Treasurers and Controllers

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

Treasurers and Controllers spend a lot of their time Establishing and Maintaining Interpersonal Relationships. They are naturally good at Problem Sensitivity, Oral Expression, Written Comprehension, and Oral Comprehension. Treasurers and Controllers are typically characterized as being Conventional and Enterprising. They are usually very knowledgable about Economics and Accounting, Administration and Management, and English Language and are skilled at Management of Financial Resources and Judgment and Decision Making.

Work Activities

Establishing and Maintaining Interpersonal Relationships
  
Updating and Using Relevant Knowledge
  
Monitoring and Controlling Resources
  
Organizing, Planning, and Prioritizing Work
  
Processing Information
  
Making Decisions and Solving Problems
  
Communicating with Supervisors, Peers, or Subordinates
  
Getting Information
  
Resolving Conflicts and Negotiating with Others
  
Analyzing Data or Information
  
Communicating with Persons Outside Organization
  
Performing Administrative Activities
  
Identifying Objects, Actions, and Events
  
Evaluating Information to Determine Compliance with Standards
  
Interacting With Computers
  
Developing Objectives and Strategies
  
Thinking Creatively
  
Judging the Qualities of Things, Services, or People
  
Provide Consultation and Advice to Others
  
Guiding, Directing, and Motivating Subordinates
  
Documenting/Recording Information
  
Scheduling Work and Activities
  
Coordinating the Work and Activities of Others
  
Interpreting the Meaning of Information for Others
  
Coaching and Developing Others
  
Estimating the Quantifiable Characteristics of Products, Events, or Information
  
Monitor Processes, Materials, or Surroundings
  
Training and Teaching Others
  
Selling or Influencing Others
  
Assisting and Caring for Others
  
Developing and Building Teams
  
Staffing Organizational Units
  
Performing for or Working Directly with the Public
  
Inspecting Equipment, Structures, or Material
  
Handling and Moving Objects
  
Controlling Machines and Processes
  
Repairing and Maintaining Electronic Equipment
  
Performing General Physical Activities
  

Abilities

Problem Sensitivity
  
Oral Expression
  
Written Comprehension
  
Oral Comprehension
  
Deductive Reasoning
  
Number Facility
  
Mathematical Reasoning
  
Written Expression
  
Near Vision
  
Inductive Reasoning
  
Speech Recognition
  
Speech Clarity
  
Information Ordering
  
Category Flexibility
  
Originality
  
Fluency of Ideas
  
Far Vision
  
Flexibility of Closure
  
Speed of Closure
  
Selective Attention
  
Perceptual Speed
  
Memorization
  
Visualization
  
Finger Dexterity
  
Time Sharing
  
Auditory Attention
  
Visual Color Discrimination
  
Hearing Sensitivity
  
Depth Perception
  

Interests

Conventional
  
Enterprising
  
Investigative
  
Social
  
Realistic
  
Artistic
  

Knowledge

Economics and Accounting
  
Administration and Management
  
English Language
  
Mathematics
  
Personnel and Human Resources
  
Law and Government
  
Education and Training
  
Clerical
  
Customer and Personal Service
  
Computers and Electronics
  
Psychology
  
Sales and Marketing
  
Sociology and Anthropology
  
Telecommunications
  
Communications and Media
  
Production and Processing
  
Public Safety and Security
  
Transportation
  
Geography
  

Wages

New York
$138,680  
 
New Jersey
$125,300  
 
District of Columbia
$124,220  
 
Delaware
$120,640  
 
California
$116,070  
 
Massachusetts
$115,380  
 
Virginia
$114,130  
 
Colorado
$112,960  
 
