How To Become A Treasurer

A step by step guide to how to become a Treasurer

Treasurers are the complete financial leader, hyper aware of everything cash-flow related in any enterprise of any size. They need to be driven, diligent, details-obsessed, highly competent and industry-savvy.

They also need to be capable of cross-departmental collaboration, taking full ownership of cash flow channels between disparate financial groups, including non-financial teams, leadership figures and external stakeholders.

Treasurers are part strategists, part accountants, part financial leaders – they have to be experienced in accounting, debt structuring, financial planning, credit control and  investments and stock management while also being mature enough to lead teams, drive efficiencies and spot trends in cash management and global movements. There are, like every financial sector job, certain things you can do to better prepare you for a career as a Treasurer.

Please visit our job description page to find out more about the day to day responsibilities of a Treasurer.

Step 1 – Get the right experience

The art of Treasury management is adaptability to the enterprise you’re working in: multinational corporations need a very different type of Treasurer than a charity, or local government organisation, despite the core knowledge base being the same.

Treasury management within smaller firms will be more fluid than larger companies – Treasurers in charities, for example, will have to address credit, debt, payroll, petty cash, VAT and tax and accounts, plus donations and due diligence, spreading their financial acumen over many departments. At larger firms, Treasurers may work as part of particular teams, or within certain arms of the business, under a more rigid hierarchy and working to specific financial ends.

Finding your niche takes time, patience, and an eagle eye for opportunity, but most importantly it requires the right sort of experience to better prepare you for your chosen enterprise.

Step 2 – Consider your career pathway

Treasurers are senior finance team members, who often sit to the right hand side of a CEO or CFO.  As the nature of cash ownership, responsibility, availability and viability changes in the wake of COVID-19, the rise of cryptocurrency, preparation and active career management becomes more important than ever.

Treasurers have to consider the unique pathways that lead to becoming one. They are, in some industries, pre-cursor roles to becoming a CFO. With so much strategic planning, investment opportunity and staff management responsibilities, becoming a Treasurer could equally be one step on the path to becoming a business owner, CEO, or investor, or start-up founder.

Step 3 – Money talks, so learn about it

Is the world turning cashless? Is crypto going to change the very fabric of cash realities and upend centuries of money management, banking, finance management, investing, debt, ownership and more?

Treasurers need to have their ear to the ground and work as trend-oriented professionals. Much like CFOs and investors, the whims of the financial market will have an impact on your work, so a keen eye for changes within money management is vital if you want to remain competitive. Those Treasurers that display a confident mastery of financial trends, and lead the line on bringing in change management where appropriate will find themselves in high demand.

Find out more about life as a Treasurer and other details by following the below links:

Job Description & Profile, Salary & Pay, Qualifications, Skills & Requirements, CV Template & Examples etc.

Search Jobs to find out about any Treasurer job roles we currently have available.

Photo by Chris Li on Unsplash

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