Roles · Finance and mortgages

AI finance director

Plans financial activities and coordinates department workers. Oversees cash flow and establishes asset control procedures for the business.

Valentina Tanaka“I oversee cash flow and coordinate department activities.”An example character, not a real person.
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Finance director · What it does

Three tasks it takes off your hands

  1. Oversee the flow of cash or financial instruments.
  2. Plan and direct the activities of workers in departments.
  3. Establish procedures for custody or control of assets.
Where these come from

The tasks of “Financial Managers” (O*NET 11-3031.00), as O*NET lists them:

  • Oversee the flow of cash or financial instruments.
  • 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.
  • Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.

Finance director · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • SAP software
  • Adobe Acrobat

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0) and ANZSCO 2022 (Australian Bureau of Statistics, CC BY 4.0), written in our words. Sources and credits

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