Companies exist to make money and profit, but that simple sounding task can be quite difficult to manage and keep track of even when the economy is doing well. A treasurer keeps track of money made as well as expenditures, and works to ensure that the short term and long term financial health of the corporation is taken care of.
How to Become a Successful Treasurer?
Depending on the level of work you want to strive for, different educational levels may be required. While a large corporation will want you to have upwards of a master’s degree or higher, a smaller charity may be willing to accept a bachelor’s so long as it is in finance, accounting, or business.
Typically your first position will be working under the level of treasurer in another financial department, where you will learn the ropes of budgets and the specific employers standard yearly budgets and where there may be problem areas, which is very helpful for your future position.
Once you are treasurer you will be responsible for keeping track of quarterly budgets and expenditures, and you will use that knowledge to help you plan for future investment decisions. This will require careful research, so you will want to be detail oriented and certain that you aren’t missing anything important before you decide.
Companies want a treasurer who keeps careful notes and never loses track of documents, so being organized is to your best advantage. You will also need to ensure that your calculations are always precise and that you watch out for any signs the company is losing money so you can act quickly to prevent it.
The Best Treasurer Resume Samples
These are some examples of job descriptions we have handpicked from real Treasurer resumes for your reference.
- Increased ISO membership by 25% since September by developing and implementing a new recruiting system.
- Prepare the club budget, present of $2,150 to the board for approval, and ensure that organization activities adhere to the budget.
- Maintain accurate financial records throughout the year to be reviewed by the organization E-board at any time.
- Present budget reports of the organization financial position to the E-Board bi-weekly.
- Create chapter budget & monthly finance reports for daily reports.
- Maintain chapter checking and savings accounts, as well as collect and distribute chapter, and local dues.
- Ensures the fiscal management is accordance with any funding received.
- Allocated the budget for weekly meetings and special events by itemizing and approving 30+ transactions.
- Formulated a detailed budget for the spring and achieved a 350% increase over the prior budget in the fall.
- Assembled with 400+ Israeli-Americans for annual national conference to enhance identity and discuss Zionism.
- Achieve 10% to 13% increase for club budget two years in a row through various events and successful budget presentations to Student Association.
- Mentor six to eight talented club members about the budgeting process and financial knowledge to ensure the club’s future financial success.
- Collaborate with other student clubs and organizations for joint events and school activities.
- Kept a running log of transactions in a chapter budget excel spreadsheet.
- Created and organized the template so that cash flows were clear.
- Responsible for tracking down sisters who failed to pay, planned and adjusted chapter finances accordingly.
- 55% increase in recruitment attendance (metric based on personally managed rush/recruitment attendance logs), setting future classes for higher success.
- Collaborate with the President in setting goals of 500 runners and 50 active members for the current school year.
- Communicate with Associated Student Activities Office regarding the club’s budget, analyzing the transaction report, and managing all club funds.
- Improved number of active members, funds raised and 5K participants since joining in 2014.
- Managed and oversaw all financial aspects of Parent Association’s budget.
- Presented comprehensive and timely financial analysis to the school administration and the board of directors.
- Played a key role in enormously successful annual benefit fund raising events for two consecutive years.
- The school raised the most amount ever raised (~$250k each year) in its 53-year history.
- Maintained an in depth financial record of expenditures and oversaw the team’s budget of $10,000.
- Created and analyzed detailed financial reports of revenue and expenditures which were used in budget reviews to plan the organization’s budget for the next fiscal year alongside the head accountant.
- Forecasted future revenue and expenses and accounted for those needs appropriately in the budget.
- Develop and maintain strategies for cash management, recording, and fundraising.
- Supervise rest of campaign team to see if daily activities are accomplished.
- Ensure all treasury activities are in compliance with policies and guideline, including Reported all contribution accordingly.
- Accounted for incoming funds, entering cash receipts into the General Ledger.
- Maintained the Village’s financial records with a detailed classified accounting and budgetary control system as prescribed by the State Comptroller.
- Prepared reports on all financial affairs for the Mayor and the Board of Trustees, Village Administrator and department heads.
- Worked with bond counsel and the Village’s financial advisors in the preparation of all financial reports and documents relative to the borrowing of funds through the issuance of bonds and bond anticipation notes.
- Collect and process taxes on all aspects of property; maintain related records and documents.
- Distribute tax revenue to predetermined schools, and state, county and city agencies.
- Provide exceptional customer service daily. Tasks include: acting as first point of contact for customers, fielding and responding to inquiries regarding tax, registration, property transfers, titles, ratings, and general procedures.
- Process tax payments and determine fees as appropriate; maintain payment records and follow up with delinquent payment collection as necessary.
- Managed personnel and oversaw daily operations of administrative offices.
- As a visionary, troubleshoot problematic issues, presented conflict resolutions and date of completion.
- Evaluated and revitalized operational procedures to exceed company’s performance goal by 5%.
- Originated and integrated customer service standards reducing citizens’ complaints from 45% to 2%.