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O*NET-SOC 11-3031.01

Treasurers and Controllers

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

From O*NET 30.3

Tasks

From O*NET 30.3, by importance, as O*NET OnLine lists them

Free · O*NET 30.3
  1. Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.Core8870
  2. Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.Core8858
  3. Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.Supplemental8855
  4. Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.Core8864
  5. Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.Core20168
  6. Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.Core8861
  7. Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.Supplemental8857
  8. Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.Core8866
  9. Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.Core8865
  10. Receive cash and checks and make deposits.Core8872
  11. Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.Core8856
  12. Perform tax planning work.Supplemental8874
  13. Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.Core8863
  14. Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.Core8867
  15. Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.Core8860
  16. Advise management on short-term and long-term financial objectives, policies, and actions.Core8868
  17. Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.Core8859
  18. Compute, withhold, and account for all payroll deductions.Supplemental8873
  19. Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.Core8869
  20. 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.Supplemental20169
  21. Lead staff training and development in budgeting and financial management areas.Core8871
  22. Determine depreciation rates to apply to capitalized items and advise management on actions regarding the purchase, lease, or disposal of such items.Supplemental8875

Technology Skills

From O*NET 30.3, 50 examples in 16 categories, 14 Hot Technology

Free · O*NET 30.3

Enterprise resource planning ERP software

  • ADERANT Expert Back Office, Powered by Keystone
  • ADP software
  • Deltek professional services software
  • Exact Software Macola ES
  • Hyperion Solutions System 9 Planning
  • Infor ERP SyteLine
  • Microsoft Dynamics
  • Microsoft Dynamics GP
  • Microsoft Dynamics SL
  • NetSuite ERP
  • Oracle Fusion Applications
  • Oracle Hyperion
  • Oracle JD Edwards EnterpriseOne
  • Oracle PeopleSoftHot Technology
  • Oracle PeopleSoft Financials
  • SAP Business Objects
  • SAP softwareHot TechnologyIn Demand

Human resources software

  • ADP Workforce Now
  • Automatic Data Processing PC payroll for windows PCPW

Customer relationship management CRM software

  • Blackbaud The Raiser's Edge

Spreadsheet software

  • Corel QuattroPro
  • IBM Lotus 1-2-3
  • Microsoft ExcelHot TechnologyIn Demand

Data base user interface and query software

  • FileMaker Pro
  • Microsoft AccessHot Technology
  • Structured query language SQLHot Technology
  • Yardi softwareHot Technology

Accounting software

  • Fund accounting software
  • Hyperion Enterprise
  • Intuit QuickBooksHot TechnologyIn Demand
  • Job costing software
  • MYOB Premier Accounting Small Business Suite
  • Sage 50 Accounting
  • Sage Fixed Asset Solution FAS
  • Sage MIP Fund Accounting
  • Tax software

Web platform development software

  • Hypertext markup language HTMLHot Technology

Business intelligence and data analysis software

  • IBM Cognos Impromptu
  • Oracle Business Intelligence Enterprise Edition

Financial analysis software

  • Microsoft FRx
  • Oracle E-Business Suite Financials
  • Oracle Hyperion Planning

Office suite software

  • Microsoft Office softwareHot TechnologyIn Demand

Electronic mail software

  • Microsoft OutlookHot Technology

Presentation software

  • Microsoft PowerPointHot TechnologyIn Demand

Project management software

  • Microsoft ProjectHot Technology
  • Oracle Primavera Enterprise Project Portfolio ManagementHot Technology

Document management software

  • Microsoft SharePoint Server

Word processing software

  • Microsoft WordHot Technology

Data base reporting software

  • SAP Crystal Reports

Detailed Work Activities

From O*NET 30.3, under their work activities; open one for the AI skills Workforce Automation maps to it

Free · O*NET 30.3

Monitoring Processes, Materials, or Surroundings

  • Monitor flow of cash or other resources.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Monitor organizational compliance with regulations.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Estimating the Quantifiable Characteristics of Products, Events, or Information

  • Calculate financial data.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Judging the Qualities of Objects, Services, or People

  • Evaluate employee performance.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Processing Information

  • Compile operational data.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Evaluating Information to Determine Compliance with Standards

  • Conduct financial or regulatory audits.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Analyzing Data or Information

  • Analyze financial records to improve budgeting or planning.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Analyze financial records to improve efficiency.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Making Decisions and Solving Problems

  • Approve expenditures.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Determine resource needs.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Updating and Using Relevant Knowledge

  • Maintain knowledge of current developments in area of expertise.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Developing Objectives and Strategies

  • Develop organizational policies or programs.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Develop operating strategies, plans, or procedures.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Determine pricing or monetary policies.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Documenting/Recording Information

  • Prepare financial documents, reports, or budgets.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Prepare reports related to compliance matters.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Establishing and Maintaining Interpersonal Relationships

  • Establish interpersonal business relationships to facilitate work activities.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Training and Teaching Others

  • Conduct employee training programs.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Guiding, Directing, and Motivating Subordinates

  • Supervise employees.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Manage control system activities in organizations.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Direct financial operations.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Prepare operational budgets.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Providing Consultation and Advice to Others

  • Advise others on business or operational matters.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet
  • Recommend organizational process or policy changes.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Staffing Organizational Units

  • Administer compensation or benefits programs.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Monitoring and Controlling Resources

  • Collect payments for goods or services.
    WFA · Part of the paid plan when accounts open

    WFA (Workforce Automation) analysis: 0 of 0 AI skills mapped to this activity, by automation level

    • No tools yet
    • Not mapped yet

Job Zone

From O*NET 30.3

Free · O*NET 30.3

Job Zone Four: Considerable Preparation Needed

Workforce Automation analysis, not part of the source

WFA coverage: AI skills for this job

WFA · Part of the paid plan when accounts open

Pilot mapping: these skill links come from our seed list and haven’t been reviewed yet. Expect them to change as each one is checked.

DWAs covered by an AI skill0 of 26
Distinct tools0
Level mix
  • No tools yet

Equivalents

NICE work roles, with their DCWF equivalents

Mapped to this job by the ETO-CSET NICE/O*NET crosswalk (2024); roles from NICE Framework Components v2.2.0, DCWF equivalents from DoD DCWF Tool v5.3 (2026-09-25)

Free · NICE Framework Components v2.2.0 and DoD DCWF Tool v5.3 (2026-09-25)

No NICE work role maps to this job.