Technical Treasury Consultant

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

Benefits offered by this job

Health, dental, vision, and life insu​

Generous PTO, 401K with discretionary

Fully remote position with flexible,

Job summary

Actualize Consulting is seeking a Technical Treasury Consultant to gain exposure to treasury system implementations with a focus on analytics and data integration automation. You will work with top-tier clients across industries, leading workstreams and shaping recommendations in treasury operations.

The role involves collaborating on TMS to cash visibility transformations, using BI tools like Power BI and interfacing with cloud services and bank REST APIs.

Qualifications

• Experience with at least one programming language from the listed stack and a desire to be multilingual.
• Experience deploying serverless systems into a production Cloud Environment.
• Experience working with enterprise systems and bank REST APIs.
• Drive the adoption of engineering best practices: CI/CD, automated testing, logging, monitoring.
• Experience with Power BI or another BI package.

Skills

Python/Java/C#.NET/VB.NET/Go

Serverless in Cloud

Bank REST APIs

CI/CD

Automated testing

Logging & Monitoring

Power BI

Education

Finance/Accounting/CS/Math/ Economics/ Physics

CPA CFA track

Job description

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 looking for a Technical Treasury Consultant who wants to gain exposure to

treasury system implementation with a focus on analytics and data integration automation.

Required Skills:

• Experience with at least one of Python, Java, C#.NET, VB.NET or Go & a desire to be multilingual
• Experience deploying serverless systems into a production Cloud Environment
• Experience working with Enterprise system and Bank REST APIs
• Drive the adoption of engineering best practices: CI/CD, Automated testing, Logging, Monitoring
• Experience with Power BI - or another BI package

Desired Skills:

• Prior experience 1-3 years as a consultant, co-op, or intern in financial services or corporate treasury
• System/software implementation experience
• Exposure to financial instruments including derivatives, funding, and investments
• Desire to work on business/functional as well as technical problems
• Experience with Workato, Boomi or another IPaaS
• Advanced Excel & VBA

Education:

Preferred Majors: Finance, Accounting, Business, Computer Science, Mathematics, Economics, or Physics

CPA and/or CFA track or designation is preferred

Top benefits or perks:

As an employee at Actualize, you’ll enjoy:

• Benefits: Health, dental, vision, and life insurance
• Generous PTO allotment, 401K with discretionary match, bi-annual performance-based bonus, training and wellness allowance
• Fully remote position offering a flexible work schedule

Location:

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.