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Resume guide · Job Zone 4

Treasurers and Controllersresume guide.

Direct financial activities, such as planning, procurement, and investments for all or part of an organization. A strong Treasurers and Controllers resume shows complex problem solving, judgment and decision making and management of financial resources, and names the tools you have worked with, such as SAP software, Intuit QuickBooks and Microsoft Access.

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Sample resume

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  1. 1Put a number on the close.Employers hiring controllers want someone who can speed up and steady the financial close. Days to close is the number they look for.
  2. 2Show how you used automation.Finance teams are adding automation but still need someone to check the results. Saying what you automated, and the hours it saved, shows both.
  3. 3Put a dollar figure on cash decisions."Evaluate needs for procurement of funds and investment of surpluses" from the guide becomes interest earned on spare cash, with every payroll still met.
  4. 4Prove your controls held up."Develop internal control policies" is a core task here. Clean audits after you changed the rules are the evidence.
  5. 5Name the ERP systems you have run.SAP software and Intuit QuickBooks are hot on this guide, and many employers are stuck on ERP upgrades for lack of people who know them.
  6. 6Give the full name of each credential.Write out Certified Public Accountant with the state and say it is active. Add the issuer for the CTP so a recruiter can confirm it.
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Sample resume. The candidate is fictional; the layout and templates are real.

Sylvie Marwood

Corporate Controller, CPA

[email protected] / (607) 555-0127 / Ithaca, NY

Summary

Controller with twelve years in accounting and finance, the last five running the books, treasury and budgeting for a $210M specialty food manufacturer. Cut the monthly close from 11 days to 5 by automating reconciliations in SAP software and Microsoft Excel. Trusted by lenders and auditors for clean cash forecasts, tight internal controls and audits with no material findings.

Experience

Corporate Controller
Norrland Specialty Foods / Ithaca, NY
Mar 2021 - Present
Shortened the monthly close from 11 business days to 5 by automating bank and intercompany reconciliations in SAP software, freeing about 60 staff hours a month.
Built a 13-week rolling cash forecast that stayed within 4% of actual cash; used it to renegotiate a $25M revolving credit line at 0.5 points lower.
Invested surplus cash in a laddered Treasury bill program that earned $780K over two years without missing a payroll or vendor run.
Rewrote disbursement approval limits and segregation of duties after a near-miss vendor fraud attempt; three straight external audits closed with no material weaknesses.
Lead a team of 7 across accounts payable, payroll and general ledger, and present the annual budget and monthly financial statements to the board.
Assistant Controller
Rosscarbery Building Products / Binghamton, NY
Jun 2017 - Mar 2021
Moved the company from Intuit QuickBooks to Oracle NetSuite across two plants, finishing on schedule with balances tied out to the penny at cutover.
Built plant-level budgets and monthly variance reports in Microsoft Excel and Microsoft Power BI that helped managers cut scrap costs 12%.
Managed relationships with three banks and the insurance broker, consolidating accounts and lowering annual bank fees by $46K.
Senior Audit Associate
Merrow & Tate CPAs / Syracuse, NY
Sep 2013 - Jun 2017
Led fieldwork on 20+ audits a year for manufacturers and nonprofits and trained 6 first-year associates.

Skills

Finance:Financial close, cash flow forecasting, treasury management, budgeting and variance analysis, internal controls, GAAP reporting, bank and lender relations
Systems:SAP software, Oracle NetSuite, Intuit QuickBooks, Microsoft Excel, Microsoft Power BI, Structured query language SQL, Microsoft PowerPoint

Licenses & Certifications

Certified Public Accountant (CPA), New York State, active
Certified Treasury Professional (CTP), Association for Financial Professionals

Education

Master of Business Administration (MBA), Finance
Ludgate University
2019
Bachelor of Science in Accounting
Oriel State University
2013

01Also called

O*NET
ComptrollerControllerCorporate ControllerCorporate TreasurerFinance TreasurerGlobal TreasurerRegional ControllerSchool TreasurerTreasurerTreasurer Consultant

02Skills employers expect

O*NET

Importance is how much the skill matters to the job; level is how much of it the job demands. Both are worth naming on the resume, in this order.

