Share
If you’ve Googled “Treasurer job description,” chances are you’ve seen the same thing over and over again: bullet points, vague responsibilities, and a bland company overview that could’ve been written by a robot.
But here’s the problem—those job posts don’t actually help you attract the right person.
They don’t communicate what the treasurer really does, why the role matters, or what kind of personality would thrive in it.
And that’s a big deal. Because the person you hire as treasurer won’t just balance budgets. They’ll influence major decisions, protect your financial health, and help shape your company’s future.
So if your job post reads like a legal checklist instead of a strategic pitch, the best candidates will scroll right past you.
The good news? You don’t need to be a copywriter to fix it. You just need the right structure—and a little intention.
👉 Before we dive in, if you haven’t already, check out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ . It shows you how to turn boring templates into magnetic, human job descriptions.
Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.
What the Treasurer Role Actually Is
A Treasurer isn’t just someone who “handles the money.”
They’re the person responsible for your organization’s financial strategy, cash flow, and long-term stability. They oversee budgets, track spending, ensure compliance, and help leadership make smart financial decisions. In many cases, they’re the quiet force behind a company’s growth or survival.
Think of the treasurer as the financial compass of your business. They don’t just manage numbers—they guide your team in making decisions that align with your company’s goals, values, and future plans.
So while technical skills like forecasting and risk analysis are critical, great treasurers are also strategic thinkers, clear communicators, and trusted advisors to leadership.
gh
Two Great Treasurer Job Description Templates
✅ Option 1: Experienced Treasurer Job Description (Updated Version)
📌 Job Title:
Treasurer at Harbor & Pine Capital — Help Us Scale with Financial Clarity
📍 Location: Boston, MA (Hybrid)
💼 Job Type: Full-Time
💰 Salary: $125,000–$155,000 + Bonus + Equity Options
📽️ Meet Your Future Team (Watch This Video)
Before you scroll, take 90 seconds to meet your future team and hear from our CFO about what we’re building together:
🎥 [Insert Loom/YouTube Link]
Who We Are
Harbor & Pine Capital is a Boston-based boutique investment firm specializing in real estate, alternative assets, and private equity. We’ve grown from a three-person startup into a $500M+ AUM firm with global clients and a sharp focus on long-term, ethical investing.
What makes us different?
We’re small enough to move fast—but strategic enough to play long. We believe in data-backed decisions, deep relationships, and building a culture of transparency, ownership, and trust. As we scale, we’re looking for a Treasurer who can do more than just manage cash—we want someone who can guide the next chapter of our financial evolution.
What You’ll Be Doing
This role reports directly to the CFO and works cross-functionally with our investment, operations, and strategy teams.
Your responsibilities will include:
- Managing our firm’s liquidity, working capital, and forecasting across multiple portfolios
- Building and maintaining strong banking and investor relationships
- Evaluating and optimizing capital structure and debt facilities
- Overseeing compliance with treasury policies, SOX/internal controls, and financial risk
- Developing cash investment strategies for idle funds
- Advising the leadership team on financial implications of new ventures and market shifts
- Preparing monthly liquidity reports and strategic cash-flow analysis for the board
What We’re Looking For
✅ 5+ years in corporate treasury, investment banking, or financial strategy
✅ Experience managing multi-entity cash flow in a regulated industry
✅ Strong understanding of capital markets, interest rate risk, and hedging instruments
✅ Confident communicator who can influence stakeholders with clarity and logic
✅ Bonus points for CTP, CFA, CPA, or experience in real estate finance
🎁 Perks and Benefits
- Competitive salary + performance bonus + equity package
- Full medical, dental, and vision insurance (covered 90% by company)
- 401(k) with 4% match
- 20 PTO days + all federal holidays + 3 mental health days
- Access to executive coaching + annual finance summits
- Quarterly team retreats and client roundtables (travel optional)
🌟 Why This Role Is a Great Fit
You’ll be stepping into a high-impact role at a company where your decisions won’t sit in a spreadsheet—they’ll shape how we scale, where we invest, and what risks we take.
At Harbor & Pine, we treat our finance team as a strategic engine—not just back-office.
If you’ve ever felt like “just the numbers person,” this is your chance to be the financial voice in the room that actually drives direction.
You’ll get autonomy, mentorship, and a seat at the table—plus the backing of a team that values both accuracy and boldness.
📥 How to Apply
We respect your time. That’s why we use WorkScreen—so you’re evaluated based on strengths, not just buzzwords.
