Distribution across 36 profiles.
Middle half of Financial Analysts score between 48% and 55%.
0%
50%
100%
p10 · 46%
59% · p90
Task breakdown by work type
On-screen work88%
Done entirely on a computer. High AI exposure — these tasks are already in the automation zone.
In-person + screen0%
Physical sensing, digital output — e.g. interviewing someone then writing a report. Partially protected.
Computer + action0%
Computer input, real-world output — needs someone to act on it, not just software.
Fully in-person12%
No computer required. Furthest from automation — the strongest human advantage.
Typical tasks
3 synthetic profiles for a Financial Analyst, ordered by automation exposure.
Tab between them to see how task mix drives the score difference.
TaskTimeTypeExposure
Building and maintaining financial models (e.g., forecasting, valuation, scenario analysis) in spreadsheets or specialized software to predict future performance
24%DD
49%
Analyzing financial statements (income statement, balance sheet, cash flow) to assess company performance and identify trends or anomalies
deep expertise
20%DD
36%
Meeting with stakeholders (e.g., managers, clients, or team members) to discuss financial performance, explain analysis, or gather additional context for projects
deep expertisesocial core
16%AA
4%
Monitoring market trends, economic indicators, and industry news to stay informed about factors that could impact financial analysis or recommendations
14%DD
53%
Preparing reports and presentations (e.g., quarterly earnings summaries, investment recommendations) for management or clients, summarizing findings and insights
12%DD
48%
Collecting and organizing financial data from various digital sources (e.g., company databases, market reports, ERP systems) to prepare for analysis
6%DD
86%
Reviewing and validating data inputs or model outputs for accuracy, often by cross-referencing with colleagues or external sources
deep expertisesocial element
4%DD
32%
TaskTimeTypeExposure
Analyzing financial statements (income statement, balance sheet, cash flow) to assess company performance and identify trends or anomalies
26%DD
70%
Building and maintaining financial models (e.g., forecasting, valuation, scenario analysis) in spreadsheets or specialized software to predict future performance
26%DD
41%
Preparing reports and presentations (e.g., quarterly earnings summaries, investment recommendations) for management or clients, summarizing findings and insights
17%DD
47%
Collecting and organizing financial data from various digital sources (e.g., company databases, market reports, ERP systems) to prepare for analysis
13%DD
80%
Monitoring market trends, economic indicators, and industry news to stay informed about factors that could impact financial analysis or recommendations
6%DD
65%
Meeting with stakeholders (e.g., managers, clients, or team members) to discuss financial performance, explain analysis, or gather additional context for projects
deep expertisesocial core
5%AA
0%
Reviewing and validating data inputs or model outputs for accuracy, often by cross-referencing with colleagues or external sources
deep expertisesocial element
3%DD
30%
TaskTimeTypeExposure
Analyzing financial statements (income statement, balance sheet, cash flow) to assess company performance and identify trends or anomalies
27%DD
67%
Building and maintaining financial models (e.g., forecasting, valuation, scenario analysis) in spreadsheets or specialized software to predict future performance
22%DD
53%
Collecting and organizing financial data from various digital sources (e.g., company databases, market reports, ERP systems) to prepare for analysis
19%DD
91%
Reviewing and validating data inputs or model outputs for accuracy, often by cross-referencing with colleagues or external sources
deep expertisesocial element
9%DD
24%
Monitoring market trends, economic indicators, and industry news to stay informed about factors that could impact financial analysis or recommendations
8%DD
62%
Meeting with stakeholders (e.g., managers, clients, or team members) to discuss financial performance, explain analysis, or gather additional context for projects
deep expertisesocial core
7%AA
1%
Preparing reports and presentations (e.g., quarterly earnings summaries, investment recommendations) for management or clients, summarizing findings and insights
5%DD
52%
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AI tools for this role
Tools relevant to the most automatable tasks in this profession.
