Financial Managers

Management Occupations
O*NET-SOC 代码
11-3031.00

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

  • 数据来源: BLS发布时间: 2026-08

    很高· 相对

    低四级相对区间很高

    职业群单位数值

    尺度 · 母数 · 来源

    四级相对类别（低 / 中等 / 高 / 很高）

    以BLS就业预测表中831个细分职业为基数。取值按 NEM（全国就业矩阵）代码给定，因此共用同一 NEM 代码的职业得到相同分档

    来源数据集（XLSX 文件下载）

  • 数据来源: Anthropic发布时间: 2026-03

    0.391

    0.000此处所载数值的范围0.745

    职业群单位数值

    尺度 · 母数 · 来源

    观测暴露度指数，按发布原值0–1

    以O*NET任务映射为基准

    按 SOC 2018 职业发布的数值；具有相同 SOC 2018 代码的所有 O*NET 职业均显示此值

    来源数据集（CSV 文件下载）

  • 数据来源: ILO发布时间: 2025

    0.37–0.47· ISCO-08 职业组 2 个

    尺度 · 母数 · 来源

    生成式AI暴露度指数，按发布原值0–1

    按 ISCO-08 细类（4 位）发布的数值。按原样应用美国劳工统计局（BLS）的官方对照表（ISCO-08→2010 SOC、2010 SOC→2018 SOC）关联到本职业，对应关系为全部或部分对应

    来源数据集（PDF 文件下载）

该来源发布的是什么性质的数值

BLS的类别是相对排位而非绝对水平，也不是一手测量：它把多项已发表研究给出的职业百分位排名归并为四个等级。它不是就业或工资预测，不是采用概率，也不区分自动化与增强。

各关联 ISCO-08 职业组的 ILO 数值
  • ISCO-08 1211Finance Managers0.37
  • ISCO-08 1346Financial and Insurance Services Branch managers0.47

Task-level exposure

显示隐藏的 10 项工作

已评分任务 21 项 · β ≥ 0.5 的任务 20 项（95.2%）

β = 直接暴露（E1）+ 0.5 × 借助工具时的暴露（E2），依据原始代码库的定义。

  • 原始单位：O*NET 27.2 任务 → O*NET 31.0 职业代码
  • 已评分任务中有 4 项不在 O*NET 31.0 任务列表中，其分数按 O*NET 27.2 的发布值保留。
来源
OpenAI "GPTs are GPTs" exposure rubric
版本
gh-main-0471612
许可
MIT License, Copyright (c) 2024 OpenAI
Task (O*NET 30.2)Claude.aiRaw / share %APIRaw / share %
Evaluate data pertaining to costs to plan budgets.

11-3031.00

0.060054.50.01007.1
Review reports of securities transactions or price lists to analyze market conditions.

11-3031.00

0.01009.10.050035.7
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.

11-3031.00

0.01009.10.040028.6
Prepare operational or risk reports for management analysis.

11-3031.00

0.01009.10.030021.4
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.

11-3031.00

0.01009.1—0
Review collection reports to determine the status of collections and the amounts of outstanding balances.

11-3031.00

0.01009.1—0
Recruit staff members.
—00.01007.1

Data sources & licenses — O*NET®, Anthropic Economic Index, Eloundou et al. (2023): see full notices on the Credits page

O*NET 31.0 全部任务（17 项）

本职业在 O*NET 31.0 中的全部任务（英文原文；任务类型为核心或补充）。暴露值不列在此清单中，而在上方表格里，位于各来源所用 O*NET 版本的任务表述旁。

任务（O*NET 31.0）类型
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.核心
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.核心
Recruit staff members.核心
Evaluate data pertaining to costs to plan budgets.核心
Oversee training programs.核心
Oversee the flow of cash or financial instruments.核心
Prepare operational or risk reports for management analysis.补充
Examine, evaluate, or process loan applications.补充
Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.补充
Prepare financial or regulatory reports required by laws, regulations, or boards of directors.补充
Develop or analyze information to assess the current or future financial status of firms.补充
Communicate with stockholders or other investors to provide information or to raise capital.补充
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.补充
Network within communities to find and attract new business.补充
Review collection reports to determine the status of collections and the amounts of outstanding balances.补充
Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping.补充
Review reports of securities transactions or price lists to analyze market conditions.补充

