A typical day involves evaluating funding needs and investment opportunities, making strategic financial recommendations to executive leadership. They monitor cash flow and reserve levels to ensure regulatory compliance, while coordinating with banking and insurance partners to facilitate financial activities. Much of their time is spent analyzing financial data, preparing or directing preparation of financial statements and forecasts, and making critical decisions about disbursements and budget allocation. They also evaluate the performance of accounting staff and develop internal control policies for budget administration and credit management.
Successful treasurers and controllers possess exceptional dependability and attention to detail, as evidenced by the highest work style ratings in these areas. They excel at inductive and deductive reasoning, enabling them to analyze complex financial data and identify patterns or problems that require attention. Strong verbal and written communication skills are essential, as they must explain financial concepts to diverse stakeholders and maintain relationships with external financial partners. These professionals combine high conventional and enterprising traits, enjoying structured financial processes while also taking initiative in strategic decision-making and business development.
The role shows moderate resilience to automation due to its emphasis on high-level decision-making, relationship management, and strategic thinking. While routine data processing and basic financial calculations may be automated, core activities like evaluating investment opportunities, developing financial policies, and maintaining stakeholder relationships require human judgment and interpersonal skills that remain difficult to automate.
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| TERM | COUNT | FREQ | BAR | SOURCE ATTRIBUTION |
|---|---|---|---|---|
| financial | 52 | 0.0187 | inference 44% onet tasks 27% | |
| tendency | 42 | 0.0151 | onet dimensi 100% | |
| others | 41 | 0.0148 | onet dimensi 93% dwas 7% | |
| equipment | 23 | 0.0083 | onet dimensi 100% | |
| management | 20 | 0.0072 | inference 45% onet dimensi 35% | |
| activities | 18 | 0.0065 | onet dimensi 50% onet tasks 22% | |
| control | 16 | 0.0058 | onet dimensi 75% onet tasks 12% | |
| principles | 16 | 0.0058 | onet dimensi 100% | |
| procedures | 13 | 0.0047 | onet dimensi 62% onet tasks 31% | |
| includes | 13 | 0.0047 | onet dimensi 92% wikipedia 8% | |
| accounting | 12 | 0.0043 | onet tasks 50% onet dimensi 25% | |
| policies | 12 | 0.0043 | onet tasks 50% inference 25% | |
| operations | 12 | 0.0043 | onet dimensi 50% dwas 25% | |
| objects | 12 | 0.0043 | onet dimensi 100% | |
| needs | 11 | 0.0040 | onet dimensi 73% onet tasks 9% | |
| actions | 11 | 0.0040 | onet dimensi 73% onet tasks 27% | |
| resources | 11 | 0.0040 | onet dimensi 82% onet tasks 9% | |
| ideas | 11 | 0.0040 | onet dimensi 100% | |
| business | 10 | 0.0036 | dwas 40% inference 30% | |
| performance | 10 | 0.0036 | onet dimensi 70% onet tasks 10% | |
| problems | 10 | 0.0036 | onet dimensi 90% inference 10% | |
| techniques | 10 | 0.0036 | onet dimensi 100% | |
| materials | 10 | 0.0036 | onet dimensi 100% | |
| body | 10 | 0.0036 | onet dimensi 100% | |
| developing | 10 | 0.0036 | onet dimensi 80% inference 20% | |
| needed | 9 | 0.0032 | onet dimensi 78% onet tasks 11% | |
| monitoring | 9 | 0.0032 | onet dimensi 89% onet tasks 11% | |
| standards | 9 | 0.0032 | onet dimensi 89% onet tasks 11% | |
| performing | 9 | 0.0032 | onet dimensi 89% onet tasks 11% | |
| services | 9 | 0.0032 | onet dimensi 67% inference 22% |
Provenance Window — Full Source Record · 11-3031.01 · Treasurers and Controllers 7 source blocks · click to expand
[Core] [25% incumbents] Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations. DWAs: Determine resource needs. | Recommend organizational process or policy changes. [Core] [25% incumbents] Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments. DWAs: Direct financial operations. [Core] [25% incumbents] Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities. DWAs: Establish interpersonal business relationships to facilitate work activities. [Core] [25% incumbents] Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met. DWAs: Monitor flow of cash or other resources. | Monitor organizational compliance with regulations. [Core] [25% incumbents] Receive, record, and authorize requests for disbursements in accordance with company policies and procedures. DWAs: Approve expenditures. [Core] [25% incumbents] Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting. DWAs: Develop organizational policies or programs. | Develop operating strategies, plans, or procedures. [Core] [25% incumbents] Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization. DWAs: Direct financial operations. [Core] [25% incumbents] Receive cash and checks and make deposits. DWAs: Collect payments for goods or services. [Core] [25% incumbents] Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies. DWAs: Prepare financial documents, reports, or budgets. | Prepare reports related to compliance matters. | Direct financial operations. [Core] [25% incumbents] Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals. DWAs: Evaluate employee performance. [Core] [25% incumbents] Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed. DWAs: Analyze financial records to improve efficiency. [Core] [25% incumbents] Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes. DWAs: Conduct financial or regulatory audits. | Manage control system activities in organizations. [Core] [25% incumbents] Advise management on short-term and long-term financial objectives, policies, and actions. DWAs: Advise others on business or operational matters. [Core] [25% incumbents] Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources. DWAs: Advise others on business or operational matters. [Supplemental] [25% incumbents] Perform tax planning work. DWAs: Analyze financial records to improve budgeting or planning. [Supplemental] [25% incumbents] Compute, withhold, and account for all payroll deductions. DWAs: Calculate financial data. [Supplemental] [25% incumbents] 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. DWAs: Prepare operational budgets. | Administer compensation or benefits programs. [Supplemental] [25% incumbents] Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items. DWAs: Determine pricing or monetary policies. | Advise others on business or operational matters. [Core] [24% incumbents] Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards. DWAs: Maintain knowledge of current developments in area of expertise. [Core] [24% incumbents] Lead staff training and development in budgeting and financial management areas. DWAs: Conduct employee training programs. [Supplemental] [24% incumbents] Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns. DWAs: Compile operational data. | Prepare financial documents, reports, or budgets. [Supplemental] [24% incumbents] Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties. DWAs: Supervise employees.