Click below to complete your short, structured evaluation:
👉 [Insert WorkScreen Link]
✅ Option 2: Entry-Level Treasurer Job Description (Willing to Train)
📌 Job Title:
Assistant Treasurer at Roots for Tomorrow — Grow With a Purpose-Driven Nonprofit
📍 Location: Remote (U.S.-based)
💼 Job Type: Full-Time
💰 Salary: $48,000–$58,000 + Benefits
📽️ Meet Your Future Team (Watch This Video)
Curious what it’s like to work with us? Watch this quick message from our Executive Director and hear why this role matters to our mission:
🎥 [Insert Loom/YouTube Link]
Who We Are
Roots for Tomorrow is a nonprofit organization tackling climate change through global reforestation, sustainable agriculture, and community resilience projects. Since 2016, we’ve planted over 12 million trees across 14 countries—working alongside indigenous communities and local governments to build long-term environmental and economic stability.
We’re a lean, mission-driven team of 26, and we take transparency seriously—both with donors and with each other. That’s why we’re growing our finance team to bring in a detail-oriented Assistant Treasurer who’s ready to learn, grow, and take ownership of our financial reporting and budgeting process over time.
What You’ll Be Doing
You don’t need decades of experience—we’ll train you.
This is a learning-focused role with real responsibility and plenty of mentorship from our Director of Finance.
Here’s what you’ll do:
- Assist with monthly reconciliations and donor financial reports
- Monitor cash balances and support daily cash-flow tracking
- Help prepare basic financial statements and grant budgets
- Maintain internal documentation for audits and compliance
- Collaborate with project managers to align budgets with field activities
- Learn to manage treasury systems, banking processes, and investment reports over time
What We’re Looking For
✅ Degree in finance, accounting, economics, or a related field (or equivalent experience)
✅ A genuine interest in climate action, nonprofit finance, and operational transparency
✅ Strong organizational skills and attention to detail
✅ Willingness to learn financial systems like QuickBooks, NetSuite, or Expensify
✅ Bonus if you’ve worked in a nonprofit or admin role—but not required
Even if you don’t meet every requirement, we encourage you to apply. We value potential, passion, and follow-through more than a perfect résumé.
🎁 Perks and Benefits
- Health, dental, and vision insurance (100% covered)
- $1,000 annual professional development stipend
- 15 vacation days + 10 wellness/sick days + 12 paid holidays
- Flexible work schedule (core hours: 10AM–4PM EST)
- Remote-friendly culture with annual in-person retreat
- Paid volunteer days (2 per year)
🌟 Why This Role Is a Great Fit
This isn’t just a job—it’s a pathway into nonprofit finance.
You’ll work closely with leadership, gain real skills, and get hands-on training in grant funding, compliance, and impact reporting.
If you’re someone who loves spreadsheets and sustainability, and you’re ready to build a meaningful career in mission-driven work, this role is a rare opportunity to learn while doing.
We don’t expect perfection—we expect initiative, curiosity, and a desire to grow.
📥 How to Apply
We care about making the hiring process fair, respectful, and efficient for everyone. That’s why we use WorkScreen to evaluate applicants based on ability—not buzzwords.
Click the link below to start your application:
👉 [Insert WorkScreen Link]
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
Breakdown of Why These Treasurer Job Descriptions Actually Work
Let’s break down what makes the two Treasurer job descriptions effective—whether you’re hiring a seasoned finance leader or someone eager to grow into the role.
✅ 1. The Job Titles Are Clear and Contextual
Instead of generic labels like “Treasurer” or “Assistant Treasurer,” each title adds purpose and clarity:
- “Treasurer at Harbor & Pine Capital — Help Us Scale with Financial Clarity”
- “Assistant Treasurer at Roots for Tomorrow — Grow With a Purpose-Driven Nonprofit”
These titles don’t just describe the role—they sell the opportunity, speak to the mission, and signal who it’s for.
✅ 2. The Introductions Give Candidates a Reason to Care
Both posts begin by framing the why behind the role—not just what the person will do, but why their work matters.
This pulls in purpose-driven applicants and immediately filters for those who are motivated by impact, not just a paycheck.
✅ 3. The Video Element Adds a Human Touch
A short video from the CFO or Executive Director helps candidates connect with the team, tone, and mission—making the job feel more real and more personal.
It builds trust and makes your post stand out from the sea of text-based listings.
