Use the primary function of the role as the main classification criterion
Classify as Finance if the core responsibility is budgeting, accounting, forecasting, reporting, auditing, treasury, or financial analysis
Classify as IT if the core responsibility is software development, systems administration, network support, cybersecurity, infrastructure, or technical operations
Classify as Finance-IT hybrid if the role equally combines financial processes and technology responsibilities
Classify by the dominant daily tasks rather than the job title alone
Treat roles focused on ERP, financial systems, or fintech platforms as hybrid if both finance and technical duties are substantial
Classify as IT if the role mainly supports finance systems without performing finance work
Classify as Finance if the role mainly uses technology tools to perform finance work
Use department reporting line as a secondary indicator only
Use required skills and qualifications to confirm the primary classification
Separate roles into subcategories when needed, such as Finance Systems, Financial Analyst, Business Analyst, Data Analyst, or Application Support
Standardize ambiguous titles by mapping them to the closest functional category
Review job descriptions for keywords tied to finance processes and IT functions
Flag titles with broad terms like Analyst, Specialist, Manager, or Consultant for manual review
Assign dual tags when a role cannot be accurately represented by one category alone
Keep classification rules consistent across all titles and job families