Roles · Finance and mortgages

AI controller

Monitors financial activities and details. Prepares financial statements and reports. Advises management on financial objectives and policies.

Ezra Green“I monitor financial details and prepare reports for management.”An example character, not a real person.
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Controller · What it does

Three tasks it takes off your hands

  1. Monitor financial activities and details to ensure legal requirements are met.
  2. Prepare financial statements, reports, and annual budgets.
  3. Advise management on financial objectives and policies.
Where these come from

The tasks of “Treasurers and Controllers” (O*NET 11-3031.01), as O*NET lists them:

  • Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
  • Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
  • Advise management on short-term and long-term financial objectives, policies, and actions.

Controller · Tools and industries

It works in the tools you already use

  • Intuit QuickBooks
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft PowerPoint
  • SAP software
  • Hypertext markup language HTML

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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