Financial Managers

Does not pass

• Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 5.8% of the role's time · $8.5B

• Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.

  an accountable sign-off — stays with a person · 4.3% of the role's time · $6.3B

• Manage investment funds to maximize return on client investments.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 4.2% of the role's time · $6.2B

• 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.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 3.8% of the role's time · $5.6B

• Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 3.5% of the role's time · $5.1B

• Oversee the flow of cash or financial instruments.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 3.4% of the role's time · $4.9B

• Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 3.3% of the role's time · $4.9B

• Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.

  reason given most often: nobody can tell quickly whether it worked, and a failure is too expensive · 3.0% of the role's time · $4.4B

• Select specific investments or investment mixes for purchase by an investment fund.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 2.9% of the role's time · $4.3B

• Perform or evaluate research, such as detailed company or industry analyses, to inform financial forecasting, decision making, or valuation.

  reason given most often: no existing check settles it · 2.8% of the role's time · $4.2B

• Receive cash and checks and make deposits.

  physical work, outside the screen · 2.7% of the role's time · $4.0B

• Develop or implement fund investment policies or strategies.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 2.6% of the role's time · $3.9B

• Select or direct the execution of trades.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 2.6% of the role's time · $3.8B

• Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 2.4% of the role's time · $3.5B

• Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 2.3% of the role's time · $3.4B

• Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 2.2% of the role's time · $3.2B

• 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.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 2.2% of the role's time · $3.2B

• Develop or analyze information to assess the current or future financial status of firms.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 2.1% of the role's time · $3.2B

• Attend investment briefings or consult financial media to stay abreast of relevant investment markets.

  reason given most often: no existing check settles it · 2.1% of the role's time · $3.1B

• Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.

  reason given most often: no existing check settles it · 2.1% of the role's time · $3.1B

• Develop, implement, or monitor security valuation policies.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 2.1% of the role's time · $3.1B

• Evaluate data pertaining to costs to plan budgets.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 2.0% of the role's time · $3.0B

• Examine, evaluate, or process loan applications.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 1.9% of the role's time · $2.9B

• Prepare financial or regulatory reports required by laws, regulations, or boards of directors.

  reason given most often: nobody can tell quickly whether it worked, and a failure is too expensive · 1.9% of the role's time · $2.8B

• Present investment information, such as product risks, fees, or fund performance statistics.

  reason given most often: no existing check settles it · 1.8% of the role's time · $2.7B

• Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.

  an accountable sign-off — stays with a person · 1.8% of the role's time · $2.6B

• Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 1.7% of the role's time · $2.5B

• Network within communities to find and attract new business.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 1.6% of the role's time · $2.4B

• Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies, or market potential.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 1.5% of the role's time · $2.3B

• Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 1.5% of the role's time · $2.2B

• Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 1.4% of the role's time · $2.1B

• Meet with investors to determine investment goals or to discuss investment strategies.

  reason given most often: no existing check settles it · 1.3% of the role's time · $2.0B

• Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 1.2% of the role's time · $1.7B

• Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 1.2% of the role's time · $1.7B

• Advise management on short-term and long-term financial objectives, policies, and actions.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 1.1% of the role's time · $1.7B

• Oversee training programs.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 1.0% of the role's time · $1.5B

• Identify group or individual target investors for a specific fund.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 1.0% of the role's time · $1.5B

• Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.9% of the role's time · $1.4B

• Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.9% of the role's time · $1.3B

• Prepare operational or risk reports for management analysis.

  reason given most often: no existing check settles it · 0.8% of the role's time · $1.2B

• Develop or direct development of offering documents or marketing materials.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.8% of the role's time · $1.2B

• Recruit staff members.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 0.8% of the role's time · $1.1B

• Communicate with stockholders or other investors to provide information or to raise capital.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 0.8% of the role's time · $1.1B

• Verify regulatory compliance of transaction reporting.

  reason given most often: a failure is too expensive · 0.7% of the role's time · $1.1B

• Review offering documents or marketing materials to ensure regulatory compliance.

  reason given most often: a failure is too expensive · 0.7% of the role's time · $1.0B

• Monitor regulatory or tax law changes to ensure fund compliance or to capitalize on development opportunities.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.7% of the role's time · $984M

• Lead staff training and development in budgeting and financial management areas.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 0.7% of the role's time · $978M

• Direct activities of accounting or operations departments.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.7% of the role's time · $972M

• Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.7% of the role's time · $965M

• Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.6% of the role's time · $834M

• Compute, withhold, and account for all payroll deductions.

  reason given most often: a failure is too expensive · 0.5% of the role's time · $773M · passed by Claude Sonnet · the models disagreed

• Prepare for and respond to regulatory inquiries.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.5% of the role's time · $702M

• Handle all aspects of employee insurance, benefits, and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker's compensation.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 0.4% of the role's time · $650M

• Review reports of securities transactions or price lists to analyze market conditions.

  reason given most often: no existing check settles it · 0.3% of the role's time · $509M

• Hire or evaluate staff.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 0.3% of the role's time · $452M

• Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.

  reason given most often: nobody can tell quickly whether it worked, and a failure is too expensive · 0.3% of the role's time · $393M

• Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it · 0.2% of the role's time · $247M

• Perform tax planning work.

  reason given most often: nobody can tell quickly whether it worked, and no existing check settles it, and a failure is too expensive · 0.2% of the role's time · $228M