Financial Transformation Consultant

Beacon Hill; Chicago (IL); On-site; USD 120,000 - 160,000; Full time

Job summary

Beacon Hill is seeking a Financial Transformation Consultant to help lead a global treasury transformation initiative from the downtown Chicago office. The role focuses on automating processes and modernizing treasury systems, driving measurable outcomes across finance operations.

Ideal candidates bring 8+ years in program management within treasury or finance, plus strong stakeholder influence, communication, and execution skills to deliver complex data integrations and governance.

Qualifications

• 8+ years of program, project, or portfolio management experience, including finance or treasury transformation.
• Treasury experience in a corporate, banking, consulting, or financial services environment, with working knowledge of treasury operations and controls.
• Experience leading cross-functional programs, projects, or portfolios valued at $2 million or more.
• Experience in large-scale treasury or finance operations.
• Ability to translate treasury and financial strategy into executable plans, operating processes, controls, and measurable outcomes.
• Strong conflict resolution, active listening, facilitation, and stakeholder management skills.
• Strong executive presence and ability to influence senior leaders and align diverse stakeholders.
• Ability to communicate technical, operational, and financial concepts clearly and concisely.
• Ability to balance strategic perspective with disciplined management of tactical details.
• Highly organized, detail-oriented, adaptable, and comfortable operating in dynamic or ambiguous environments.
• Experience managing treasury initiatives involving complex data flows, integrations, and cross-functional process handoffs

Responsibilities

• Lead a large global treasury transformation focused on automating processes and modernizing treasury systems.
• Translate treasury strategy into executable plans and operating processes.
• Collaborate with cross-functional teams to ensure successful program delivery and governance.
• Influence senior leaders and align stakeholders across functions.

Skills

Treasury transformation

Program management

Stakeholder management

Executive presence

Communication

Education

Bachelor's degree in Finance/Accounting/Business/Economics

Tools

Treasury systems

Data integration

Analytics tools

Job description

Our client is actively seeking a Financial Transformation Consultant to support an upcoming Treasury modernization initiative.

This opportunity is 2-3 day onsite in downtown Chicago, IL

Summary

The Transformation Consultant will help lead a large global treasury transformation focused on automating global processes and modernizing treasury systems,.

Requirements

• 8+ years of program, project, or portfolio management experience, including finance or treasury transformation.
• Demonstrated treasury experience in a corporate, banking, consulting, or financial services environment, with working knowledge of treasury operations and controls.
• Experience leading cross-functional programs, projects, or portfolios valued at $2 million or more.
• Experience in large-scale treasury or finance operations.
• Ability to translate treasury and financial strategy into executable plans, operating processes, controls, and measurable outcomes.
• Strong conflict resolution, active listening, facilitation, and stakeholder management skills.
• Strong executive presence and ability to influence senior leaders and align diverse stakeholders.
• Ability to communicate technical, operational, and financial concepts clearly and concisely.
• Ability to balance strategic perspective with disciplined management of tactical details.
• Highly organized, detail-oriented, adaptable, and comfortable operating in dynamic or ambiguous environments.
• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
• Experience managing treasury initiatives involving complex data flows, integrations, and cross-functional process handoffs

Nice-to-Have Skillsets:

• Treasury transformation experience.
• Process improvement and organizational change management experience.
• Experience supporting treasury technology implementation, bank connectivity, payment modernization, or treasury process optimization.
• Experience with different forms of payment, treasury reporting and/or analytics tools.
• Experience applying data, automation, dashboarding, or AI-enabled capabilities to treasury operations while maintaining governance and control requirements.