✅ 4. The “Who We Are” Section Feels Specific and Authentic
Generic company blurbs don’t inspire. These posts use specific examples of what the company does, where it’s going, and how the role ties into that journey.
This builds emotional connection and helps candidates self-select for alignment.
✅ 5. The Responsibilities Are Written Like Outcomes, Not Tasks
Instead of saying “manage cash,” we wrote “guide the next chapter of our financial evolution.”
Instead of “support budgets,” we said “align budgets with field activities.”
This helps candidates visualize the real impact of their work—and gets them excited.
✅ 6. The “What We’re Looking For” Section Encourages, Not Excludes
We use checklists the right way—clear, realistic, and inclusive.
- For senior roles, we emphasize strategic thinking and relevant experience.
- For entry-level, we openly say “we’ll train you,” and “even if you don’t meet all requirements, apply.”
This welcomes great talent who may otherwise self-disqualify.
✅ 7. Perks and Benefits Are Transparent
By clearly listing compensation, time-off, health benefits, and growth perks, we build trust—and reduce candidate drop-off. No guesswork.
✅ 8. The “Why This Role Is a Great Fit” Section Sells the Opportunity
This is where you flip the script and pitch your company to the applicant.
We talk about ownership, mentorship, real impact—not vague buzzwords.
That’s how you attract top-tier talent.
✅ 9. The Application Process Is Respectful and Clear
We explain how to apply, what to expect, and why we use WorkScreen to evaluate fairly.
This gives candidates peace of mind—and shows that your company values their time and effort.
Bad Treasurer Job Description Example (And Why It Fails)
Let’s take a look at a generic treasurer job post you might find online—and break down exactly why it doesn’t work.
❌ Bad Job Description Example
Job Title:
Treasurer
Location:
New York, NY
Job Type:
Full-Time
Job Summary
We are seeking a Treasurer to oversee the organization’s financial operations. The Treasurer will be responsible for managing budgets, monitoring cash flow, and ensuring compliance with financial regulations. The ideal candidate will have experience in finance and a strong understanding of financial reporting.
Responsibilities
- Prepare financial reports
- Oversee cash flow and budgets
- Ensure compliance with regulations
- Manage relationships with banks and other institutions
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field
- 5+ years of experience in a similar role
- Strong analytical and communication skills
How to Apply
Please send your CV and cover letter to hr@company.com. Only shortlisted candidates will be contacted.
🚨 Why This Job Post Falls Short
❌ 1. The Job Title Is Vague and Uninspiring
Simply calling the position “Treasurer” gives no context about the company, industry, or mission. There’s no reason for a top candidate to click or feel intrigued.
❌ 2. The Introduction Is Cold and Generic
There’s no story, no hook, no explanation of why this role matters or what kind of impact the treasurer will make. It reads like a placeholder.
❌ 3. There’s No Mention of Company Culture or Purpose
What does this company do? What does it stand for? What’s exciting about being part of this team? The post gives no sense of the environment or values—making it impossible for applicants to assess fit.
❌ 4. Compensation and Benefits Are Missing
Top candidates want transparency. If there’s no salary range, no benefits listed, and no perks mentioned, people assume the worst—or just move on.
❌ 5. The Responsibilities Are Too Broad
“Prepare reports” and “monitor cash flow” are too vague. There’s no sense of challenge, complexity, or ownership in the role. The description feels like it was copied from a textbook.
❌ 6. The Hiring Process Feels Dismissive
“Only shortlisted candidates will be contacted” sends the wrong message. It suggests applicants aren’t worth your time unless they’re selected. That creates a cold, one-sided dynamic from the start.
❌ 7. The Call to Action Lacks Energy or Respect
“Send your CV” is transactional. There’s no excitement, encouragement, or explanation of what comes next. The post ends as flat as it started.
Bottom Line:
This kind of job description might technically check a few boxes—but it fails to inspire, connect, or stand out. And that means great candidates will never apply.
Bonus Tips to Make Your Treasurer Job Description Stand Out
Even a well-structured job post can fade into the noise if it lacks emotional depth, candidate trust signals, or real-life context. These simple additions can help you rise above the sea of templated listings.
✅ Tip 1: Add a “Security & Privacy” Notice
Let candidates know you take their data and dignity seriously. This builds trust, especially in a world full of scammy job posts.
📌 Example:
“We take the security and privacy of all job applicants seriously. We will never ask for payment, personal financial info, or banking details at any stage of the hiring process.”
