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O*NET detailed work activityMonitor financial indicators
AI-assistCrunch the numbers
5 jobs6 tasks
AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.
Part of Monitor financial data or activities, under the O*NET work activity group Monitoring Processes, Materials, or Surroundings. Individual tasks below can carry a different label when their own wording calls for it (1 AI-ready, 5 AI-assist, 0 stays human).
Tasks built on this activity
- Monitor progress of fundraising drives.
- Review balance sheets, operating income and expense accounts, and loan documentation to confirm institution assets and liabilities.
- Monitor budgets, expense reports, or other financial data for fundraising organizations.
Tasks where it is part of the work
- Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
- Assess cost effectiveness of products, projects or services, tracking actual costs relative to bids as the project develops.
- Monitor training costs and prepare budget reports to justify expenditures.