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

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.