financial analysttocorporate treasurer
A financial analyst already meets 30% of what the corporate treasurer role asks for. The move turns on 10 required skills not yet in the profile.
30%
68.2/ 100
1 Share of the corporate treasurer role’s weighted skill requirement already met by the financial 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 this move works
A corporate treasurer role treats 6 of its required skills as things a financial analyst already does. These are the ones it depends on most.
- analyse financial performance of a company
- analyse financial risk
- create a financial plan
- financial forecasting
- interpret financial statements
- treasury management system
What stands in the way is 10 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 10 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 financial analyst background worth leading with.
- already held treasury management system business, administration and law
- already held public offering business, administration and law
- already held advise on tax planning communication, collaboration and creativity
- already held stock market business, administration and law
- already held financial forecasting business, administration and law
- already held interpret financial statements information skills
All 10 carried skills, including the 6 the corporate treasurer role treats as required.
Table 3 · What you would need to learn
The 30 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.
- required, not held financial department processes required
- required, not held investment analysis required
- required, not held financial analysis 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 risk transfer optional
- optional, not held securities optional
- optional, not held tax legislation optional
- required, not held evaluate budgets required
- required, not held manage budgets 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 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
- required, not held 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
- required, not held review investment portfolios required
- optional, not held advise on credit rating optional
- optional, not held disseminate information on tax legislation optional
- optional, not held trade securities 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 knowledge · sector specific
- 02 investment analysis knowledge · sector specific
- 03 analyse market financial trends skill · cross sector
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 10 skills that carry over
- already held analyse financial performance of a company skill
- already held analyse financial risk skill
- already held create a financial plan skill
- already held financial forecasting knowledge
- already held interpret financial statements skill
- already held treasury management system knowledge
- already held advise on financial matters skill
- already held advise on tax planning skill
- already held public offering knowledge
- already held stock market knowledge
20 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 banking activities optional
- optional, not held create risk reports optional
- optional, not held disseminate information on tax legislation 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 property law optional
- optional, not held risk transfer optional
- optional, not held securities optional
- optional, not held tax legislation optional
- optional, not held trade securities optional
37 held skills the corporate treasurer role does not ask for
- not needed by the target role accounting knowledge
- not needed by the target role assess financial viability skill
- not needed by the target role asset management knowledge
- not needed by the target role business analytics knowledge
- not needed by the target role business processes knowledge
- not needed by the target role consider economic criteria in decision making skill
- not needed by the target role cost management knowledge
- not needed by the target role create a financial report skill
- not needed by the target role develop investment portfolio skill
- not needed by the target role develop transportation cost metrics skill
- not needed by the target role digital data processing skill
- not needed by the target role economics knowledge
- not needed by the target role empirical analysis knowledge
- not needed by the target role ensure compliance with disclosure criteria of accounting information skill
- not needed by the target role explain financial jargon skill
- not needed by the target role financial management knowledge
- not needed by the target role financial products knowledge
- not needed by the target role fundamental analysis knowledge
- not needed by the target role game theory knowledge
- not needed by the target role green bonds knowledge
- not needed by the target role handle mergers and acquisitions skill
- not needed by the target role investment banking knowledge
- not needed by the target role macroeconomics knowledge
- not needed by the target role management consulting knowledge
- not needed by the target role mergers and acquisitions knowledge
- not needed by the target role microeconomics knowledge
- not needed by the target role monitor loan portfolio skill
- not needed by the target role monitor stock market skill
- not needed by the target role offer financial services skill
- not needed by the target role perform business analysis skill
- not needed by the target role perform business research skill
- not needed by the target role prepare financial projections skill
- not needed by the target role provide cost benefit analysis reports skill
- not needed by the target role quantitative analysis knowledge
- not needed by the target role statistics knowledge
- not needed by the target role sustainable finance knowledge
- not needed by the target role use business simulation tools 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.
- required, not held financial department processes required
- required, not held investment analysis required
- required, not held financial analysis 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 risk transfer optional
- optional, not held securities optional
- optional, not held tax legislation optional
Other moves recorded from financial analyst
- corporate investment banker 43% covered · substantial
- investment analyst 41% covered · substantial
- securities analyst 39% covered · substantial
- investment manager 37% covered · substantial
- investment adviser 35% covered · substantial
- actuarial consultant 33% covered · substantial
- mergers and acquisitions analyst 33% covered · substantial
- investment fund management assistant 32% covered · substantial
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.