--- SKILLS --- Reading Comprehension (imp:4.12 lvl:4.25) — Understanding written sentences and paragraphs in work-related documents. Critical Thinking (imp:4.12 lvl:4.75) — Using logic and reasoning to identify the strengths and weaknesses of alternativ Speaking (imp:4.00 lvl:4.25) — Talking to others to convey information effectively. Active Listening (imp:3.88 lvl:4.25) — Giving full attention to what other people are saying, taking time to understand Monitoring (imp:3.88 lvl:4.50) — Monitoring/Assessing performance of yourself, other individuals, or organization Mathematics (imp:3.75 lvl:4.25) — Using mathematics to solve problems. Writing (imp:3.62 lvl:4.12) — Communicating effectively in writing as appropriate for the needs of the audienc Active Learning (imp:3.62 lvl:4.25) — Understanding the implications of new information for both current and future pr Learning Strategies (imp:3.00 lvl:3.38) — Selecting and using training/instructional methods and procedures appropriate fo Science (imp:1.25 lvl:0.25) — Using scientific rules and methods to solve problems. --- KNOWLEDGE --- Economics and Accounting (imp:4.60 lvl:6.00) — Knowledge of economic and accounting principles and practices, the financial mar English Language (imp:4.20 lvl:4.83) — Knowledge of the structure and content of the English language including the mea Administration and Management (imp:4.04 lvl:5.83) — Knowledge of business and management principles involved in strategic planning, Mathematics (imp:3.92 lvl:5.13) — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their appl Personnel and Human Resources (imp:3.12 lvl:4.12) — Knowledge of principles and procedures for personnel recruitment, selection, tra Customer and Personal Service (imp:2.84 lvl:3.42) — Knowledge of principles and processes for providing customer and personal servic Law and Government (imp:2.84 lvl:3.04) — Knowledge of laws, legal codes, court procedures, precedents, government regulat Computers and Electronics (imp:2.80 lvl:3.76) — Knowledge of circuit boards, processors, chips, electronic equipment, and comput Education and Training (imp:2.56 lvl:3.70) — Knowledge of principles and methods for curriculum and training design, teaching Administrative (imp:2.48 lvl:3.48) — Knowledge of administrative and office procedures and systems such as word proce Communications and Media (imp:2.00 lvl:2.24) — Knowledge of media production, communication, and dissemination techniques and m Sales and Marketing (imp:1.96 lvl:2.44) — Knowledge of principles and methods for showing, promoting, and selling products Psychology (imp:1.92 lvl:2.17) — Knowledge of human behavior and performance; individual differences in ability, Public Safety and Security (imp:1.80 lvl:1.32) — Knowledge of relevant equipment, policies, procedures, and strategies to promote Production and Processing (imp:1.76 lvl:1.58) — Knowledge of raw materials, production processes, quality control, costs, and ot Sociology and Anthropology (imp:1.58 lvl:1.28) — Knowledge of group behavior and dynamics, societal trends and influences, human Engineering and Technology (imp:1.44 lvl:0.96) — Knowledge of the practical application of engineering science and technology. Th Geography (imp:1.44 lvl:1.00) — Knowledge of principles and methods for describing the features of land, sea, an Telecommunications (imp:1.44 lvl:0.60) — Knowledge of transmission, broadcasting, switching, control, and operation of te Foreign Language (imp:1.40 lvl:0.88) — Knowledge of the structure and content of a foreign (non-English) language inclu Philosophy and Theology (imp:1.40 lvl:1.00) — Knowledge of different philosophical systems and religions. This includes their Transportation (imp:1.28 lvl:0.80) — Knowledge of principles and methods for moving people or goods by air, rail, sea Design (imp:1.24 lvl:0.60) — Knowledge of design techniques, tools, and principles involved in production of Therapy and Counseling (imp:1.20 lvl:0.48) — Knowledge of principles, methods, and procedures for diagnosis, treatment, and r History and Archeology (imp:1.20 lvl:0.48) — Knowledge of historical events and their causes, indicators, and effects on civi Medicine and Dentistry (imp:1.12 lvl:0.21) — Knowledge of the information and techniques needed to diagnose and treat human i Food Production (imp:1.08 lvl:0.16) — Knowledge of techniques and equipment for planting, growing, and harvesting food Mechanical (imp:1.08 lvl:0.12) — Knowledge of machines and tools, including their designs, uses, repair, and main Building and Construction (imp:1.04 lvl:0.04) — Knowledge of materials, methods, and the tools involved in the construction or r Physics (imp:1.04 lvl:0.08) — Knowledge and prediction of physical principles, laws, their interrelationships, Fine Arts (imp:1.04 lvl:0.04) — Knowledge of the theory and techniques required to compose, produce, and perform Chemistry (imp:1.00) — Knowledge of the chemical composition, structure, and properties of substances a Biology (imp:1.00) — Knowledge of plant and animal organisms, their tissues, cells, functions, interd --- ABILITIES --- Written Comprehension (imp:4.12 lvl:4.38) — The ability to read and understand information and ideas presented in writing. Inductive Reasoning (imp:4.12 lvl:4.38) — The ability to combine pieces of information to form general rules or conclusion Oral Comprehension (imp:4.00 lvl:4.12) — The ability to listen to and understand information and ideas presented through Oral Expression (imp:4.00 lvl:4.88) — The ability to communicate information and ideas in speaking so others will unde Written Expression (imp:4.00 lvl:4.12) — The ability to