Occupation · SOC 11-3031.01
Treasurers and Controllers
Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Median wage
$161,700
$86,490–—
Projected growth
+14.8%
Faster than average
Annual openings
12,880
per year
Employed (US)
818,620
Job Zone 4
Typical preparation
Considerable preparation
Stackable credential programs
364 mapped
Core skills
Reading ComprehensionJudgment and Decision MakingCritical ThinkingComplex Problem SolvingSpeakingManagement of Financial ResourcesMonitoringActive ListeningMathematicsWritingSystems EvaluationActive LearningTime ManagementCoordinationSystems AnalysisSocial PerceptivenessNegotiationManagement of Personnel ResourcesPersuasionLearning StrategiesInstructingService OrientationManagement of Material ResourcesOperations AnalysisQuality Control AnalysisOperations MonitoringTechnology DesignProgrammingScienceOperation and ControlTroubleshootingRepairingInstallationEquipment SelectionEquipment Maintenance
Knowledge areas
Economics and AccountingEnglish LanguageAdministration and ManagementMathematicsPersonnel and Human ResourcesLaw and GovernmentCustomer and Personal ServiceComputers and ElectronicsEducation and TrainingAdministrativeCommunications and MediaSales and MarketingPsychologyPublic Safety and SecurityProduction and ProcessingSociology and AnthropologyTelecommunicationsGeographyEngineering and TechnologyPhilosophy and TheologyForeign LanguageTransportationDesignTherapy and CounselingHistory and ArcheologyMedicine and DentistryMechanicalFood ProductionPhysicsFine ArtsBuilding and ConstructionChemistryBiology
Technology & tools
ADERANT Expert Back Office, Powered by KeystoneADP Workforce NowADP softwareAccounting softwareAutomatic Data Processing PC payroll for windows PCPWBlackbaud The Raiser's EdgeCorel QuattroProDeltek professional services softwareExact Software Macola ESFileMaker ProFund accounting softwareHyperion EnterpriseHyperion Solutions System 9 PlanningHypertext markup language HTMLIBM Cognos ImpromptuIBM Lotus 1-2-3Infor ERP SyteLineIntuit QuickBooksJob costing softwareMYOB Premier Accounting Small Business SuiteMicrosoft AccessMicrosoft DynamicsMicrosoft Dynamics GPMicrosoft Dynamics SLMicrosoft ExcelMicrosoft FRxMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft ProjectMicrosoft SharePoint ServerMicrosoft WordNetSuite ERPOracle Business Intelligence Enterprise EditionOracle E-Business Suite FinancialsOracle Fusion ApplicationsOracle HyperionOracle Hyperion PlanningOracle JD Edwards EnterpriseOneOracle PeopleSoft
Representative tasks
Getting InformationMaking Decisions and Solving ProblemsCommunicating with Supervisors, Peers, or SubordinatesAnalyzing Data or InformationWorking with ComputersCommunicating with People Outside the OrganizationEstablishing and Maintaining Interpersonal RelationshipsProcessing InformationDeveloping Objectives and StrategiesOrganizing, Planning, and Prioritizing WorkUpdating and Using Relevant KnowledgeInterpreting the Meaning of Information for OthersDeveloping and Building TeamsIdentifying Objects, Actions, and EventsCoaching and Developing OthersGuiding, Directing, and Motivating SubordinatesEvaluating Information to Determine Compliance with StandardsProviding Consultation and Advice to OthersMonitoring and Controlling ResourcesThinking CreativelyDocumenting/Recording InformationJudging the Qualities of Objects, Services, or PeopleResolving Conflicts and Negotiating with OthersScheduling Work and ActivitiesCoordinating the Work and Activities of OthersStaffing Organizational UnitsTraining and Teaching OthersEstimating the Quantifiable Characteristics of Products, Events, or InformationSelling or Influencing OthersPerforming Administrative ActivitiesMonitoring Processes, Materials, or SurroundingsAssisting and Caring for OthersPerforming for or Working Directly with the PublicInspecting Equipment, Structures, or MaterialsPerforming General Physical ActivitiesControlling Machines and ProcessesHandling and Moving ObjectsOperating Vehicles, Mechanized Devices, or EquipmentDrafting, Laying Out, and Specifying Technical Devices, Parts, and EquipmentRepairing and Maintaining Electronic Equipment
Competency framework
Skill expectations by proficiency level.
emerging
Cash receipts and checks — record and deposit accurately under direct supervision in a corporate treasury or accounting office.Disbursement requests — receive, log, and route for authorization in accordance with established company policies and procedures.Accounting software and spreadsheet tools — enter financial data and generate basic reports under guidance from a senior controller.Financial regulations and compliance requirements — identify relevant legal obligations by reading and summarizing applicable guidelines for review by a supervisor.Cash flow reports — compile and organize data from ERP systems to support monitoring of reserve levels under direction.Budget administration procedures — follow established internal control policies when processing routine budget transactions in a departmental setting.Banking and insurance contacts — communicate basic account or policy inquiries to external personnel under the guidance of a senior treasurer.Mathematical calculations — apply arithmetic and basic financial formulas to verify transaction accuracy in a high-volume accounting environment.Financial documentation — draft routine written summaries of disbursements and receipts for review and approval by supervising staff.Active listening skills — attend and take notes during financial planning meetings to capture key decisions and action items for the team.