Minnesota
$106,520  
 
Rhode Island
$105,690  
 
Florida
$103,910  
 
North Carolina
$103,210  
 
Texas
$102,620  
 
Missouri
$101,540  
 
South Dakota
$101,440  
 
Washington
$101,170  
 
Georgia
$101,060  
 
Illinois
$100,630  
 
Ohio
$100,060  
 
Vermont
$99,540  
 
Connecticut
$99,380  
 
Maryland
$98,360  
 
Pennsylvania
$97,370  
 
Nebraska
$97,110  
 
Oregon
$96,340  
 
Michigan
$94,790  
 
Indiana
$94,070  
 
Alabama
$92,900  
 
Wisconsin
$91,900  
 
Iowa
$89,800  
 
Arizona
$89,550  
 
Utah
$89,360  
 
New Hampshire
$89,220  
 
South Carolina
$88,430  
 
New Mexico
$88,080  
 
Alaska
$87,940  
 
Kansas
$85,720  
 
Nevada
$85,350  
 
Hawaii
$81,550  
 
Wyoming
$81,340  
 
North Dakota
$81,070  
 
Tennessee
$76,900  
 
Montana
$76,430  
 
Oklahoma
$75,740  
 
Louisiana
$75,500  
 
Maine
$75,160  
 
Kentucky
$74,370  
 
Idaho
$72,270  
 
Virgin Islands
$71,660  
 
Arkansas
$70,520  
 
Mississippi
$67,600  
 
West Virginia
$65,760  
 
Puerto Rico
$58,260  
 
Guam
$53,210  
 

Skills

Management of Financial Resources
  
Judgment and Decision Making
  
Critical Thinking
  
Reading Comprehension
  
Systems Analysis
  
Active Learning
  
Active Listening
  
Management of Personnel Resources
  
Complex Problem Solving
  
Monitoring
  
Writing
  
Time Management
  
Speaking
  
Systems Evaluation
  
Coordination
  
Social Perceptiveness
  
Mathematics
  
Persuasion
  
Instructing
  
Learning Strategies
  
Operations Analysis
  
Negotiation
  
Management of Material Resources
  
Service Orientation
  
Programming
  
Quality Control Analysis
  
Operation Monitoring
  
Science
  
Technology Design
  

Work Values

Working Conditions
  
Achievement
  
Independence
  
Support
  
Recognition
  
Relationships
  

Work Styles

Integrity
  
Cooperation
  
Analytical Thinking
  
Dependability
  
Attention to Detail
  
Independence
  
Persistence
  
Initiative
  
Achievement/Effort
  
Self Control
  
Innovation
  
Leadership
  
Stress Tolerance
  
Adaptability/Flexibility
  
Concern for Others
  
Social Orientation
  

Related University Degree Programs

Work Context

Telephone
  
Face-to-Face Discussions
  
Electronic Mail
  
Contact With Others
  
Frequency of Decision Making
  
Letters and Memos
  
Spend Time Sitting
  
Impact of Decisions on Co-workers or Company Results
  
Structured versus Unstructured Work
  
Work With Work Group or Team
  
Importance of Being Exact or Accurate
  
Indoors, Environmentally Controlled
  
Freedom to Make Decisions
  
Responsibility for Outcomes and Results
  
Deal With External Customers
  
Coordinate or Lead Others
  
Importance of Repeating Same Tasks
  
Time Pressure
  
Consequence of Error
  
Frequency of Conflict Situations
  
Degree of Automation
  
Deal With Unpleasant or Angry People
  
Responsible for Others' Health and Safety
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Level of Competition
  
Duration of Typical Work Week
  
Public Speaking
  
Spend Time Making Repetitive Motions
  
Physical Proximity
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
In an Enclosed Vehicle or Equipment
  
Spend Time Standing
  
Exposed to Contaminants
  
Spend Time Walking and Running
  
Deal With Physically Aggressive People
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Pace Determined by Speed of Equipment
  
Exposed to Disease or Infections
  
Spend Time Bending or Twisting the Body
  
Outdoors, Exposed to Weather
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Work Schedules
  
Outdoors, Under Cover
  
Indoors, Not Environmentally Controlled
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Cramped Work Space, Awkward Positions
  