communicate information and ideas in writing so others will under Problem Sensitivity (imp:4.00 lvl:4.62) — The ability to tell when something is wrong or is likely to go wrong. It does no Deductive Reasoning (imp:4.00 lvl:4.62) — The ability to apply general rules to specific problems to produce answers that Near Vision (imp:4.00 lvl:4.12) — The ability to see details at close range (within a few feet of the observer). Information Ordering (imp:3.88 lvl:3.88) — The ability to arrange things or actions in a certain order or pattern according Mathematical Reasoning (imp:3.88 lvl:4.25) — The ability to choose the right mathematical methods or formulas to solve a prob Number Facility (imp:3.75 lvl:4.38) — The ability to add, subtract, multiply, or divide quickly and correctly. Speech Recognition (imp:3.62 lvl:3.75) — The ability to identify and understand the speech of another person. Speech Clarity (imp:3.62 lvl:3.75) — The ability to speak clearly so others can understand you. Category Flexibility (imp:3.50 lvl:3.88) — The ability to generate or use different sets of rules for combining or grouping Fluency of Ideas (imp:3.25 lvl:3.62) — The ability to come up with a number of ideas about a topic (the number of ideas Originality (imp:3.25 lvl:3.50) — The ability to come up with unusual or clever ideas about a given topic or situa Perceptual Speed (imp:3.12 lvl:3.12) — The ability to quickly and accurately compare similarities and differences among Flexibility of Closure (imp:3.00 lvl:3.00) — The ability to identify or detect a known pattern (a figure, object, word, or so Speed of Closure (imp:2.88 lvl:3.12) — The ability to quickly make sense of, combine, and organize information into mea Memorization (imp:2.75 lvl:2.75) — The ability to remember information such as words, numbers, pictures, and proced Selective Attention (imp:2.62 lvl:2.62) — The ability to concentrate on a task over a period of time without being distrac Visualization (imp:2.38 lvl:2.62) — The ability to imagine how something will look after it is moved around or when Time Sharing (imp:2.38 lvl:2.00) — The ability to shift back and forth between two or more activities or sources of Far Vision (imp:2.38 lvl:2.62) — The ability to see details at a distance. Finger Dexterity (imp:2.12 lvl:2.00) — The ability to make precisely coordinated movements of the fingers of one or bot Visual Color Discrimination (imp:1.88 lvl:1.25) — The ability to match or detect differences between colors, including shades of c Hearing Sensitivity (imp:1.75 lvl:1.12) — The ability to detect or tell the differences between sounds that vary in pitch Auditory Attention (imp:1.75 lvl:1.12) — The ability to focus on a single source of sound in the presence of other distra Depth Perception (imp:1.62 lvl:0.62) — The ability to judge which of several objects is closer or farther away from you Trunk Strength (imp:1.50 lvl:0.88) — The ability to use your abdominal and lower back muscles to support part of the Wrist-Finger Speed (imp:1.25 lvl:0.38) — The ability to make fast, simple, repeated movements of the fingers, hands, and Dynamic Strength (imp:1.25 lvl:0.25) — The ability to exert muscle force repeatedly or continuously over time. This inv Manual Dexterity (imp:1.12 lvl:0.12) — The ability to quickly move your hand, your hand together with your arm, or your Spatial Orientation (imp:1.00) — The ability to know your location in relation to the environment or to know wher Arm-Hand Steadiness (imp:1.00) — The ability to keep your hand and arm steady while moving your arm or while hold Control Precision (imp:1.00) — The ability to quickly and repeatedly adjust the controls of a machine or a vehi Multilimb Coordination (imp:1.00) — The ability to coordinate two or more limbs (for example, two arms, two legs, or Response Orientation (imp:1.00) — The ability to choose quickly between two or more movements in response to two o Rate Control (imp:1.00) — The ability to time your movements or the movement of a piece of equipment in an Reaction Time (imp:1.00) — The ability to quickly respond (with the hand, finger, or foot) to a signal (sou Speed of Limb Movement (imp:1.00) — The ability to quickly move the arms and legs. Static Strength (imp:1.00) — The ability to exert maximum muscle force to lift, push, pull, or carry objects. Explosive Strength (imp:1.00) — The ability to use short bursts of muscle force to propel oneself (as in jumping Stamina (imp:1.00) — The ability to exert yourself physically over long periods of time without getti Extent Flexibility (imp:1.00) — The ability to bend, stretch, twist, or reach with your body, arms, and/or legs. Dynamic Flexibility (imp:1.00) — The ability to quickly and repeatedly bend, stretch, twist, or reach out with yo Gross Body Coordination (imp:1.00) — The ability to coordinate the movement of your arms, legs, and torso together wh Gross Body Equilibrium (imp:1.00) — The ability to keep or regain your body balance or stay upright when in an unsta Night Vision (imp:1.00) — The ability to see under low-light conditions. Peripheral Vision (imp:1.00) — The ability to see objects or movement of objects to one's side when the eyes ar Glare Sensitivity (imp:1.00) — The ability to see objects in the presence of a glare or bright lighting. Sound Localization (imp:1.00) — The ability to tell the direction from which a sound originated. --- WORK ACTIVITIES --- Getting Information (imp:4.76 lvl:5.32) — Observing, receiving, and otherwise obtaining information from all relevant sour Making Decisions and Solving Problems (imp:4.75 lvl:5.78) — Analyzing information and evaluating results to choose