Senior Consultant – Treasury & System Implementation

Actualize Consulting; United States; Remote; USD 65,000 - 120,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险/ins

Retirement plan with discretionary 6%+

Bi-annual performance-based bonus

Job summary

Actualize Consulting seeks a Senior Consultant to lead treasury engagements across multinationals, banks, and government entities. You will drive liquidity optimization, hedging strategies, and treasury centralization while guiding workstreams and shaping recommendations.

The role covers end-to-end delivery from TMS implementations to cash visibility transformations, with opportunities to influence decision-makers and deliver tangible outcomes.

Qualifications

• 3–7 years of consulting experience in corporate treasury.
• Experience with Treasury Management Systems (TMS) implementations.
• Knowledge of liquidity, hedging, cash visibility and treasury centralization.
• Strong client-facing and change-leadership capabilities.

Responsibilities

• Lead functional workstreams within TMS implementations.
• Deliver strategic treasury solutions and drive client change.
• Manage multiple engagements and priorities across industries.
• Shape recommendations and influence decision-makers on treasury programs.

Skills

Cash management

Forecasting

Risk

Payments

Exposure

Derivatives

Funding

Project management

Multitasking

Client service

Education

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

CFA

CPA

CTP

Tools

Kyriba

GTreasury

IT2

Reval

FIS Quantum

Integrity

SAP

MS SQL/SQL

Job description

Title: Senior Consultant – Treasury & System Implementation

You’ll work with top-tier clients across industries - multinationals, banks, and government entities on high-impact treasury issues like liquidity optimization, hedging strategies, and treasury centralization. You're not just executing tasks, you’re leading workstreams, shaping recommendations, and driving change in treasury organizations. From TMS implementations to cash visibility transformations, you influence decision-makers and see the tangible outcomes of your work.

Company Intro:

Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator rather than just an employee. Drawing from his Big Four experience, Chad, alongside partners Matt Seu and COO, Kerry Wekelo; built a company specializing in Capital Markets, Mortgage and Fixed Income, and Treasury Operations. Their leadership fostered a culture rooted in gratitude, trust, and growth. Kerry's personal journey led to the development of wellness-based principles that transformed the company's culture. This commitment to employee well-being and mutual respect has earned Actualize numerous accolades, including recognition as a Top Workplace by The Washington Post and Great Place to Work Certified. Beyond internal culture, Actualize is dedicated to diversity, inclusion, and community impact; and a belief that a people-first approach drives both personal fulfillment and professional excellence.

Job Description:

We are seeking experienced and motivated Senior Consultants to lead client engagements, deliver strategic treasury solutions, and drive meaningful change for clients. If you are passionate about treasury, thrive in a fast-paced consulting environment, and enjoy solving complex financial challenges, we invite you to bring your expertise and leadership to our firm.

Required Skills:

• Lead functional workstreams within Treasury Management System (TMS) implementations with software packages such as Kyriba, GTreasury, IT2, Reval, FIS Quantum or Integrity, SAP


• 3 to 7 years of consulting experience in corporate treasury including:


• Cash Management


• Forecasting


• Risk


• Payments


• Exposure and knowledge of financial instruments including:


• Debt – bonds, commercial paper


• Derivatives - commodity, credit, equity, foreign exchange and interest rate


• Funding - credit facilities, corporate debt and intercompany loans


• Process and project management skills


• Ability to manage multiple tasks


• Client service oriented

Desired Skills:

• Experience in development technologies such as C#, C++; SQL (MS SQL Server); XML; VBA, Java


• Advanced Access / Excel functions

Education:

Bachelor's degree in Finance, Accounting, Business, Computer Science, Mathematics, Economics

CFA, CPA, or CTP certification is preferred

Top benefits or perks:

As an employee at Actualize, you’ll enjoy:

• Benefits: Health, dental, vision, and life insurance


• Generous PTO allotment, employer-sponsored retirement plan with discretionary match, bi-annual performance-based bonus, training and wellness allowance


• Fully remote position offering a flexible work schedule

Location:

North America (USA or Canada)

Salary Range:

The anticipated salary range for this position is USD $65,000 to $120,000 per year. Actual compensation will be determined based on factors such as relevant experience, skills, education, certifications, and geographic location (where applicable). In addition to base salary, eligible employees may receive bonuses or other incentive compensation as well as a comprehensive benefits package.