.91 |
| Work With or Contribute to a Work Group or Team | 4.77 |
| Indoors, Environmentally Controlled | 4.71 |
| Importance of Being Exact or Accurate | 4.69 |
| Telephone Conversations | 4.58 |
| Time Pressure | 4.54 |
| Work Outcomes and Results of Other Workers | 4.53 |
| Impact of Decisions on Co-workers or Company Results | 4.52 |
| Determine Tasks, Priorities and Goals | 4.43 |
| Spend Time Sitting | 4.42 |
| Importance of Repeating Same Tasks | 4.37 |
| Frequency of Decision Making | 4.26 |
| Contact With Others | 4.19 |
| Freedom to Make Decisions | 4.12 |
| Coordinate or Lead Others in Accomplishing Work Activities | 3.82 |
| Written Letters and Memos | 3.53 |
| Level of Competition | 3.37 |
| Deal With External Customers or the Public in General | 3.34 |
| Conflict Situations | 3.09 |
| Health and Safety of Other Workers | 3.04 |
| Consequence of Error | 2.99 |
| Degree of Automation | 2.8 |
| Physical Proximity | 2.73 |
| Public Speaking | 2.65 |
| Dealing With Unpleasant, Angry, or Discourteous People | 2.65 |
| Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls | 2.61 |
| Spend Time Making Repetitive Motions | 2.38 |
| Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable | 2.28 |
| Spend Time Standing | 1.98 |
| Spend Time Walking or Running | 1.57 |
| Exposed to Contaminants | 1.55 |
| In an Enclosed Vehicle or Operate Enclosed Equipment | 1.45 |
| Outdoors, Exposed to All Weather Conditions | 1.39 |
| Dealing with Violent or Physically Aggressive People | 1.36 |
| Outdoors, Under Cover | 1.3 |
| Spend Time Bending or Twisting Your Body | 1.2 |
| Exposed to Very Hot or Cold Temperatures | 1.18 |
| Spend Time Kneeling, Crouching, Stooping, or Crawling | 1.13 |
| Exposed to Extremely Bright or Inadequate Lighting Conditions | 1.1 |

## Preparation

- **Job Zone:** 4
- **Job Zone Name:** Job Zone Four: Considerable Preparation Needed
- **Education:** Most of these occupations require a four-year bachelor's degree, but some do not.
- **Experience:** A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
- **Svp Range:** (7.0 to < 8.0)

### Education Distribution

| Label | Percentage |
| --- | --- |
| Bachelor's Degree | 56.31 |
| Post-Baccalaureate Certificate | 21 |
| High School Diploma | 14.24 |
| Some College Courses | 4.56 |
| Associate's Degree (or other 2-year degree) | 3.9 |

## Person Fit

| Name | Family | Value |
| --- | --- | --- |
| Enterprising | career_interest_type | 7 |
| Finance | specific_interest_area | 6.85 |
| Management/Administration | specific_interest_area | 6.6 |
| Dependability | work_style | 6 |
| Business Initiatives | specific_interest_area | 5.97 |
| Conventional | career_interest_type | 5.56 |
| Accounting | specific_interest_area | 5.12 |
| Office Work | specific_interest_area | 5 |
| Attention to Detail | work_style | 5 |
| Integrity | work_style | 4 |
| Sales | specific_interest_area | 3.48 |
| Human Resources | specific_interest_area | 3.27 |
| Public Speaking | specific_interest_area | 3.06 |
| Social | career_interest_type | 3.04 |
| Cautiousness | work_style | 3 |
| Mathematics/Statistics | specific_interest_area | 2.71 |