✅ Tip 2: Mention Time Off, Flexibility, or Mental Health Days
Compensation isn’t just salary. Candidates increasingly care about work-life balance. Even a small detail like “3 mental health days” shows you walk the talk.
📌 Example:
“Enjoy up to 24 flex days off per year—including 3 mental health days to recharge and reset.”
✅ Tip 3: Highlight Training, Mentorship, or Career Growth
This is especially powerful for junior roles, but even senior talent wants to know they’re not entering a stagnant job.
📌 Example:
“We offer executive coaching, leadership development workshops, and an annual finance summit so you’re always growing—no matter your level.”
✅ Tip 4: Embed a Video From the Hiring Manager
We already included this in your templates—but if you haven’t added it yet, do it. A 1–2 minute Loom or YouTube video from the CFO, founder, or hiring manager boosts trust, relatability, and click-throughs.
📌 Tip:
Record a quick message explaining:
- Why this role matters
- What kind of teammate you’re looking for
- What success looks like in the first 90 days
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
✅ Tip 5: Be Explicit About How You Treat Candidates
Candidates appreciate clarity, responsiveness, and dignity. Even a single sentence about how you communicate during the hiring process sets you apart from 90% of companies.
📌 Example:
“We review every application carefully and respond to all candidates—no ghosting here.”
Should You Use AI to Write Your Treasurer Job Description?
The short answer? Yes—but not blindly.
Tools like ChatGPT and built-in AI features in platforms like Workable and Manatal might seem like a time-saver. But if you rely on them without providing real context, you’ll end up with the same generic job post that top candidates scroll past every day.
❌ The Wrong Way to Use AI
You drop a prompt like:
“Write a Treasurer job description.”
And get something that sounds like:
“We are seeking a qualified and detail-oriented Treasurer to manage budgets and ensure financial compliance in a fast-paced environment…”
It checks boxes. It sounds okay. But it says nothing about who you are, what makes your role unique, or why someone should care.
It’s forgettable—and forgettable posts attract low-effort applicants.
✅ The Right Way to Use AI
Use AI as a writing assistant, not a replacement for your insight.
You should first supply AI with:
- A description of what your company actually does
- The values and tone you want the post to reflect
- Specific responsibilities of the Treasurer role at your company
- What kind of personality or skills would thrive on your team
- The perks, salary, and hiring process
- Any personal notes or voice you’d like reflected
📌 Example prompt:
“Help me write a Treasurer job description for our company, Harbor & Pine Capital. We’re a Boston-based investment firm managing $500M+ in AUM. We’re hiring a Treasurer to oversee cash flow, manage investor relationships, and advise on capital structure as we scale. Our tone should be confident and professional but warm. Our culture values ownership, speed, and clarity. We offer a $125K–$155K salary, hybrid setup, bonuses, and equity. We use WorkScreen to evaluate applicants based on skill. Here are some draft notes I’ve written to get started: [Paste your notes here].”
Now you’re giving the AI something real to work with—and what it generates will sound more like you and less like a bot.
🎯 Bottom Line
AI can be powerful—but only when paired with human intention.
So write from experience. Inject personality. And if you use AI, treat it like a creative partner—not a shortcut.
Don’t let bad hires slow you down. WorkScreen helps you identify the right people—fast, easy, and stress-free.
Copy-Paste Job Description Templates (For Quick Use)
✅ Option 1: Conversational, Culture-First Job Description Template
📌 Job Title:
Treasurer at [Company Name] — [Insert Mission-Driven Hook or Impact Phrase]
📍 Location: [Location]
💼 Job Type: [Job Type]
💰 Salary: [Salary Range]
📽️ Meet Your Future Team
Watch this short video from [Hiring Manager / Founder] to hear what we’re building and why this role matters:
🎥 [Insert Loom or YouTube Link]
Who We Are
[Company Name] is on a mission to [insert brief statement of what your company does and why it matters]. We’re growing and looking for a Treasurer who can help us navigate financial strategy, protect our cash flow, and contribute to smart, forward-thinking decisions.
What You’ll Be Doing
- Oversee cash flow, budgeting, and financial forecasting
- Manage relationships with banks and financial institutions
- Evaluate investment strategies and capital structure
- Monitor compliance with internal controls and financial regulations
- Provide actionable insights to leadership on key financial risks and opportunities
What We’re Looking For
✅ [#] years experience in corporate finance, treasury, or similar
✅ Strong understanding of cash management and forecasting
✅ Excellent communication and analytical thinking
✅ [Insert any certifications, tools, or preferred qualifications]
🎁 Perks and Benefits
- [Insert health/dental/vision plan info]
- [List PTO or vacation days]
- [401(k) or retirement plan details]
- [Mention any remote work/flexibility perks]
- [Optional: Wellness, training, or travel benefits]
🌟 Why This Role Is a Great Fit
You won’t just be a financial gatekeeper—you’ll be a trusted advisor.
