Occupation Profile for Treasurers and Controllers

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

Jobseekers are likely to face competition.
About 3 out of 10 work in finance and insurance industries.
A bachelor’s degree in finance, accounting, or a related field is the minimum academic preparation, but employers increasingly seek graduates with a master’s degree in business administration, economics, finance, or risk management.
Experience may be more important than formal education for some financial manager positions—most notably, branch managers in banks.

Core — Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
Core — Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Core — Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
Core — Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
Core — Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.

Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
Monitoring and Controlling Resources — Monitoring and controlling resources and overseeing the spending of money.
Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.