A treasury analyst manages an organization’s financial affairs, requiring a minimum of a bachelor’s degree in finance, with a master’s degree being desirable. After two years of work experience, a final exam is required for certification, with recertification required every three years. The job involves assessing financial risks and investing company funds, and requires people skills. The certification exam covers topics such as financial planning, risk management, and ethical standards.
A treasury analyst is responsible for the financial well-being of an organization and must have the ability to invest funds that will result in profit for the business. It’s virtually impossible to become a treasury analyst without a minimum of a bachelor’s degree in finance; a master’s degree is generally desirable. A bachelor’s degree program lasts approximately four years and is followed by two years of work experience. After the two years are up, the potential treasury analyst must complete a final exam to verify the necessary financial skills. Recertification is generally required every three years.
A treasury analyst can work for a number of different organizations and is responsible for managing the company’s financial affairs, with particular attention to the annual budget. To become a treasury analyst, it’s important to be comfortable with responsibility, because part of the job involves assessing financial risks and investing a company’s funds. Treasury analysts must also have tremendous people skills, as they often act as a liaison for potential mergers between other functions.
A bachelor’s degree in economics, accounting or finance is the minimum requirement to become a treasury analyst. Most employers expect applicants with a master’s degree in one of the above fields to be considered for the position. As part of the degree program, graduate students study topics such as financial theory and practice, business law, information systems and international business.
The degree program typically lasts four years, and successful graduates are often recruited by companies after completing schooling. Students are also encouraged to look online for job availability. To become a certified treasury professional, students with the required bachelor’s degree must also complete two years of work experience in the field.
Once that work experience is complete, a certification exam is usually the next step. This test is usually conducted by the Association for Financial Professionals. There are exam preparation materials available online. Knowledge of financial planning and the role of treasury administration can be assessed by the exam.
The final exam to become a treasury analyst is proctored at a dedicated testing centre. The exam usually involves knowing how to deal with issues related to capital and risk management and the liquidity of companies. Successful completion of the test shows that the candidate has the necessary treasury management skills, including knowledge of ethical standards and practices. Depending on the jurisdiction, each treasury analyst may be required to pass a certification exam every three years.
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