If you’re looking for a role where your decisions shape the future of a growing organization, this is your opportunity to lead with impact.
📥 How to Apply
We use WorkScreen to evaluate candidates based on strengths—not résumés alone.
Click the link below to start your application:
👉 [Insert WorkScreen Link]
✅ Option 2: Structured Job Brief Format (Classic Style)
📌 Job Title:
Treasurer
Company: [Company Name]
Location: [Location]
Job Type: [Job Type]
Salary: [Salary Range]
📽️ Meet Your Hiring Manager
Before applying, check out this short message from [Hiring Manager] on what we’re looking for and how this role supports our goals:
🎥 [Insert Loom or YouTube Link]
Job Brief
[Company Name] is hiring a Treasurer to manage financial operations and contribute to our long-term financial strategy. This is a cross-functional role that supports forecasting, compliance, banking, and capital planning.
Responsibilities
- Monitor and manage cash flow, liquidity, and short-term investments
- Oversee daily treasury operations and banking activities
- Lead risk analysis and ensure policy compliance
- Evaluate credit facilities, debt structure, and financing strategies
- Prepare regular financial reports and insights for leadership
Requirements
- [#] years in treasury or corporate finance
- Proficiency with [insert tools: e.g., Excel, NetSuite, treasury software]
- Strong attention to detail and communication skills
- [Insert preferred certifications, e.g., CPA, CFA, CTP—if relevant]
Perks and Benefits
- [Health insurance or wellness perks]
- [Paid vacation or flexible leave policy]
- [Professional development budget or tuition assistance]
- [Remote work policy, if applicable]
📥 How to Apply
To ensure a fair and efficient hiring process, we use WorkScreen to evaluate candidates based on their real-world skills.
Click below to start your application:
👉 [Insert WorkScreen Link]
Let WorkScreen Handle the Next Step in Your Hiring Process
Once you’ve written a clear, thoughtful job post and started attracting applicants, the next challenge is figuring out who’s actually worth interviewing.
That’s where WorkScreen comes in.
WorkScreen helps you move from “just posted the role” to “confident shortlist” — fast.
Here’s how:
✅ Quickly Identify Your Most Promising Candidates
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
✅ Run One-Click Skill Tests
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
✅ Eliminate Low-Effort Applications
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
✅ Hire Smarter. Faster. And With Confidence.
When you combine a great job description with WorkScreen’s structured evaluation process, you get better hires—and a stronger team.
Want to see how it works? Sign up now and start evaluating candidates with confidence.
FAQ
While both roles deal with an organization’s finances, they serve very different purposes:
- A financial secretary is often responsible for recordkeeping, receipts, and reporting—tracking incoming and outgoing funds and maintaining financial documentation.
- A treasurer, on the other hand, focuses on financial strategy—managing cash flow, planning budgets, evaluating risk, and advising leadership on how to use funds wisely.
In short: the financial secretary tracks the money; the treasurer decides how to manage and allocate it.
Beyond financial acumen, a great treasurer brings:
- Strategic thinking – not just balancing books, but advising on long-term financial direction
- Risk management awareness – identifying vulnerabilities in cash flow, investments, or market exposure
- Clear communication – explaining complex financial ideas to non-finance team members
- Technology fluency – comfort with treasury software, forecasting tools, and financial systems
- Integrity and discretion – they handle sensitive data and decisions that affect the whole organization
In the U.S., treasurer salaries vary widely depending on company size, industry, and location:
- Entry-level / Assistant Treasurer: $48,000–$65,000
- Mid-level Treasurer: $75,000–$115,000
- Senior or Corporate Treasurer: $120,000–$180,000+
Nonprofits and small businesses may pay less, while large enterprises or financial institutions often offer higher compensation packages—including bonuses and equity.
Not always. While certifications like CPA, CTP (Certified Treasury Professional), or CFA can boost credibility—especially in larger organizations—they’re not always required.
Many companies value experience, strategic insight, and communication skills over formal credentials—especially for treasurer roles at startups, nonprofits, or mission-driven businesses.