职业信息

就业展望（BLS）

这些数值属于整个 SOC 11-3031 组（Financial managers），并非仅属于该 O*NET 职业。

就业人数，2025
880K
预计就业人数，2035
965K
变化 (2025–35)
+9.7%
年薪中位数，2025
$166,570
入职通常所需学历
Bachelor's degree
最低 $30,890BLS EP 2025–35 中 825 个细分职业的工资中位数范围最高 $559,030

来源: U.S. Bureau of Labor Statistics, Employment Projections 2025–35 — Employment by detailed occupation, 2025 and projected 2035

韩国职业分类关联（KSCO）

来自 AI Changing Work 制作的 Korea Occupation Direct Crosswalk v1.1 当前版本的关联。关系值从 O*NET-SOC 职业一侧解读。

KSCO 代码KSCO 名称关系状态
12123재무 관리자本职业范围更宽已确认
13201보험 관리자本职业范围更宽已确认
13202금융 관리자本职业范围更宽已确认

关系与状态的定义(kr-direct v1.1)

国际劳工组织（ILO）职业说明

以下 ISCO-08 职业组由 AI Changing Work 原样套用美国劳工统计局（BLS）发布的对照表（2018 SOC→2010 SOC、2010 SOC→ISCO-08）、不逐案取舍，与本职业相关联；每项关联可能是完全对应，也可能是部分对应。

  • ISCO-08 1211Finance Managers

    财务经理

  • ISCO-08 1346Financial and Insurance Services Branch managers

    金融和保险服务分支机构经理

自行翻译

自行翻译 · 非 ISCO 官方词汇 — 未经国际劳工组织审核。

Sources: ILO ISCO-08 — details: Credits

ESCO 职业词汇

以下每一项都是在已公开的ESCO-O*NET Crosswalk（第 1 版，2022 年）中与本职业逐项对应的。对应类型出自该对照表；表述出自 AI Changing Work。

  • bank managerESCO 1346.1本职业范围更宽

    Bank managers oversee the management of one or several bank activities. They set policies which promote safe banking operations, ensure the economic, social and commercial targets are met and that all the bank departments, activities and commercial policies are in compliance with legal requirements. They also manage employees and maintain an effective working relationship among the staff.

  • bank treasurerESCO 1211.1.2本职业范围更宽

    Bank treasurers oversee all aspects of the financial management of a bank. They manage the liquidity and solvency of the bank. They manage and present current budgets, revise financial forecasts, prepare accounts for audit, manage the bank's accounts and maintain accurate record-keeping of financial documentation.

  • banking products managerESCO 1221.2本职业范围更宽

    Banking products managers study the market of banking products and adapt the existing ones to the characteristics of this evolution or create new products to suit clients needs. They monitor and evaluate the performance indicators of these products and suggest improvements. Banking products managers assist with the sales and marketing strategy of the bank.

  • brokerage firm directorESCO 1346.2本职业范围更宽

    Brokerage firm directors organise the activities and the people involved in securities trading. They envision strategies aimed at increasing the efficiency of asset trading with a focus on profitability. They may also advise clients on appropriate trades.

  • pension scheme managerESCO 1346.6本职业范围更宽

    Pension scheme managers coordinate pension schemes in order to provide benefits in retirement to individuals or organisations. They ensure the daily deployment of the pension fund and define the strategic policy for developing new pension packages.

  • corporate treasurerESCO 1211.1.4有重叠，但不相同

    Corporate treasurers determine and oversee the financial strategic policies of a company or organisation. They use cash management techniques like account organisation, cash flow monitoring, liquidity planning and control, risk management including currency and commodity risks and maintain close connection with banks and rating agencies.

  • financial managerESCO 1211.1有重叠，但不相同

    Financial managers handle all the matters in reference to the finance and investments of a company. They manage financial operations of companies such as the assets, liabilities, equity and cash flow aiming to maintain the financial health of the company and operative viability. Financial managers evaluate the strategic plans of the company in financial terms, maintain transparent financial operations for taxation and auditing bodies, and create the financial statements of the company at the end of the fiscal year.