the best solution and sol Communicating with Supervisors, Peers, or Subordinates (imp:4.68 lvl:5.71) — Providing information to supervisors, co-workers, and subordinates by telephone, Analyzing Data or Information (imp:4.62 lvl:5.92) — Identifying the underlying principles, reasons, or facts of information by break Working with Computers (imp:4.44 lvl:4.12) — Using computers and computer systems (including hardware and software) to progra Communicating with People Outside the Organization (imp:4.44 lvl:5.38) — Communicating with people outside the organization, representing the organizatio Establishing and Maintaining Interpersonal Relationships (imp:4.32 lvl:5.67) — Developing constructive and cooperative working relationships with others, and m Processing Information (imp:4.28 lvl:5.44) — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying Developing Objectives and Strategies (imp:4.21 lvl:5.29) — Establishing long-range objectives and specifying the strategies and actions to Organizing, Planning, and Prioritizing Work (imp:4.13 lvl:5.61) — Developing specific goals and plans to prioritize, organize, and accomplish your Updating and Using Relevant Knowledge (imp:4.12 lvl:5.50) — Keeping up-to-date technically and applying new knowledge to your job. Interpreting the Meaning of Information for Others (imp:3.96 lvl:4.75) — Translating or explaining what information means and how it can be used. Developing and Building Teams (imp:3.96 lvl:4.50) — Encouraging and building mutual trust, respect, and cooperation among team membe Identifying Objects, Actions, and Events (imp:3.88 lvl:4.88) — Identifying information by categorizing, estimating, recognizing differences or Coaching and Developing Others (imp:3.88 lvl:5.00) — Identifying the developmental needs of others and coaching, mentoring, or otherw Evaluating Information to Determine Compliance with Standards (imp:3.84 lvl:4.62) — Using relevant information and individual judgment to determine whether events o Guiding, Directing, and Motivating Subordinates (imp:3.84 lvl:5.17) — Providing guidance and direction to subordinates, including setting performance Providing Consultation and Advice to Others (imp:3.72 lvl:5.17) — Providing guidance and expert advice to management or other groups on technical, Monitoring and Controlling Resources (imp:3.68 lvl:4.96) — Monitoring and controlling resources and overseeing the spending of money. Thinking Creatively (imp:3.62 lvl:4.58) — Developing, designing, or creating new applications, ideas, relationships, syste Documenting/Recording Information (imp:3.60 lvl:4.21) — Entering, transcribing, recording, storing, or maintaining information in writte Judging the Qualities of Objects, Services, or People (imp:3.54 lvl:4.58) — Assessing the value, importance, or quality of things or people. Resolving Conflicts and Negotiating with Others (imp:3.50 lvl:4.96) — Handling complaints, settling disputes, and resolving grievances and conflicts, Scheduling Work and Activities (imp:3.46 lvl:4.71) — Scheduling events, programs, and activities, as well as the work of others. Coordinating the Work and Activities of Others (imp:3.42 lvl:4.54) — Getting members of a group to work together to accomplish tasks. Staffing Organizational Units (imp:3.32 lvl:4.46) — Recruiting, interviewing, selecting, hiring, and promoting employees in an organ Training and Teaching Others (imp:3.24 lvl:4.00) — Identifying the educational needs of others, developing formal educational or tr Estimating the Quantifiable Characteristics of Products, Events, or Information (imp:3.16 lvl:3.54) — Estimating sizes, distances, and quantities; or determining time, costs, resourc Selling or Influencing Others (imp:3.12 lvl:3.83) — Convincing others to buy merchandise/goods or to otherwise change their minds or Performing Administrative Activities (imp:3.08 lvl:4.50) — Performing day-to-day administrative tasks such as maintaining information files Monitoring Processes, Materials, or Surroundings (imp:3.04 lvl:3.76) — Monitoring and reviewing information from materials, events, or the environment, Assisting and Caring for Others (imp:2.54 lvl:2.56) — Providing personal assistance, medical attention, emotional support, or other pe Performing for or Working Directly with the Public (imp:1.96 lvl:1.70) — Performing for people or dealing directly with the public. This includes serving Inspecting Equipment, Structures, or Materials (imp:1.56 lvl:1.04) — Inspecting equipment, structures, or materials to identify the cause of errors o Performing General Physical Activities (imp:1.38 lvl:0.52) — Performing general physical activities includes doing activities that require co Controlling Machines and Processes (imp:1.36 lvl:0.68) — Using either control mechanisms or direct physical activity to operate machines Handling and Moving Objects (imp:1.32 lvl:0.76) — Using hands and arms in handling, installing, positioning, and moving materials, Operating Vehicles, Mechanized Devices, or Equipment (imp:1.17 lvl:0.29) — Running, maneuvering, navigating, or driving vehicles or mechanized equipment, s Drafting, Laying Out, and Specifying Technical Devices, Parts, and Equipment (imp:1.16 lvl:0.32) — Providing documentation, detailed instructions, drawings, or specifications to t Repairing and Maintaining Electronic Equipment (imp:1.12 lvl:0.24) — Servicing, repairing, calibrating, regulating, fine-tuning, or testing machines, Repairing and Maintaining Mechanical Equipment (imp:1.00) — Servicing, repairing, adjusting, and testing machines, devices, moving parts, an --- WORK STYLES --- Dependability (imp:7.00) — A tendency to be