Career Details
Career Details
Use this dropdown to update your zip code
Back to top

Career Details

11-3031.01 - Treasurers and Controllers


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


Key Facts
Expand or Shrink Accordion
Bright Outlook
1
Career Details
Green Job
Career Details
Current Employment
555,900
Estimate
Forecasted Employment
593,500
Estimate
Change in Employment
+37,700
Estimate
Change in Employment %
+6.8%
Estimate
Tasks
Expand or Shrink Accordion
Tasks
The tasks listed below can be performed to prepare you for a career in this field.
Core
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  • 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, record, and authorize requests for disbursements in accordance with company policies and procedures.
  • Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
  • Develop and maintain relationships with banking, insurance, and external accounting personnel 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 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 make deposits.
  • Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
Supplemental
  • Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
  • Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  • Compute, withhold, and account for all payroll deductions.
  • Perform tax planning work.
  • Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.
  • 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.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Knowledge
Expand or Shrink Accordion
Knowledge

The items listed below are organized into sections that contain knowledge useful for pursuing a career in this field. Each section also contains a "Percentage of Importance" statistic that shows how relevant an item is to the occupation.
 Economics and Accounting
  • 92%
    Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
 English Language
  • 84%
    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
  • 81%
    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
  • 78%
    Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
 Personnel and Human Resources
  • 62%
    Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
 Customer and Personal Service
  • 57%
    Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
 Law and Government
  • 57%
    Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
 Computers and Electronics
  • 56%
    Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
 Education and Training
  • 51%
    Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Tools
Expand or Shrink Accordion
Tools
The tools listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
 Computers
  • Desktop computers
  • Notebook computers
  • Personal computers
  • Personal digital assistants PDA
  • Tablet computers
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Technology
Expand or Shrink Accordion
Technology
The technologies listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
 Finance accounting and enterprise resource planning ERP software
  • ADERANT Expert Back Office, Powered by KeystoneHOT
  • ADP softwareHOT
  • DeltekHOT
  • Exact Software Macola ESHOT
  • Fund accounting software
  • Hyperion Enterprise
  • Hyperion Solutions System 9 PlanningHOT
  • Infor ERP SyteLineHOT
  • Intuit QuickBooksHOT
  • Job costing software
  • Microsoft DynamicsHOT
  • Microsoft Dynamics GPHOT
  • Microsoft Dynamics SLHOT
  • Microsoft FRx
  • MYOB Premier Accounting Small Business Suite
  • NetSuite ERPHOT
  • Oracle E-Business Suite Financials
  • Oracle Fusion ApplicationsHOT
  • Oracle HyperionHOT
  • Oracle Hyperion Planning
  • Oracle JD Edwards EnterpriseOneHOT
  • Oracle PeopleSoftHOT
  • Oracle PeopleSoft FinancialsHOT
  • Sage 50 Accounting
  • Sage Fixed Asset Solution FAS
  • Sage MIP Fund Accounting
  • SAPHOT
  • SAP Business ObjectsHOT
  • Tax software
 Business function specific software
  • ADP Workforce NowHOT
  • Automatic Data Processing PC payroll for windows PCPW
  • Microsoft OfficeHOT
  • Microsoft ProjectHOT
  • Oracle Primavera Enterprise Project Portfolio ManagementHOT
 Data management and query software
  • Blackbaud The Raiser's Edge
  • Data entry softwareHOT
  • FileMaker Pro
  • IBM Cognos ImpromptuHOT
  • Microsoft AccessHOT
  • Oracle Business Intelligence Enterprise EditionHOT
  • SAP Crystal ReportsHOT
  • Structured query language SQLHOT
  • YardiHOT
 Content authoring and editing software
  • Corel QuattroPro
  • IBM Lotus 1-2-3
  • Microsoft ExcelHOT
  • Microsoft PowerPointHOT
  • Microsoft WordHOT
 Development software
  • Hypertext markup language HTMLHOT
 Information exchange software
  • Microsoft Office SharePoint Server MOSS
  • Microsoft OutlookHOT
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Certifications
Expand or Shrink Accordion
Certifications
The certifications listed below are useful to pursue if you are interested in a career in this field.
 Specialty
 Advanced
 Product/Equipment
  • SAP Certified Application Associate - Financial Accounting with ERP 6.0 EhP6
    3999 West Chester Pike, Newtown Square, PA 19073888-227-1727

  • SAP Certified Application Associate - Financial Accounting with SAP ERP 6.0 EHP5
    3999 West Chester Pike, Newtown Square, PA 19073888-227-1727

  • SAP Certified Application Associate - Management Accounting (CO) with SAP ERP 6.0 EhP6
    3999 West Chester Pike, Newtown Square, PA 19073888-227-1727

  • SAP Certified Application Associate - Management Accounting (CO) with SAP ERP 6.0 EHP5
    3999 West Chester Pike, Newtown Square, PA 19073888-227-1727

  • SAP Certified Application Associate - Financial Consolidation with SAP Financial Consolidation 7.5
    3999 West Chester Pike, Newtown Square, PA 19073888-227-1727

  • SAP Certified Application Associate - SAP Financial Consolidation 10.0
    3999 West Chester Pike, Newtown Square, PA 19073888-227-1727

 Core
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Licensing
Expand or Shrink Accordion
Licensing
The licensing information below is organized into sections and is useful for pursuing if you are interested in a career in this field.
No specific licensing information is listed for this occupation in the area you have selected.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Related Programs
Expand or Shrink Accordion
Online Programs related to this career, offered by participating institution(s), are listed below.

Clicking on the Degree programs in the list below will take you away from the Careers page.
INSTITUTION
PROGRAMS
Brightpoint Community College
Germanna Community College
J Sargeant Reynolds Community College
Laurel Ridge Community College
Mountain Gateway Community College
New River Community College
Northern Virginia Community College
Paul D. Camp Community College
Rappahannock Community College
Southside Virginia Community College
Tidewater Community College
Virginia Peninsula Community College
Virginia Western Community College
Wytheville Community College