Fundraising manager to bank 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.
60.1/ 100
1 How much of what a bank treasurer is expected to do is already part of a fundraising manager’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 bank treasurer role is recorded as needing, required and optional together. What these numbers mean.
Why this move works
A bank treasurer role treats 14 of its required skills as things a fundraising manager already does. You would walk in with these on day one.
- 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 · 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.
- 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 · What you may need to learn
The 31 missing skills fall into 6 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 conduct financial audits required
- still to learn maintain financial records required
- still to learn maintain records of financial transactions required
- still to learn prepare financial auditing reports required
- still to learn 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
- still to learn treasury management system required
- still to learn accounting required
- still to learn 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
- still to learn evaluate budgets required
- still to learn handle financial transactions required
- optional, not held develop audit plan optional
- optional, not held manage corporate bank accounts optional
- still to learn economics required
- optional, not held maintain relationship with customers optional
- optional, not held communicate with banking professionals optional
- optional, not held present reports optional
- optional, not held statistics optional
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.
- 01 treasury management system study this
- 02 accounting study this
- 03 accounting techniques study this
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 15 skills that carry over
- 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
- 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
- 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.
- still to learn treasury management system required
- still to learn accounting required
- still to learn accounting techniques required
- still to learn 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
Common questions about this move
Can a fundraising manager become a bank treasurer?
Yes, and it is a substantial move. A fundraising manager already covers 44% of what a bank treasurer is expected to do: 15 skills carry over, 14 of which the bank treasurer role treats as required.
What skills does a fundraising manager need to become a bank treasurer?
11 required skills are missing, plus 20 optional ones. They fall into 6 areas of the ESCO skill hierarchy, led by information skills. The single most important is treasury management system.
How hard is the move from fundraising manager to bank treasurer?
Its learning distance is 60.1 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.