What it pays
Government survey numbers — not estimates, not ads.
The work, task by task
These are the real jobs-to-be-done, not a wish list. Each task shows where we found it, and the prompt underneath is written for that exact task.
Create financial reports
+Produce this month’s management pack: consolidate actuals and accruals across sales, payroll, and overhead,…
Create financial reports
+Supervise finance staff
+Set weekly one-to-one coaching sessions for each member of the finance team, review open reconciliations and…
Supervise finance staff
+Prepare budgets
+Build the next fiscal year operating budget: pull prior year spend and headcount, apply agreed growth and…
Prepare budgets
+Guide investment strategies
+Develop an investment strategy memo: summarise current cash positions, risk appetite, expected returns, and…
Guide investment strategies
+Review reports for efficiency
+Review last quarter’s financial reports for operational efficiency: calculate key ratios, identify two…
Review reports for efficiency
+Analyze market trends
+Compile a market trend analysis comparing our sector's three-year revenue growth, competitor pricing moves…
Analyze market trends
+Maintain transparent financial operations for taxation and auditing bodies
+Reconcile last quarter's bank and ledger balances, produce a single audit pack with supporting invoices and…
Maintain transparent financial operations for taxation and auditing bodies
+Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
+Call back the customer who reported the missing invoice, confirm the account details and what payment they…
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
+Recruit staff members.
+Post the approved finance assistant role to our careers page, screen applicants for three years’ bookkeeping…
Recruit staff members.
+Oversee training programs.
+Run the quarterly training needs review for the finance team, identify gaps in cashflow forecasting and…
Oversee training programs.
+Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
+Draft the custody procedure for physical receipts and digital records: who holds originals, where scanned…
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.
+Develop or analyze information to assess the current or future financial status of firms.
+Produce a three-year cashflow and balance-sheet projection using current revenue, planned hires, and the…
Develop or analyze information to assess the current or future financial status of firms.
+Examine, evaluate, or process loan applications.
+Assess the loan application from Greenfield Ltd: verify financial statements, calculate debt service…
Examine, evaluate, or process loan applications.
+Network within communities to find and attract new business.
+Call the three community chamber contacts I met at last month’s networking breakfast, ask for introductions…
Network within communities to find and attract new business.
+Direct investment activities
+Prepare the investment memo for the board: summarise available cash, list three recommended opportunities…
Direct investment activities
+Ensure compliance with regulations
+Compile a compliance checklist for payroll, VAT and annual filings, map current controls against it, flag any…
Ensure compliance with regulations
+Develop long-term financial plans
+Build a five-year financial plan that ties revenue scenarios to staffing and capital spend, include monthly…
Develop long-term financial plans
+Identify cost-saving opportunities
+Run a spend review on last year’s supplier and travel expenses, identify the top five saving opportunities…
Identify cost-saving opportunities
+Says who?
These are the pages we read to build this. Open any of them and check us.
Activities this job lives in
The human activities behind the tasks — each with its honest AI ceiling.
The logs, files & records this job keeps
Shared with other careers — the same record means something different in each.
Related careers
Same family of work — each with its own tasks and prompts.
The rest of the map
Same library, five ways in.
Built on public evidence: O*NET®, ESCO, Wikipedia, U.S. Bureau of Labor Statistics, ILOSTAT. All sources & licenses