SkillImportanceLevel
Complex Problem SolvingVery highAdvanced
Judgment and Decision MakingVery highAdvanced
Management of Financial ResourcesVery highAdvanced
Active ListeningVery highAdvanced
Critical ThinkingVery highAdvanced
MathematicsVery highAdvanced
Reading ComprehensionVery highAdvanced
SpeakingVery highAdvanced
Active LearningHighAdvanced
MonitoringHighAdvanced

03Knowledge areas

O*NET
  • Economics and Accounting
  • Administration and Management
  • Mathematics
  • English Language
  • Computers and Electronics
  • Administrative
  • Personnel and Human Resources
  • Customer and Personal Service
  • Law and Government
  • Education and Training

04Common responsibilities

O*NET

Ordered by importance. Each one is a bullet waiting for a result and a number.

  1. Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
  2. Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
  3. Delegate authority for the receipt, disbursement, banking, protection, and custody of funds, securities, and financial instruments.
  4. Develop and maintain relationships with banking, insurance, and external accounting personnel to facilitate financial activities.
  5. Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
  6. Advise management on short-term and long-term financial objectives, policies, and actions.
  7. Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
  8. Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  9. Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.
  10. Receive cash and checks and make deposits.

05Software and tools

O*NET

50 tools across 16 categories. The six largest categories are below; Hot marks a hot technology, In demand a tool employers ask for most often.

Enterprise resource planning ERP software17
  • SAP softwareHotIn demand
  • Oracle PeopleSoftHot
  • Microsoft Dynamics
  • Oracle JD Edwards EnterpriseOne
  • Oracle Hyperion
  • SAP Business Objects
  • Microsoft Dynamics GP
  • NetSuite ERP
  • Oracle PeopleSoft Financials
  • Oracle Fusion Applications
  • Infor ERP SyteLine
  • Exact Software Macola ES
  • Microsoft Dynamics SL
  • ADP software
  • ADERANT Expert Back Office, Powered by Keystone
  • Deltek professional services software
  • Hyperion Solutions System 9 Planning
+ 12 more
Accounting software9
  • Intuit QuickBooksHotIn demand
  • Tax softwareIn demand
  • Sage 50 Accounting
  • Fund accounting software
  • Job costing software
  • Hyperion Enterprise
  • MYOB Premier Accounting Small Business Suite
  • Sage Fixed Asset Solution FAS
  • Sage MIP Fund Accounting
+ 4 more
Data base user interface and query software4
Financial analysis software3
  • Oracle E-Business Suite Financials
  • Microsoft FRx
  • Oracle Hyperion Planning
Spreadsheet software3
Business intelligence and data analysis software2
  • IBM Cognos Impromptu
  • Oracle Business Intelligence Enterprise Edition
Human resources software2
  • ADP Workforce NowIn demand
  • Automatic Data Processing PC payroll for windows PCPW
Project management software2
  • Microsoft ProjectHotIn demand
  • Oracle Primavera Enterprise Project Portfolio ManagementHot
Customer relationship management CRM software1
  • Blackbaud The Raiser's EdgeIn demand
Data base reporting software1
  • SAP Crystal Reports
Document management software1
  • Microsoft SharePoint Server
Electronic mail software1
Office suite software1
Presentation software1
Web platform development software1
Word processing software1

06Education and preparation

O*NET
Typical education
Bachelor's Degree
48% of surveyed workers. Others report Master's Degree (48%) and Post-Master's Certificate (4%).
Preparation level
Job Zone 4 · Considerable preparation
Usually a four-year degree and several years of related experience.

07Putting it on your resume

ResumeXRays guidance
BEE · How to show it

Lead with what you built. For a Job Zone 4 role, hiring managers and parsers both look for outcomes before credentials. Put two or three results at the top of each job entry, with the scale or effect stated plainly.

Name the tools exactly. This occupation is heavy on named software. A skills section that says "SAP software, Intuit QuickBooks, Microsoft Access, Structured query language SQL" matches more job descriptions than a general phrase. Use the spelling employers use.

Show judgment and decision making and management of financial resources, not just complex problem solving. Judgment and decision making and management of financial resources rank close to complex problem solving for this occupation. One bullet per role that shows a decision, a tradeoff or a result covers them.

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