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How to Become a Treasury Analyst in the U.S.

Find out how to become a treasury analyst. Research the education requirements and learn about the experience you need to advance your career in finance.

Should I Become A Treasury Analyst?

Treasury analysts manage their firms' budgets in accordance with financial objectives. They are in charge of investing funds and evaluating risk. They also manage cash, put together capital-raising plans and act as liaisons for mergers and acquisitions. These professionals often work very long hours and may need to travel.

Career Requirements

Degree Level Bachelor's degree.
Degree Field Finance, accounting, business or a related field.
Licensure and Certification Voluntary Certified Treasury Professional (CTP) designation is available.
Experience Experience is required for CTP certification.
Key Skills Mathematical ability, organizational skills, detail-oriented.
Salary $115,320 per year (Median Salary for Financial Managers, 2014).

Source: U.S. Bureau of Labor Statistics (May, 2014)

Step 1: Complete a Bachelor's Degree Program

Most treasury analyst positions require at least a bachelor's degree in finance, accounting, economics or business administration. Undergraduate students studying finance typically take classes on corporate finance, financial statements, analysis, quantitative reasoning and risk management. A business administration degree can include similar training, and will also includes business concepts like entrepreneurship, human resources, marketing, organizational communication and supply chain systems.

Success Tip:

  • Enroll in a degree program at a university that is in the Corporate Treasury Management (CTM) program. Schools in the program will provide students with enhanced financial training that helps them to learn the skills desired by corporations. Students will also receive free membership in the Association for Financial Professionals (AFP) and take advantage of networking opportunities.

Step 2: Gain Experience in the Field

Two years of work experience are required before one can become certified as a treasury professional. Students who have completed their bachelor's degrees in one of the related fields can start looking for jobs in the financial field after graduation through campus recruiters or the school's career planning center. Some entry-level jobs sought by graduates include financial analyst or sales professional.

Step 3: Take a Prep Course for the Certification Exam

The Association for Financial Professionals (AFP) administers the exam needed to become a CTP. The AFP offers prep courses both online and in an instructor-led classroom setting. Online courses include workbooks, software and Web-based study tools. Topics can include the role of treasury management, the financial environment, financial planning, working capital tools and other topics. Information on the courses is available through the AFP website.

Step 4: Advance Your Career By Obtaining Voluntary Certification

Certification is not required in a treasury analyst's career, but having the Certified Treasury Professional designation will identify you as an experienced, competent treasury manager. Individuals can increase their skills and often earn higher salaries by obtaining certification. Earning the CTP designation shows that the professional has displayed knowledge in the area of treasury management while committing to ethical practices and pursuing continuing education goals.

The AFP exam for certification as a CTP is offered at various designated testing centers, including colleges and universities. The exam tests the ability of the treasury analyst to carry out critical functions in the areas of corporate management. Re-certification is required after three years.


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