Strategist

Archetype 8 Strategist

Most strategists should excel at:

  • Establishing long-range objectives and specifying the strategies and actions to achieve them.
  • Analyzing information and evaluating results to choose the best solution and solve problems.
  • Developing specific goals and plans to prioritize, organize, and accomplish your work.
  • Scheduling events, programs, and activities, as well as the work of others.

Supervisor

Archetype 10 Supervisor

Any supervisor should excel at:

  • Monitoring and reviewing information from materials, events, or the environment.
  • Detecting or assessing problems whether real or potential.
  • Monitoring and controlling resources and overseeing the spending of money.

Other work activities related to Treasurers and controllers

  • Monitoring financial activities and details, such as cash flow and reserve levels, for ensuring that all legal and regulatory requirements are met.
  • Handling 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.
  • Preparing and filing annual tax returns or preparing financial information so that outside accountants can conclude the tax returns.
  • Preparing or directing preparation of financial statements, business activity reports, financial positions forecasts, annual budgets, or reports required by regulatory agencies.
  • Supervising employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
  • Delegating authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
  • Maintaining current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.