Treasury Consulting - Client Advisory - Executive Director

JP Morgan Chase; Philadelphia (Philadelphia County); On-site; USD 140,000 - 200,000; Full time

Job summary

JP Morgan Chase in the United States seeks a strategic Treasury Consultant to lead scoping and delivery of treasury and cash management engagements for large corporate clients.

You will guide centralization initiatives, design operating models, improve processes in Treasury/AP/AR, and present solutions to CFOs and senior leaders.

Collaboration across sales, product, and international teams, plus contributing to thought leadership and client training, will be essential.

Qualifications

• Requires a BA/BS degree.
• Requires 7+ years of progressive treasury experience in corporate treasury or treasury consulting.
• Expert-level knowledge of global Treasury and Cash Management.
• Strong analytical and communication skills.
• Strong project management skills and ability to meet tight timelines.
• Team-oriented with leadership and influencing abilities.
• Advanced Microsoft Office skills, especially Excel and PowerPoint.

Responsibilities

• Understand and define the strategic trends in Treasury and Cash Management across diversified industries.
• Lead and execute consulting engagements from kick-off and discovery to analysis and recommendations with ability to conduct deep dive analysis and solutioning based on clients’ needs and pain points.
• Create client-focused, customized recommendations and solutions spanning internal processes and organizational design.
• Identify key needs of clients’ treasury operations and effectively message pain points. Quantify benefits based on data provided from the client.
• Effectively communicate to CFOs, Treasurers, and senior leadership within the client organization to pitch and present the results of a consulting engagement.
• Facilitate cross-functional coordination and communication with Treasury Sales, Bankers, product and international specialists, and other firm stakeholders to drive client solutioning and support.
• Create and promote innovative and forward-thinking treasury content both through a speaker at client and industry events and through thought leadership that strengthens the firm’s publicly available thought leadership and collateral.
• Develop content that can be leveraged by multiple sales and banking teams to further dialogue with their clients.
• Develop and deliver training on industry or treasury topics to internal teams inclusive of sales, banking, middle office, and consulting peers.
• Partner closely with team members and provide coaching and training to team Analysts and Associates, building up team’s talent pipeline.
• Collaborate with fellow consultants to deliver client engagements, new content, and other internal projects.

Skills

Treasury expertise

Project management

Communication

Leadership

Excel

PowerPoint

Education

BA/BS degree

Tools

Treasury Management Systems (TMS)

ERP systems

Job description

Are you a strategic thinker, passionate about leading and delivering solutions to the world’s most innovative companies? You have found the right team.

As a Treasury Consultant in the Treasury Consulting team, you will spearhead the scoping and delivery of treasury consulting services to companies aiming to enhance or revolutionize their treasury and cash operations structures and processes. Your engagements may encompass treasury centralization and maturity analysis, business process re-engineering for Treasury/AP/AR, and offering industry and market insights, including benchmarking diagnostics. Additionally, you will provide best practices, insights, and recommendations to support the evolution and scaling of treasury functions as companies expand organically or through mergers and acquisitions.

Job Responsibilities

• Understand and define the strategic trends in Treasury and Cash Management across diversified industries. Apply market knowledge and expertise in engagements and across a specified client base
• Successfully lead and execute consulting engagements from kick-off and discovery to analysis and recommendations with ability to conduct deep dive analysis and solutioning based on clients’ needs and pain points
• Create client-focused, customized recommendations and solutions spanning internal processes and organizational design
• Identify key needs of clients’ treasury operations and effectively message pain points. Quantify benefits based on data provided from the client
• Effectively communicate to CFOs, Treasurers, and senior leadership within the client organization to pitch and present the results of a consulting engagement
• Facilitate cross-functional coordination and communication with Treasury Sales, Bankers, product and international specialists, and other firm stakeholders to drive client solutioning and support
• Create and promote innovative and forward-thinking treasury content both through a speaker at client and industry events and through thought leadership that strengthens the firm’s publicly available thought leadership and collateral
• Develop content that can be leveraged by multiple sales and banking teams to further dialogue with their clients
• Develop and deliver training on industry or treasury topics to internal teams inclusive of sales, banking, middle office, and consulting peers
• Partner closely with team members and provide coaching and training to team Analysts and Associates, building up team’s talent pipeline
• Collaborate with fellow consultants to deliver client engagements, new content, and other internal projects

Required qualifications, capabilities and skills

• Requires a BA/BS degree
• Requires 7+ years of progressive treasury experience in corporate treasury or treasury consulting with expert‑level knowledge of global Treasury and Cash Management including but not limited to AP and AR processes & daily cash processes
• Outstanding ability to analyze problems, identify new insights, communicate effectively and confidently (both oral and written), and garner support from cross‑functional partners
• Strong project management skills; well‑organized, structured approach; ability to achieve tight timelines on complex deliverables across teams
• Team player with strong interpersonal leadership and influencing skills; ability to interact at all levels of the organization in a peer‑like way to facilitate the negotiation of critical matters on behalf of the client; ability to consider diverse perspectives to get the best outcome
• Advanced/Strong Microsoft office skills needed, particularly Excel and PowerPoint

Preferred qualifications, capabilities and skills

• Experience working in a large corporate treasury or cash operations (AP/AR) team in a senior manager level or in treasury consulting at a principal / senior manager level
• Knowledge of J.P. Morgan Treasury Services products
• Familiarity and recent user experience with Treasury Management Systems (TMS), Enterprise Resource Programs (ERP), and other technology solutions that support Treasury, AP and AR processes