developing
Cash flow and reserve levels — monitor daily financial activity using ERP and business intelligence software to flag potential compliance gaps without constant oversight.Disbursement authorizations — evaluate and approve routine requests independently, applying company policies to ensure proper custody and control of funds.Budget administration cycle — coordinate recurring budgeting tasks across departments, adapting standard procedures to address moderate variations in organizational needs.Internal banking relationships — maintain ongoing communication with banking and external accounting personnel to facilitate routine financial transactions and reporting.Financial controls compliance — apply and enforce internal control guidelines for cash and credit management in a mid-sized organizational finance function.Investment surplus data — analyze current reserve and liquidity positions using financial analysis software and prepare preliminary recommendations for management review.Accounting and ERP systems — configure and troubleshoot standard reporting functions to support accurate financial record-keeping across operating units.Regulatory filings and disclosures — prepare and review documentation to confirm adherence to legal requirements, resolving common discrepancies with moderate independence.Cross-functional coordination — liaise with procurement, HR, and operations teams to align financial planning inputs with departmental budgetary constraints.Time-sensitive financial decisions — apply sound judgment to prioritize competing disbursement and funding requests during peak fiscal periods in a corporate finance setting.
proficient
Fund procurement and surplus investment strategy — evaluate organizational capital needs and market conditions autonomously to recommend optimal financing and investment options to executive leadership.Financial planning and budgeting programs — direct the full annual budget cycle for multiple organizational units, resolving non-routine variances and reallocating resources as conditions change.Internal control framework — design, document, and implement comprehensive policies governing budget administration, cash management, credit, and accounting across the enterprise.Delegated financial authority — assign and oversee disbursement, banking, and custody responsibilities to subordinate staff, ensuring accountability and segregation of duties.Regulatory and legal compliance — proactively monitor changes in financial regulations and adapt organizational procedures to maintain continuous compliance across all treasury operations.External stakeholder relationships — cultivate and manage strategic partnerships with banks, insurers, auditors, and external accountants to optimize financial service arrangements.Complex problem resolution — apply inductive and deductive reasoning to diagnose systemic financial control weaknesses and develop corrective action plans in high-stakes environments.Business intelligence and financial analysis tools — leverage advanced software to perform scenario modeling, sensitivity analysis, and variance reporting that informs senior decision-making.Financial risk assessment — evaluate treasury and credit exposures using systems analysis techniques, identifying interdependencies and recommending risk mitigation strategies.Written financial communications — author detailed policy documents, board reports, and regulatory submissions that translate complex financial data into clear, accurate narratives.
advanced
Organizational financial strategy — set the long-term treasury and controllership direction for the enterprise, aligning capital structure, liquidity policy, and investment philosophy with corporate objectives.Enterprise-wide internal control architecture — establish governance frameworks and oversight mechanisms that embed financial integrity across all business units and geographies.Executive leadership in financial operations — lead and develop a high-performing treasury and controller team, building succession depth and elevating technical and managerial capabilities organization-wide.Strategic banking and capital market relationships — negotiate and steward high-value agreements with financial institutions, rating agencies, and investment partners at the executive level.Board and audit committee reporting — present comprehensive financial performance analyses, risk assessments, and strategic recommendations directly to boards of directors and external auditors.Cross-functional financial integration — orchestrate alignment between treasury, accounting, legal, HR, and operations leadership to ensure coherent enterprise resource allocation and financial planning.Regulatory and legislative influence — represent the organization in engagements with regulators, industry bodies, and policymakers to shape financial compliance standards affecting the sector.Technology investment and transformation — champion adoption of ERP, CRM, and business intelligence platforms at the organizational level, ensuring financial systems modernization supports strategic growth.Organizational risk culture — instill enterprise-wide standards of financial integrity, cautiousness, and ethical stewardship by modeling leadership behavior and embedding controls in organizational culture.Performance benchmarking and systems evaluation — define key financial performance indicators, evaluate systemic outcomes against industry benchmarks, and drive continuous improvement in treasury and controllership functions.
Also known as
23 alternate job titles map to this occupation.
City ComptrollerCity ControllerCity TreasurerComptrollerControllerCorporate ControllerCorporate TreasurerCost ControllerCounty TreasurerFinancial ControllerFinancial EngineerFinancial Institution TreasurerFinancial OfficerFinancierPlant ControllerProduction ControllerProject ControllerRegional ControllerSchool TreasurerState ComptrollerTreasurerTreasury ConsultantTrust Officer