Occupation AtlasTreasurers and Controllers
O*NET · 11-3031.01
Treasurers and Controllers
Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Also called City Comptroller · City Controller · City Treasurer · Comptroller · Controller · Corporate Controller · Corporate Treasurer · Cost Controller
16 more
County Treasurer · Finance Treasurer · Financial Controller · Financial Institution Treasurer · Financier · Fiscal Specialist · Global Treasurer · Plant Controller · Production Controller · Project Controller · Regional Controller · School Treasurer · State Comptroller · Treasurer · Treasurer Consultant · Trust Officer
Compare with another occupationCompare with Investment Fund Managers
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 4: Considerable Preparation Needed
Considerable preparation. Usually a bachelor's degree plus several years of work-related experience, knowledge, or training.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
CESConventional · Enterprising · Social — the three strongest interests, in order
- C Conventional6.44
- E Enterprising6.15
- S Social2.68
- I Investigative2.20
- A Artistic1.17
- R Realistic1.00
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Education and experience
The education level respondents say the job requires, and the most common answer for experience and training.
- Related work experience
- Over 10 years (48%)
- On-site or in-plant training
- None (20%)
- On-the-job training
- Anything beyond short demonstration, up to and including 1 month (22%)
Typically associated skills
All 35 O*NET skills, most important first. Importance (1–5) says how much a skill matters here; level (0–7) says how much of it the work calls for, with O*NET's example of a nearby level. Neither is a proficiency rating of a person.
- Complex Problem SolvingImportance 4.3Level 4.5Level 4 looks like: Redesign a floor layout to take advantage of new manufacturing techniques
- Management of Financial ResourcesImportance 4.1Level 5.3Level 6 looks like: Develop, monitor, and adjust annual budgets for a large corporation
- Judgment and Decision MakingImportance 4.1Level 4.9Level 4 looks like: Evaluate a loan application for degree of risk
- Critical ThinkingbasicImportance 4.0Level 4.9Level 4 looks like: Evaluate customer complaints and determine appropriate responses
- MathematicsbasicImportance 4.0Level 4.4Level 4 looks like: Calculate the square footage of a new home under construction
- Reading ComprehensionbasicImportance 4.0Level 4.4Level 4 looks like: Understand an email from management describing new personnel policies
- SpeakingbasicImportance 4.0Level 4.4Level 4 looks like: Interview applicants to obtain personal and work history
- Active ListeningbasicImportance 4.0Level 4.3Level 4 looks like: Answer inquiries regarding credit references
- MonitoringbasicImportance 3.9Level 4.6Level 4 looks like: Monitor a meeting and revise the agenda to ensure important topics are discussed
- Active LearningbasicImportance 3.9Level 4.4Level 4 looks like: Determine the impact of new menu changes on a restaurant's purchasing requirements
- Systems EvaluationImportance 3.9Level 4.3Level 4 looks like: Identify the reasons why a client might be unhappy with a product
- Systems AnalysisImportance 3.6Level 4.4Level 4 looks like: Determine how a new piece of equipment will affect production rates
Show the other 23
- WritingbasicImportance 3.6Level 4.1Level 4 looks like: Write an email to staff outlining new directives
- Time ManagementImportance 3.5Level 3.8Level 4 looks like: Allocate the time of subordinates to projects for the coming week
- CoordinationImportance 3.4Level 3.9Level 4 looks like: Work with others to put a new roof on a house
- Management of Personnel ResourcesImportance 3.1Level 3.8Level 4 looks like: Direct the activities of a road repair crew with minimal disruption of traffic flow
- Social PerceptivenessImportance 3.1Level 3.6Level 4 looks like: Be aware of how a coworker's promotion will affect a work group
- PersuasionImportance 3.0Level 3.8Level 4 looks like: Convince a supervisor to purchase new office equipment
- NegotiationImportance 3.0Level 3.3Level 4 looks like: Contract with a wholesaler to sell items at a given cost
- Learning StrategiesbasicImportance 3.0Level 3.0Level 2 looks like: Learn a different method of completing a task from a coworker
- InstructingImportance 2.9Level 3.0Level 2 looks like: Instruct a new employee in the use of a timekeeping system
- Operations AnalysisImportance 2.8Level 3.1Level 4 looks like: Suggest changes in software to make a system more user friendly
- Service OrientationImportance 2.6Level 2.8Level 2 looks like: Ask customers if they would like a cup of coffee
- Management of Material ResourcesImportance 2.5Level 2.8Level 2 looks like: Reserve a room for a management meeting
- Quality Control AnalysisImportance 1.5Level 0.8
- Technology DesignImportance 1.5Level 0.6
- Operations MonitoringImportance 1.4Level 0.4
- ProgrammingImportance 1.4Level 0.4
- Equipment MaintenanceImportance 1.0Level —
- Equipment SelectionImportance 1.0Level —
- InstallationImportance 1.0Level —
- Operation and ControlImportance 1.0Level —
- RepairingImportance 1.0Level —
- SciencebasicImportance 1.0Level —
- TroubleshootingImportance 1.0Level —
Tasks
13 core · 9 supplementalWhat people in this occupation do, as O*NET records it, core tasks first by importance (1–5).
- Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.Importance 4.4
- Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.Importance 4.3
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.Importance 4.2
- Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.Importance 4.2
- Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.Importance 4.1
- Advise management on short-term and long-term financial objectives, policies, and actions.Importance 4.0
- Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.Importance 3.9
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.Importance 3.8
- Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.Importance 3.7
- Receive cash and checks and make deposits.Importance 3.6
- Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.Importance 3.5
- Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.Importance 3.5
Show the other 10
- Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.Importance 3.5
- Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.Importance 4.1
- Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.Importance 4.1
- Compute, withhold, and account for all payroll deductions.Importance 3.8
- Handle all aspects of employee insurance, benefits, and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker's compensation.Importance 3.8
- Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.Importance 3.7
- Perform tax planning work.Importance 3.5
- Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.Importance 3.4
- Lead staff training and development in budgeting and financial management areas.Importance 3.2
- Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.Importance 3.2
Knowledge
Bodies of knowledge the work draws on.
- Economics and AccountingImportance 4.6Level 5.9
- Administration and ManagementImportance 3.9Level 5.7
- MathematicsImportance 3.9Level 5.0Level 4 looks like: Analyze data to determine areas with the highest sales
- English LanguageImportance 3.7Level 4.0Level 4 looks like: Edit an article for a news website
- Computers and ElectronicsImportance 3.0Level 3.7Level 4 looks like: Use a computer to format a document
- AdministrativeImportance 2.8Level 4.0Level 4 looks like: Type 30 words per minute
- Personnel and Human ResourcesImportance 2.7Level 3.6Level 4 looks like: Interview applicants for an administrative position
- Customer and Personal ServiceImportance 2.6Level 3.1Level 4 looks like: Be responsible for 10 children at daycare
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- Law and GovernmentImportance 2.6Level 3.0Level 4 looks like: Prepare documents and title papers for the purchase of a new house
- Education and TrainingImportance 2.3Level 3.4Level 4 looks like: Lead a quality improvement seminar
- Production and ProcessingImportance 2.2Level 2.4Level 1 looks like: Put a computer back into its packing materials
- Communications and MediaImportance 2.0Level 2.0Level 1 looks like: Write a thank you note
- PsychologyImportance 2.0Level 2.3Level 1 looks like: Monitor several children on a playground
- Sales and MarketingImportance 1.8Level 2.1Level 1 looks like: Sell cakes at a bake sale
- Public Safety and SecurityImportance 1.7Level 1.5Level 1 looks like: Use a seatbelt
- TelecommunicationsImportance 1.7Level 1.1Level 1 looks like: Send an email
- Engineering and TechnologyImportance 1.6Level 1.2Level 1 looks like: Install a door lock
- Sociology and AnthropologyImportance 1.6Level 1.3Level 1 looks like: Identify two cultures in a story as being different
- Foreign LanguageImportance 1.5Level 1.2Level 1 looks like: Say "please" and "thank you" in a foreign language
- DesignImportance 1.4Level —
- GeographyImportance 1.4Level 1.2Level 1 looks like: Know the capital of the United States
- Building and ConstructionImportance 1.3Level —
- MechanicalImportance 1.3Level —
- Philosophy and TheologyImportance 1.3Level —
- Therapy and CounselingImportance 1.3Level —
- TransportationImportance 1.3Level 0.7Level 1 looks like: Ride a train to work
- BiologyImportance 1.2Level —
- Food ProductionImportance 1.2Level —
- History and ArcheologyImportance 1.2Level —
- PhysicsImportance 1.2Level —
- ChemistryImportance 1.1Level —
- Medicine and DentistryImportance 1.1Level —
- Fine ArtsImportance 1.0Level —
Abilities
Enduring capacities the work calls for.