来源: European Commission, DG EMPL — ESCO API 2026-08-08 (bridge v1.2.1)

许可: CC BY 4.0 (EU Reuse Notice)

查看原文

ESCO reuse terms and the modification notice are in Credits.

法国职业分类关联（ROME）

本职业与 ROME 4.0 职业条目（fiche）之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。标为「暂定」的关联仅凭同一模型系列（Claude）两位判定者的判定采纳，或对其判定适用运营方规则后采纳，因此其依据弱于已确认的关联。

ROME 代码ROME 名称（法语）关系
C1104Responsable d'agence en assurances本职业范围更宽
C1108Responsable de département en assurances本职业范围更宽
C1207Directeur / Directrice d'agence bancaire本职业范围更宽
C1306Gestionnaire financier / Gestionnaire financière本职业范围更宽
C1403Cadre technique de la banque本职业范围更宽
M1205Directeur administratif et financier / Directrice administrative et financière (DAF)本职业范围更宽
M1206Responsable comptabilité本职业范围更宽
M1220Credit manager本职业范围更宽
M1223Chef / Cheffe des services administratifs et financiers本职业范围更宽
M1226Responsable investissements本职业范围更宽
C1125Responsable gestion des sinistres本职业范围更宽暂定
C1213Directeur / Directrice d'organisme de crédit本职业范围更宽暂定
K1908Responsable de service contentieux et recouvrement本职业范围更宽暂定
M1207Trésorier / Trésorière本职业范围更宽暂定
C1118Responsable de secteur en assurances相关，但不对应
C1204Gestionnaire de produits bancaires相关，但不对应暂定

Source: France Travail — Répertoire Opérationnel des Métiers et des Emplois (ROME 4.0), version 61, last updated 15 June 2026 (https://www.data.gouv.fr/datasets/repertoire-operationnel-des-metiers-et-des-emplois-rome). Licence Ouverte 2.0.

ROME codes and titles are reproduced unchanged; the links to O*NET-SOC occupations are AI Changing Work's own judgment and are not a France Travail correspondence.

(AI Changing Work link release: fr-direct v1)

西班牙职业分类关联（CNO-11）

本职业与 CNO-11 职业之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。

CNO-11 代码CNO-11 名称（西班牙语）关系
1211Directores financieros本职业范围更宽暂定
1327Directores de sucursales de bancos, de servicios financieros y de seguros本职业范围更宽暂定

Source: Instituto Nacional de Estadística (INE), National Classification of Occupations 2011 (CNO-11, Royal Decree 1591/2010) — www.ine.es · Licensed CC BY 4.0. CNO-11 codes and Spanish titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own judgment and are not an INE correspondence.

(AI Changing Work link release: es-direct v1)

德国职业分类关联（KldB）

本职业与 KldB 职业之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。

KldB 代码KldB 名称（德语）关系
72294Führungskräfte - Rechnungswesen, Controlling und Revision本职业范围更宽
72194Führungskräfte - Versicherungs- und Finanzdienstleistungen有重叠，但不相同

Source: © Statistik der Bundesagentur für Arbeit — Klassifikation der Berufe 2010 – überarbeitete Fassung 2020, https://statistik.arbeitsagentur.de. KldB codes and titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own mapping (eigene Zuordnung) and are not a Bundesagentur für Arbeit correspondence.

(AI Changing Work link release: de-direct v1)

日本职业分类关联（JSCO）

本职业与 JSCO 职业之间的关联，由 AI Changing Work 借助 AI 模型判定。关系从本职业一侧解读。

JSCO 代码JSCO 名称（日语）关系
031会社管理職員本职业范围更窄

Source: Ministry of Internal Affairs and Communications (MIC), Japan Standard Occupational Classification (Dec. 2009, MIC Notification No. 555). JSCO codes and Japanese titles are reproduced unchanged; the links to O*NET occupations are AI Changing Work's own judgment and are not a MIC correspondence.

(AI Changing Work link release: jp-direct v1)

本页数据的来源与许可，以及 AI Changing Work 的修改与翻译说明：致谢与来源