Treasurers and Controllers
Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Sample of reported job titles:
Comptroller, Controller, Corporate Controller, Corporate Treasurer, Regional Controller, School Treasurer, Treasurer, Treasury Consultant
Occupation-Specific Information
Tasks
- 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, 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.
Technology Skills
- Accounting software:Fund accounting software,Hyperion Enterprise,Intuit QuickBooks,Job costing software,MYOB Premier Accounting Small Business Suite,Sage 50 Accounting,Sage Fixed Asset Solution FAS,Sage MIP Fund Accounting,Tax software
- Business intelligence and data analysis software:IBM Cognos Impromptu,Oracle Business Intelligence Enterprise Edition
- Customer relationship management CRM software:Blackbaud The Raiser's Edge
- Data base reporting software:SAP Crystal Reports
- Data base user interface and query software:FileMaker Pro,Microsoft Access,Structured query language SQL,Yardi software
Occupational Requirements
Work Activities
- Getting Information:Observing, receiving, and otherwise obtaining information from all relevant sources.
- Making Decisions and Solving Problems:Analyzing information and evaluating results to choose the best solution and solve problems.
- Communicating with Supervisors, Peers, or Subordinates:Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
- Analyzing Data or Information:Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
- Communicating with People Outside the Organization:Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
Detailed Work Activities
- Administer compensation or benefits programs.
- Advise others on business or operational matters.
- Analyze financial records to improve budgeting or planning.
- Analyze financial records to improve efficiency.
- Approve expenditures.
Work Context
- Electronic Mail:100% responded"Every day"
- Face-to-Face Discussions:92% responded"Every day"
- Telephone:88% responded"Every day"
- Indoors, Environmentally Controlled:84% responded"Every day"
- Contact With Others:68% responded"Constant contact with others"
Worker Requirements
Skills
- Complex Problem Solving:Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
- Critical Thinking:Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
- Judgment and Decision Making:Considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Reading Comprehension:Understanding written sentences and paragraphs in work-related documents.
- Management of Financial Resources:Determining how money will be spent to get the work done, and accounting for these expenditures.
Knowledge
- Economics and Accounting:Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
- English Language:Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Administration and Management:Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
- Mathematics:Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Personnel and Human Resources:Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
Education
How much education does a new hire need to perform a job in this occupation? Respondents said:
- 56%Bachelor's Degree
- 32%Master's Degree
Worker Characteristics
Abilities
- Inductive Reasoning:The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
- Written Comprehension:The ability to read and understand information and ideas presented in writing.
- Deductive Reasoning:The ability to apply general rules to specific problems to produce answers that make sense.
- Near Vision:The ability to see details at close range (within a few feet of the observer).
- Oral Comprehension:The ability to listen to and understand information and ideas presented through spoken words and sentences.
Interests
- 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.
- 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.
Work Values
- Working Conditions:Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.
- Achievement:Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.
- Independence:Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
Work Styles
- Integrity:Job requires being honest and ethical.
- Attention to Detail:Job requires being careful about detail and thorough in completing work tasks.
- Dependability:Job requires being reliable, responsible, and dependable, and fulfilling obligations.
- Analytical Thinking:Job requires analyzing information and using logic to address work-related issues and problems.
- Persistence:Job requires persistence in the face of obstacles.
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