reliable, responsible, and consistent in meeting work-related o Attention to Detail (imp:6.00) — A tendency to be detail-oriented, organized, and thorough in completing work. Integrity (imp:5.00) — A tendency to be honest and ethical at work. Cautiousness (imp:4.00) — A tendency to be careful, deliberate, and risk-avoidant when making work-related Intellectual Curiosity (imp:3.00) — A tendency to seek out and acquire new work-related knowledge and obtain a deep Attention to Detail (imp:3.00) — A tendency to be detail-oriented, organized, and thorough in completing work. Dependability (imp:2.93) — A tendency to be reliable, responsible, and consistent in meeting work-related o Integrity (imp:2.93) — A tendency to be honest and ethical at work. Cautiousness (imp:2.62) — A tendency to be careful, deliberate, and risk-avoidant when making work-related Leadership Orientation (imp:2.58) — A tendency to lead, take charge, offer opinions, and provide direction at work. Achievement Orientation (imp:2.28) — A tendency to establish and maintain personally challenging work-related goals, Intellectual Curiosity (imp:2.08) — A tendency to seek out and acquire new work-related knowledge and obtain a deep Achievement Orientation (imp:2.00) — A tendency to establish and maintain personally challenging work-related goals, Self-Confidence (imp:1.87) — A tendency to believe in one's work-related capabilities and ability to control Initiative (imp:1.82) — A tendency to be proactive and take on extra responsibilities and tasks that may Perseverance (imp:1.77) — A tendency to exhibit determination and resolve to perform or complete tasks in Self-Control (imp:1.70) — A tendency to remain calm and composed and to manage emotions effectively in res Stress Tolerance (imp:1.61) — A tendency to cope and function effectively in stressful situations at work. Cooperation (imp:1.28) — A tendency to be pleasant, helpful, and willing to assist others at work. Adaptability (imp:1.26) — A tendency to be open to and comfortable with change, new experiences, or ideas Tolerance for Ambiguity (imp:1.24) — A tendency to be comfortable with ambiguity and uncertainty at work. Social Orientation (imp:1.18) — A tendency to seek out, enjoy, and be energized by social interaction at work. Leadership Orientation (imp:1.00) — A tendency to lead, take charge, offer opinions, and provide direction at work. Sincerity (imp:0.98) — A tendency to be genuine and sincere in interactions with others at work, withou Innovation (imp:0.97) — A tendency to be inventive, to be imaginative, and to adopt new perspectives on Empathy (imp:0.34) — A tendency to show concern for others and be sensitive to others' needs and feel Optimism (imp:0.28) — A tendency to exhibit a positive attitude and positive emotions at work, even un Innovation () — A tendency to be inventive, to be imaginative, and to adopt new perspectives on Tolerance for Ambiguity () — A tendency to be comfortable with ambiguity and uncertainty at work. Initiative () — A tendency to be proactive and take on extra responsibilities and tasks that may Adaptability () — A tendency to be open to and comfortable with change, new experiences, or ideas Self-Confidence () — A tendency to believe in one's work-related capabilities and ability to control Perseverance () — A tendency to exhibit determination and resolve to perform or complete tasks in Humility () — A tendency to be modest and humble when interacting with others at work. Humility () — A tendency to be modest and humble when interacting with others at work. Sincerity () — A tendency to be genuine and sincere in interactions with others at work, withou Empathy () — A tendency to show concern for others and be sensitive to others' needs and feel Cooperation () — A tendency to be pleasant, helpful, and willing to assist others at work. Optimism () — A tendency to exhibit a positive attitude and positive emotions at work, even un Social Orientation () — A tendency to seek out, enjoy, and be energized by social interaction at work. Stress Tolerance () — A tendency to cope and function effectively in stressful situations at work. Self-Control () — A tendency to remain calm and composed and to manage emotions effectively in res --- TRANSFERABLE SKILLS --- Complex Problem Solving (imp:4.12 lvl:4.38) — Identifying complex problems and reviewing related information to develop and ev Judgment and Decision Making (imp:4.12 lvl:4.62) — Considering the relative costs and benefits of potential actions to choose the m Management of Financial Resources (imp:4.00 lvl:5.00) — Determining how money will be spent to get the work done, and accounting for the Systems Evaluation (imp:3.62 lvl:4.25) — Identifying measures or indicators of system performance and the actions needed Coordination (imp:3.38 lvl:3.62) — Adjusting actions in relation to others' actions. Time Management (imp:3.38 lvl:4.00) — Managing one's own time and the time of others. Systems Analysis (imp:3.25 lvl:4.25) — Determining how a system should work and how changes in conditions, operations, Social Perceptiveness (imp:3.12 lvl:3.62) — Being aware of others' reactions and understanding why they react as they do. Negotiation (imp:3.12 lvl:3.12) — Bringing others together and trying to reconcile differences. Management of Personnel Resources (imp:3.12 lvl:3.75) — Motivating, developing, and directing people as they work, identifying the best Persuasion (imp:3.00 lvl:3.75) — Persuading others to change their minds or behavior. Instructing (imp:2.88 lvl:3.12) — Teaching others how to do something. Service Orientation (imp:2.75 lvl:2.75) — Actively looking for ways