Treasurers and Controller resume example

A resume for a Treasurers and Controller needs to show the work itself: direct financial activities, such as planning, procurement, and investments for all or part of an organization. Day to day that means work like this: evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations; delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments. Recruiters and applicant tracking systems both read for the tasks and tools this role actually involves, so the strongest resume names them in your own experience rather than describing the job in the abstract. Below are the tasks O*NET records for this occupation, the software and tools it uses, the titles it is advertised under, and the skills worth naming if they are genuinely yours.

Also advertised as

The same job is posted under many titles. Searching only your own job title hides most of the openings you could apply to.

  • Comptroller
  • Controller
  • Corporate Treasurer
  • Treasurer
  • Corporate Controller
  • Regional Controller
  • School Treasurer
  • Treasury Consultant
  • City Comptroller
  • City Controller
  • City Treasurer
  • Cost Controller
  • County Treasurer
  • Financial Controller
  • Financial Engineer
  • Financial Institution Treasurer
  • Financial Officer
  • Financier

O*NET records 23 titles for this occupation in total.

What this work actually involves

Tasks recorded for this occupation, in O*NET's words. If your experience covers one of these, it belongs on your resume in your own words.

  • Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
  • 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.
  • Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
  • Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
  • Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.
  • Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
  • Receive cash and checks and make deposits.
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  • Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
  • 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.

22 tasks are recorded in total; these are the most central.

Example bullets for this role

Built from this occupation's own tasks. The brackets stay empty on purpose: we will not invent a number for you, and a fabricated metric is the fastest way to lose an interview you had already won.

  • Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations, for [who or what it served], at [what volume].
  • Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments, for [who or what it served], at [what volume].
  • Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities, for [who or what it served], at [what volume].
  • Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met, for [who or what it served], at [what volume].

Software used in this role

Recorded for this occupation by O*NET. An applicant tracking system matches the exact product name, so write the tool the way the posting writes it.

  • Accounting software
  • ADERANT Expert Back Office, Powered by Keystone
  • ADP software
  • ADP Workforce Now
  • Automatic Data Processing PC payroll for windows PCPW
  • Blackbaud The Raiser's Edge
  • Corel QuattroPro
  • Deltek professional services software
  • Exact Software Macola ES
  • FileMaker Pro
  • Fund accounting software
  • Hyperion Enterprise
  • Hyperion Solutions System 9 Planning
  • Hypertext markup language HTML

51 software entries are recorded in total.

Tools and equipment

The physical equipment this occupation is recorded as using. Worth naming when a posting asks for it by name.

  • 10-key calculators
  • Desktop computers
  • Notebook computers
  • Personal computers
  • Personal digital assistants PDA
  • Tablet computers

Skills an ATS reads for

Worth naming only if they are genuinely yours. Keyword overlap is one input to a resume's score, not a verdict.

  • budgeting
  • forecasting
  • financial reporting
  • GAAP
  • cash flow
  • risk management
  • Accounting
  • QuickBooks
  • SAP

What this job rates as most important

O*NET rates every skill for importance to this occupation. These are the highest rated, in order.

  1. 01Complex Problem Solving
  2. 02Critical Thinking
  3. 03Judgment and Decision Making
  4. 04Reading Comprehension
  5. 05Management of Financial Resources
  6. 06Speaking
  7. 07Active Listening
  8. 08Monitoring
  9. 09Mathematics
  10. 10Active Learning

Knowledge areas

The subject knowledge this occupation draws on, rated by importance.

  • Economics and Accounting
  • English Language
  • Administration and Management
  • Mathematics
  • Personnel and Human Resources

What qualifications people in this job have

From O*NET's survey of people doing this work. This is what postholders reported, not a requirement any single employer sets.

  • 56%Bachelor's Degree
  • 32%Master's Degree
  • 4%Associate's Degree

What level this role is pitched at

O*NET places this occupation in “Considerable Preparation Needed”. Most of these occupations require a four-year bachelor's degree, but some do not.

A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.

Common questions

What does a Treasurers and Controller do?
Direct financial activities, such as planning, procurement, and investments for all or part of an organization. Day to day that includes work like evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations and Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
What skills should a Treasurers and Controller put on a resume?
O*NET rates Complex Problem Solving, Critical Thinking, Judgment and Decision Making, Reading Comprehension, and Management of Financial Resources among the most important skills for this occupation. Name the ones that are genuinely yours and show where you used them. A resume that lists skills you do not have is weaker than one that lists fewer.
What software should a Treasurers and Controller list?
Software recorded for this occupation includes Accounting software, ADERANT Expert Back Office, Powered by Keystone, ADP software, ADP Workforce Now, and Automatic Data Processing PC payroll for windows PCPW. Applicant tracking systems match on the exact product name, so write the tool as the posting writes it rather than describing it in general terms.
What other job titles cover Treasurers and Controller work?
O*NET records 23 titles for this occupation, including Comptroller, Controller, Corporate Treasurer, and Treasurer. Searching only your own job title hides most of the openings you could apply to.
What qualifications does a Treasurers and Controller need?
In O*NET's survey of people doing this job, 56% reported their level of education as "Bachelor's Degree". That is what current postholders reported, not a requirement any single employer sets.
Will this resume pass an ATS for a Treasurers and Controller role?
No tool outside an employer can tell you how that employer's system is configured, including ours. What you can control is that the resume parses cleanly, names the work in the words the posting uses, and does not claim anything you cannot back up.

Related roles

Occupations O*NET records as closest to this one, and worth looking at if this search is not moving.

What this page cannot tell you

  • No tool outside an employer can tell you how that employer’s ATS is configured, including ours.
  • This page makes no claim about pay, demand or how many people hold this job. O*NET does not publish that here and we will not estimate it.
  • Keyword overlap is one input to a resume’s score, not a verdict on you. A resume that names skills you do not have is worse than one that names fewer.

If this is the job you are aiming at, the guide to tailoring a resume covers how to aim one posting properly, and building and exporting a resume here is free.

Occupation data from the O*NET 29.1 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under CC BY 4.0. O*NET is a trademark of USDOL/ETA. SpartanResume is not endorsed by USDOL/ETA.