Will AI replace Financial Managers?
AI reaches a large part of this job’s work.
43/100
High exposure
More exposed to AI than 70% of US workers.
- AI already used in
- 29% of the work
- As AI tools mature: up to
- 79% of the work
What the job involves
Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.
Where AI reaches the work
The job’s main tasks, heaviest first, by how far AI reaches them.
Already happening(5)
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
- Recruit staff members.
- Develop or analyze information to assess the current or future financial status of firms.
- Examine, evaluate, or process loan applications.
- Review reports of securities transactions or price lists to analyze market conditions.
Within reach(10)
- 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.
- Oversee the flow of cash or financial instruments.
- Evaluate data pertaining to costs to plan budgets.
- 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.
- Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
and 5 more
Out of reach(2)
- Oversee training programs.
- Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Also called
Banking Center Manager (BCM) · Credit Manager · Bank Branch Manager · BCM · Accounting Supervisor · Branch Manager · Accounting Manager · Banking Manager
Related jobs
- Loan Officers65/100
- Accountants and Auditors51/100
- Personal Financial Advisors68/100
- Credit Analysts54/100
- Financial and Investment Analysts50/100
What these numbers mean
The score is the share of this job’s work, weighted by how important and frequent each task is, that AI could do in half the time: tasks an AI model could do alone count in full, tasks that need software built on AI count half.
“AI already used” is the share of the work in tasks where people are recorded using AI today. “As AI tools mature” counts every task AI could halve, with or without extra software.
The percentile compares the score with every job’s, weighted by how many people in the US do each one. Exposure means AI could change how the work is done, not that the job goes away. These are estimates for the typical job, not predictions.
Sources
- O*NET 31.0 Database, U.S. Department of Labor, Employment and Training Administration
- GPTs are GPTs: Labor market impact potential of LLMs (task labels), Eloundou, Manning, Mishkin & Rock (2023), OpenAI and University of Pennsylvania
- Anthropic Economic Index: labor market impacts (task penetration), Anthropic
- Occupational Employment and Wage Statistics, May 2025 (national and metropolitan areas), U.S. Bureau of Labor Statistics