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A consulting firm specializing in financial services is seeking a Senior Consultant for a fully remote position. The role involves leading client engagements, advising on treasury operations, and ensuring compliance with financial standards. The ideal candidate should have a Bachelor's degree in Finance or Accounting and preferably hold CFA, CPA, or CTP certifications. Experience in financial transactions and treasury management systems is essential. Proficiency in English is required, and the role also includes mentoring junior consultants and collaborating with cross-functional teams.
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!
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.