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

fundraising managertocredit union manager

A fundraising manager already meets 46% of what the credit union manager role asks for. The move turns on 11 required skills not yet in the profile.

From fundraising manager
46%
Overlap1
To credit union manager
16 Skills carried over
11 Required, not held
59.1 Difficulty2
Career overlap Partial match

46%

Learning distance Substantial retraining

59.1/ 100

1 Share of the credit union manager 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 credit union manager role treats 13 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 16 skills that carry over, these are the ones fewest other occupations ask for. A credit union manager 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 analyse financial performance of a company information skills
  • already held financial statements business, administration and law
  • already held financial management business, administration and law
  • already held strive for company growth management skills

All 16 carried skills, including the 13 the credit union manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 27 missing skills fall into 5 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 3 required, 7 supplementary
  • required, not held credit control processes required
  • required, not held debt systems required
  • required, not held insolvency law required
  • optional, not held investment analysis optional
  • optional, not held banking activities optional
  • optional, not held business loans optional
  • optional, not held customer relationship management optional
  • optional, not held debt collection techniques optional
  • optional, not held mortgage loans optional
  • optional, not held securities optional
02 information skills 3 required, 2 supplementary
  • required, not held create a financial report required
  • required, not held maintain credit history of clients required
  • required, not held manage financial risk required
  • optional, not held analyse financial risk optional
  • optional, not held assess financial viability optional
03 communication, collaboration and creativity 2 required, 4 supplementary
  • required, not held liaise with board members required
  • required, not held impart business plans to collaborators required
  • optional, not held maintain relationship with customers optional
  • optional, not held build business relationships optional
  • optional, not held communicate with banking professionals optional
  • optional, not held review investment portfolios optional
04 management skills 2 required, 3 supplementary
  • required, not held create credit policy required
  • required, not held manage credit union operations required
  • optional, not held manage loan applications optional
  • optional, not held develop investment portfolio optional
  • optional, not held make investment decisions optional
05 assisting and caring 1 required
  • required, not held apply credit risk policy required
Table 4

Table 4 · Where to start

The 3 entries a credit union manager 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 16 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 staff skill
  • already held strive for company growth skill
  • already held plan health and safety procedures skill
  • already held recruit employees skill
  • already held train employees skill
16 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held investment analysis optional
  • optional, not held maintain relationship with customers optional
  • optional, not held manage loan applications optional
  • optional, not held analyse financial risk optional
  • optional, not held assess financial viability optional
  • optional, not held banking activities optional
  • optional, not held build business relationships optional
  • optional, not held business loans optional
  • optional, not held communicate with banking professionals optional
  • optional, not held customer relationship management optional
  • optional, not held debt collection techniques optional
  • optional, not held develop investment portfolio optional
  • optional, not held make investment decisions optional
  • optional, not held mortgage loans optional
  • optional, not held review investment portfolios optional
  • optional, not held securities optional
28 held skills the credit union manager 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 accounts skill
  • not needed by the target role manage budgets 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 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 social media marketing techniques knowledge
  • not needed by the target role use consulting techniques skill
  • not needed by the target role write charity grant proposals skill
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 credit control processes required
  • required, not held debt systems required
  • required, not held insolvency law required
  • optional, not held investment analysis optional
  • optional, not held banking activities optional
  • optional, not held business loans optional
  • optional, not held customer relationship management optional
  • optional, not held debt collection techniques optional
  • optional, not held mortgage loans optional
  • optional, not held securities 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.