How do they match: Treasurers and Controllers

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

  • Lead staff training and development in budgeting and financial management areas.
  • Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
  • 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.

  • Develop organizational policies or programs.
  • Manage control system activities in organizations.
  • Monitor organizational compliance with regulations.
  • Recommend organizational process or policy changes.