Exposed to Hazardous Conditions
  
Exposed to Hazardous Equipment
  
Extremely Bright or Inadequate Lighting
  
Spend Time Keeping or Regaining Balance
  
Very Hot or Cold Temperatures
  
In an Open Vehicle or Equipment
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to High Places
  
Exposed to Radiation
  
Exposed to Whole Body Vibration
  

-40 hours-

Duration of Typical Work Week
  

-A lot of freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-About half the time-

Spend Time Making Repetitive Motions
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Standing
  
Spend Time Sitting
  
Spend Time Bending or Twisting the Body
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Keeping or Regaining Balance
  
Spend Time Walking and Running
  

-Completely automated-

Degree of Automation
  

-Constant contact with others-

Contact With Others
  

-Contact with others about half the time-

Contact With Others
  

-Contact with others most of the time-

Contact With Others
  

-Continually or almost continually-

Spend Time Sitting
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Making Repetitive Motions
  
Spend Time Keeping or Regaining Balance
  
Spend Time Walking and Running
  
Spend Time Standing
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Bending or Twisting the Body
  

-Every day-

Telephone
  
Face-to-Face Discussions
  
Electronic Mail
  
Indoors, Environmentally Controlled
  
Frequency of Decision Making
  
Letters and Memos
  
Time Pressure
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Frequency of Conflict Situations
  
Deal With Unpleasant or Angry People
  
In an Enclosed Vehicle or Equipment
  
Deal With Physically Aggressive People
  
Exposed to Contaminants
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
In an Open Vehicle or Equipment
  
Extremely Bright or Inadequate Lighting
  
Exposed to Disease or Infections
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Outdoors, Exposed to Weather
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Exposed to High Places
  
Outdoors, Under Cover
  
Very Hot or Cold Temperatures
  
Exposed to Radiation
  
Public Speaking
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Indoors, Not Environmentally Controlled
  
Cramped Work Space, Awkward Positions
  
Exposed to Hazardous Conditions
  

-Extremely competitive-

Level of Competition
  

-Extremely important-

Deal With External Customers
  
Work With Work Group or Team
  
Importance of Being Exact or Accurate
  
Coordinate or Lead Others
  
Importance of Repeating Same Tasks
  
Pace Determined by Speed of Equipment
  

-Extremely serious-

Consequence of Error
  

-Fairly important-

Importance of Repeating Same Tasks
  
Pace Determined by Speed of Equipment
  
Deal With External Customers
  
Coordinate or Lead Others
  
Importance of Being Exact or Accurate
  
Work With Work Group or Team
  

-Fairly serious-

Consequence of Error
  

-High responsibility-

Responsible for Others' Health and Safety
  
Responsibility for Outcomes and Results
  

-Highly automated-

Degree of Automation
  

-Highly competitive-

Level of Competition
  

-I don't work near other people (beyond 100 ft.)-

Physical Proximity
  

-I work with others but not closely (e.g., private office)-

Physical Proximity
  

-Important-

Coordinate or Lead Others
  
Deal With External Customers
  
Work With Work Group or Team
  
Importance of Repeating Same Tasks
  
Importance of Being Exact or Accurate
  
Pace Determined by Speed of Equipment
  

-Important results-

Impact of Decisions on Co-workers or Company Results
  

-Irregular (changes with weather conditions, production demands, or contract duration)-

Work Schedules
  

-Less than 40 hours-

Duration of Typical Work Week
  

-Less than half the time-

Spend Time Standing
  
Spend Time Walking and Running
  
Spend Time Making Repetitive Motions
  
Spend Time Bending or Twisting the Body
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Keeping or Regaining Balance
  
Spend Time Sitting
  

-Limited freedom-

Freedom to Make Decisions
  
Structured versus Unstructured Work
  

-Limited responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Minor results-

