Treasury Advisory Manager

Clearsulting; North Carolina; Hybrid; USD 120,000 - 156,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Unlimited PTO

Paid parental leave

Retirement plans

Flexible work environment

Cell phone reimbursement

Access to mental health apps

Life insurance and disability coverage

Ad hoc bonuses

Job summary

Clearsulting seeks a Treasury Advisory Manager to lead a team of treasury experts advising global companies on treasury design, bank relationships, liquidity optimization, and controls, with a focus on technology and data-driven improvements.

You will develop methodologies, own major workstreams, build executive-ready presentations, and engage with clients across finance, IT, and procurement. Remote-friendly with hybrid options and some travel.

Qualifications

• 5+ years of experience in consulting, treasury advisory, corporate treasury, or finance transformation.
• 3+ years of experience advising on bank relationship management, banking RFPs, banking services, price negotiations, and bank account rationalizations.
• 2+ years of experience with treasury transformations, vendor selections, and/or TMS implementations (e.g., Kyriba, GTreasury, SAP TRM).
• 1+ year of experience supervising, coaching, or reviewing other professionals.
• Strong understanding of treasury best practices and tools across cash, liquidity, and risk management.

Responsibilities

• Lead a team of Treasury experts to advise global companies on treasury function, technology design, and bank relationships.
• Develop and improve treasury methodologies, templates, accelerators, playbooks, and deliverables.
• Own engagements or major workstreams from planning through completion with scope, timelines, budgets, and governance.
• Build trusted relationships with treasury, finance, IT, procurement, and business leaders; be the client’s day-to-day contact.
• Develop executive-level presentations translating complex issues into actionable recommendations.

Skills

Treasury advisory

Bank relationship management

TMS implementations

Leadership / supervision

Project management

Data analysis / AI

Education

Bachelor's degree

Certified Treasury Professional (CTP)

Tools

Kyriba

GTreasury

FIS Integrity/Quantum

SAP TRM

Job description

company

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

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.
• Travel Expectations: 0-20%

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

• Medical, dental, and vision coverage
• Unlimited PTO
• Paid parental leave
• Retirement plans
• Flexible work environment
• Cell phone reimbursement
• Access to mental health apps
• Life insurance and disability coverage
• Opportunities for ad hoc bonuses

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:

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 fit for this role or another within our dynamic team.

Learn more about Clearsulting by visiting https://www.clearsulting.com/careers/culture/

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 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. (Remove for 01s or commission based roles)

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.

U.S. E-Verify Participation

Clearsulting participates in E-Verify to confirm U.S. employment eligibility; please review the required E-Verify Participation Notice and Right to Work Notice