Post job

Finance advisor vs treasury analyst

The differences between finance advisors and treasury analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance advisor and a treasury analyst. Additionally, a treasury analyst has an average salary of $72,667, which is higher than the $64,993 average annual salary of a finance advisor.

The top three skills for a finance advisor include team support, wealth management and securities. The most important skills for a treasury analyst are treasury, cash management, and ACH.

Finance advisor vs treasury analyst overview

Finance AdvisorTreasury Analyst
Yearly salary$64,993$72,667
Hourly rate$31.25$34.94
Growth rate15%9%
Number of jobs106,31150,817
Job satisfaction--
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 76%
Average age4540
Years of experience44

What does a finance advisor do?

A Financial Advisor specializes in sharing their expertise with an individual or company on how to handle and boost finances. The responsibilities of a Financial Advisor include creating and proposing a strategy to attain financial gains through profits and investments, educating the client about new methods and opportunities, monitor and evaluate progress, and as well as plan policies according to the clients' life changes. Furthermore, it is also the duty of the Financial Advisor to research new investments that would be of great help to the client's assets.

What does a treasury analyst do?

A treasury analyst is an individual who manages and analyses the financial activities of an organization that can include cash flows, liability obligations, and assets. Treasury analysts are required to execute the daily cash management of the organization such as cash forecasting, investing of excess cash, and running a hedging program in interest rates. They must present monthly reports and daily briefings on cash flows to senior management and provide advice on the financial operations of the movement of cash. Treasury analysts also update treasury policies and procedures for the organization to comply.

Finance advisor vs treasury analyst salary

Finance advisors and treasury analysts have different pay scales, as shown below.

Finance AdvisorTreasury Analyst
Average salary$64,993$72,667
Salary rangeBetween $34,000 And $121,000Between $52,000 And $100,000
Highest paying CityNew York, NYSan Francisco, CA
Highest paying stateNew YorkCalifornia
Best paying companyEnbridgeGoogle
Best paying industryFinanceAutomotive

Differences between finance advisor and treasury analyst education

There are a few differences between a finance advisor and a treasury analyst in terms of educational background:

Finance AdvisorTreasury Analyst
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 76%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Finance advisor vs treasury analyst demographics

Here are the differences between finance advisors' and treasury analysts' demographics:

Finance AdvisorTreasury Analyst
Average age4540
Gender ratioMale, 72.3% Female, 27.7%Male, 51.1% Female, 48.9%
Race ratioBlack or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.3% White, 72.1% American Indian and Alaska Native, 0.1%Black or African American, 5.6% Unknown, 4.5% Hispanic or Latino, 7.7% Asian, 14.1% White, 68.0% American Indian and Alaska Native, 0.1%
LGBT Percentage5%7%

Differences between finance advisor and treasury analyst duties and responsibilities

Finance advisor example responsibilities.

  • Manage all budget and forecast submissions into Hyperion.
  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Research eligibility and status of all Medicare and Medicaid patients.
  • Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
  • Show more

Treasury analyst example responsibilities.

  • Develop, maintain financial models/applications (VBA Excel/Access) to automate and streamline business processes and perform financial analysis.
  • Administrate treasury /liquidity analysis, foreign currency transactions, EFT and ACH activity.
  • Serve as key decision-maker in management of corporate treasury functions for this brokerage service provider.
  • Perform month-end processes- including SOX quarterly compliance testing, internal controls testing for external auditors.
  • Perform cash forecasting activities to model future financial liquidity perform financial analysis to determine cash position, and daily bank reconciliations.
  • Compile foreign exchange rates for Hyperion team.
  • Show more

Finance advisor vs treasury analyst skills

Common finance advisor skills
  • Team Support, 7%
  • Wealth Management, 7%
  • Securities, 6%
  • Strong Computer, 6%
  • Financial Services, 6%
  • Client Facing, 5%
Common treasury analyst skills
  • Treasury, 17%
  • Cash Management, 16%
  • ACH, 5%
  • Treasury Operations, 4%
  • Reconciliations, 4%
  • Cash Flow, 3%

Browse business and financial jobs