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Career Development Worksheet – Accounting & Finance Student (Treasury Focus)

1. Personal Assessment

Current Job Title: Trainee at Treasury Department in Commercial Bank

Major: Accounting & Finance (4th Level Student)

Years of Experience: 4

Age: 27

Strengths & Skills: Basic programming languages, Microsoft Office, Communication, Analytical skills, Problem-solving, Adaptability, Management Accounting

Interests: IT, System Administration

Desired Industry: Banking – Treasury Department

2. Career Goals

Short-Term (0-1 year):

Gain deeper expertise in treasury operations.

Improve financial modeling and forecasting skills.

Strengthen IT skills applicable in finance (e.g., financial databases, automation).

Build industry connections within the banking sector.

Medium-Term (2-5 years):

Secure a full-time treasury analyst or associate role in a commercial bank.

Obtain certifications such as CFA or CTP (Certified Treasury Professional).

Gain advanced knowledge in financial risk management and liquidity management.

Develop proficiency in treasury management systems and fintech solutions.

Long-Term (5+ years):

Move into a senior treasury management or risk management role.

Leverage IT expertise for automation and digital transformation in banking.

Establish thought leadership in treasury and financial technology innovations.

3. Skill & Knowledge Development

New Skills to Learn:

Advanced financial modeling and forecasting.

Treasury risk management and liquidity strategies.

IT applications in banking (SQL, financial systems integration).

Leadership and strategic financial decision-making.

Certifications/Courses to Pursue:

CFA (Chartered Financial Analyst)

CTP (Certified Treasury Professional)

Excel & VBA for financial modeling

Python for finance & data analytics

Networking Opportunities:

Attend finance and treasury conferences.

Engage with professionals on LinkedIn.

Join banking and treasury-focused online communities.

Seek mentorship from senior treasury professionals.

4. Action Plan

Steps to Achieve Short-Term Goals:

Take online courses in financial modeling.

Improve Excel, VBA, and Python skills.

Shadow senior treasury professionals in your bank.

Start contributing to treasury strategy discussions.

Steps to Achieve Medium-Term Goals:

Enroll in a CFA or CTP program.

Participate in treasury and fintech workshops.

Work on complex treasury projects that involve automation or financial databases.

Steps to Achieve Long-Term Goals:

Secure a leadership role in treasury.

Develop a fintech-oriented treasury strategy.

Contribute to finance publications and conferences.

5. Performance & Progress Tracking

How will you measure success?

Mastery of treasury tools and systems.

Job promotions and new role opportunities.

Certification completions.

Expanded professional network.

Review Date: Set quarterly check-ins for career growth assessment.

Adjustments Needed: Adapt based on evolving industry trends and personal aspirations.

6. Challenges & Solutions

Potential Obstacles:

Balancing work, study, and certification preparation.

Gaining hands-on treasury experience beyond internship.

Transitioning IT skills into practical treasury applications.

Strategies to Overcome Them:

Prioritize key certifications gradually.

Volunteer for complex treasury projects in your current role.

Build expertise in fintech solutions that align with banking treasury needs.

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It was 4 years ago when i was working as a grocery store manager. The conflict happened between the cashier and a client due to technical issue with bank payment terminals. Instead of listening to staff members, the customer started yelling at the cashier telling she was in a great hurry. In this case, there was no meaning in blaming someone, since the issue happened because of billing system. I could ease the tension by explaining the situation politely from the start. As not everyone is known about payment system, it is natural of the customer to be angry. In order to keep the friendly relationship with the customer, manager should use maximum effort and communication skills in order to stabilize the situation. After explanations the customer understood that this type of errors may occur and become less angry. Than system automatically restarted and payments worked. She was happy and got a cup of coffee as a compensation for her time. In worst case if the manager starts blame shifting to the bank system it may continue for a while and with bad consequences at the end. I was happy that i could use my communication skills in the right moment applying stress management.