to help people. Management of Material Resources (imp:2.75 lvl:3.00) — Obtaining and seeing to the appropriate use of equipment, facilities, and materi Operations Analysis (imp:2.62 lvl:3.12) — Analyzing needs and product requirements to create a design. Operations Monitoring (imp:1.88 lvl:1.12) — Watching gauges, dials, or other indicators to make sure a machine is working pr Quality Control Analysis (imp:1.88 lvl:1.38) — Conducting tests and inspections of products, services, or processes to evaluate Technology Design (imp:1.62 lvl:0.62) — Generating or adapting equipment and technology to serve user needs. Programming (imp:1.62 lvl:1.00) — Writing computer programs for various purposes. Operation and Control (imp:1.12 lvl:0.12) — Controlling operations of equipment or systems. Equipment Selection (imp:1.00) — Determining the kind of tools and equipment needed to do a job. Installation (imp:1.00) — Installing equipment, machines, wiring, or programs to meet specifications. Equipment Maintenance (imp:1.00) — Performing routine maintenance on equipment and determining when and what kind o Troubleshooting (imp:1.00) — Determining causes of operating errors and deciding what to do about it. Repairing (imp:1.00) — Repairing machines or systems using the needed tools.
--- NATIONAL WAGES --- total_employment : 841,710 annual_median : $166,570 annual_pct10 : $94,310 annual_pct25 : $125,490 annual_pct75 : $219,980 annual_pct90 : $323,270 annual_mean : $186,910 hourly_median : $80.08 --- GEOGRAPHIC DISPERSION --- highest_state : New York ($219,880) lowest_state : Guam ($80,390) dispersion_ratio : 2.735x --- TOP STATES BY WAGE (54 total) --- Finance and Insurance emp: 267,070 median: $ 169,980 Professional, Scientific, and Technical Services emp: 122,870 median: $ 174,170 Management of Companies and Enterprises emp: 94,170 median: $ 172,340 Federal, State, and Local Government, excluding State and Local Government Schools and Hospitals and the U.S. Postal Service (OEWS Designation) emp: 51,230 median: $ 139,840 Manufacturing emp: 46,980 median: $ 164,400 Health Care and Social Assistance emp: 34,870 median: $ 141,970 Wholesale Trade emp: 34,070 median: $ 165,730 Educational Services emp: 30,890 median: $ 134,410 Administrative and Support and Waste Management and Remediation Services emp: 29,950 median: $ 166,290 Information emp: 23,580 median: $ 205,070 --- TOP INDUSTRIES BY EMPLOYMENT (20 total) --- Finance and Insurance emp: 267,070 median: $ 169,980 Professional, Scientific, and Technical Services emp: 122,870 median: $ 174,170 Management of Companies and Enterprises emp: 94,170 median: $ 172,340 Federal, State, and Local Government, excluding State and Local Government Schools and Hospitals and the U.S. Postal Service (OEWS Designation) emp: 51,230 median: $ 139,840 Manufacturing emp: 46,980 median: $ 164,400 Health Care and Social Assistance emp: 34,870 median: $ 141,970 Wholesale Trade emp: 34,070 median: $ 165,730 Educational Services emp: 30,890 median: $ 134,410 Administrative and Support and Waste Management and Remediation Services emp: 29,950 median: $ 166,290 Information emp: 23,580 median: $ 205,070
exact_match_status : no_exact_match matched_title : N/A match_score : 0.0000 wikidata_qid : N/A word_count : 0 wikipedia_url : N/A license : CC BY-SA 4.0 fetched_at : 2026-06-02T19:56:18.556267Z --- SEMANTIC NEIGHBORS (5) --- Title: Treasurer (similarity: 0.5143) URL: https://en.wikipedia.org/wiki/Treasurer QID: Q388338 Extract: A treasurer is a person responsible for the financial operations of a government, business, or other organization. Title: Controller of Treasurer Accounts (similarity: 0.3793) URL: https://en.wikipedia.org/wiki/Controller_of_Treasurer_Accounts QID: Q30643676 Extract: The Controller of Treasurer Accounts also called Comptroller of Treasurer Accounts was the civilian officer in the Royal Navy who was a principal member of the Navy Board initially from 1667 to 1679 and then again from 1691 until 1796, he was responsible for inspecting the accounts of the money rece Title: Government of Nevada (similarity: 0.3043) URL: https://en.wikipedia.org/wiki/Government_of_Nevada QID: Q5589268 Extract: The government of Nevada comprises three branches of government: the executive branch consisting of the governor of Nevada and the governor's cabinet along with the other elected constitutional officers; the legislative branch consisting of the Nevada Legislature which includes the Assembly and the Title: Phil Angelides (similarity: 0.3000) URL: https://en.wikipedia.org/wiki/Phil_Angelides QID: Q7181659 Extract: Phillip Nicholas Angelides AN-jə-LEE-dis; born June 12, 1953) is an American politician and real estate developer who served as the California state treasurer from 1999 to 2007. A member of the Democratic Party, Angelides was the party's nominee for governor of California in 2006. Angelides served a Title: California State Controller (similarity: 0.4906) URL: https://en.wikipedia.org/wiki/California_State_Controller QID: Q5021015 Extract: The state controller of California is a constitutional office in the executive branch of the government of the U.S. state of California. Thirty-three individuals have held the office of state controller since statehood. The incumbent is Malia Cohen, a Democrat. The state controller's main office is
model_pass1 : claude-sonnet-4-20250514
model_pass2 : claude-haiku-4-5-20251001
inference_confidence : high
confidence_notes : Strong confidence supported by comprehensive O*NET data, robust BLS wage statistics, and clear skill/knowledge profiles that distinguish this role from adjacent financial positions.