## Related Roles

| Soc Code | Slug | Title | Tier |
| --- | --- | --- | --- |
| 13-2011.00 | role-13-2011-00 | Accountants and Auditors | Primary-Short |
| 13-2051.00 | role-13-2051-00 | Financial and Investment Analysts | Primary-Short |
| 13-2052.00 | role-13-2052-00 | Personal Financial Advisors | Primary-Short |
| 13-2041.00 | role-13-2041-00 | Credit Analysts | Primary-Short |
| 13-2072.00 | role-13-2072-00 | Loan Officers | Primary-Short |
| 13-2054.00 | role-13-2054-00 | Financial Risk Specialists | Primary-Long |
| 41-3031.00 | role-41-3031-00 | Securities, Commodities, and Financial Services Sales Agents | Primary-Long |
| 11-3031.01 | role-11-3031-01 | Treasurers and Controllers | Primary-Long |
| 13-2061.00 | role-13-2061-00 | Financial Examiners | Primary-Long |
| 11-3031.03 | role-11-3031-03 | Investment Fund Managers | Primary-Long |
| 43-3031.00 | role-43-3031-00 | Bookkeeping, Accounting, and Auditing Clerks | Supplemental |
| 43-4041.00 | role-43-4041-00 | Credit Authorizers, Checkers, and Clerks | Supplemental |

## Career Clusters

| Cluster | Slug |
| --- | --- |
| Management & Entrepreneurship | management-entrepreneurship |

## Education Level

- **Category:** Bachelor's degree

## Study Programs

| Title | Slug |
| --- | --- |
| Business, Management, Marketing, and Related Support Services | business-management-marketing-and-related-support-services |
| Multi/Interdisciplinary Studies | multi-interdisciplinary-studies |

## Market

- **Median Wage:** 161700
- **Mean Wage:** 180470
- **Pct10Wage:** 86490
- **Pct25Wage:** 118360
- **Pct75Wage:** 214210
- **Employment:** 818620
- **Area Title:** U.S.

## Industries


### Top

| Naics | Slug | Title | Level | Employment | Median Wage | Lq |
| --- | --- | --- | --- | --- | --- | --- |
| 52 | 52 | Finance and Insurance | Sector | 255610 | 164940 | 7.73 |
| 54 | 54 | Professional, Scientific, and Technical Services | Sector | 115660 | 171580 | 2.02 |
| 55 | 55 | Management of Companies and Enterprises | Sector | 93210 | 169340 | 6.25 |
| 31-33 | 31-33 | Manufacturing | Sector | 47180 | 160660 | 0.7 |
| 42 | 42 | Wholesale Trade | Sector | 35120 | 156940 | 1.1 |
| 62 | 62 | Health Care and Social Assistance | Sector | 33910 | 136680 | 0.28 |
| 56 | 56 | Administrative and Support and Waste Management and Remediation Services | Sector | 30560 | 155870 | 0.64 |
| 61 | 61 | Educational Services | Sector | 30460 | 131860 | 0.42 |
| 51 | 51 | Information | Sector | 23260 | 187400 | 1.51 |
| 53 | 53 | Real Estate and Rental and Leasing | Sector | 21450 | 166490 | 1.71 |
| 23 | 23 | Construction | Sector | 19110 | 139680 | 0.44 |
| 44-45 | 44-45 | Retail Trade | Sector | 19020 | 137390 | 0.23 |

### Concentrated

| Naics | Slug | Title | Level | Employment | Lq |
| --- | --- | --- | --- | --- | --- |
| 221118 | 221118 | Other Electric Power Generation | National industry | 250 | 13.49 |
| 52 | 52 | Finance and Insurance | Sector | 255610 | 7.73 |
| 55 | 55 | Management of Companies and Enterprises | Sector | 93210 | 6.25 |
| 221114 | 221114 | Solar Electric Power Generation | National industry | 280 | 3.78 |
| 524210 | 524210 | Insurance Agencies and Brokerages | National industry | 14900 | 2.83 |
| 524114 | 524114 | Direct Health and Medical Insurance Carriers | National industry | 6550 | 2.75 |
| 221115 | 221115 | Wind Electric Power Generation | National industry | 110 | 2.09 |
| 54 | 54 | Professional, Scientific, and Technical Services | Sector | 115660 | 2.02 |
- **Count:** 63