- Deductive ReasoningImportance 4.1Level 4.9Level 5 looks like: Decide what factors to consider in selecting stocks
- Inductive ReasoningImportance 4.1Level 4.5Level 4 looks like: Determine the prime suspect based on crime scene evidence
- Mathematical ReasoningImportance 4.0Level 4.4Level 4 looks like: Decide how to calculate profits to determine the amounts of yearly bonuses
- Near VisionImportance 4.0Level 4.3Level 5 looks like: Read the fine print of a legal document
- Number FacilityImportance 4.0Level 4.6Level 5 looks like: Compute the interest payment that should be generated from an investment
- Oral ComprehensionImportance 4.0Level 4.3Level 4 looks like: Understand a coach's oral instructions for a sport
- Oral ExpressionImportance 4.0Level 4.9Level 4 looks like: Give instructions to a lost motorist
- Problem SensitivityImportance 4.0Level 4.8Level 4 looks like: Notice from a subtle difference in a client's mood that something is bothering them
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- Written ComprehensionImportance 4.0Level 4.5Level 4 looks like: Understand an apartment lease
- Written ExpressionImportance 4.0Level 4.5Level 4 looks like: Write a job recommendation for a subordinate
- Speech ClarityImportance 3.9Level 3.8Level 4 looks like: Make stadium-wide announcements during a sporting event
- Information OrderingImportance 3.8Level 3.9Level 2 looks like: Follow the correct steps to make change
- Category FlexibilityImportance 3.4Level 3.9Level 3 looks like: Classify flowers according to size, color, and smell
- Fluency of IdeasImportance 3.4Level 4.1Level 4 looks like: Think of as many ideas as possible for the name of a new company
- Speech RecognitionImportance 3.4Level 3.9Level 4 looks like: Identify a former customer's voice over the phone
- Flexibility of ClosureImportance 3.1Level 3.1Level 4 looks like: Look for a golf ball in tall grass
- OriginalityImportance 3.0Level 3.8Level 4 looks like: Redesign job tasks to be interesting for employees
- Perceptual SpeedImportance 3.0Level 3.0Level 2 looks like: Sort mail according to ZIP codes with no time pressure
- Speed of ClosureImportance 3.0Level 3.0Level 3 looks like: Recognize a song after hearing only the first few notes
- MemorizationImportance 2.8Level 2.6
- Selective AttentionImportance 2.6Level 2.5Level 2 looks like: Answer a business call with coworkers talking nearby
- Time SharingImportance 2.3Level 2.1Level 2 looks like: Listen to music while entering numbers into a spreadsheet
- VisualizationImportance 2.3Level 2.5Level 2 looks like: Imagine how to place paper in a printer so that the letterhead comes out on top
- Far VisionImportance 2.0Level 2.3Level 2 looks like: Read a roadside billboard
- Trunk StrengthImportance 1.9Level 1.3Level 2 looks like: Sit up in an office chair
- Finger DexterityImportance 1.6Level 1.0Level 2 looks like: Put coins in a parking meter
- Visual Color DiscriminationImportance 1.6Level 0.9Level 1 looks like: Separate laundry into colors and whites
- Auditory AttentionImportance 1.5Level 0.6
- Depth PerceptionImportance 1.5Level 0.5
- Hearing SensitivityImportance 1.5Level 0.6
- Wrist-Finger SpeedImportance 1.5Level 0.5
- Spatial OrientationImportance 1.1Level —
- Arm-Hand SteadinessImportance 1.0Level —
- Control PrecisionImportance 1.0Level —
- Dynamic FlexibilityImportance 1.0Level —
- Dynamic StrengthImportance 1.0Level —
- Explosive StrengthImportance 1.0Level —
- Extent FlexibilityImportance 1.0Level —
- Glare SensitivityImportance 1.0Level —
- Gross Body CoordinationImportance 1.0Level —
- Gross Body EquilibriumImportance 1.0Level —
- Manual DexterityImportance 1.0Level —
- Multilimb CoordinationImportance 1.0Level —
- Night VisionImportance 1.0Level —
- Peripheral VisionImportance 1.0Level —
- Rate ControlImportance 1.0Level —
- Reaction TimeImportance 1.0Level —
- Response OrientationImportance 1.0Level —
- Sound LocalizationImportance 1.0Level —
- Speed of Limb MovementImportance 1.0Level —
- StaminaImportance 1.0Level —
- Static StrengthImportance 1.0Level —
Work activities
Kinds of activity the work is made of.
