# Treasurers and Controllers

> Direct financial activities, such as planning, procurement, and investments for all or part of an organization.

- **SOC code:** 11-3031.01
- **Canonical URL:** https://singulariki.com/roles/role-11-3031-01
- **Also known as:** Comptroller, Controller, Corporate Treasurer, Treasurer, Corporate Controller, Regional Controller, School Treasurer, Treasury Consultant
- **Frame:** "AI exposure" means task overlap (how codifiable the work is), not jobs lost or a forecast. Every figure below is traced to a named public dataset.

## What this work is

**Core tasks** (O*NET):
- 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.
- Prepare and file annual tax returns or prepare financial information so that outside accountants can complete tax returns.
- 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.
- Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties.
- 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.
- Perform tax planning work.

## Skills, tools, capabilities

**Knowledge, skills & abilities** (O*NET, highest importance first):
- Economics and Accounting _(knowledge)_
- English Language _(knowledge)_
- Reading Comprehension _(essential_skill)_
- Critical Thinking _(essential_skill)_
- Complex Problem Solving _(transferable_skill)_
- Judgment and Decision Making _(transferable_skill)_
- Written Comprehension _(ability)_
- Inductive Reasoning _(ability)_
- Administration and Management _(knowledge)_
- Speaking _(essential_skill)_
- Management of Financial Resources _(transferable_skill)_
- Oral Comprehension _(ability)_

**Skills in demand:**
- English Language _(Common Skill)_
- Reading Comprehension _(Common Skill)_
- Inductive Reasoning _(Common Skill)_
- Critical Thinking _(Common Skill)_
- Complex Problem Solving _(Common Skill)_
- Deductive Reasoning _(Common Skill)_
- Mathematics _(Common Skill)_
- Information Ordering _(Specialized Skill)_
- Active Listening _(Common Skill)_
- Writing _(Common Skill)_
- Speech Recognition _(Specialized Skill)_
- Active Learning _(Common Skill)_

**Tools & technology:**
- Intuit QuickBooks _(hot technology, in demand)_
- Microsoft Excel _(hot technology, in demand)_
- Microsoft Office software _(hot technology, in demand)_
- Microsoft PowerPoint _(hot technology, in demand)_
- SAP software _(hot technology, in demand)_
- Hypertext markup language HTML _(hot technology)_
- Microsoft Access _(hot technology)_
- Microsoft Outlook _(hot technology)_
- Microsoft Project _(hot technology)_
- Microsoft Word _(hot technology)_
- Oracle PeopleSoft _(hot technology)_
- Oracle Primavera Enterprise Project Portfolio Management _(hot technology)_

## AI exposure & outlook

- **AI task-overlap index:** 80th percentile (High) across all occupations — composite of current-era exposure studies (ai-exposure-index-v1).
- **Overall AI exposure (Felten et al.):** 98th percentile (High) — source: felten_aioe.
- **LLM task exposure, γ (OpenAI / Eloundou):** 85th percentile (High) — source: eloundou_gamma.
- **AI assistant applicability (Microsoft):** 50th percentile (Moderate) — source: microsoft_applicability.
- **Frey–Osborne (2013, historical computerization estimate):** 25th percentile — kept separate from current-era studies.
- **Remote-capable (Dingel–Neiman):** yes — task structure, not who actually works remote.
- **Projected employment (BLS 2024–34):** 14.8% growth (Growing fast); 74.6k annual openings; 868.6k → 997.4k jobs.
- **Pay & employment (BLS OEWS, May 2024):** median $161,700; 818,620 employed.

## How people actually use AI here

Anthropic Economic Index — measured AI conversations mapped to this occupation's tasks:

- **Automation vs augmentation:** 26% automation, 56% augmentation (usage-weighted).
- **Autonomy median:** 4.0 (higher = AI acts more independently).
- **Dominant collaboration mode:** learning.

**Tasks most handed to AI here:**
- Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards. _(2.0% of measured AI use; learning)_
- Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed. _(0.8% of measured AI use; directive)_
- Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies. _(0.6% of measured AI use; directive)_

**Example prompts (honest phrasings of the tasks above — starting points, not endorsed instructions):**
- Help me maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
- Help me analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
- Help me prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.

## Sources

- **O*NET** (30.3) — U.S. Department of Labor / National Center for O*NET Development. https://www.onetcenter.org/database.html
- **BLS Occupational Employment and Wage Statistics (OEWS)** (May 2024) — U.S. Bureau of Labor Statistics. https://www.bls.gov/oes/
- **BLS Employment Projections** (2024–2034) — U.S. Bureau of Labor Statistics. https://www.bls.gov/emp/
- **Anthropic Economic Index** (v4 (2026-01-15) + v2 (2025-03-27)) — Anthropic. https://www.anthropic.com/economic-index
- **Microsoft “Working with AI”** (working-with-ai) — Microsoft Research. https://www.microsoft.com/en-us/research/
- **“GPTs are GPTs” (Eloundou et al.)** (arXiv 2303.10130) — OpenAI / academic. https://arxiv.org/abs/2303.10130
- **AI Occupational Exposure (AIOE)** (Felten, Raj & Seamans) — academic. https://github.com/AIOE-Data/AIOE
- **Frey & Osborne (2013)** (frey-osborne-automation) — academic. https://www.oxfordmartin.ox.ac.uk/publications/the-future-of-employment/
- **Dingel & Neiman (2020)** (dingel-neiman-workathome) — academic. https://github.com/jdingel/DingelNeiman-workathome

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_Generated from Singulariki's joined dataset; data snapshot 2026-06-02T21:00:32.945303+00:00. https://singulariki.com/roles/role-11-3031-01_