Business valuer to corporate treasurer
A business valuer already meets 26% of what the corporate treasurer role asks for. The move turns on 12 required skills not yet in the profile.
71.2/ 100
1 How much of what a corporate treasurer is expected to do is already part of a business valuer’s work. Directional: the figure for the reverse move differs, because moving into a speciality is not the same problem as moving out of one. 2 Every skill the corporate treasurer role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
A corporate treasurer role treats 4 of its required skills as things a business valuer already does. You would walk in with these on day one.
- financial statements
- interpret financial statements
- investment analysis
- review investment portfolios
What stands in the way is 12 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 11 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 business valuer background worth leading with.
- already held public offering business, administration and law
- already held advise on tax planning communication, collaboration and creativity
- already held disseminate information on tax legislation communication, collaboration and creativity
- already held trade securities communication, collaboration and creativity
- already held property law business, administration and law
- already held investment analysis business, administration and law
All 11 carried skills, including the 4 the corporate treasurer role treats as required.
Table 3 · What you may need to learn
The 29 missing skills fall into 4 areas of the ESCO skill hierarchy, numbered in the order worth working in. Areas carrying the most required skills come first, and inside each one the required skills sit above the optional ones. Nothing here is a verdict on you: it is a list of what this particular job asks for that your current one does not.
- still to learn financial department processes required
- still to learn treasury management system required
- still to learn financial analysis required
- still to learn financial forecasting required
- still to learn liquidity management required
- optional, not held banking activities optional
- optional, not held insurance market optional
- optional, not held risk transfer optional
- optional, not held securities optional
- still to learn create a financial plan required
- still to learn evaluate budgets required
- still to learn manage budgets required
- still to learn 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 exert expenditure control optional
- optional, not held handle cash flow optional
- optional, not held manage corporate bank accounts optional
- optional, not held manage securities optional
- still to learn analyse financial performance of a company required
- still to learn analyse financial risk required
- still to learn analyse market financial trends 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
- optional, not held advise on credit rating optional
- optional, not held advise on financial matters optional
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.
- 01 financial department processes study this
- 02 treasury management system study this
- 03 analyse financial performance of a company practise this
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 11 skills that carry over
- already held financial statements knowledge
- already held interpret financial statements skill
- already held investment analysis knowledge
- already held review investment portfolios skill
- already held advise on tax planning skill
- already held disseminate information on tax legislation skill
- already held property law knowledge
- already held public offering knowledge
- already held stock market knowledge
- already held tax legislation knowledge
- already held trade securities skill
17 supplementary skills, helpful but not required
- 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 banking activities optional
- optional, not held create risk reports optional
- optional, not held exert expenditure control 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 risk transfer optional
- optional, not held securities optional
29 held skills the corporate treasurer role does not ask for
- not needed by the target role advise on bankruptcy proceedings skill
- not needed by the target role advise on property value skill
- not needed by the target role analyse business plans skill
- not needed by the target role apply strategic thinking skill
- not needed by the target role assist with litigation matters skill
- not needed by the target role business law knowledge
- not needed by the target role business valuation techniques knowledge
- not needed by the target role compare property values skill
- not needed by the target role create a financial report skill
- not needed by the target role determine resale value of items skill
- not needed by the target role estimate value of used goods skill
- not needed by the target role financial markets knowledge
- not needed by the target role insolvency law knowledge
- not needed by the target role intellectual property law knowledge
- not needed by the target role investment banking knowledge
- not needed by the target role liaise with financiers skill
- not needed by the target role liaise with managers skill
- not needed by the target role manage brand assets skill
- not needed by the target role market pricing knowledge
- not needed by the target role mergers and acquisitions knowledge
- not needed by the target role negotiate on asset value skill
- not needed by the target role perform asset recognition skill
- not needed by the target role perform stock valuation skill
- not needed by the target role pricing strategies knowledge
- not needed by the target role security of assets legislation knowledge
- not needed by the target role strategic planning knowledge
- not needed by the target role use consulting techniques skill
- not needed by the target role value properties skill
- not needed by the target role value-added tax law knowledge
9 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- still to learn financial department processes required
- still to learn treasury management system required
- still to learn financial analysis required
- still to learn financial forecasting required
- still to learn liquidity management required
- optional, not held banking activities optional
- optional, not held insurance market optional
- optional, not held risk transfer optional
- optional, not held securities optional
Common questions about this move
Can a business valuer become a corporate treasurer?
Yes, and it is a substantial move. A business valuer already covers 26% of what a corporate treasurer is expected to do: 11 skills carry over, 4 of which the corporate treasurer role treats as required.
What skills does a business valuer need to become a corporate treasurer?
12 required skills are missing, plus 17 optional ones. They fall into 4 areas of the ESCO skill hierarchy, led by business, administration and law. The single most important is financial department processes.
How hard is the move from business valuer to corporate treasurer?
Its learning distance is 71.2 out of 100, which is the substantial band. That accounts for both how much is missing and how specialised those skills are.
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.