Table 1Transition record

budget managertobank treasurer

A budget manager already meets 51% of what the bank treasurer role asks for. The move turns on 10 required skills not yet in the profile.

From budget manager

51%

Overlap1

To bank treasurer

19 Skills carried over

10 Required, not held

54.5 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 54.5

This move: 54.5 of 100 · moderate

1 Share of the bank treasurer role’s weighted skill requirement already met by the budget manager 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.

Table 2

Table 2 · What you already bring

Of the 19 skills that carry over, these are the ones fewest other occupations ask for. A bank treasurer role needs them, and most people applying for one will not have them already. This is the part of a budget manager background worth leading with.

Skill the target role also needs Area

already held evaluate budgets management skills
already held enforce financial policies management skills
already held create a financial report information skills
already held financial analysis business, administration and law
already held financial forecasting business, administration and law
already held analyse financial performance of a company information skills

All 19 carried skills, including the 15 the bank treasurer role treats as required.

Table 3

Table 3 · What you would need to learn

The 27 missing skills fall into 5 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 information skills 5 required, 4 supplementary

required, not held conduct financial audits required
required, not held maintain financial records required
required, not held maintain records of financial transactions required
required, not held prepare financial auditing reports required
required, not held trace financial transactions required

optional, not held check accounting records optional
optional, not held obtain financial information optional
optional, not held produce statistical financial records optional
optional, not held synthesise financial information optional

02 business, administration and law 2 required, 8 supplementary

required, not held treasury management system required
required, not held accounting required

optional, not held investment analysis optional
optional, not held banking activities optional
optional, not held financial jurisdiction optional
optional, not held financial markets optional
optional, not held financial products optional
optional, not held liquidity management optional
optional, not held securities optional
optional, not held tax legislation optional

03 management skills 2 required, 2 supplementary

required, not held handle financial transactions required
required, not held manage accounts required

optional, not held develop audit plan optional
optional, not held manage corporate bank accounts optional

04 social sciences, journalism and information 1 required

required, not held economics required

05 communication, collaboration and creativity 3 supplementary

optional, not held maintain relationship with customers optional
optional, not held communicate with banking professionals optional
optional, not held present reports optional

Table 4

Table 4 · Where to start

The 3 entries a bank 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 19 skills that carry over

Skill Type

already held accounting techniques knowledge
already held advise on financial matters skill
already held analyse financial performance of a company skill
already held analyse market financial trends skill
already held corporate social responsibility knowledge
already held create a financial plan skill
already held enforce financial policies skill
already held evaluate budgets skill
already held financial analysis knowledge
already held financial management knowledge
already held financial statements knowledge
already held follow company standards skill
already held liaise with managers skill
already held manage budgets skill
already held strive for company growth skill
already held create a financial report skill
already held financial forecasting knowledge
already held plan health and safety procedures skill
already held statistics knowledge

17 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held investment analysis optional
optional, not held maintain relationship with customers optional
optional, not held banking activities optional
optional, not held check accounting records optional
optional, not held communicate with banking professionals optional
optional, not held develop audit plan optional
optional, not held financial jurisdiction optional
optional, not held financial markets optional
optional, not held financial products optional
optional, not held liquidity management optional
optional, not held manage corporate bank accounts optional
optional, not held obtain financial information optional
optional, not held present reports optional
optional, not held produce statistical financial records optional
optional, not held securities optional
optional, not held synthesise financial information optional
optional, not held tax legislation optional

25 held skills the bank treasurer role does not ask for

Skill Type

not needed by the target role accounting department processes knowledge
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 budgetary principles knowledge
not needed by the target role business management principles knowledge
not needed by the target role company policies knowledge
not needed by the target role control financial resources skill
not needed by the target role cost management knowledge
not needed by the target role estimate profitability skill
not needed by the target role exert expenditure control skill
not needed by the target role explain accounting records skill
not needed by the target role financial department processes knowledge
not needed by the target role follow the statutory obligations skill
not needed by the target role funding methods knowledge
not needed by the target role inspect government expenditures skill
not needed by the target role integrate strategic foundation in daily performance skill
not needed by the target role interpret financial statements skill
not needed by the target role manage staff skill
not needed by the target role monitor charity's budget skill
not needed by the target role monitor financial accounts skill
not needed by the target role oversee the facilities services budget skill
not needed by the target role prepare financial statements skill
not needed by the target role public finance knowledge
not needed by the target role review investment portfolios skill
not needed by the target role support development of annual budget skill

11 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 treasury management system required
required, not held accounting required
required, not held economics required
optional, not held investment analysis optional
optional, not held banking activities optional
optional, not held financial jurisdiction optional
optional, not held financial markets optional
optional, not held financial products optional
optional, not held liquidity management optional
optional, not held securities optional
optional, not held tax legislation optional

Index

Other moves recorded from budget manager

Full index of moves from budget manager

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.