Treasury Advisory Manager - Remote, Flexible Hours

Clearsulting LLC

Dallas (TX)

Hybrid

USD 120,000 - 156,000

Full time

24 hours ago
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Benefits offered by this job

Medical, dental, and vision coverage
Unlimited PTO
Paid parental leave
Flexible work environment
Cell phone reimbursement
Mental health resources

Job summary

Clearsulting LLC is seeking a Treasury Advisory Manager to lead a team of treasury experts and advise global clients on treasury function design, technology selection, and liquidity optimization. You will own engagements from planning to completion, develop client-ready materials, and build executive-level presentations demonstrating impact across processes, systems, and people.

We value strong project management, stakeholder collaboration, and the use of cutting-edge tools, including AI, to

Qualifications

  • 5+ years of consulting/treasury advisory experience.
  • 3+ years advising on bank relationships, RFPs, and negotiations.
  • 2+ years treasury transformations or TMS implementations.
  • 1+ year supervising or mentoring other professionals.
  • Strong treasury best practices across liquidity, FX, debt capital markets and system optimizations.
  • Knowledge of treasury instruments and banking services.
  • Strong project and change management skills.

Responsibilities

  • Lead a team of Treasury experts advising global companies on treasury functions and technology.
  • Develop and improve treasury methodologies, templates, accelerators, and playbooks.
  • Own engagements from planning through completion with budgets and governance.
  • Build relationships with treasury, finance, IT, and business leaders; be the primary client contact.
  • Develop executive presentations translating complex issues into clear recommendations.
  • Utilize 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, pricing inputs, and demonstrations.

Skills

Treasury advisory
Bank relationship management
TMS implementations
Leadership supervision
Project management
Executive stakeholder management
Data analysis / AI tools

Education

Bachelor's degree
Certified Treasury Professional (CTP)

Tools

Kyriba
GTreasury
FIS Integrity/Quantum
SAP TRM

Job description

Clearsulting LLC is seeking a Treasury Advisory Manager to lead a team of treasury experts and advise global clients on treasury function design, technology selection, and liquidity optimization. You will own engagements from planning to completion, develop client-ready materials, and build executive-level presentations demonstrating impact across processes, systems, and people.

We value strong project management, stakeholder collaboration, and the use of cutting-edge tools, including AI, to

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