inferred_at : 2026-06-03T12:18:14.504381+00:00
tokens_input : 4,461
tokens_output : 3,901
cost_usd : $0.041923
wikipedia_used : False
wikipedia_title : None
wikipedia_note : No exact Wikipedia match found, with 'Treasurer' being the closest semantic neighbor at 0.514 similarity. The Treasury management article would provide relevant context for understanding organizational financial stewardship responsibilities.
--- PROSE FIELDS ---
ROLE SUMMARY:
Treasurers and Controllers are senior financial executives who direct an organization's financial activities, including planning, procurement, and investments. They oversee cash flow management, financial reporting, and regulatory compliance while developing internal controls and policies. These professionals serve as strategic financial leaders who ensure organizational financial health and facilitate business operations.
DAY IN THE LIFE:
A typical day involves evaluating funding needs and investment opportunities, making strategic financial recommendations to executive leadership. They monitor cash flow and reserve levels to ensure regulatory compliance, while coordinating with banking and insurance partners to facilitate financial activities. Much of their time is spent analyzing financial data, preparing or directing preparation of financial statements and forecasts, and making critical decisions about disbursements and budget allocation. They also evaluate the performance of accounting staff and develop internal control policies for budget administration and credit management.
WHO THRIVES:
Successful treasurers and controllers possess exceptional dependability and attention to detail, as evidenced by the highest work style ratings in these areas. They excel at inductive and deductive reasoning, enabling them to analyze complex financial data and identify patterns or problems that require attention. Strong verbal and written communication skills are essential, as they must explain financial concepts to diverse stakeholders and maintain relationships with external financial partners. These professionals combine high conventional and enterprising traits, enjoying structured financial processes while also taking initiative in strategic decision-making and business development.
CAREER ENTRY:
Most treasurers and controllers hold bachelor's degrees (56%) with many advancing to master's degrees (32%), typically in accounting, finance, or business administration. Entry typically requires several years of progressive experience in accounting, financial analysis, or related financial roles within organizations. Job Zone 4 designation indicates considerable preparation is needed, often including professional certifications like CPA, CMA, or similar credentials that demonstrate advanced financial competency.
CAREER TRAJECTORY:
This role represents a senior-level position that can lead to Chief Financial Officer (CFO) roles, Chief Executive positions, or specialized executive roles in investment management. Many professionals advance to broader general management positions or move into consulting roles as management analysts. The strong foundation in financial management and strategic planning also opens pathways to board positions or entrepreneurial ventures in financial services.
MARKET INTELLIGENCE:
The profession employs 841,710 workers with a robust median salary of $166,570 annually, ranging from $94,310 to $323,270 based on BLS OEWS May 2025 data. Geographic variation is significant, with New York offering the highest wages at $219,880 compared to Guam's $80,390, representing a 2.73x ratio. Employment is concentrated in Finance and Insurance (267,070 positions), Professional Services (122,870), and Management of Companies (94,170), indicating strong demand across multiple sectors. The substantial employment base and competitive compensation reflect the critical nature of financial leadership in organizations.
AUTOMATION OUTLOOK:
The role shows moderate resilience to automation due to its emphasis on high-level decision-making, relationship management, and strategic thinking. While routine data processing and basic financial calculations may be automated, core activities like evaluating investment opportunities, developing financial policies, and maintaining stakeholder relationships require human judgment and interpersonal skills that remain difficult to automate.