## Ai Signals

| Source | Label | Score | Scale | Release |
| --- | --- | --- | --- | --- |
| frey_osborne | Computerization probability | 0.069 | 0-1 probability | 2013-baseline-2016-employment-snapshot |
| felten_aioe | AI occupational exposure | 1.446232 | relative exposure score | 2021-plus-generative-ai-workbooks |
| felten_image_generation_aioe | Image generation occupational exposure | 1.330661 | relative exposure score | 2021-plus-generative-ai-workbooks |
| felten_language_modeling_aioe | Language modeling occupational exposure | 1.294551 | relative exposure score | 2021-plus-generative-ai-workbooks |

## Ai Outlook


### Index

- **Value:** 79
- **Percentile:** 81
- **Band:** High
- **Version:** ai-exposure-index-v1

#### Components

| Percentile | Source |
| --- | --- |
| 98 | felten_aioe |
| 88 | openai_gpts_are_gpts |
| 50 | microsoft_working_with_ai |
- **Component Count:** 3

### Exposure

| Source | Label | Value | Percentile | Band | Note |
| --- | --- | --- | --- | --- | --- |
| felten_aioe | Overall AI exposure (Felten et al.) | 1.446232 | 98 | High | How much this job's abilities overlap with what AI systems can do, across many AI capabilities. A relative research score, not a forecast of job loss. |
| eloundou_gamma | LLM task exposure, γ (OpenAI / Eloundou) | 0.9629629629629629 | 88 | High | Share of this job's tasks where a large language model plus simple tools could cut the time to do them by at least half. γ is capped at 1.0 and many jobs reach that ceiling, so treat a top score as 'in the top group', not a precise rank. |
| microsoft_applicability | AI assistant applicability (Microsoft) | 0.1488033543322555 | 50 | Moderate | How applicable today's AI assistants are to this job's activities, measured from real Microsoft Copilot conversations. Applicability is not the same as replacement. |

### Frey Historical

- **Source:** frey
- **Label:** Computerization probability (Frey & Osborne, 2013)
- **Value:** 0.069
- **Percentile:** 25
- **Band:** Low
- **Note:** A pre-LLM (2013) estimate of how automatable this job is by computerization and robotics. Shown for historical context only — it is not part of any current AI ranking.
- **Teleworkable:** yes

### Eloundou

- **Alpha:** 0
- **Beta:** 0.48148148148148145
- **Gamma:** 0.9629629629629629

### Usage Tasks

| Task | Usage Percent | Importance |
| --- | --- | --- |
| Develop or analyze information to assess the current or future financial status of firms. | 0.08031749031465558 | 4.14 |
| 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. | 0.018384694074582285 | 3.82 |
| Review reports of securities transactions or price lists to analyze market conditions. | 0.005957051711317166 | 3.18 |
| Review collection reports to determine the status of collections and the amounts of outstanding balances. | 0.005546220558812534 | 3.61 |
| Examine, evaluate, or process loan applications. | 0.004621850465677112 | 3.98 |
| Prepare operational or risk reports for management analysis. | 0.0020541557625231607 | 3.65 |
- **Usage Release:** 2026-01-15-v4-plus-2025-03-27-v2

### Bls

- **Growth Percent:** 14.8
- **Growth Percentile:** 97
- **Direction:** Growing fast
- **Annual Openings Thousands:** 74.6
- **Annual Openings Percentile:** 93
- **Employment2024Thousands:** 868.6
- **Employment2034Thousands:** 997.4

### Sources

| Source | Version |
| --- | --- |
| bls_employment_projections | 2024-2034 |
| dingel_neiman | dingel-neiman-workathome |
| felten_aioe | felten-raj-seamans-aioe |
| frey_osborne | frey-osborne-automation |
| microsoft_working_with_ai | working-with-ai |
| openai_gpts_are_gpts | gpts-are-gpts |

## Counts

- **Tasks:** 17
- **Skills:** 56
- **Capabilities:** 120
- **Tools:** 64
- **Related Roles:** 20

## Source

- **Dataset:** gold.onet_role_starter_surface
- **Version:** 30.3
- **Generated At:** 2026-06-02T21:00:32.945303+00:00
- **Content Hash:** f07812ced8671793