Table 1Transition record

fundraising managertobank treasurer

A fundraising manager already meets 44% of what the bank treasurer role asks for. The move turns on 11 required skills not yet in the profile.

From fundraising manager

44%

Overlap1

To bank treasurer

15 Skills carried over

11 Required, not held

60.1 Difficulty2

Career overlap Partial match

44%

Learning distance Substantial retraining

60.1/ 100

adjacentmoderatesubstantialcareer change

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

Why

Why this move works

A bank treasurer role treats 14 of its required skills as things a fundraising manager already does. These are the ones it depends on most.

advise on financial matters
analyse financial performance of a company
analyse market financial trends
corporate social responsibility
create a financial plan
enforce financial policies

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 15 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 fundraising manager background worth leading with.

Skill the target role also needs Area

already held enforce financial policies management skills
already held financial analysis business, administration and law
already held manage accounts management skills
already held analyse financial performance of a company information skills
already held financial statements business, administration and law
already held financial management business, administration and law

All 15 carried skills, including the 14 the bank treasurer role treats as required.

Table 3

Table 3 · What you would need to learn

The 31 missing skills fall into 6 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, 5 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 create a financial report optional
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 3 required, 9 supplementary

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

optional, not held investment analysis optional
optional, not held banking activities optional
optional, not held financial forecasting 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 evaluate budgets required
required, not held handle financial transactions 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

06 natural sciences, mathematics and statistics 1 supplementary

optional, not held statistics 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 15 skills that carry over

Skill Type

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 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 accounts skill
already held manage budgets skill
already held strive for company growth skill
already held plan health and safety procedures skill

20 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held create a financial report optional
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 forecasting 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 statistics optional
optional, not held synthesise financial information optional
optional, not held tax legislation optional

29 held skills the bank treasurer role does not ask for

Skill Type

not needed by the target role apply for government funding skill
not needed by the target role carry out strategic research skill
not needed by the target role content marketing strategy knowledge
not needed by the target role coordinate advertising campaigns skill
not needed by the target role coordinate events skill
not needed by the target role deliver a sales pitch skill
not needed by the target role develop professional network skill
not needed by the target role develop promotional tools skill
not needed by the target role develop public relations strategies skill
not needed by the target role establish contact with potential donors skill
not needed by the target role execute feasibility study skill
not needed by the target role fix meetings skill
not needed by the target role funding methods knowledge
not needed by the target role inform on government funding skill
not needed by the target role manage donor database skill
not needed by the target role manage fundraising activities skill
not needed by the target role manage government-funded programmes skill
not needed by the target role manage staff skill
not needed by the target role manage the handling of promotional materials skill
not needed by the target role manage volunteers skill
not needed by the target role monitor charity's budget skill
not needed by the target role perform fundraising activities skill
not needed by the target role perform project management skill
not needed by the target role public relations knowledge
not needed by the target role recruit employees skill
not needed by the target role social media marketing techniques knowledge
not needed by the target role train employees skill
not needed by the target role use consulting techniques skill
not needed by the target role write charity grant proposals 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 treasury management system required
required, not held accounting required
required, not held accounting techniques required
required, not held economics required
optional, not held investment analysis optional
optional, not held banking activities optional
optional, not held financial forecasting 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 statistics optional
optional, not held tax legislation optional

Index

Other moves recorded from fundraising manager

Full index of moves from fundraising 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.