What You'll Do

  • 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.
  • Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  • Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
  • Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  • Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
  • Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
  • Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing personnel actions, such as promotions and dismissals.
  • Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
  • Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.

Essential Skills

Reading Comprehension 4.12/5
Critical Thinking 4.12/5
Complex Problem Solving 4.12/5
Judgment and Decision Making 4.12/5
Speaking 4.0/5
Management of Financial Resources 4.0/5
Active Listening 3.88/5
Monitoring 3.88/5
Mathematics 3.75/5
Writing 3.62/5
Active Learning 3.62/5
Systems Evaluation 3.62/5

Career Fit Overview

Use this summary to understand the kind of profile this role rewards. It helps you judge whether this career looks like a stronger match than your current role, a nearby move worth exploring, or a broader path to compare more seriously.

Top passions

  • Leader: Taking charge and moving ideas forward motivates you.
  • Organizer: Bringing order to data and processes satisfies you.
  • Helper: Supporting people and making a difference matters to you.

Common styles

Attention to Detail, Dependability, Integrity, Cautiousness, Leadership Orientation

Want a personal read on fit? Take the free assessment and compare this career to your current role, nearby alternatives, and broader stronger-fit options.

Key Abilities

This career demands strong capabilities in the following areas:

Written Comprehension 4.12/5
Inductive Reasoning 4.12/5
Oral Comprehension 4.0/5
Oral Expression 4.0/5
Written Expression 4.0/5
Problem Sensitivity 4.0/5
Deductive Reasoning 4.0/5
Near Vision 4.0/5

Technologies & Tools

Accounting software Fund accounting software Hyperion Enterprise Intuit QuickBooks Job costing software MYOB Premier Accounting Small Business Suite Sage 50 Accounting Sage Fixed Asset Solution FAS Sage MIP Fund Accounting Tax software IBM Cognos Impromptu Oracle Business Intelligence Enterprise Edition Blackbaud The Raiser's Edge SAP Crystal Reports FileMaker Pro Microsoft Access Structured query language SQL Yardi software Microsoft SharePoint Server Microsoft Outlook

Work Environment & Strengths

Common Strengths for This Career

  • Attention to Detail (High importance: 5.0/5)
  • Dependability (High importance: 4.95/5)
  • Integrity (High importance: 4.95/5)
  • Cautiousness (High importance: 4.75/5)
  • Leadership Orientation (High importance: 4.72/5)

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How to Become One

Most employers require a bachelor's degree in a relevant field. Some positions may also require experience through internships, co-ops, or entry-level work to strengthen your candidacy.

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Also Known As

This career is known by many different job titles across industries. Here are all the variations:

City Comptroller City Controller City Treasurer Comptroller Controller Corporate Controller Corporate Treasurer Cost Controller County Treasurer Financial Controller Financial Engineer Financial Institution Treasurer Financial Officer Financier Plant Controller Production Controller Project Controller Regional Controller School Treasurer State Comptroller Treasurer Treasury Consultant Trust Officer

Career Fit FAQs

Is this career a good fit for me

This page shows the role itself. To see personal fit, use the assessment to compare your interests, motivations, and strengths against this career and against the role you are in now.

Can this help if I want to stay in my field

Yes. Many people use career pages like this to compare nearby roles in the same field and see whether they need a full switch or a better-fit version of the work they already know.

What should I compare first

Start with the daily tasks, the preparation level, and the work-style signals on this page. Then use the assessment to see whether this role looks like a stronger fit than your current role or just a different title.