Will “Treasurers and Controllers” be Replaced By Robots? 🤔
Unknown Chance of Automation
Sadly, the research paper did not provide any information about this occupation. Maybe have a look at our directory?
Job Description
Direct financial activities, such as planning, procurement, and investments for all or part of an organization.
Job Details
- The SOC (Standard Occupational Classification) code is 11-3031.01
Also Known As…
- Treasurer
- School Treasurer
- Finance Vice President
- Finance Manager
- Finance Director
- Director of Finance
- Controller
- Comptroller
- Chief School Finance Officer
- Chief Financial Officer (CFO)
- Trust Officer
- State Comptroller
- Reserve Officer
- Production Controller
- Plant Controller
- Payroll Coordinator
- Payroll Analyst
- Investments Manager
- Investment Officer
- Fiscal Specialist
- Fiscal Manager
- Financier
- Financial Officer
- Financial Institution Vice President
- Financial Institution Treasurer
- Financial Engineer
- Financial Director
- Financial Controller
- Financial Administrator
- Finance Specialist
- County Treasurer
- Cost Controller
- Corporate Controller
- Controller, Operations, and HR Manager
- City Treasurer
- City Controller
- City Comptroller
- Business Manager
Tasks for “Treasurers and Controllers”
- Develop and maintain relationships with banking, insurance, and nonorganizational accounting personnel to facilitate financial activities.
- Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
- Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
- Handle all aspects of employee insurance, benefits, and casualty programs, including monitoring changes in health insurance regulations and creating budgets for benefits and worker's compensation.
- 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.
- 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.
- Perform tax planning work.
- 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.
- Advise management on short-term and long-term financial objectives, policies, and actions.
- 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.
- Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
- 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.
- Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
- Compute, withhold, and account for all payroll deductions.
- Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
- Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
Related Technology & Tools
- Personal digital assistants PDA
- Personal computers
- Tablet computers
- Notebook computers
- Desktop computers
- 10-key calculators
- Yardi
- Intuit QuickBooks
- MYOB Premier Accounting Small Business Suite
- Oracle PeopleSoft
- Infor ERP SyteLine
- Oracle PeopleSoft Financials
- Microsoft Excel
- ADP Workforce Now
- Sage Fixed Asset Solution FAS
- SAP Crystal Reports
- Microsoft Office
- NetSuite ERP
- SAP Business Objects
- Oracle Hyperion Planning
- Job costing software
- Oracle Primavera Enterprise Project Portfolio Management
- ADP software
- Microsoft PowerPoint
- Oracle Hyperion
- Hypertext markup language HTML
- Exact Software Macola ES
- Microsoft Dynamics GP
- Corel QuattroPro
- Oracle JD Edwards EnterpriseOne
- Structured query language SQL
- Microsoft Dynamics
- IBM Lotus 1-2-3
- Sage 50 Accounting
- Microsoft Word
- Oracle E-Business Suite Financials
- Microsoft FRx
- Hyperion Enterprise
- Fund accounting software
- SAP
- Microsoft Outlook
- IBM Cognos Impromptu
- Hyperion Solutions System 9 Planning
- Microsoft Access
- Sage MIP Fund Accounting
- Deltek
- Microsoft Dynamics SL
- ADERANT Expert Back Office, Powered by Keystone
- Microsoft Office SharePoint Server MOSS
- Automatic Data Processing PC payroll for windows PCPW