How do they match: Treasurers and Controllers

  • Treasurers and Controllers

  • Regional Controller
  • Business Manager
  • Finance Manager
  • Fiscal Manager
  • HR Manager
  • Investments Manager
  • Operations Manager

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

  • 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.
  • Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.
  • Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.
  • 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.
  • Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
  • Perform tax planning work.
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.

  • Manage control system activities in organizations.
  • Analyze financial records to improve budgeting or planning.
  • Conduct financial or regulatory audits.
  • Develop operating strategies, plans, or procedures.
  • Monitor organizational compliance with regulations.