Global Treasury Advisory Lead

EY; San Jose (CA); On-site; USD 161,000 - 267,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Flexible vacation policy

Paid time off options

Job summary

EY in the United States is seeking a Treasury Manager to lead engagements, manage delivery teams, and expand our treasury advisory capabilities across public, private, and government clients. You’ll work within a global network, shaping solutions in cash flow forecasting, risk management, and funding strategies.

The role emphasizes client relationships, project leadership, and mentoring staff, with opportunities to travel internationally and work across EY services to drive growth and deliver

Qualifications

• Bachelor’s degree and 5 to 8 years of relevant work experience.
• Achieved, or be working towards, a professional designation such as CTP, CFA, CPA or FRM.
• Proven problem solving and analytical thinking in global treasury or consulting.

Responsibilities

• Lead and manage Treasury engagements including project and resource planning, budget management and client relationship management.
• Lead proposal development and pursue treasury engagements, supporting business development.
• Maintain strong client focus and build productive relationships with client personnel.
• Collaborate with the partner and client on strategy addressing risk and client expectations.
• Develop networks and work with other EY service lines to deliver an integrated service.
• Support development of expanded client solutions using data and analytics.

Skills

Treasury experience

Project management

Client management

Financial analysis

Communication skills

Education

Bachelor's degree

Professional designation (CTP, CFA, CPA, FRM)

Master's degree (preferred)

Tools

Treasury systems

Forecasting tools

Job description

EY in the United States is seeking a Treasury Manager to lead engagements, manage delivery teams, and expand our treasury advisory capabilities across public, private, and government clients. You’ll work within a global network, shaping solutions in cash flow forecasting, risk management, and funding strategies.

The role emphasizes client relationships, project leadership, and mentoring staff, with opportunities to travel internationally and work across EY services to drive growth and deliver