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Treasurers and Controllers - 11-3031.01

O*NET-SOC Description

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

Sample of Reported Job Titles

  • Chief Financial Officer (CFO)
  • Chief School Finance Officer
  • Comptroller
  • Controller
  • Director of Finance
  • Finance Director
  • Finance Manager
  • Finance Vice President
  • School Treasurer
  • Treasurer

SOC Occupation Groups

11-0000 Management Occupations
11-3000 Operations Specialties Managers
11-3030 Financial Managers
11-3031.00 Financial Managers
11-3031.01 Treasurers and Controllers

Related Occupations

Tasks

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

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.
  • Collect payments for goods or services.
  • Compile operational data.
  • Conduct employee training programs.
  • Conduct financial or regulatory audits.
  • Determine pricing or monetary policies.
  • Determine resource needs.
  • Develop operating strategies, plans, or procedures.
  • Develop organizational policies or programs.
  • Direct financial operations.
  • Establish interpersonal business relationships to facilitate work activities.
  • Evaluate employee performance.
  • Maintain knowledge of current developments in area of expertise.
  • Manage control system activities in organizations.
  • Monitor flow of cash or other resources.
  • Monitor organizational compliance with regulations.
  • Prepare financial documents, reports, or budgets.
  • Prepare operational budgets.
  • Prepare reports related to compliance matters.
  • Recommend organizational process or policy changes.
  • Supervise employees.

Military Crosswalk Titles

  • Basic Financial Management Officer (Marine Corps - Commissioned Officer only)
  • Basic Financial Management Officer (Marine Corps - Warrant Officer only)
  • Comptroller (Army - Commissioned Officer only)
  • Comptroller (Navy - Commissioned or Warrant Officer)
  • Comptrollership (Coast Guard - Commissioned Officer only)
  • Finance Officer (Marine Corps - Warrant Officer only)
  • Finance, General (Army - Commissioned Officer only)
  • Financial Management (Air Force - Commissioned Officer only)
  • Financial Management (Coast Guard - Commissioned Officer only)
  • Financial Management and Comptroller (Air Force - Enlisted)
  • Financial Management and Comptroller Apprentice (Air Force - Enlisted)
  • Financial Management and Comptroller Craftsman (Air Force - Enlisted)
  • Financial Management and Comptroller Helper (Air Force - Enlisted)
  • Financial Management and Comptroller Journeyman (Air Force - Enlisted)
  • Financial Management and Comptroller Superintendent (Air Force - Enlisted)
  • Financial Management Officer (Marine Corps - Commissioned Officer only)
  • Financial Manager (Army - Commissioned Officer only)
  • Fiscal Operations (Coast Guard - Commissioned Officer only)
  • Health Services Comptroller (Army - Commissioned Officer only)
  • Military Assistance Programs Officer (Navy - Commissioned or Warrant Officer)
  • Planning, Programming, and Budgeting (Coast Guard - Commissioned Officer only)

Apprenticeship Crosswalk Titles

No information available.

DOT Crosswalk Titles

  • Controller
  • Reserve Officer
  • Treasurer
  • Treasurer, Financial Institution
  • Vice President, Financial Institution