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Why GenZ are being told finance roles should be avoided

New research from Medius reveals 72% of financial professionals in the UK are looking for a new job outside of the sector, as employees say the profession hasn’t kept pace with changing expectations.

When asked if finance professionals would recommend a job in the sector to Generation-Z (those born between 1996 and 2010), 75% of respondents said they wouldn’t recommend it to the younger generation. The reason why?
According to those in the sector, other fields now offer better compensation (52%), they’ve experienced high levels of burnout and poor work-life balance (52%), and a career in finance offers less security and stability than in previous years (36%).
Administrative responsibilities and repetitive tasks are two issues which are blighting the profession. 80% of finance pros say they are responsible for replying to vendor emails, taking up 8 hours per week. Additionally, 90% are responsible for approving invoices, with most saying they approve 13 invoices per day.
“UK finance professionals are fleeing the sector, with only 25% recommending it to Gen-Z,” says Emma Brown, CFO at Medius.
“Burnout, poor work-life balance, and better opportunities elsewhere are driving the exodus, signalling a talent crisis. We know that careers in all fields are often a far cry from what they’re cut out to be – but to see so many professionals leave the sector is not only a talent crisis, but a security crisis too.”
As financial professionals leave the sector, businesses are left worryingly vulnerable to fraud. 27% of finance professionals say their finance team alone is responsible for protecting the business against fraud, while 56% report invoice fraud as the most common type of fraud their business faces.
Furthermore, the survey found that businesses dealt with approximately 13 cases of invoice fraud each year, and when asked to quantify the financial loss to their business, financial professionals estimated it came to an average of £104,000.
A professional exodus also leaves businesses vulnerable to compliance issues and reduced operational efficiency. For instance, 20% of invoices require manual intervention despite current automation efforts, and 30% of finance professionals are unable to close their books on time, with the principal issue being paying supplier invoices.
However, it’s not all doom and gloom. As HR functions and operations address recruitment and retention for finance professionals, positives can also be found in the use of technology. As AI and automation is implemented across businesses, 47% say they have more time for innovative strategies, and 90% are satisfied with their organisation’s adoption of AI.

Why is there a disconnect?

The apparent disconnect between financial professionals leaving the sector while still expressing satisfaction with AI adoption and having time for innovation can be attributed to several factors within the industry.

Firstly, the decision of many financial professionals to seek opportunities outside their current sector stems from multiple challenges they face daily. High levels of burnout and poor work-life balance are cited by 52% of respondents, indicating a pervasive dissatisfaction with the overall working conditions within finance. Administrative burdens further exacerbate this issue, with tasks like responding to vendor emails and approving invoices consuming significant portions of their workweek. These mundane responsibilities not only contribute to stress but also detract from time that could be spent on more strategic and fulfilling work.

Moreover, financial professionals perceive better compensation and greater job security in other fields, which are compelling reasons to consider leaving despite the potential for innovation and AI adoption within finance. The lure of industries offering more stability and a healthier work-life balance often outweighs the allure of technological advancements within their current roles.

Interestingly, despite these challenges, there is a notable satisfaction with AI adoption among those who remain. The implementation of AI and automation has streamlined many processes, freeing up time that can now be allocated to more innovative endeavours. This is evidenced by 47% of respondents claiming they have more time for innovative strategies. Additionally, 90% express satisfaction with their organization’s AI adoption, suggesting that technological advancements are positively impacting efficiency and potentially job satisfaction in certain aspects.

However, these positive outcomes from AI adoption do not seem sufficient to mitigate the broader issues causing professionals to leave the sector. The disparity lies in the fact that while technology enhances certain aspects of their work, it does not address the fundamental concerns related to work-life balance, burnout, and career prospects that drive many to seek opportunities elsewhere.

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