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Resumo da oferta

A recognized consulting firm is seeking a Senior Consultant - Treasury to lead client engagements and deliver strategic solutions. Candidates should possess 3 to 7 years of consulting experience in corporate treasury. This fully remote position values a people-first approach and offers health benefits, generous PTO, and a flexible work schedule. Join a culture that emphasizes employee well-being and mutual respect.

Serviços

Health, dental, vision, and life insurance
Generous PTO allotment
Bi-annual performance based bonus
Training and wellness allowance
Fully remote position with flexible hours

Qualificações

  • Experienced in treasury management and client engagements.
  • 3 to 7 years of consulting experience in corporate treasury.
  • CTP certification is preferred.

Responsabilidades

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

Conhecimentos

Lead functional workstreams within Treasury Management System (TMS) implementations
Cash Management
Forecasting
Risk
Payments
Process and project management skills

Formação académica

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

Ferramentas

Kyriba
GTreasury
IT2
Reval
FIS Quantum
Integrity
SAP
Crystal Reports
C#
C++
SQL
XML
VBA
Java
Descrição da oferta de emprego
Senior Consultant - Treasury

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
    • Payments
  • Exposure and knowledge of financial instruments including:
    • 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:

  • 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

Contact/Application Information:

Please submit your resume via the application portal. If accepted, we’ll be in touch to schedule an interview.

Asset Management Senior Consultant

Join NFQ!

We are a global consulting firm specialized in business, technology, and operations, with over 2,000 professionals across national and international offices. At NFQ, we offer a different consulting model: Flexible | Scalable | Specialized | Client-Centric .

As part of our continuous growth, we are looking for a Senior Consultant / Manager – Asset Management to join our team in Brazil. This is a great opportunity for professionals with strong expertise in the asset management industry who are passionate about driving technological transformation in leading investment institutions.

What You’ll Do

  • Lead technology assessment projects within asset management entities, identifying gaps, opportunities, and defining transformation roadmaps.
  • Define and validate target architectures aligned with strategic business goals.
  • Conduct technical evaluations of complex architectures regarding functionality, scalability, and performance.
  • Oversee the selection, design, and implementation of core investment, portfolio management, risk, distribution, and reporting platforms.
  • Coordinate multidisciplinary teams, both local and international.
  • Interact with stakeholders from business, technology, and operations to ensure functional and technical alignment of proposed solutions.
  • Prepare functional and technical documentation, as well as executive presentations.
  • Stay up to date with the evolving technological and regulatory landscape in the Brazilian asset management industry.

Must-Have Qualifications

  • Minimum of 5 years of experience in consulting or technology transformation roles within asset managers or banks with asset management operations.
  • Deep understanding of the Brazilian asset management industry: local regulations (CVM, ANBIMA), products, processes, and key market players.
  • Proven experience in technology assessment and system implementation projects in the investment environment.
  • Solid knowledge of core architectures, with experience integrating with Matera considered a plus.
  • Familiarity with integration technology stacks and cloud architectures.
  • Strong background in system architecture, integration models, and data modeling.
  • Excellent communication, leadership, and client management skills.
  • Advanced English.

Nice to Have

  • Experience leading transformation programs in large financial institutions.
  • Knowledge of agile methodologies (Scrum, Kanban, Jira).
  • Experience with data analytics, investment reporting, or risk systems.
  • Certifications or specialization courses in financial markets, architecture, or cloud technologies.

What We Offer

  • Work in a dynamic, international environment with global mobility opportunities.
  • Continuous learning and official certifications.
  • Language classes to boost your global career.
  • A personalized development plan with mentorship and performance-based growth.
  • Life insurance
  • And much more: a flexible work environment, internal events, travel, and wellness initiatives

Ready to lead the digital transformation of the asset management industry? Apply now!

Senior Accounting Consultant

Join NFQ!

We are a global consulting firm specialized in business, technology, and operations, with over 2,000 professionals across national and international offices. At NFQ, we offer a different consulting model: Flexible | Scalable | Specialized | Client-Centric.

As part of our continuous growth, we are looking for an experienced and proactive Accounting Senior Consultant to join our team in São Paulo (Hybrid). If you have strong accounting domain knowledge combined with Oracle / PL/SQL skills and experience in treasury / derivatives accounting, this opportunity is for you.

What You’ll Do

  • Review accounting results in both technical test and UAT phases to ensure correctness and compliance.
  • Create and maintain functional and technical documentation in Confluence.
  • Support post-production activities (“babysitting”) to ensure stability and accuracy of accounting flows.
  • Assist the squad with accounting questions related to derivative products (e.g., IRS, CCS, IFN, FRA, C&E).
  • Participate in the design and execution of accounting integration processes between front-office / trade systems and accounting systems.
  • Collaborate with developers and product teams to translate accounting rules into technical solutions and test cases.

Must-Have Qualifications

  • Bachelor’s degree in Accounting, Finance, Economics, or related field.
  • 3+ years of experience working with Oracle and PL/SQL development, focused on accounting solutions.
  • Proven experience in treasury and derivatives accounting (IRS, CCS, IFN, FRA, C&E, etc.).
  • Strong understanding of accounting fundamentals: debit/credit, balance sheet, revaluation, FX differences, provisioning, etc.
  • Experience with accounting integration processes and previous experience in banking or treasury environments.
  • Familiarity with JIRA, Confluence, DevOps (user level) and GitHub .
  • Excellent communication skills, strong teamwork orientation, and high sense of ownership.

Nice to Have

  • Knowledge of Backoffice systems and Accounting & Management Architecture.
  • Experience automating accounting processes or integrating disparate accounting systems.
  • Advanced Spanish (written and spoken).
  • Prior exposure to QA/UAT automation, monitoring of accounting flows, or working with accounting reconciliation tools.

What We Offer

  • Work in a dynamic, international environment with global mobility opportunities.
  • Continuous learning and official certifications.
  • Language classes to boost your global career.
  • A personalized development plan with mentorship and performance-based growth.
  • Life insurance

And much more: a flexible work environment, internal events, travel, and wellness initiatives.

Learn more about us: nfq.es | LinkedIn NFQ

Ready to take on your next professional challenge? Apply now!

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