Impact of Decisions on Co-workers or Company Results
  

-Moderate responsibility-

Responsible for Others' Health and Safety
  
Responsibility for Outcomes and Results
  

-Moderate results-

Impact of Decisions on Co-workers or Company Results
  

-Moderately automated-

Degree of Automation
  

-Moderately close (at arm's length)-

Physical Proximity
  

-Moderately competitive-

Level of Competition
  

-More than 40 hours-

Duration of Typical Work Week
  

-More than half the time-

Spend Time Sitting
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Making Repetitive Motions
  
Spend Time Standing
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Spend Time Bending or Twisting the Body
  
Spend Time Keeping or Regaining Balance
  
Spend Time Walking and Running
  

-Never-

Exposed to Whole Body Vibration
  
Exposed to Radiation
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to High Places
  
In an Open Vehicle or Equipment
  
Very Hot or Cold Temperatures
  
Extremely Bright or Inadequate Lighting
  
Spend Time Keeping or Regaining Balance
  
Cramped Work Space, Awkward Positions
  
Exposed to Hazardous Conditions
  
Exposed to Hazardous Equipment
  
Indoors, Not Environmentally Controlled
  
Spend Time Climbing Ladders, Scaffolds, or Poles
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Outdoors, Exposed to Weather
  
Outdoors, Under Cover
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Spend Time Kneeling, Crouching, Stooping, or Crawling
  
Exposed to Disease or Infections
  
Spend Time Bending or Twisting the Body
  
In an Enclosed Vehicle or Equipment
  
Exposed to Contaminants
  
Deal With Physically Aggressive People
  
Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls
  
Spend Time Walking and Running
  
Spend Time Standing
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Spend Time Making Repetitive Motions
  
Public Speaking
  
Indoors, Environmentally Controlled
  
Letters and Memos
  
Frequency of Conflict Situations
  
Telephone
  
Spend Time Sitting
  
Time Pressure
  
Face-to-Face Discussions
  
Frequency of Decision Making
  
Electronic Mail
  
Deal With Unpleasant or Angry People
  

-No contact with others-

Contact With Others
  

-No freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-No responsibility-

Responsible for Others' Health and Safety
  
Responsibility for Outcomes and Results
  

-No results-

Impact of Decisions on Co-workers or Company Results
  

-Not at all automated-

Degree of Automation
  

-Not at all competitive-

Level of Competition
  

-Not important at all-

Pace Determined by Speed of Equipment
  
Deal With External Customers
  
Coordinate or Lead Others
  
Work With Work Group or Team
  
Importance of Repeating Same Tasks
  
Importance of Being Exact or Accurate
  

-Not serious at all-

Consequence of Error
  

-Occasional contact with others-

Contact With Others
  

-Once a month or more but not every week-

Deal With Unpleasant or Angry People
  
Frequency of Conflict Situations
  
Public Speaking
  
Frequency of Decision Making
  
Letters and Memos
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Outdoors, Exposed to Weather
  
In an Enclosed Vehicle or Equipment
  
Time Pressure
  
Exposed to Contaminants
  
Indoors, Not Environmentally Controlled
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Face-to-Face Discussions
  
Electronic Mail
  
Exposed to High Places
  
Outdoors, Under Cover
  
Very Hot or Cold Temperatures
  
Exposed to Radiation
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Cramped Work Space, Awkward Positions
  
Exposed to Hazardous Conditions
  
Deal With Physically Aggressive People
  
In an Open Vehicle or Equipment
  
Extremely Bright or Inadequate Lighting
  
Exposed to Disease or Infections
  
Telephone
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Indoors, Environmentally Controlled
  

-Once a week or more but not every day-

Time Pressure
  
Frequency of Conflict Situations
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
Deal With Unpleasant or Angry People
  
Letters and Memos
  
Public Speaking
  
Electronic Mail
  
Frequency of Decision Making
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Face-to-Face Discussions
  
Exposed to Contaminants
  
Exposed to Disease or Infections
  
In an Enclosed Vehicle or Equipment
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Telephone
  
