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A leading consultancy in financial advisory is seeking a fully remote Senior Consultant specializing in treasury management, financial transactions, and accounting advisory. You'll lead client engagements, advise on navigating treasury operations, and ensure compliance with IFRS/US GAAP standards. Ideal candidates hold a Bachelor's in Finance or Accounting, with certifications preferred. Strong analytical skills and proficiency in Excel are essential. This role offers a flexible work schedule and the opportunity to work with a multicultural team.
Senior Consultant - Treasury, Financial Transactions & Accounting
Fully remote position offering a flexible work schedule.
Location : LATAM (Brazil)
You’ll work with top-tier clients across industries - multinationals, banks, and government entities. You're not just executing tasks, you’re leading workstreams, shaping recommendations, and driving change in treasury organizations.
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.
We are seeking a Senior Consultant with expertise in financial transactions, treasury management systems, and accounting advisory. In this role, you will advise clients on optimizing their treasury operations, cash management, and transaction accounting processes, while ensuring compliance with IFRS / US GAAP and best practices. You will work closely with CFOs, Treasurers, and finance teams to deliver end-to-end solutions, from system implementation and integration to technical accounting guidance for complex treasury transactions.
Bachelor's degree in Finance or Accounting
CFA, CPA, or CTP certification is preferred
English : Able to communicate fluently, you will work with a multicultural team and consultants from other countries.
Please submit your resume to recruiting@actualizeconsulting.com . If accepted, we’ll be in touch to schedule an interview.
Thank you!