Table 1Transition record

financial auditortocorporate treasurer

A financial auditor already meets 39% of what the corporate treasurer role asks for. The move turns on 9 required skills not yet in the profile.

From financial auditor

39%

Overlap1

To corporate treasurer

14 Skills carried over

9 Required, not held

61.3 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 61.3

This move: 61.3 of 100 · substantial

1 Share of the corporate treasurer role’s weighted skill requirement already met by the financial auditor 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 14 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 auditor background worth leading with.

Skill the target role also needs Area

already held identify if a company is a going concern information skills
already held advise on credit rating communication, collaboration and creativity
already held advise on tax planning communication, collaboration and creativity
already held evaluate budgets management skills
already held disseminate information on tax legislation communication, collaboration and creativity
already held financial department processes business, administration and law

All 14 carried skills, including the 7 the corporate treasurer role treats as required.

Table 3

Table 3 · What you would need to learn

The 26 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 4 required, 6 supplementary

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

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

02 management skills 3 required, 7 supplementary

required, not held create a financial plan 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

03 information skills 1 required, 3 supplementary

required, not held analyse market financial trends required

optional, not held create risk reports optional
optional, not held manage currency exchange risk mitigation techniques optional
optional, not held prepare financial statements optional

04 communication, collaboration and creativity 1 required, 1 supplementary

required, not held review investment portfolios required

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 14 skills that carry over

Skill Type

already held analyse financial performance of a company skill
already held analyse financial risk skill
already held evaluate budgets skill
already held financial analysis knowledge
already held financial department processes knowledge
already held financial statements knowledge
already held interpret financial statements skill
already held advise on credit rating skill
already held advise on financial matters skill
already held advise on tax planning skill
already held banking activities knowledge
already held disseminate information on tax legislation skill
already held identify if a company is a going concern skill
already held tax legislation knowledge

17 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 perform currency reserve management 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 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 trade securities optional

46 held skills the corporate treasurer role does not ask for

Skill Type

not needed by the target role accounting knowledge
not needed by the target role accounting department processes knowledge
not needed by the target role accounting entries knowledge
not needed by the target role accounting techniques knowledge
not needed by the target role arrange audit skill
not needed by the target role check accounting records skill
not needed by the target role commercial law knowledge
not needed by the target role communicate with banking professionals skill
not needed by the target role conduct financial audits skill
not needed by the target role control financial resources skill
not needed by the target role core banking software knowledge
not needed by the target role corporate law knowledge
not needed by the target role develop audit plan skill
not needed by the target role develop financial statistics reports skill
not needed by the target role economics knowledge
not needed by the target role ensure compliance with accounting conventions skill
not needed by the target role ensure compliance with disclosure criteria of accounting information skill
not needed by the target role financial jurisdiction knowledge
not needed by the target role financial management knowledge
not needed by the target role financial products knowledge
not needed by the target role follow the statutory obligations skill
not needed by the target role fraud detection knowledge
not needed by the target role identify accounting errors skill
not needed by the target role insolvency law knowledge
not needed by the target role inspect tax returns skill
not needed by the target role internal auditing knowledge
not needed by the target role international financial reporting standards knowledge
not needed by the target role international tariffs knowledge
not needed by the target role joint ventures knowledge
not needed by the target role liaise with shareholders skill
not needed by the target role maintain financial records skill
not needed by the target role maintain records of financial transactions skill
not needed by the target role maintain trusts skill
not needed by the target role make strategic business decisions skill
not needed by the target role mergers and acquisitions knowledge
not needed by the target role monitor banking activities skill
not needed by the target role national generally accepted accounting principles knowledge
not needed by the target role observe confidentiality skill
not needed by the target role obtain financial information skill
not needed by the target role pose questions referring to documents skill

6 further entries not listed here

10 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 forecasting required
required, not held liquidity management required
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

Index

Other moves recorded from financial auditor

Full index of moves from financial auditor

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.