- Working with ComputersImportance 4.6Level 4.0Level 4 looks like: Write software for keeping track of parts in inventory
- Making Decisions and Solving ProblemsImportance 4.5Level 5.8
- Getting InformationImportance 4.4Level 5.3Level 4 looks like: Review a budget
- Analyzing Data or InformationImportance 4.3Level 5.9
- Communicating with Supervisors, Peers, or SubordinatesImportance 4.3Level 5.3Level 4 looks like: Report the results of a sales meeting to a supervisor
- Establishing and Maintaining Interpersonal RelationshipsImportance 4.2Level 5.4Level 4 looks like: Maintain good working relationships with almost all coworkers and clients
- Processing InformationImportance 4.1Level 5.3Level 4 looks like: Calculate the adjustments for insurance claims
- Communicating with People Outside the OrganizationImportance 4.0Level 5.1Level 4 looks like: Present information to potential clients about available services
Show all 41
- Developing Objectives and StrategiesImportance 4.0Level 5.0Level 4 looks like: Develop the plan to complete the merger of two organizations over a 3-year period
- Organizing, Planning, and Prioritizing WorkImportance 4.0Level 5.5Level 4 looks like: Plan and adjust a personal to-do list according to changing demands
- Updating and Using Relevant KnowledgeImportance 3.9Level 5.4Level 4 looks like: Keep current on changes in maintenance procedures for repairing sports cars
- Developing and Building TeamsImportance 3.8Level 4.4Level 4 looks like: Lead an assembly team in an automobile plant
- Coaching and Developing OthersImportance 3.7Level 5.0Level 4 looks like: Provide on-the-job training for administrative workers
- Evaluating Information to Determine Compliance with StandardsImportance 3.7Level 4.4Level 4 looks like: Evaluate a complicated insurance claim for compliance with policy terms
- Guiding, Directing, and Motivating SubordinatesImportance 3.7Level 5.0Level 4 looks like: Manage a small team of employees in a dynamic workplace
- Interpreting the Meaning of Information for OthersImportance 3.7Level 4.6Level 4 looks like: Interpret how foreign tax laws apply to U.S. exports
- Documenting/Recording InformationImportance 3.5Level 3.7Level 4 looks like: Document the results of a crime scene investigation
- Thinking CreativelyImportance 3.5Level 4.7Level 4 looks like: Adapt popular music for a high school marching band
- Coordinating the Work and Activities of OthersImportance 3.4Level 4.2Level 4 looks like: Organize the cleanup crew after a major sporting event
- Identifying Objects, Actions, and EventsImportance 3.4Level 4.2Level 4 looks like: Judge the suitability of food products for an event
- Providing Consultation and Advice to OthersImportance 3.3Level 4.9Level 4 looks like: Recommend a new software package to increase operational efficiency
- Scheduling Work and ActivitiesImportance 3.3Level 4.6Level 4 looks like: Prepare the work schedule for salesclerks in a large retail store
- Staffing Organizational UnitsImportance 3.3Level 4.2Level 4 looks like: Interview candidates for a sales position and make hiring recommendations
- Training and Teaching OthersImportance 3.3Level 4.0Level 4 looks like: Teach a social sciences course to high school students
- Monitoring and Controlling ResourcesImportance 3.2Level 4.2Level 4 looks like: Work as a chef responsible for ordering food for the menu
- Resolving Conflicts and Negotiating with OthersImportance 3.1Level 4.8Level 4 looks like: Get two subordinates to agree about vacation schedules
- Judging the Qualities of Objects, Services, or PeopleImportance 3.0Level 3.7Level 4 looks like: Determine the value of property lost in a fire
- Performing Administrative ActivitiesImportance 3.0Level 4.2Level 4 looks like: Complete tax forms for a small business
- Monitoring Processes, Materials, or SurroundingsImportance 2.8Level 3.3Level 4 looks like: Test electrical circuits
- Selling or Influencing OthersImportance 2.6Level 3.1Level 4 looks like: Make a sales pitch to convince others to buy a product
- Estimating the Quantifiable Characteristics of Products, Events, or InformationImportance 2.5Level 2.6
- Assisting and Caring for OthersImportance 2.1Level 2.0Level 1 looks like: Help a coworker complete an assignment
- Performing for or Working Directly with the PublicImportance 1.6Level 1.2Level 1 looks like: Check tickets at a concert
- Inspecting Equipment, Structures, or MaterialsImportance 1.5Level 1.0Level 1 looks like: Check that doors to building are locked
- Performing General Physical ActivitiesImportance 1.2Level —
- Drafting, Laying Out, and Specifying Technical Devices, Parts, and EquipmentImportance 1.1Level —
- Handling and Moving ObjectsImportance 1.1Level —
- Controlling Machines and ProcessesImportance 1.0Level —
- Operating Vehicles, Mechanized Devices, or EquipmentImportance 1.0Level —
- Repairing and Maintaining Electronic EquipmentImportance 1.0Level —
- Repairing and Maintaining Mechanical EquipmentImportance 1.0Level —
Work context
The conditions most characteristic of the work, on O*NET's 1–5 context scale.