Indoors, Not Environmentally Controlled
  
Cramped Work Space, Awkward Positions
  
Exposed to Hazardous Conditions
  
Deal With Physically Aggressive People
  
In an Open Vehicle or Equipment
  
Extremely Bright or Inadequate Lighting
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Outdoors, Exposed to Weather
  
Exposed to Whole Body Vibration
  
Exposed to Hazardous Equipment
  
Indoors, Environmentally Controlled
  
Exposed to High Places
  
Outdoors, Under Cover
  
Very Hot or Cold Temperatures
  
Exposed to Radiation
  

-Once a year or more but not every month-

Public Speaking
  
Deal With Physically Aggressive People
  
Exposed to Contaminants
  
Sounds, Noise Levels Are Distracting or Uncomfortable
  
In an Enclosed Vehicle or Equipment
  
Exposed to Minor Burns, Cuts, Bites, or Stings
  
Outdoors, Under Cover
  
Deal With Unpleasant or Angry People
  
Exposed to Disease or Infections
  
Indoors, Not Environmentally Controlled
  
Exposed to Hazardous Equipment
  
Outdoors, Exposed to Weather
  
Exposed to Hazardous Conditions
  
Cramped Work Space, Awkward Positions
  
Extremely Bright or Inadequate Lighting
  
Very Hot or Cold Temperatures
  
In an Open Vehicle or Equipment
  
Indoors, Environmentally Controlled
  
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
  
Exposed to High Places
  
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
  
Frequency of Conflict Situations
  
Letters and Memos
  
Time Pressure
  
Exposed to Whole Body Vibration
  
Face-to-Face Discussions
  
Frequency of Decision Making
  
Electronic Mail
  
Exposed to Radiation
  
Telephone
  

-Regular (established routine, set schedule)-

Work Schedules
  

-Seasonal (only during certain times of the year)-

Work Schedules
  

-Serious-

Consequence of Error
  

-Slightly automated-

Degree of Automation
  

-Slightly close (e.g., shared office)-

Physical Proximity
  

-Slightly competitive-

Level of Competition
  

-Some freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-Very close (near touching)-

Physical Proximity
  

-Very high responsibility-

Responsibility for Outcomes and Results
  
Responsible for Others' Health and Safety
  

-Very important-

Importance of Being Exact or Accurate
  
Importance of Repeating Same Tasks
  
Work With Work Group or Team
  
Coordinate or Lead Others
  
Deal With External Customers
  
Pace Determined by Speed of Equipment
  

-Very important results-

Impact of Decisions on Co-workers or Company Results
  

-Very little freedom-

Structured versus Unstructured Work
  
Freedom to Make Decisions
  

-Very serious-

Consequence of Error
  

Task Ratings

- Importance Core-

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.
  
Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  
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 financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
  
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 nonorganizational 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.
  
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.
  
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.
  
Compute, withhold, and account for all payroll deductions.
  

- Importance Supplemental-

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.
  

- Relevance of Task Core-

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

- Relevance of Task Supplemental-

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.
  

-Daily Frequency of Task (Categories 1-7) Core-

Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  
Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
  
Receive cash and checks and make deposits.
  
Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
  
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  
Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
  
Develop and maintain relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.
  
Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
  
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.
  
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
  
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.
  
Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
  
Lead staff training and development in budgeting and financial management areas.
  
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
  
Compute, withhold, and account for all payroll deductions.
  
Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
  

-Daily Frequency of Task (Categories 1-7) Supplemental-

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.
  

-Hourly or more Frequency of Task (Categories 1-7) Core-

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

-Hourly or more Frequency of Task (Categories 1-7) Supplemental-

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.
  

-More than monthly Frequency of Task (Categories 1-7) Core-

Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  
Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
  
Compute, withhold, and account for all payroll deductions.
  
Develop and maintain relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.
  
Lead staff training and development in budgeting and financial management areas.
  
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 to identify development opportunities and areas where improvement is needed.
  
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.
  
Advise management on short-term and long-term financial objectives, policies, and actions.
  
