Financial Analyst

Sotalent; Boston (MA); On-site; USD 120,000 - 160,000; Full time

Job summary

Sotalent seeks a Senior Treasury Strategy and Analytics Consultant to optimize liquidity, manage banking infra, and lead data-driven strategic decisions. The role bridges finance, technology, and banking partners to ensure seamless cash movement and robust risk management.

The successful candidate will lead treasury systems customization, develop cash flow analytics, and deliver automated reporting and dashboards for senior leadership, while advancing payment solutions and risk controls.

Qualifications

• Bachelors degree in a relevant field.
• At least 4 years of deep-dive data analysis on large financial datasets.

Responsibilities

• Act as SME for treasury management system, ensuring data integrity and optimization.
• Develop analytics for cash flow, bank fees, and payment performance to drive improvements.
• Manage onboarding, documentation, and integration of bank accounts with GL systems.
• Design dashboards and metrics to provide actionable insights to senior leadership.
• Support banking relationships by monitoring service quality and pricing, ensuring compliance.
• Collaborate across departments to enhance payment solutions and straight-through processing.
• Evaluate operational, fraud, and concentration risks with banking tech.
• Use AI tools to automate workflows and improve forecasting accuracy.
• Lead cross-functional projects including testing, requirements gathering, and change management.

Skills

Advanced Excel

Education

Bachelor's degree in a relevant field

CTP designation or MBA (preferred)

Tools

Kyriba

SAP S4HANA

Power BI

Job description

Title Senior Treasury Strategy and Analytics Consultant

A prominent financial services firm is seeking an experienced professional to join their treasury group in either Boston or Springfield. This role focuses on optimizing liquidity, managing banking infrastructure, and leveraging data to drive strategic financial decisions.

The successful candidate will serve as a technical and operational lead for the treasury management system, focusing on cash flow analytics, payment transformations, and reporting automation. You will act as a bridge between finance, technology, and banking partners to ensure seamless cash movement and robust risk management.

Core Responsibilities

• Act as the primary subject matter expert for the treasury management system, ensuring data integrity and system optimization.
• Develop advanced analytics for cash flow, bank fees, and payment performance to identify operational improvements.
• Manage the full lifecycle of bank accounts, including onboarding, documentation, and integration with general ledger systems.
• Design and implement dashboards and performance metrics that provide actionable insights to senior leadership.
• Support banking relationships by monitoring service quality, negotiating pricing, and ensuring regulatory compliance.
• Collaborate across departments to enhance payment solutions and straight through processing efficiency.
• Evaluate and mitigate operational, fraud, and concentration risks associated with banking technology.
• Utilize modern technology and AI tools to automate manual workflows and improve data forecasting accuracy.
• Lead cross functional projects involving system testing, requirements gathering, and change management.

Required Qualifications

• Bachelors degree in a relevant field.
• At least 6 years of experience in treasury, cash management, or financial operations within a controlled corporate environment.
• 4 years of experience performing deep dive analysis on large financial datasets to drive business recommendations.
• Expert level proficiency in Microsoft Excel for complex modeling and data validation.
• At least 3 years of hands on experience with a Treasury Management System, with a strong preference for Kyriba.

Preferred Qualifications

• Certified Treasury Professional CTP designation or an MBA.
• Previous experience integrating bank data with SAP S4HANA.
• Proven track record of managing complex banking relationships and product implementations.
• Familiarity with data visualization tools such as Power BI.
• Strong understanding of payment standards and emerging banking regulations.
• Ability to apply automation or analytics to treasury forecasting and risk use cases.
• Exceptional communication skills with the ability to translate technical financial data for non technical stakeholders.

This role offers a collaborative environment focused on long term professional growth and innovation. The organization values agility and provides a culture that balances high performance with work life sustainability.