Table 1Transition record

budget analysttocorporate treasurer

A budget analyst already meets 22% of what the corporate treasurer role asks for. The move turns on 11 required skills not yet in the profile.

From budget analyst

22%

Overlap1

To corporate treasurer

6 Skills carried over

11 Required, not held

74.8 Difficulty2

Career overlap Distant match

22%

Learning distance Substantial retraining

74.8/ 100

Easy adjacentmoderatesubstantialcareer change Hard

1 Share of the corporate treasurer role’s weighted skill requirement already met by the budget analyst profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Why

Why this move works

A corporate treasurer role treats 5 of its required skills as things a budget analyst already does. These are the ones it depends on most.

analyse financial performance of a company
evaluate budgets
financial department processes
manage budgets
review investment portfolios

What stands in the way is 11 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 6 skills that carry over, these are the ones fewest other occupations ask for. A corporate treasurer role needs them, and most people applying for one will not have them already. This is the part of a budget analyst background worth leading with.

Skill the target role also needs Area

already held exert expenditure control management skills
already held evaluate budgets management skills
already held financial department processes business, administration and law
already held review investment portfolios communication, collaboration and creativity
already held analyse financial performance of a company information skills
already held manage budgets management skills

All 6 carried skills, including the 5 the corporate treasurer role treats as required.

Table 3

Table 3 · What you would need to learn

The 34 missing skills fall into 4 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier

01 business, administration and law 6 required, 8 supplementary

required, not held investment analysis required
required, not held treasury management system required
required, not held financial analysis required
required, not held financial forecasting required
required, not held financial statements required
required, not held liquidity management required

optional, not held banking activities optional
optional, not held insurance market optional
optional, not held property law optional
optional, not held public offering optional
optional, not held risk transfer optional
optional, not held securities optional
optional, not held stock market optional
optional, not held tax legislation optional

02 information skills 3 required, 4 supplementary

required, not held analyse financial risk required
required, not held analyse market financial trends required
required, not held interpret financial statements required

optional, not held identify if a company is a going concern optional
optional, not held create risk reports optional
optional, not held manage currency exchange risk mitigation techniques optional
optional, not held prepare financial statements optional

03 management skills 2 required, 6 supplementary

required, not held create a financial plan required
required, not held plan medium to long term objectives required

optional, not held convert currency optional
optional, not held develop revenue generation strategies optional
optional, not held perform currency reserve management optional
optional, not held handle cash flow optional
optional, not held manage corporate bank accounts optional
optional, not held manage securities optional

04 communication, collaboration and creativity 5 supplementary

optional, not held advise on credit rating optional
optional, not held advise on financial matters optional
optional, not held advise on tax planning optional
optional, not held disseminate information on tax legislation optional
optional, not held trade securities optional

Table 4

Table 4 · Where to start

The 3 entries a corporate treasurer role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 6 skills that carry over

Skill Type

already held analyse financial performance of a company skill
already held evaluate budgets skill
already held financial department processes knowledge
already held manage budgets skill
already held review investment portfolios skill
already held exert expenditure control skill

23 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held convert currency optional
optional, not held develop revenue generation strategies optional
optional, not held identify if a company is a going concern optional
optional, not held perform currency reserve management optional
optional, not held advise on credit rating optional
optional, not held advise on financial matters optional
optional, not held advise on tax planning optional
optional, not held banking activities optional
optional, not held create risk reports optional
optional, not held disseminate information on tax legislation optional
optional, not held handle cash flow optional
optional, not held insurance market optional
optional, not held manage corporate bank accounts optional
optional, not held manage currency exchange risk mitigation techniques optional
optional, not held manage securities optional
optional, not held prepare financial statements optional
optional, not held property law optional
optional, not held public offering optional
optional, not held risk transfer optional
optional, not held securities optional
optional, not held stock market optional
optional, not held tax legislation optional
optional, not held trade securities optional

17 held skills the corporate treasurer role does not ask for

Skill Type

not needed by the target role advise on public finance skill
not needed by the target role assess financial viability skill
not needed by the target role budget for financial needs skill
not needed by the target role budgetary principles knowledge
not needed by the target role company policies knowledge
not needed by the target role consider economic criteria in decision making skill
not needed by the target role create annual marketing budget skill
not needed by the target role develop financial statistics reports skill
not needed by the target role explain accounting records skill
not needed by the target role funding methods knowledge
not needed by the target role identify process improvements skill
not needed by the target role inspect government expenditures skill
not needed by the target role public finance knowledge
not needed by the target role revise drafts made by managers skill
not needed by the target role support development of annual budget skill
not needed by the target role synthesise financial information skill
not needed by the target role use office systems skill

14 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to acquire Tier

required, not held investment analysis required
required, not held treasury management system required
required, not held financial analysis required
required, not held financial forecasting required
required, not held financial statements required
required, not held liquidity management required
optional, not held banking activities optional
optional, not held insurance market optional
optional, not held property law optional
optional, not held public offering optional
optional, not held risk transfer optional
optional, not held securities optional
optional, not held stock market optional
optional, not held tax legislation optional

Index

Other moves recorded from budget analyst

Full index of moves from budget analyst

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.