Treasurer CV, Template and Examples

How to build the best treasurer CV

Treasurers are adaptable, multi-purpose financial professionals who sit at the very centre of a business’s financial management and strategy. There are many paths to becoming a Treasurer, but only one way to be a Treasurer – that is providing the financial foundation for a company to be profitable, and to seek growth.

As we’ve mentioned in other sections within this job resource section, your primary responsibilities are to give finance and non-finance team members and executives in your enterprise the tools, knowledge and support to make financial decisions. You’re the financial overseer, providing advice, contextual knowledge and support to everyone involved with finance. You will both take control of, and delegate, financial decision making (such as investments, training, bookkeeping etc.) where required, never losing sight of legislative controls and always with one eye on executive leadership and their needs.

This may seem like a lot to include in a CV. However, with some concise word management and a focus on the priorities of the role you will be able to clearly communicate your ability to excel in this specific, senior finance role.

Areas to focus on:

Oversight and management

  • Treasurers provide critical financial oversight to stakeholders, financial team members and non-financial executives in any given company. Therefore, being able to communicate on your CV your financial oversight credentials and examples of financial leadership is an absolute must.
  • Take into account the size of company you are looking to apply to: In larger, corporate enterprises, Treasurers (who are sometimes called Financial Officers) may be responsible for analysing mergers and managing investments, whereas for non-profits or local public services, Treasurers could be more involved with bookkeeping, management of funds and diligence/legislation. Treasurers are by design understood to have a wide range of financial knowledge, so adapting it to your application of choice is essential to make sure you’re showing the best and most relevant side of your professional skill set.

Legislation and controls

  • As with any finance-based role, having a critical understanding of legislation and financial rulings is essential. The difference between a Treasurer and, say, an Accountant is in the depth and generalism of this understanding: Treasurers are expected to understand both financial macro- and micro-rulings and provide oversight to any financial department.
  • As your role as a Treasurer will be providing financial oversight, you have to be able to expand on detail, but not lose sight of context, for every financial decision recommended. You will have to do this whilst balancing internal operations, raising capital or making investment decisions. It’s a broad church of responsibility, and understanding the controls that make company-wide financial decisions a reality is one of your main roles.

Communication and teamwork

  • Treasurers are financial chameleons, adapting their reporting, managing and financial controlling to fit their needs. In some enterprises, the role will include preparing, involving and seeking advocacy for financial decision-making from non-financial executives, as well as fellow finance professionals. This takes concise, well intentioned communication skills.
  • Treasurers have to be able to diligently and accurately convert complex financial reporting to any and every stakeholder in a team, company or enterprise. This includes: fixed assets and stock, planning and budgeting, fundraising, sales and more, and this professionalism in communication builds connections between teams.

Diligence

  • Diligence could equally be called risk analysis, but whereas other roles such as Investors and FP&As consider risk as a threat upon future or planned spend, a Treasurer has to take a full, holistic view of the company’s financial health, looking at everything from bookkeeping records, petty cash (for smaller companies), data protection and security, as well as investment decisions and general financial health.
  • Treasurers have to be mature enough to analyse the whole company, like a financial caretaker, rather than just the business end of investments and money movements.

Treasurer CV Example

The following articles cover the job description, salaries, CV building tips and more:

Job Description & Profile, Salary & Pay, Qualifications, Skills & Requirements, How to Become etc.

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