Treasury Advisory Lead: Strategy, Tech & Liquidity

Clearsulting LLC; Columbus (OH); Hybrid; USD 120,000 - 156,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Unlimited PTO

Paid parental leave

Flexible work environment

Cell phone reimbursement

Access to mental health apps

Life insurance and disability coverage

Ad hoc bonuses

Job summary

Clearsulting LLC is seeking a Treasury Advisory Manager to lead a team advising global clients on treasury functions, tech selection, and bank relationships. You will shape policies, controls, and implementation roadmaps while coordinating across finance, IT, and procurement functions.

You will develop methodologies and deliverables, foster executive-level communications, and apply cutting-edge tools to translate data into actionable recommendations.

Qualifications

• 5+ years in consulting, treasury advisory, corporate treasury, or finance transformation.
• 3+ years advising on bank relationship management, banking RFPs, services, pricing, and account rationalizations.
• 2+ years in treasury transformations, vendor selections, and/or TMS implementations (e.g., Kyriba, GTreasury, SAP TRM).
• 1+ year supervising, coaching, or reviewing others' work.
• Strong treasury best-practices knowledge across cash management, liquidity, FX, and system optimization.
• Knowledge of treasury instruments and financial institution services.

Responsibilities

• Lead a team of Treasury experts to advise global companies on Treasury functions and tech.
• Design and evaluate treasury technology, bank relationships, and service options.
• Develop policies, controls, and process-improvement recommendations.
• Create methodologies, templates, accelerators, playbooks, and deliverables.
• Own engagements from planning through completion; manage scope, budgets, risks, and governance.
• Build relationships with treasury, finance, accounting, IT, procurement, and leaders.
• Develop executive-level presentations translating complex issues into clear recommendations.
• Leverage tools and AI to analyze data and shape future-state processes and roadmaps.
• Set expectations, delegate work, and ensure client-ready outputs.
• Support proposals, scoping, staffing, pricing inputs, and solution demos.

Skills

Treasury advisory

Bank relations

Project Management

Team leadership

Data analysis

Client communication

Education

Bachelor's degree

Certified Treasury Professional (CTP)

Tools

Kyriba

GTreasury

SAP TRM

FIS Integrity/Quantum

Job description

Clearsulting LLC is seeking a Treasury Advisory Manager to lead a team advising global clients on treasury functions, tech selection, and bank relationships. You will shape policies, controls, and implementation roadmaps while coordinating across finance, IT, and procurement functions.

You will develop methodologies and deliverables, foster executive-level communications, and apply cutting-edge tools to translate data into actionable recommendations.