Senior Consultant - Treasury

Actualize Consulting; Teletrabalho; BRL 434.000 - 598.000; Tempo integral

Resumo da oferta

A consulting firm is seeking a Senior Consultant to lead client engagements in treasury management. The role requires 3 to 7 years of consulting experience and expertise in TMS implementations, cash management, forecasting, risk, liquidity, and payments. Ideal candidates will hold a Bachelor's degree in Finance or related field and be familiar with software like Kyriba and GTreasury. This fully remote position offers a flexible schedule and generous benefits, including health insurance and performance bonuses.

Serviços

Health, dental, and vision insurance

Generous PTO allotment

Bi-annual performance-based bonus

Training and wellness allowance

Flexible work schedule

Qualificações

• 3 to 7 years of consulting experience in corporate treasury.
• Experience leading functional workstreams within TMS implementations.
• Strong project management skills.

Responsabilidades

• Lead client engagements and deliver strategic treasury solutions.
• Drive meaningful change for clients in a fast-paced consulting environment.
• Solve complex financial challenges.

Conhecimentos

Treasury Management System (TMS) implementations

Cash Management

Forecasting

Risk

Liquidity

Payments

Process and project management

Experience in C#, C++

SQL (MS SQL Server)

XML

VBA

Java

Formação académica

Bachelor's degree in Finance, Accounting, Business, Computer Science, Mathematics, Economics

CTP certification preferred

Ferramentas

Kyriba

GTreasury

IT2

Reval

FIS Quantum or Integrity

SAP

Crystal Reports

Descrição da oferta de emprego

Title : Senior Consultant - Treasury Location : Brazil

Company Intro :

Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator rather than just an employee. Drawing from his Big Four experience, Chad, alongside partners Matt Seu and COO, Kerry Wekelo; built a company specializing in Capital Markets, Mortgage and Fixed Income, and Treasury Operations. Their leadership fostered a culture rooted in gratitude, trust, and growth. Kerry's personal journey led to the development of wellness-based principles that transformed the company's culture. This commitment to employee well-being and mutual respect has earned Actualize numerous accolades, including recognition as a Top Workplace by The Washington Post and Great Place to Work Certified. Beyond internal culture, Actualize is dedicated to diversity, inclusion, and community impact; and a belief that a people-first approach drives both personal fulfillment and professional excellence.

Job Description :

We are seeking experienced and motivated Senior Consultants to lead client engagements, deliver strategic treasury solutions, and drive meaningful change for clients. If you are passionate about treasury, thrive in a fast-paced consulting environment, and enjoy solving complex financial challenges, we invite you to bring your expertise and leadership to our firm.

Required Skills :

Lead functional workstreams within Treasury Management System (TMS) implementations

3 to 7 years of consulting experience in corporate treasury including :

• Cash Management
• Forecasting
• Risk
• Liquidity
• Payments

Exposure and knowledge of financial instruments including :

• Investments - ABS, MBS, corporate bonds, municipal securities, money markets
• Debt – bonds, commercial paper
• Derivatives - commodity, credit, equity, foreign exchange and interest rate
• Funding - credit facilities, corporate debt and intercompany loans

Process and project management skills

Desired Skills :

Experience with software packages such as Kyriba, GTreasury, IT2, Reval, FIS Quantum or Integrity, SAP, Crystal Reports

Experience in development technologies such as C#, C++; SQL (MS SQL Server); XML; VBA, Java

Advanced Access / Excel functions

Education :

Bachelor's degree in Finance, Accounting, Business, Computer Science, Mathematics, Economics

CTP certification is preferred

Top benefits or perks :

As an employee at Actualize, you’ll enjoy :

Benefits : Health, dental, vision, and life insurance

Generous PTO allotment, bi-annual performance based bonus, training and wellness allowance

Fully remote position offering a flexible work schedule

Location : Brazil

Contact / application information :

Please submit your resume to [e-mail]. If accepted, we’ll be in touch to schedule an interview.