Technology
50 toolsSoftware used in this work. In demand: among the tools job postings for this occupation name most. Hot: often named in job postings across the economy.
In demand (5)
- Intuit QuickBookshot
- Microsoft Excelhot
- Microsoft Office softwarehot
- Microsoft PowerPointhot
- SAP softwarehot
Hot (9; 5 more marked hot above)
- Hypertext markup language HTML
- Microsoft Access
- Microsoft Outlook
- Microsoft Project
- Microsoft Word
- Oracle PeopleSoft
- Oracle Primavera Enterprise Project Portfolio Management
- Structured query language SQL
- Yardi software
Other tools (36)
- ADERANT Expert Back Office, Powered by Keystone
- ADP software
- ADP Workforce Now
- Automatic Data Processing PC payroll for windows PCPW
- Blackbaud The Raiser's Edge
- Corel QuattroPro
- Deltek professional services software
- Exact Software Macola ES
- FileMaker Pro
- Fund accounting software
- Hyperion Enterprise
- Hyperion Solutions System 9 Planning
- IBM Cognos Impromptu
- IBM Lotus 1-2-3
- Infor ERP SyteLine
- Job costing software
- Microsoft Dynamics
- Microsoft Dynamics GP
- Microsoft Dynamics SL
- Microsoft FRx
- Microsoft SharePoint Server
- MYOB Premier Accounting Small Business Suite
- NetSuite ERP
- Oracle Business Intelligence Enterprise Edition
- Oracle E-Business Suite Financials
- Oracle Fusion Applications
- Oracle Hyperion
- Oracle Hyperion Planning
- Oracle JD Edwards EnterpriseOne
- Oracle PeopleSoft Financials
- Sage 50 Accounting
- Sage Fixed Asset Solution FAS
- Sage MIP Fund Accounting
- SAP Business Objects
- SAP Crystal Reports
- Tax software
Related occupations
O*NET's own list of the occupations most related to this one, closest first.
ESCO equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →Other O*NET occupations whose importance ratings on the 35 skills both rate are nearest to this one's, with the biggest differences named. A plain rule, not a hidden score.
Investment Fund Managers
Average difference 0.2 points · Management of Financial Resources −1.3, Operations Analysis −0.8
O*NET · Zone 5 · Compare
Compensation and Benefits Managers
Average difference 0.2 points · Mathematics −1.0, Complex Problem Solving −0.9
O*NET · Zone 4 · Compare
Regulatory Affairs Specialists
Average difference 0.2 points · Management of Financial Resources −2.2, Mathematics −1.1
O*NET · Zone 4 · Compare
Cost Estimators
Average difference 0.3 points · Management of Financial Resources −1.0, Complex Problem Solving −0.9
O*NET · Zone 4 · Compare
Business Continuity Planners
Average difference 0.3 points · Management of Financial Resources −1.6, Mathematics −1.1
O*NET · Zone 4 · Compare
Financial Examiners
Average difference 0.3 points · Management of Financial Resources −2.3, Management of Material Resources −0.9
O*NET · Zone 4 · Compare
Actuaries
Average difference 0.3 points · Management of Financial Resources −1.5, Monitoring −0.9
O*NET · Zone 4 · Compare
Transportation Planners
Average difference 0.3 points · Management of Financial Resources −2.0, Science +1.4
O*NET · Zone 4 · Compare
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.