How do they match: Treasurers and Controllers

  • Investment Officer
  • Investments Manager

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

  • 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.
  • Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.