Treasury Advisory Lead — Global Cash & Tech Transformation

Clearsulting; Chicago (IL); Hybrid; USD 120,000 - 156,000; Full time

Benefits offered by this job

Medical Coverage

Unlimited PTO

Parental Leave

Retirement Plans

Flexible Work

Cell Phone Reimbursement

Mental Health Resources

Life Insurance

Bonus Potential

Job summary

Clearsulting, a leading treasury advisory and consulting firm in the United States, is seeking a Treasury Advisory Manager. You will lead a team of treasury experts, shape client engagements, and drive technology choices across treasury functions.

The role emphasizes collaboration with finance, IT, and business stakeholders to deliver actionable, data-driven recommendations. Hybrid or remote work is available; up to 8 in-person days per month within 45 minutes of an office.

Qualifications

• 5+ years of relevant experience in consulting, treasury advisory, corporate treasury, or finance transformation.
• 3+ years advising on bank relationships, banking services, RFPs, and negotiations.
• 2+ years in treasury transformations or vendor selections and/or TMS implementations.

Responsibilities

• Lead a team of treasury experts to advise global companies on treasury functions and technology selections.
• Develop and improve treasury methodologies, templates, accelerators, playbooks, and reusable deliverables.
• Own engagements or major workstreams from planning through completion with budgets and milestones.
• Build trusted relationships with treasury, finance, IT, and business leaders; serve as primary client contact.
• Create executive-level presentations translating complex issues into actionable recommendations.
• Leverage data analytics and AI tools to define future-state processes and roadmaps.
• Set expectations, delegate work, and ensure client-ready, high-quality outputs.
• Support proposals, scoping, and pricing for new engagements.

Skills

Treasury advisory

Team leadership

Bank relationships

TMS implementations

Project management

Data analysis

Education

Bachelor's degree

Tools

Kyriba

GTreasury

FIS Integrity/Quantum

SAP TRM

Job description

Clearsulting, a leading treasury advisory and consulting firm in the United States, is seeking a Treasury Advisory Manager. You will lead a team of treasury experts, shape client engagements, and drive technology choices across treasury functions.

The role emphasizes collaboration with finance, IT, and business stakeholders to deliver actionable, data-driven recommendations. Hybrid or remote work is available; up to 8 in-person days per month within 45 minutes of an office.