Strategic Treasury Consultant Leader

Testing Site - JPMC; Plano (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Testing Site - JPMC is seeking a Treasury Consultant to lead scoping and delivery of treasury consulting services to advance cash operations, centralization, and process re-engineering for client companies. You will benchmark industry practices and provide actionable recommendations to scale treasury functions in growth or M&A scenarios.

You will engage CFOs and senior leadership, coordinate with cross-functional teams, and help prepare client-ready materials and thought leadership content.

Qualifications

• Requires a BA/BS degree in finance, accounting, or a related field.
• 7+ years of progressive treasury experience in corporate treasury or treasury consulting.
• Outstanding analytical, written and oral communication skills with cross-functional collaboration.
• Strong project management skills with ability to deliver complex work on tight timelines.
• Team-oriented with leadership and influencing abilities across multiple levels of an organization.
• Advanced/MS Excel and PowerPoint skills are required.

Responsibilities

• Lead and deliver treasury consulting engagements from kickoff and discovery through analysis and recommendations.
• Scope and deliver treasury centralization, maturity analysis, and process re-engineering for Treasury/AP/AR.
• Develop client-focused, customized recommendations and solutions.
• Quantify benefits using client data and communicate results to CFOs and senior leaders.
• Collaborate with Treasury Sales, Bankers, product and international specialists to drive solutions.
• Create treasury content for events and thought leadership to support client dialogue and marketing.

Skills

BA/BS degree

Treasury & Cash Management expertise

Analytical thinking

Effective communication

Project management

Interpersonal leadership

MS Excel / PowerPoint

Education

BA/BS degree in finance, accounting, or related field

Tools

TMS (Treasury Management Systems)

ERP systems

Excel

PowerPoint

Job description

Testing Site - JPMC is seeking a Treasury Consultant to lead scoping and delivery of treasury consulting services to advance cash operations, centralization, and process re-engineering for client companies. You will benchmark industry practices and provide actionable recommendations to scale treasury functions in growth or M&A scenarios.

You will engage CFOs and senior leadership, coordinate with cross-functional teams, and help prepare client-ready materials and thought leadership content.