Explore jobs
Find specific jobs
Explore careers
Explore professions
Best companies
Explore companies
The differences between finance planners 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 planner and a treasury analyst. Additionally, a treasury analyst has an average salary of $72,667, which is higher than the $71,607 average annual salary of a finance planner.
The top three skills for a finance planner include financial aid, financial services and client facing. The most important skills for a treasury analyst are treasury, cash management, and ACH.
| Finance Planner | Treasury Analyst | |
| Yearly salary | $71,607 | $72,667 |
| Hourly rate | $34.43 | $34.94 |
| Growth rate | 15% | 9% |
| Number of jobs | 91,557 | 50,817 |
| Job satisfaction | - | - |
| Most common degree | Bachelor's Degree, 73% | Bachelor's Degree, 76% |
| Average age | 45 | 40 |
| Years of experience | 4 | 4 |
A financial planner is responsible for handling client accounts and providing financial advice to determine the best investment options according to the clients' interests and risk appetite. Financial planners record the clients' living expenses as a part of their portfolio, identifying their long-term goals and objectives, and giving tax advice. They also educate clients with investment options and opportunities to improve the clients' account performance and sell financial products. A financial planner must have excellent analytical and communication skills to conduct data and statistical analysis, especially in researching financial instruments in the market.
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 planners and treasury analysts have different pay scales, as shown below.
| Finance Planner | Treasury Analyst | |
| Average salary | $71,607 | $72,667 |
| Salary range | Between $42,000 And $120,000 | Between $52,000 And $100,000 |
| Highest paying City | Springfield, MA | San Francisco, CA |
| Highest paying state | Massachusetts | California |
| Best paying company | Northern Trust | |
| Best paying industry | Insurance | Automotive |
There are a few differences between a finance planner and a treasury analyst in terms of educational background:
| Finance Planner | Treasury Analyst | |
| Most common degree | Bachelor's Degree, 73% | Bachelor's Degree, 76% |
| Most common major | Business | Business |
| Most common college | University of Pennsylvania | University of Pennsylvania |
Here are the differences between finance planners' and treasury analysts' demographics:
| Finance Planner | Treasury Analyst | |
| Average age | 45 | 40 |
| Gender ratio | Male, 62.0% Female, 38.0% | Male, 51.1% Female, 48.9% |
| Race ratio | Black or African American, 5.7% Unknown, 4.4% Hispanic or Latino, 9.6% Asian, 8.4% White, 71.8% 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 Percentage | 5% | 7% |