Global Treasury Transformation Consultant

RSM US LLP; New York (NY); On-site; USD 107,000 - 215,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

RSM US LLP is seeking Treasury Consulting professionals across experience levels to join our Global Treasury Practice in New York. You’ll advise clients on treasury transformation, lead TMS projects, and design future-state operating models to improve cash and liquidity management.

Role features client-facing work, cross-functional collaboration, and opportunities to develop expertise in treasury technology and advisory services within financial services organizations.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business Administration, or a related field.
• Experience in treasury consulting, treasury operations, treasury technology, financial services treasury, banking, or finance transformation.
• Experience in one or more treasury disciplines including treasury technology, cash management, liquidity management, forecasting, payments, and treasury risk management.

Responsibilities

• Advise treasury, finance, accounting, and operational leaders on treasury transformation initiatives and leading practices.
• Lead or support Treasury Management System implementations, upgrades, assessments, and optimization projects.
• Evaluate current-state treasury processes and design future-state operating models and solutions.
• Gather business requirements, facilitate workshops, and develop functional and technical specifications.
• Assess, troubleshoot, test, and support treasury technology solutions throughout implementation lifecycles.
• Train and advise clients on the effective use of treasury systems and related technologies.
• Support treasury process improvement initiatives across cash management, liquidity, forecasting, payments, investments, debt, and risk management activities.
• Assist clients with treasury policy development, governance frameworks, controls, and operating procedures.
• Contribute to finance transformation, automation, and digital treasury initiatives.
• Participate in business development, proposal development, pre-sales activities, and client relationship management.
• Develop project plans, manage project workstreams, and coordinate cross-functional stakeholders.
• Mentor and develop junior staff and project team members.
• Build and maintain strong client relationships while delivering high-quality project outcomes.

Skills

Treasury consulting

Treasury operations

Financial services treasury

Project management

Executive communication

Education

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

Tools

Treasury Management Systems (TMS) experience

Kyriba

SAP Treasury

FIS

GTreasury

Job description

RSM US LLP is seeking Treasury Consulting professionals across experience levels to join our Global Treasury Practice in New York. You’ll advise clients on treasury transformation, lead TMS projects, and design future-state operating models to improve cash and liquidity management.

Role features client-facing work, cross-functional collaboration, and opportunities to develop expertise in treasury technology and advisory services within financial services organizations.