How do they match: Treasurers and Controllers

  • Finance Director
  • Finance Manager
  • Finance Specialist
  • Finance VP
  • Finance Vice President
  • Financial Administrator
  • Financial Controller
  • Financial Director
  • Financial Engineer
  • Financial Institution Treasurer
  • Financial Institution VP
  • Financial Institution Vice President
  • Financial Officer
  • Financier
  • Chief Financial Officer
  • Chief School Finance Officer

  • 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.
  • Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
  • Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
  • 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.
  • Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
  • 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.
  • Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
  • Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  • Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
  • Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.

  • Analyze financial records to improve budgeting or planning.
  • Analyze financial records to improve efficiency.
  • Calculate financial data.
  • Conduct financial or regulatory audits.
  • Direct financial operations.
  • Prepare financial documents, reports, or budgets.