Treasurer
On this page
- What's it like to be a Treasurer?
- How to become a Treasurer
- Top skills and experience for Treasurers
What's it like to be a Treasurer?
Treasurers plan and oversee an organisation's financial administration, including budgeting and reporting. Treasurers can enhance a company’s financial standing by implementing policies, calculating risks and identifying opportunities where funding and investment are available. Treasurers use their financial expertise to ensure their organisation performs well financially and is compliant with local regulations.
Tasks and duties
- Monitoring and reviewing a company’s financial status.
- Liaising with lenders and creditors to negotiate terms and overdrafts.
- Anticipating borrowing needs in the future.
- Establishing a positive working relationship with partner financial institutions.
- Making financial forecasts and presenting findings to team members.
- Staying up-to-date with financial regulations and ensuring compliance.
- Keeping records of financial transactions.
How to become a Treasurer
To succeed as a Treasurer, you’ll need a formal qualification as well as industry experience.
Complete a bachelor degree in accounting, finance, business administration or a related field.
Gain workplace experience. You could undertake an internship to work under an experienced finance professional.
Consider completing a postgraduate degree in accounting or finance to advance your skills and career.
