Finance Transformation - Treasury Technology Consultant, Senior Associate

PwC; San Francisco (CA); On-site; USD 84,000 - 202,000; Full time

Job summary

Join a leading consulting firm as a Senior Associate focused on Finance Transformation and Treasury Technology. This role involves working directly with clients to improve financial operations and manage risk effectively, guiding teams to deliver innovative solutions. Ideal candidates will bring strong analytical skills, relevant degrees, and experience in finance consulting to enhance client relationships and drive project success.

Benefits

Medical, dental, vision insurance

401k plan

Paid vacation and holiday pay

Qualifications

• 3+ years in consulting focused on finance and treasury transformation.
• Master's degree preferred in Accounting, Finance or Technology.
• Certifications such as CPA, CTP, or CFA are advantageous.

Responsibilities

• Help clients optimize finance functions and manage financial risks.
• Lead projects and work as part of a team delivering solutions.
• Utilize tools to develop insights from financial industry trends.

Skills

Communication

Critical Thinking

Team Management

Problem Solving

Education

Bachelor's Degree

Master of Business Administration

Tools

Microsoft Products (Teams, PowerBI, MS Office)

Treasury Management Systems

Job description

Finance Transformation - Treasury Technology Consultant, Senior Associate

Join to apply for the Finance Transformation - Treasury Technology Consultant, Senior Associate role at PwC

Finance Transformation - Treasury Technology Consultant, Senior Associate

3 days ago Be among the first 25 applicants

Join to apply for the Finance Transformation - Treasury Technology Consultant, Senior Associate role at PwC

Specialty/Competency: Finance

Industry/Sector: Not Applicable

Time Type: Full time

Travel Requirements: Up to 80%

A career in our Corporate Finance and Treasury practice, within Finance Consulting services, will provide the opportunity to work alongside CEOs, CFOs, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support our clients by addressing the challenges of achieving appropriate standards of control, efficient back office opportunities and support to the business through insight and challenge. Our team helps our clients maximise their available liquidity position and manage financial risk, such as foreign exchange rates, interest rate changes, and commodity price fluctuations, as well as make decisions around funding the core business operations and making investments to increase the value of the organisation to the shareholders.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

Responsibilities

As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

• Use feedback and reflection to develop self awareness, personal strengths and address development areas.
• Delegate to others to provide stretch opportunities, coaching them to deliver results.
• Demonstrate critical thinking and the ability to bring order to unstructured problems.
• Use a broad range of tools and techniques to extract insights from current industry or sector trends.
• Review your work and that of others for quality, accuracy and relevance.
• Know how and when to use tools available for a given situation and can explain the reasons for this choice.
• Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
• Use straightforward communication, in a structured way, when influencing and connecting with others.
• Able to read situations and modify behavior to build quality relationships.
• Uphold the firm's code of ethics and business conduct.
  
  

Basic Qualifications

Job Requirements and Preferences:

Minimum Degree Required

Bachelor's Degree

Minimum Year(s) Of Experience

3 year(s) in a consulting environment advising Corporates on finance and treasury transformation and/or technology enhancements or, selling and/or implementing technology solutions for finance and treasury areas or, working directly in a Corporation performing core treasury or IT related activities

Preferred Qualifications

Degree Preferred:

Master of Business Administration

Preferred Fields Of Study

Accounting,Finance,Technology,Finance & Technology,Data Processing/Analytics/Science

Certification(s) Preferred

CPA, CTP or CFA preferred; TMS Vendor Certification

Preferred Knowledge/Skills

Demonstrates a thorough level of abilities with, and/or proven record of success with managing teams to deliver finance and treasury strategy, design and implementation projects, including:

• Possessing a systematic understanding of corporate treasury (e.g., global cash management, payments, bank relationships, investments, debt, corporate finance, and currency and commodity hedging);
• Implementing Treasury Management Systems and Payment tools including Kyriba, Quantum, Integrity, GTreasury, SAP Treasury, Ion, Trax, High Radius, Bottomline Technologies among others;
• Knowledge of bank connectivity alternatives (API, SWIFT, multi-bank reporting);
• Applying knowledge of global liquidity management techniques (e.g., pooling, in-house banks, payment factories, multilateral netting);
• Utilizing technologies that support working together, automation and data-driven story-telling including: Microsoft Products (Teams, PowerBI, MS Office), G-Suite (Google), and business intelligence tools;
• Learning digital technologies and the impact on Finance and Accounting including analytical tools. e.g. Alteryx, PowerBi, Tableau, Snaplogic and RPA technologies (UiPath, Automation Anywhere, PowerAutomate, etc), and machine learning/Artificial Intelligence;
• Working with ambiguity while addressing the clients' needs and delivering top-level results;
• Showcasing proven communications skills and the ability to simplify complex information and influence stakeholders;
• Working together with a global team and all levels of an organization; and,
• Applying knowledge of operational metrics to support strategic plans, dashboard design and benchmarking/standard industry practices.
  
  

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

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.

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.

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.

The salary range for this position is: $84,000 - $202,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. 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

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Accounting, Financial Services, and Business Consulting and Services

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