Home / Tasks / Prepare financial documents, reports, or budgets
In 6 of the 37 jobs that do this, AI or robots already show up on it, most often as work people hand to AI. In the other 31, there's no evidence yet. Jobs spend a median of 23m of an 8-hour shift on it, and about 12.1 million U.S. workers hold these jobs.
31No evidence yet
6Often handed to AI
Every job that does this
Each job words the task its own way. Minutes are that job's estimate for a typical shift; the label is the evidence for that job's version.
| Job and its version of the task | Per shift | Evidence |
|---|---|---|
| Appraisers and Assessors of Real EstatePrepare written reports that estimate property values, outline methods by which the estimations were made, and meet appraisal standards. | 1h 19m | Often handed to AI |
| Credit AnalystsPrepare reports that include the degree of risk involved in extending credit or lending money. | 1h 15m | No evidence yet |
| Energy AuditorsPrepare audit reports containing energy analysis results or recommendations for energy cost savings. | 1h 9m | No evidence yet |
| Social and Community Service ManagersPrepare and maintain records and reports, such as budgets, personnel records, or training manuals. | 50m | Often handed to AI |
| Sales Representatives, Wholesale and ManufacturingPerform administrative duties, such as preparing sales budgets and reports, keeping sales records, and filing expense account reports. | 48m | Often handed to AI |
| Financial ManagersPrepare financial or regulatory reports required by laws, regulations, or boards of directors. | 47m | No evidence yet |
| Construction ManagersPrepare and submit budget estimates, progress reports, or cost tracking reports. | 39m | No evidence yet |
| Postsecondary Education AdministratorsPlan, administer, and control budgets, maintain financial records, and produce financial reports. | 36m | No evidence yet |
| Architectural and Engineering ManagersPrepare budgets, bids, or contracts. | 32m | No evidence yet |
| Budget AnalystsDirect the preparation of regular and special budget reports. | 30m | No evidence yet |
| Financial Quantitative AnalystsProduce written summary reports of financial research results. | 29m | Often handed to AI |
| Project Management SpecialistsPrepare and submit budget estimates, progress reports, or cost tracking reports. | 29m | No evidence yet |
| Personal Financial AdvisorsPrepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections. | 28m | No evidence yet |
| Compensation and Benefits ManagersFulfill all reporting requirements of all relevant government rules and regulations, including the Employee Retirement Income Security Act (ERISA). | 27m | No evidence yet |
| First-Line Supervisors of Non-Retail Sales WorkersPrepare sales and inventory reports for management and budget departments. | 27m | No evidence yet |
| Natural Sciences ManagersPrepare and administer budgets, approve and review expenditures, and prepare financial reports. | 27m | No evidence yet |
| Chief Sustainability OfficersWrite and distribute financial or environmental impact reports. | 25m | No evidence yet |
| Financial Risk SpecialistsDocument, and ensure communication of, key risks. | 23m | No evidence yet |
| Sales Representatives, Wholesale and Manufacturing, Technical and Scientific ProductsComplete expense reports, sales reports, or other paperwork. | 23m | No evidence yet |
| Chief ExecutivesPrepare or present reports concerning activities, expenses, budgets, government statutes or rulings, or other items affecting businesses or program services. | 22m | No evidence yet |
| FundraisersWrite reports or prepare presentations to communicate fundraising program data. | 17m | No evidence yet |
| Accountants and AuditorsPrepare detailed reports on audit findings. | 17m | Often handed to AI |
| Entertainment and Recreation ManagersWrite budgets to plan recreational activities or programs. | 17m | No evidence yet |
| First-Line Supervisors of Retail Sales WorkersReview inventory and sales records to prepare reports for management and budget departments. | 17m | No evidence yet |
| Training and Development SpecialistsMonitor training costs and prepare budget reports to justify expenditures. | 12m | No evidence yet |
| Purchasing ManagersPrepare bid awards requiring board approval. | 12m | No evidence yet |
| Treasurers and ControllersPrepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns. | 11m | No evidence yet |
| Securities, Commodities, and Financial Services Sales AgentsReport all positions or trading results. | 11m | No evidence yet |
| Advertising and Promotions ManagersPrepare and negotiate advertising and sales contracts. | 11m | No evidence yet |
| Property, Real Estate, and Community Association ManagersNegotiate the sale, lease, or development of property and complete or review appropriate documents and forms. | 11m | Often handed to AI |
| Sales EngineersMaintain sales forecasting reports. | 10m | No evidence yet |
| Kindergarten through Secondary Education AdministratorsPrepare and submit budget requests and recommendations, or grant proposals to solicit program funding. | 9m | No evidence yet |
| ModelsRecord rates of pay and durations of jobs on vouchers. | 8m | No evidence yet |
| Billing and Posting ClerksCompile reports of cost factors, such as labor, production, storage, and equipment. | 6m | No evidence yet |
| First-Line Supervisors of Security WorkersWrite and present department budgets to upper management or other stakeholders. | 6m | No evidence yet |
| Loan OfficersPrepare reports to send to customers whose accounts are delinquent, and forward irreconcilable accounts for collector action. | 6m | No evidence yet |
| Education and Childcare Administrators, Preschool and DaycarePrepare and submit budget requests or grant proposals to solicit program funding. | 5m | No evidence yet |
How to read this
This task type comes from O*NET's detailed work activities, which link similar tasks across jobs. A label applies to one job's version of the task: AI use comes from real AI conversations (Anthropic Economic Index) and robot evidence from deployments in real workplaces. "No evidence yet" may just mean the task is rare in the data. How we keep time.
See all 250 shared tasks, or find any job on the big clock.