Finance Solutions - Treasury and Working Capital Consultant, Senior Associate

PwC; Dallas (TX); On-site; USD 77,000 - 202,000; Full time

Benefits offered by this job

Medical benefits

401k

Paid time off

Job summary

PwC in Dallas seeks a Finance Solutions - Treasury and Working Capital Senior Associate to advise on corporate finance, treasury management, and capital strategy. You will analyze needs, optimize liquidity, and support complex transactions while mentoring junior staff.

The role emphasizes building client connections, applying financial modeling, and delivering clear recommendations in dynamic environments. PwC offers comprehensive benefits and a discretionary bonus program.

Qualifications

• Bachelor's degree required.
• Minimum 3 years of experience.
• Strong treasury management knowledge.
• Experience with cash flow forecasting.
• Analytical thinker with client advisory experience.

Responsibilities

• Analyze client financial needs to develop tailored solutions.
• Collaborate with clients to optimize capital structure and liquidity.
• Provide guidance on mergers, acquisitions, and divestitures.
• Utilize financial modeling and forecasting for strategic planning.
• Monitor financial trends to inform decisions.
• Develop strategies for treasury management and working capital optimization.
• Present financial reports and insights to stakeholders.
• Uphold professional standards in advisory services.
• Mentor junior team members.

Skills

Treasury management

Cash flow forecasting

Financial modeling

Education

Bachelor's degree

Tools

Excel

Forecasting software

Job description

The Opportunity

As a Finance Solutions - Treasury and Working Capital Consultant, Senior Associate, you will specialize in providing financial advisory services related to corporate finance, treasury management, and commodities. You will work closely with clients to analyze financial needs, develop strategies for capital structure optimization, manage liquidity and cash flow, and provide guidance on mergers and acquisitions, divestitures, and other financial transactions. As a Senior Associate, you will focus on building meaningful client connections and learning how to manage and inspire others. You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to anticipate the needs of your teams and clients, delivering quality solutions even when the path forward isn’t clear.

In this role, you will be part of our Finance practice, where you will leverage a broad range of tools and methodologies to generate new ideas and solve problems. You will develop a deeper understanding of the business context and how it is evolving, using critical thinking to break down complex concepts and interpret data to inform insights and recommendations. Upholding professional and technical standards, you will contribute to the firm's code of conduct and independence requirements, fostering a culture of continuous improvement and growth.

Responsibilities

• Analyzing client financial needs to develop tailored financial solutions
• Collaborating with clients to optimize capital structure and manage liquidity
• Providing guidance on mergers, acquisitions, and divestitures
• Utilizing financial modeling and forecasting to support strategic planning
• Monitoring and analyzing financial trends to inform decision-making
• Developing strategies for effective treasury management and working capital optimization
• Presenting financial reports and insights to stakeholders
• Upholding professional and technical standards in financial advisory services
• Building meaningful client relationships and managing complex situations
• Mentoring junior team members to enhance their skills and knowledge

What You Must Have

• At least a Bachelor's degree
• At least 3 years of experience

What Sets You Apart

• Preference for at least one of the following fields of study: Accounting, Analytics/Data Science, Computer Science/Information Systems, Finance
• Demonstrating proficiency in Treasury Management and Working Capital strategies
• Experience advising clients or working directly in finance, cash, treasury, and working capital transformation, including AP/AR process improvement and related technology enhancements
• Excelling in cash flow forecasting and treasury management
• Utilizing analytical thinking to interpret complex financial data including conducting thorough analysis of working capital performance
• Excelling in communication to build meaningful client relationships
• Developing financial models to support strategic planning initiatives
• Embracing change and adapting to evolving business contexts
• Navigating ambiguity with intellectual curiosity and learning agility

The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

As PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

Learn more about how we work: https://pwc.to/how-we-work

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.