Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

credit analysttocorporate treasurer

A credit analyst already meets 37% of what the corporate treasurer role asks for. The move turns on 9 required skills not yet in the profile.

From credit analyst
37%
Overlap1
To corporate treasurer
13 Skills carried over
9 Required, not held
62.6 Difficulty2
Career overlap Distant match

37%

Learning distance Substantial retraining

62.6/ 100

1 Share of the corporate treasurer role’s weighted skill requirement already met by the credit 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

Why this move works

A corporate treasurer role treats 7 of its required skills as things a credit analyst already does. These are the ones it depends on most.

  • analyse financial risk
  • analyse market financial trends
  • financial forecasting
  • financial statements
  • interpret financial statements
  • investment analysis

What stands in the way is 9 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 13 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 credit analyst background worth leading with.

Skill the target role also needs Area
  • already held advise on credit rating communication, collaboration and creativity
  • already held public offering business, administration and law
  • already held manage securities management skills
  • already held investment analysis business, administration and law
  • already held stock market business, administration and law
  • already held review investment portfolios communication, collaboration and creativity

All 13 carried skills, including the 7 the corporate treasurer role treats as required.

Table 3

Table 3 · What you would need to learn

The 27 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 management skills 4 required, 6 supplementary
  • required, not held create a financial plan required
  • 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
02 business, administration and law 4 required, 4 supplementary
  • required, not held financial department processes required
  • required, not held treasury management system required
  • required, not held financial analysis required
  • required, not held liquidity management required
  • optional, not held insurance market optional
  • optional, not held property law optional
  • optional, not held risk transfer optional
  • optional, not held securities optional
03 information skills 1 required, 4 supplementary
  • required, not held analyse financial performance of a company 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
04 communication, collaboration and creativity 4 supplementary
  • optional, not held advise on financial matters optional
  • optional, not held advise on tax planning optional
  • optional, not held disseminate information on tax legislation optional
  • 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 13 skills that carry over
Skill Type
  • already held analyse financial risk skill
  • already held analyse market financial trends skill
  • already held financial forecasting knowledge
  • 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 credit rating skill
  • already held banking activities knowledge
  • already held manage securities skill
  • already held public offering knowledge
  • already held stock market knowledge
  • already held tax legislation knowledge
18 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 identify if a company is a going concern optional
  • optional, not held perform currency reserve management optional
  • optional, not held advise on financial matters optional
  • optional, not held advise on tax planning 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 prepare financial statements optional
  • optional, not held property law optional
  • optional, not held risk transfer optional
  • optional, not held securities optional
  • optional, not held trade securities optional
18 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 advise on risk management skill
  • not needed by the target role analyse loans skill
  • not needed by the target role analyse the credit history of potential customers skill
  • not needed by the target role apply credit risk policy skill
  • not needed by the target role budget for financial needs skill
  • not needed by the target role debt classification knowledge
  • not needed by the target role develop investment portfolio skill
  • not needed by the target role examine credit ratings skill
  • not needed by the target role financial engineering knowledge
  • not needed by the target role insolvency law knowledge
  • not needed by the target role interview bank loanees skill
  • not needed by the target role interview techniques knowledge
  • not needed by the target role maintain client debt records skill
  • not needed by the target role maintain credit history of clients skill
  • not needed by the target role obtain financial information skill
  • not needed by the target role perform debt investigation skill
  • not needed by the target role synthesise financial information skill
8 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 financial department processes required
  • required, not held treasury management system required
  • required, not held financial analysis required
  • required, not held liquidity management required
  • optional, not held insurance market optional
  • optional, not held property law optional
  • optional, not held risk transfer optional
  • optional, not held securities optional
Index

Other moves recorded from credit analyst

Full index of moves from credit analyst

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.