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O*NET detailed work activityCalculate financial data
AI-readyCrunch the numbers
14 jobs18 tasks
Paste a spreadsheet or table and ask AI to find trends, outliers and totals, or to write the formula you need. It's like having an analyst on call.
Part of Calculate financial data, under the O*NET work activity group Estimating the Quantifiable Characteristics of Products, Events, or Information. Individual tasks below can carry a different label when their own wording calls for it (14 AI-ready, 2 AI-assist, 2 stays human).
Tasks built on this activity
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines.
- Compute and authorize amounts of assistance for programs, such as grants, monetary payments, and food stamps.
- Calculate, review, and correct errors on interest, principal, payment, and closing costs, using computers or calculators.
- Compute figures such as balances, totals, or commissions.
- Perform financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal.
- Calculate and prepare checks for utilities, taxes, and other payments.
- Compute and verify totals on report forms, requisitions, or bills, using adding machine or calculator.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- Calculate and compile order-related statistics, and prepare reports for management.
- Compute financial fees, interest, and service charges.
- Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers.
- Compute, withhold, and account for all payroll deductions.
Tasks where it is part of the work
- Inspect returned books for condition and due-date status and compute any applicable fines.
- Compute wages and deductions, and enter data into computers.
- Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
- Calculate premiums, refunds, commissions, adjustments, or new reserve requirements, using insurance rate standards.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Take the house percentage from each pot.