Lower Risk

Finance

Financial Planning Analyst

AI is poised to significantly impact Financial Planning Analysts by automating routine data analysis, report generation, and basic client communication. Large Language Models (LLMs) can assist in creating personalized financial plans and answering client inquiries, while AI-powered analytics tools can enhance investment analysis and risk assessment. However, the need for human empathy, complex problem-solving, and building trust with clients will remain crucial.

Top risks:

Gathering client financial information (assets, liabilities, income, expenses)60%
Analyzing financial data to determine clients' financial status70%
Developing comprehensive financial plans tailored to individual client needs and goals50%

Finance

Real Estate Accountant

AI is poised to significantly impact real estate accounting by automating routine tasks such as bookkeeping, data entry, and financial reporting. LLMs can assist with document analysis and report generation, while AI-powered analytics tools can improve forecasting and risk assessment. However, tasks requiring complex judgment, strategic decision-making, and client interaction will remain human-centric.

Top risks:

Prepare financial statements, including balance sheets, income statements, and cash flow statements60%
Manage accounts payable and accounts receivable70%
Conduct property-level accounting, including rent collection, expense tracking, and lease administration65%

Side-by-Side Metrics

Metric	Financial Planning Analyst	Real Estate Accountant
Risk Score	72%	75%
Risk Level	Critical Risk	Critical Risk
Timeline	5-10 years	5-10 years
Category	Finance	Finance
Tasks at Risk	7 tasks	8 tasks
Skills at Risk	5 skills	5 skills
Safe Skills	5 skills	5 skills

Risk Comparison

Financial Planning Analyst72%

Real Estate Accountant75%

Financial Planning Analyst has 3 percentage points lower risk than Real Estate Accountant.

Tasks at Risk

Financial Planning Analyst Tasks at Risk

Gathering client financial information (assets, liabilities, income, expenses)60%

2-5 years

Analyzing financial data to determine clients' financial status70%

5-10 years

Developing comprehensive financial plans tailored to individual client needs and goals50%

5-10 years

Recommending investment strategies and products to clients60%

5-10 years

Monitoring clients' investment portfolios and making adjustments as needed75%

2-5 years

Real Estate Accountant Tasks at Risk

Prepare financial statements, including balance sheets, income statements, and cash flow statements60%

5-10 years

Manage accounts payable and accounts receivable70%

2-5 years

Conduct property-level accounting, including rent collection, expense tracking, and lease administration65%

5-10 years

Perform bank reconciliations and maintain accurate general ledger records75%

2-5 years

Prepare and file tax returns, including federal, state, and local taxes50%

5-10 years

Skills Comparison

Financial Planning Analyst -- Safe Skills

Complex problem-solvingBuilding client relationshipsProviding personalized financial adviceEthical decision-makingEmpathy

Financial Planning Analyst -- Skills at Risk

Data analysisReport generationInvestment recommendationsPortfolio monitoringBasic client communication

Real Estate Accountant -- Safe Skills

Complex tax planningStrategic financial analysisClient relationship managementEthical judgmentRegulatory interpretation

Real Estate Accountant -- Skills at Risk

Data entryBookkeepingInvoice processingBank reconciliationFinancial reporting

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