--- REASONED EDGES ---
[skill_overlap] Financial Managers (11-3031.00) — confidence:high
reasoning: Both roles share identical top knowledge requirements in Economics and Accounting (4.6 importance) and Administration and Management (4.0 importance).
data: Economics and Accounting knowledge
data: Administration and Management knowledge
data: Financial resource management skills
[knowledge_overlap] Accountants and Auditors (13-2011.00) — confidence:high
reasoning: Shared core knowledge in Economics and Accounting with similar importance ratings and overlapping work activities in financial analysis and reporting.
data: Economics and Accounting knowledge
data: Financial reporting tasks
data: Analyzing Data or Information work activity
[task_similarity] Budget Analysts (13-2031.00) — confidence:high
reasoning: Both roles involve budget administration, financial planning activities, and preparing financial forecasts as core job functions.
data: Budget administration tasks
data: Financial planning coordination
data: Preparing financial forecasts
[career_pathway] Chief Executives (11-1011.00) — confidence:medium
reasoning: Treasurers and Controllers frequently advance to executive roles given their strategic financial oversight and decision-making responsibilities.
data: Job Zone 4 preparation level
data: Strategic decision-making activities
data: Management and coordination skills
[transferable_skill] Management Analysts (13-1111.00) — confidence:medium
reasoning: Both roles require complex problem solving (4.1 importance) and systems evaluation (3.6 importance) for organizational improvement.
data: Complex Problem Solving skill
data: Systems Evaluation skill
data: Organizational policy development
--- NORMALIZER SIGNALS ---
match_keywords : ['treasurer', 'controller', 'comptroller', 'financial controller', 'corporate treasurer', 'city treasurer', 'financial officer', 'financial management']
exclude_keywords : ['analyst', 'advisor', 'examiner', 'assistant', 'clerk']
title_patterns : ['*controller', '*treasurer', '*comptroller', 'financial controller', 'corporate treasurer']
common_variations: ['controller', 'comptroller', 'treasurer', 'financial controller', 'corporate controller', 'city controller', 'financial treasurer', 'chief financial officer']
total_terms : 40 top_words : ['financial', 'tendency', 'others', 'equipment', 'management', 'activities', 'control', 'principles', 'procedures', 'includes', 'accounting', 'policies', 'operations', 'objects', 'needs', 'actions', 'resources', 'ideas', 'business', 'performance'] source_layers : onet_tasks | onet_dimensions | dwas | wikipedia | inference TERM COUNT FREQ DOMINANT SOURCE SOURCE BREAKDOWN ────────────────────────────────────────────────────────────────────────────────────────── financial 52 0.01872 inference inference:44% onet_tasks:27% dwas:17% tendency 42 0.01512 onet_dimensions onet_dimensions:100% others 41 0.01476 onet_dimensions onet_dimensions:93% dwas:7% equipment 23 0.00828 onet_dimensions onet_dimensions:100% management 20 0.00720 inference inference:45% onet_dimensions:35% onet_tasks:20% activities 18 0.00648 onet_dimensions onet_dimensions:50% onet_tasks:22% inference:17% control 16 0.00576 onet_dimensions onet_dimensions:75% onet_tasks:12% dwas:6% principles 16 0.00576 onet_dimensions onet_dimensions:100% procedures 13 0.00468 onet_dimensions onet_dimensions:62% onet_tasks:31% dwas:8% includes 13 0.00468 onet_dimensions onet_dimensions:92% wikipedia:8% accounting 12 0.00432 onet_tasks onet_tasks:50% onet_dimensions:25% inference:25% policies 12 0.00432 onet_tasks onet_tasks:50% inference:25% dwas:17% operations 12 0.00432 onet_dimensions onet_dimensions:50% dwas:25% onet_tasks:8% objects 12 0.00432 onet_dimensions onet_dimensions:100% needs 11 0.00396 onet_dimensions onet_dimensions:73% onet_tasks:9% dwas:9% actions 11 0.00396 onet_dimensions onet_dimensions:73% onet_tasks:27% resources 11 0.00396 onet_dimensions onet_dimensions:82% onet_tasks:9% dwas:9% ideas 11 0.00396 onet_dimensions onet_dimensions:100% business 10 0.00360 dwas dwas:40% inference:30% onet_tasks:10% performance 10 0.00360 onet_dimensions onet_dimensions:70% onet_tasks:10% dwas:10% problems 10 0.00360 onet_dimensions onet_dimensions:90% inference:10% techniques 10 0.00360 onet_dimensions onet_dimensions:100% materials 10 0.00360 onet_dimensions onet_dimensions:100% body 10 0.00360 onet_dimensions onet_dimensions:100% developing 10 0.00360 onet_dimensions onet_dimensions:80% inference:20% needed 9 0.00324 onet_dimensions onet_dimensions:78% onet_tasks:11% inference:11% monitoring 9 0.00324 onet_dimensions onet_dimensions:89% onet_tasks:11% standards 9 0.00324 onet_dimensions onet_dimensions:89% onet_tasks:11% performing 9 0.00324 onet_dimensions onet_dimensions:89% onet_tasks:11% services 9 0.00324 onet_dimensions onet_dimensions:67% inference:22% dwas:11% quickly 9 0.00324 onet_dimensions onet_dimensions:100% orientation 9 0.00324 onet_dimensions onet_dimensions:100% organizational 8 0.00288 dwas dwas:38% onet_tasks:25% inference:25% programs 8 0.00288 onet_dimensions onet_dimensions:50% dwas:38% onet_tasks:12% attention 8 0.00288 onet_dimensions onet_dimensions:75% inference:25% rules 8 0.00288 onet_dimensions onet_dimensions:100% human 8 0.00288 onet_dimensions onet_dimensions:88% inference:12% production 8 0.00288 onet_dimensions onet_dimensions:100% events 8 0.00288 onet_dimensions onet_dimensions:100% identifying 8 0.00288 onet_dimensions onet_dimensions:100%