Roles · Finance and mortgages

AI finance treasurer

Monitors financial activities and details to ensure legal requirements are met. Coordinates financial planning and directs preparation of reports.

Samuel O'Brien“I monitor cash flow and prepare financial statements for the business.”An example character, not a real person.
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Finance treasurer · What it does

Three tasks it takes off your hands

  1. Monitor financial activities and details to ensure legal requirements are met.
  2. Coordinate and direct the financial planning and investment activities of an organisation.
  3. Prepare or direct preparation of financial statements and annual budgets.
Where these come from

The tasks of “Treasurers and Controllers” (O*NET 11-3031.01), as O*NET lists them:

  • Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
  • Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.

Finance treasurer · Tools and industries

It works in the tools you already use

  • Intuit QuickBooks
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft PowerPoint
  • SAP software
  • Hypertext markup language HTML

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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