Treasury Advisory Manager

Clearsulting LLC; Dallas (TX); 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

Bonuses

Job summary

Clearsulting LLC seeks a Treasury Advisory Manager to lead treasury engagements and advise on technology selections, liquidity, and controls. You will own major workstreams, develop reusable methodologies, and build senior client relationships across finance and IT.

The role offers hybrid or remote work with a Dallas focus and expects ~8 in-person days per month when hybrid. You will mentor staff, guide proposals, and deliver executive-ready recommendations.

Qualifications

• Experience leading treasury advisory engagements from start to finish.
• Expertise in bank relationships, RFPs, and service negotiations.
• Knowledge of treasury technology, policies, controls, and process improvements.
• Experience with treasury management system implementations (TMS).
• Strong stakeholder management across treasury, finance, IT, and operations.
• Excellent written and verbal communication with clients and teams.

Responsibilities

• Lead treasury engagements from planning through delivery and governance.
• Design and implement treasury tech solutions, vendor assessments, and banking relationships.
• Develop executive-level client presentations translating complex issues into clear recommendations.
• Build and mentor teams, assign work, and ensure client-ready outputs.
• Support proposals, scoping, pricing inputs, and demonstrations.

Skills

Treasury advisory leadership

Bank relationship management

TMS implementations

Project management

Client-facing consulting

Data analysis & AI tooling

Education

Bachelor’s degree

Certified Treasury Professional (CTP)

Prior consulting experience

Tools

Kyriba

GTreasury

FIS Integrity/Quantum

SAP TRM

Job description

About this position

Who We Are:

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.

Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence:

• Sunday Times Best Places to Work Award (2025-2026)
• ‘Great Place to Work’ Certified (2022-2026)
• Fortune’s Best Workplaces in Consulting (2022-2024)
• Inc. 5000 Fastest-Growing Private Companies in America (2020-2026)

Role:

Treasury Advisory Manager

Location:

• Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
• Office Options: Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.

What you'll do

• Lead a team of Treasury experts to advise global companies on their Treasury function, including: designing and selecting treasury technology, assessing bank relationships and services, improving liquidity utilization, developing policies and controls, and identifying tech-agnostic, process-improvement recommendations
• Develop and improve treasury methodologies, templates, accelerators, playbooks, and reusable deliverables.
• Own engagements or major workstreams from planning through completion, including scope, workplans, staffing, milestones, budgets, dependencies, risks, governance and change requests
• Build trusted relationships with treasury, finance, accounting, tax, IT, procurement, and business leaders and serve as the primary day-to-day contact for client stakeholders.
• Develop executive-level presentations that translate complex issues into clear recommendations across processes, systems, and people
• Utilize cutting-edge tools, software, and AI to analyze large datasets and translate findings into future-state processes, operating models, business cases, implementation roadmaps, requirements, and executive recommendations.
• Set clear expectations and delegate work based on team members’ skills and development goals and review work products and ensure client-ready quality.
• Support proposal development, scoping, resource estimates, pricing inputs, presentations, and solution demonstrations.

What You’ll Bring:

• 5+ years of relevant experience working in consulting, treasury advisory, corporate treasury, or finance transformation
• 3+ years of relevant experience advising on bank relationship management, banking RFPs, banking services, price negotiations and bank account rationalizations
• 2+ years of relevant experience with treasury transformations, vendor selections, and/or TMS implementations, such as: Kyriba, GTreasury, FIS Integrity/Quantum, SAP TRM, etc.
• 1+ year of experience supervising, coaching, or reviewing the work of other professionals.
• Strong understanding of treasury best practices across bank relationship management, cash and liquidity forecasting, FX, debt capital markets, accounting and reconciliation, and/or system optimizations
• Knowledge of various treasury instruments, financial institution services, and financial products
• Strong project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, engagement economics (profitability), and communications

Nice-to-Haves:

• Bachelor’s degree from an accredited university
• Certified Treasury Professional (CTP)
• Prior client-facing consulting experience
• Excellent written and verbal communication skills; can clearly convey complex business concepts to internal and external project stakeholders
• Effective organizational skills and ability to manage multiple and competing priorities

Benefits that Benefit You:

We want to cultivate a thriving culture and company—and we know that your health and well-being matter. We offer a benefits package and perks for our team members that include:

• 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
• Opportunities for ad hoc bonuses

Excited about what we're doing but don't fit every requirement? No problem! At Clearsulting, we're forward-thinkers on a mission to redefine consulting excellence. We're all about diversity and inclusion, committed to assembling teams that mirror the world around us. So, if you're passionate about our mission, you could be the perfect ……..

The compensation range for this position is $120,000-156,000. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards . This role is eligible for our bonus program.

Equal Opportunity Statement

Clearsulting is committed to creating an inclusive workplace where everyone has an equal opportunity to succeed. We make employment decisions based on qualifications, merit, and business needs, without discrimination on any basis protected by applicable local and statutory law.