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  
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.
  
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.
  
Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  
Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
  
Receive cash and checks and make deposits.
  
Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
  

-More than monthly Frequency of Task (Categories 1-7) Supplemental-

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.
  

-More than weekly Frequency of Task (Categories 1-7) Core-

Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
  
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.
  
Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
  
Develop and maintain relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.
  
Compute, withhold, and account for all payroll deductions.
  
Advise management on short-term and long-term financial objectives, policies, and actions.
  
Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
  
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 reserve levels to ensure that all legal and regulatory requirements are met.
  
Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
  
Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
  
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.
  
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  
Receive cash and checks and make deposits.
  
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
  
Lead staff training and development in budgeting and financial management areas.
  
Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
  

-More than weekly Frequency of Task (Categories 1-7) Supplemental-

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.
  

-More than yearly Frequency of Task (Categories 1-7) Core-

Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
  
Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
  
Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
  
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
  
Advise management on short-term and long-term financial objectives, policies, and actions.
  
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.
  
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  
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.
  
Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
  
Develop and maintain relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.
  
Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
  
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
  
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  
Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
  
Compute, withhold, and account for all payroll deductions.
  
Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  
Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
  

-More than yearly Frequency of Task (Categories 1-7) Supplemental-

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.
  

-Several times daily Frequency of Task (Categories 1-7) Core-

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.
  
Receive cash and checks and make deposits.
  
Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
  
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
  
Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
  
Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
  
Compute, withhold, and account for all payroll deductions.
  
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.
  
Develop and maintain relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.
  
Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
  
Advise management on short-term and long-term financial objectives, policies, and actions.
  
Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
  
Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
  
Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
  
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  
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.
  

-Several times daily Frequency of Task (Categories 1-7) Supplemental-

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.
  

-Yearly or less Frequency of Task (Categories 1-7) Core-

Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
  
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
  
Compute, withhold, and account for all payroll deductions.
  
Lead staff training and development in budgeting and financial management areas.
  
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
  
Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
  
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.
  
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.
  
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.
  
Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  
Develop and maintain relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.
  
Advise management on short-term and long-term financial objectives, policies, and actions.
  
Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  
Monitor financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met.
  
Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  
Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
  

-Yearly or less Frequency of Task (Categories 1-7) Supplemental-

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.
  

Education Training Experience

-On-Site or In-Plant Training-

None
  
Up to and including 1 month
  
Over 1 month, up to and including 3 months
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  
Over 2 years, up to and including 4 years
  
Over 4 years, up to and including 10 years
  

-On-the-Job Training-

None or short demonstration
  
Anything beyond short demonstration, up to and including 1 month
  
Over 1 month, up to and including 3 months
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  
Over 2 years, up to and including 4 years
  
Over 4 years, up to and including 10 years
  
Over 10 years
  

-Related Work Experience-

Over 1 month, up to and including 3 months
  
Over 3 months, up to and including 6 months
  
Over 6 months, up to and including 1 year
  
Over 1 year, up to and including 2 years
  
Over 2 years, up to and including 4 years
  
Over 4 years, up to and including 6 years
  
Over 6 years, up to and including 8 years
  
Over 8 years, up to and including 10 years
  
Over 10 years
  

-Required Level of Education-

High School Diploma (or GED or High School Equivalence Certificate)
  
Post-Secondary Certificate - awarded for training completed after high school (for example, in Personnel Services, Engineering-related Technologies, Vocational Home Economics, Construction Trades, Mechanics and Repairers, Precision Production Trades)
  
Some College Courses
  
Associate's Degree (or other 2-year degree)
  
Bachelor's Degree
  
Post-Baccalaureate Certificate - awarded for completion of an organized program of study; designed for people who have completed a Baccalaureate degree, but do not meet the requirements of academic degrees carrying the title of Master
  
Master's Degree
  
Post-Master's Certificate - awarded for completion of an organized program of study; designed for people who have completed a Master's degree, but do not meet the requirements of academic degrees at the doctoral level
  
Doctoral Degree