Roles · Government and public sector

AI financial services officer

Examines budget estimates for accuracy and conformance. Analyses reports to maintain expenditure controls and determine required financial resources.

Teuila Thompson“I analyse budget estimates for accuracy and conformance.”An example character, not a real person.
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Financial services officer · What it does

Three tasks it takes off your hands

  1. Examines budget estimates for completeness and accuracy.
  2. Analyses monthly budgeting and accounting reports.
  3. Compiles and analyses data to determine required financial resources.
Where these come from

The tasks of “Budget Analysts” (O*NET 13-2031.00), as O*NET lists them:

  • Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
  • Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
  • Compile and analyze accounting records and other data to determine the financial resources required to implement a program.

Financial services officer · Tools and industries

It works in the tools you already use

  • Microsoft Access
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft PowerPoint

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), written in our words. Sources and credits

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