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Details for Treasurers and Controllers


Direct financial activities, such as planning, procurement, and investments for all or part of an organization.


  • Perform tax planning work.
  • Prepare and file annual tax returns, or prepare financial information so that outside accountants can complete tax returns.
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, and/or reports required by regulatory agencies.
  • Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  • Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
  • Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  • Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
  • Receive and record requests for disbursements; authorize disbursements in accordance with policies and procedures.
  • Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
  • Monitor and evaluate the performance of accounting and other financial staff; recommend and implement personnel actions such as promotions and dismissals.
  • Develop and maintain relationships with banking, insurance, and non-organizational accounting personnel in order to facilitate financial activities.
  • Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
  • Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
  • Analyze the financial details of past, present, and expected operations in order to identify development opportunities and areas where improvement is needed.
  • Advise management on short-term and long-term financial objectives, policies, and actions.
  • Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures, and efficient control and utilization of financial resources.
  • Evaluate needs for procurement of funds and investment of surpluses, and make appropriate recommendations.
  • Lead staff training and development in budgeting and financial management areas.
  • Receive cash and checks, and deposit funds.
  • Compute, withhold, and account for all payroll deductions.
  • Determine depreciation rates to apply to capitalized items, and advise management on actions regarding the purchase, lease, or disposal of such items.


  • Enterprising - Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
  • Conventional - Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Education, Training, Experience

  • Education - Most of these occupations require graduate school. For example, they may require a master's degree, and some require a Ph.D., M.D., or J.D. (law degree).
  • Training - Employees may need some on-the-job training, but most of these occupations assume that the person will already have the required skills, knowledge, work-related experience, and/or training.
  • Experience - Extensive skill, knowledge, and experience are needed for these occupations. Many require more than five years of experience. For example, surgeons must complete four years of college and an additional five to seven years of specialized medical training to be able to do their job.



  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
  • Speaking - Talking to others to convey information effectively.
  • Mathematics - Using mathematics to solve problems.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
  • Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
  • Coordination - Adjusting actions in relation to others' actions.
  • Persuasion - Persuading others to change their minds or behavior.
  • Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
  • Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one.
  • Systems Analysis - Determining how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
  • Systems Evaluation - Identifying measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system.
  • Time Management - Managing one's own time and the time of others.
  • Management of Financial Resources - Determining how money will be spent to get the work done, and accounting for these expenditures.
  • Management of Personnel Resources - Motivating, developing, and directing people as they work, identifying the best people for the job.

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Wages for this career
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