Manager, Treasury Consultant - Global Treasury Practice

rsm; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

RSM is seeking Treasury Consulting professionals across multiple experience levels to join our Global Treasury Practice. Opportunities span Senior Associate to Manager with expertise in Treasury Technology, Operations, Advisory, Finance Transformation, and Treasury within Financial Services.

Our practice modernizes CFO offices, helping clients transform treasury, optimize processes, and implement technology to improve financial performance. Growth and international opportunities are available.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business Administration, or 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 risk management.
• Experience with Treasury Management Systems and treasury-related technologies such as Kyriba, FIS, Trovata, SAP Treasury, GTreasury, Reval, or similar platforms.

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

Treasury technology

Project management

Analytical thinking

Education

Bachelor's degree in Finance, Accounting, Economics, IS, or related field

Tools

Kyriba

FIS

Trovata

SAP Treasury

GTreasury

Reval

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

Treasury Consulting Professionals - Global Treasury Practice

We are seeking Treasury Consulting professionals across multiple experience levels and areas of specialization to join our rapidly growing Global Treasury Practice. Opportunities may range from Senior Associate to Manager level and are available for candidates with expertise in Treasury Technology, Treasury Operations and Advisory, Finance Transformation, and Treasury within Financial Services organizations.

Our Treasury Practice is part of our broader Finance Transformation solution focused on modernizing the Office of the CFO. This is an exceptional opportunity for professionals seeking an entrepreneurial environment within the stability and resources of a well-established global firm. Team members work directly with clients, helping them transform treasury organizations, optimize processes, implement technology solutions, and improve financial performance.

We are looking for professionals with experience in one or more of the following areas:

• Treasury Management System (TMS) implementations and optimization
• Treasury technology strategy and digital transformation
• Treasury operations and process improvement
• Cash and liquidity management
• Bank connectivity and payments transformation
• Cash forecasting and working capital optimization
• Risk management, including FX, interest rate, and commodity exposures
• In-house banking and treasury centralization initiatives
• Treasury controls, governance, and policy development
• Treasury operating model design
• Financial services treasury functions, including liquidity management, funding, capital management, balance sheet management, ALM, regulatory reporting, and treasury risk management
• Finance transformation and broader CFO organization initiatives

As part of our Treasury Practice, you will leverage your experience and expertise to help clients improve business performance through technology enablement, process transformation, organizational design, and treasury best practices. This practice continues to experience significant growth and offers outstanding career development opportunities both domestically and internationally.

Key Responsibilities

Responsibilities will vary based on experience level and specialization but may include:

• 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.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business Administration, or a related field.
• Relevant 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, bank relationship management, debt and investments, treasury risk management, or treasury operations.
• Experience with Treasury Management Systems and treasury-related technologies, including but not limited to Kyriba, FIS, Trovata, SAP Treasury, GTreasury, Reval, or similar platforms.
• Strong analytical, problem-solving, and project management skills.
• Ability to communicate effectively with execut