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Treasurers and Controllers

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

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A look at the work

  • Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
  • Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
  • Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
  • Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
  • Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
  • 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.
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.

A selection of source-listed tasks; duties vary by role and employer.

Interests involved in this work

These source scores describe occupational work activities. They are separate from your personal test results.

Hands-on

2026-02 · Machine Learning/Expert

1.0 / 7

Investigative

2026-02 · Machine Learning/Expert

2.2 / 7

Creative

2026-02 · Machine Learning/Expert

1.2 / 7

Helping people

2026-02 · Machine Learning/Expert

2.7 / 7

Enterprising

2026-02 · Machine Learning/Expert

6.2 / 7

Organizing

2026-02 · Machine Learning/Expert

6.4 / 7

Skills to explore

Source-reported importance on a 1–5 scale. Try a course, project or conversation to learn what these skills involve.

Complex Problem Solving

Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

2026-08

4.3 / 5

Management of Financial Resources

Determining how money will be spent to get the work done, and accounting for these expenditures.

2026-08

4.1 / 5

Judgment and Decision Making

Considering the relative costs and benefits of potential actions to choose the most appropriate one.

2026-08

4.1 / 5

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.

2026-08

4.0 / 5

Speaking

Talking to others to convey information effectively.

2026-08

4.0 / 5

Mathematics

Using mathematics to solve problems.

2026-08

4.0 / 5

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

2026-08

4.0 / 5

Critical Thinking

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

2026-08

4.0 / 5

Active Learning

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

2026-08

3.9 / 5

Monitoring

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

2026-08

3.9 / 5

Plan a small next step

Talk to someone doing this work, look for a supervised activity, and explore the subjects that interest you. Admission, licensing and current program requirements should be confirmed with the relevant institutions.

Source preparation category: Job Zone 4 of 5 · 2026-08. This category describes typical preparation, not your eligibility.

Related study fields

Source crosswalk connections are research leads, not required qualifications.

Accounting and Computer Science →

Financial Analytics →

Risk Management →

Accounting and Finance →

Accounting and Business/Management →

Finance, General →

International Finance →

Public Finance →

Credit Management →

Financial Risk Management →

Finance and Financial Management Services, Other →

Explore all related study fields →

Source & methodology

O*NET-SOC code 11-3031.01 · Database 31.0 · Retrieved Oct 14, 2026. Dates on individual observations describe their source periods.

How interest exploration matching works →

Data: O*NET® 31.0 Database, U.S. Department of Labor, Employment and Training Administration. Used under CC BY 4.0. StudyIndex normalizes the presentation and adds exploration features; USDOL/ETA has not approved, endorsed or tested these additions.