Treasurers and Controllers

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

tasks jobzones knowledge skills abilities work_activities work_context interests work_styles work_values

Tasks

• Determine depreciation rates to apply to capitalized items, and advise management on actions regarding the purchase, lease, or disposal of such items.

• Perform tax planning work.

• Compute, withhold, and account for all payroll deductions.

• Receive cash and checks, and deposit funds.

• Lead staff training and development in budgeting and financial management areas.

• Evaluate needs for procurement of funds and investment of surpluses, and make appropriate recommendations.

• Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures, and efficient control and utilization of financial resources.

• Analyze the financial details of past, present, and expected operations in order to identify development opportunities and areas where improvement is needed.

• Advise management on short-term and long-term financial objectives, policies, and actions.

• Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.

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Job Zone

• Name: Job Zone Five: Extensive Preparation Needed

• Experience: Extensive skill, knowledge, and experience are needed for these occupations. Many require more than five years of experience. For example, surgeons must complete four years of college and an additional five to seven years of specialized medical training to be able to do their job.

• Education: A bachelor's degree is the minimum formal education required for these occupations. However, many also require graduate school. For example, they may require a master's degree, and some require a Ph.D., M.D., or J.D. (law degree).

• Job training: Employees may need some on-the-job training, but most of these occupations assume that the person will already have the required skills, knowledge, work-related experience, and/or training.

• Examples: These occupations often involve coordinating, training, supervising, or managing the activities of others to accomplish goals. Very advanced communication and organizational skills are required. Examples include librarians, lawyers, aerospace engineers, physicists, school psychologists, and surgeons.

• Svp range: (8.0 and above)

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Knowledge

Browse Knowledge

• Economics and Accounting
  Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

• Administration and Management
  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.

• English Language
  Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

• Mathematics
  Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

• Personnel and Human Resources
  Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

• Law and Government
  Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

• Education and Training
  Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

• Clerical
  Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

• Customer and Personal Service
  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.

• Computers and Electronics
  Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

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Skills

Browse Skills

• Management of Financial Resources
  Determining how money will be spent to get the work done, and accounting for these expenditures.

• Judgment and Decision Making
  Considering the relative costs and benefits of potential actions to choose the most appropriate one.

• Active Listening
  Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

• Monitoring
  Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.

• Time Management
  Managing one's own time and the time of others.

• Critical Thinking
  Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

• Active Learning
  Understanding the implications of new information for both current and future problem-solving and decision-making.

• Reading Comprehension
  Understanding written sentences and paragraphs in work related documents.

• Writing
  Communicating effectively in writing as appropriate for the needs of the audience.

• Mathematics
  Using mathematics to solve problems.

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Abilities

Browse Abilities

• Problem Sensitivity
  The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

• Written Comprehension
  The ability to read and understand information and ideas presented in writing.

• Oral Expression
  The ability to communicate information and ideas in speaking so others will understand.

• Oral Comprehension
  The ability to listen to and understand information and ideas presented through spoken words and sentences.

• Deductive Reasoning
  The ability to apply general rules to specific problems to produce answers that make sense.

• Number Facility
  The ability to add, subtract, multiply, or divide quickly and correctly.

• Written Expression
  The ability to communicate information and ideas in writing so others will understand.

• Mathematical Reasoning
  The ability to choose the right mathematical methods or formulas to solve a problem.

• Near Vision
  The ability to see details at close range (within a few feet of the observer).

• Inductive Reasoning
  The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

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Work Activities

Browse Work Activities

• Establishing and Maintaining Interpersonal Relationships
  Developing constructive and cooperative working relationships with others, and maintaining them over time.

• Updating and Using Relevant Knowledge
  Keeping up-to-date technically and applying new knowledge to your job.

• Monitoring and Controlling Resources
  Monitoring and controlling resources and overseeing the spending of money.

• Organizing, Planning, and Prioritizing Work
  Developing specific goals and plans to prioritize, organize, and accomplish your work.

• Processing Information
  Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.

• Making Decisions and Solving Problems
  Analyzing information and evaluating results to choose the best solution and solve problems.

• Communicating with Supervisors, Peers, or Subordinates
  Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.

• Getting Information
  Observing, receiving, and otherwise obtaining information from all relevant sources.

• Resolving Conflicts and Negotiating with Others
  Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

• Analyzing Data or Information
  Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.

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Work Context

• Telephone
  How often do you have telephone conversations in this job?

• Face-to-Face Discussions
  How often do you have to have face-to-face discussions with individuals or teams in this job?

• Electronic Mail
  How often do you use electronic mail in this job?

• Contact With Others
  How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?

• Frequency of Decision Making
  How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?

• Letters and Memos
  How often does the job require written letters and memos?

• Spend Time Sitting
  How much does this job require sitting?

• Impact of Decisions on Co-workers or Company Results
  How do the decisions an employee makes impact the results of co-workers, clients or the company?

• Structured versus Unstructured Work
  To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?

• Work With Work Group or Team
  How important is it to work with others in a group or team in this job?

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Interests

Browse Interests

• Enterprising
  Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

• Conventional
  Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

• Social
  Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

• Investigative
  Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

• Realistic
  Realistic occupations frequently involve work activities that include practical, hands-on problems and solutions. They often deal with plants, animals, and real-world materials like wood, tools, and machinery. Many of the occupations require working outside, and do not involve a lot of paperwork or working closely with others.

• Artistic
  Artistic occupations frequently involve working with forms, designs and patterns. They often require self-expression and the work can be done without following a clear set of rules.

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Work Styles

• Integrity
  Job requires being honest and ethical.

• Cooperation
  Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

• Analytical Thinking
  Job requires analyzing information and using logic to address work-related issues and problems.

• Dependability
  Job requires being reliable, responsible, and dependable, and fulfilling obligations.

• Attention to Detail
  Job requires being careful about detail and thorough in completing work tasks.

• Independence
  Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

• Persistence
  Job requires persistence in the face of obstacles.

• Initiative
  Job requires a willingness to take on responsibilities and challenges.

• Achievement/Effort
  Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.

• Self Control
  Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.

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Work Values

Browse Work Values

• Working Conditions
  Workers on this job have good working conditions.

• Authority
  Workers on this job give directions and instructions to others.

• Activity
  Workers on this job are busy all the time.

• Ability Utilization
  Workers on this job make use of their individual abilities.

• Company Policies and Practices
  Workers on this job are treated fairly by the company.

• Achievement-Mean Extent
  Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

• Achievement
  Workers on this job get a feeling of accomplishment.

• Working Conditions-Mean Extent
  Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.

• Compensation
  Workers on this job are paid well in comparison with other workers.

• Security
  Workers on this job have steady employment.

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