Treasurer/Controller  What They Do

Just the Facts

Treasurers and Controllers Career Video

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

This career is part of the Finance cluster Business Finance pathway.

A person in this career:

  • Develops internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
  • Coordinates and directs the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
  • Maintains current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  • Monitors and evaluates the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
  • Receives cash and checks and makes deposits.
  • Prepares and files annual tax returns or prepares financial information so that outside accountants can complete tax returns.
  • Advises management on short-term and long-term financial objectives, policies, and actions.
  • Prepares or directs preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  • Evaluates needs for procurement of funds and investment of surpluses and makes appropriate recommendations.
  • Develops and maintains relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.

Working Conditions and Physical Demands

People who do this job report that:

  • You would sit most of the time. There's some walking and standing. You may have to lift and carry things like books, papers or tools weighing 10 lbs. or less.
  • Exposed to hazardous situations involving possible injury such as cuts, bites, stings, and minor burns more than once a month
  • Work in this occupation requires being inside most of the time
  • Work in this occupation involves sitting more than one-third of the time

Working in this career involves (physical activities):

  • Seeing clearly up close
  • Speaking clearly enough to be able to be understood by others
  • Identifying and understanding the speech of another person

Work Hours and Travel

  • Overtime work

Specialty and Similar Careers

Careers that are more detailed or close to this career:

  • Chief Financial Officer (CFO) -- Supervises the finance unit and is the chief financial spokesperson for an organization and assists on all strategic and tactical matters as they relate to budget management, cost benefit analysis, forecasting needs and the securing of new funding.
  • Chief School Finance Officer --
  • Comptroller -- Supervises income and expenditures, keeping track of all incoming and outgoing money.
  • Controller -- Supervises the quality of accounting and financial reporting of an organization.
  • Director of Finance --
  • Finance Director --
  • Finance Manager --
  • Finance Vice President --
  • School Treasurer --
  • Treasurer -- Directs financial planning, procurement and investment of funds for an organization.