Treasury Project Manager

Vertiv; Westerville (OH); On-site; USD 110,000 - 150,000; Full time

Job summary

Vertiv is seeking a Treasury Project Manager to partner with Treasury, Investor Relations, and cross-functional teams in shaping strategic financial planning and capital management. You will develop executive-level presentations, build complex models, and analyze capital markets trends to inform leadership decisions.

The role emphasizes communication of data-driven narratives, collaboration with FP&A, Accounting, Tax, Legal, and regional teams, and involvement in M&A treasury workstreams

Qualifications

• MBA or Master's degree in Finance, Business, Economics, or a directly related field.
• Bachelor's degree in Finance, Engineering, Mathematics, Economics, Accounting, or other technical/quantitative discipline.
• 2–5 years of combined experience in investment banking, management consulting, corporate finance, or treasury.
• Advanced proficiency in Microsoft PowerPoint and Excel (financial modeling, scenario analysis, data visualization).
• Demonstrated ability to synthesize complex data into clear, executive-ready presentations and written communications.

Responsibilities

• Develop executive-level PowerPoint presentations and strategic recommendations for senior leadership.
• Build and maintain complex financial models to evaluate capital allocation scenarios, debt refinancing opportunities, and liquidity forecasting.
• Conduct in-depth research and analysis on capital markets trends, interest rate environments, credit markets, and peer benchmarking.
• Support the development of Treasury's long-range strategic plan, translating data into actionable insights and compelling narratives.
• Prepare materials for external stakeholder meetings including credit rating agencies and investors.
• Partner with FP&A, Accounting, Tax, Legal, and regional finance teams to synthesize cross-functional data into cohesive strategic frameworks.
• Assist in evaluating and executing M&A-related treasury workstreams, with a focus on funding strategies, integration planning, and financial impact modeling.
• Identify process improvement opportunities and implement best-in-class Treasury reporting and analytics infrastructure.
• Track and analyze key Treasury performance metrics, creating dashboards and periodic reports for leadership visibility.

Skills

Strategic analysis

Executive communications

Financial modeling

Cross-functional collaboration

PowerPoint mastery

Education

MBA or Master's in Finance

Bachelor's in Finance/Engineering/Economics

Tools

Excel

PowerPoint

Job description

JOB DESCRIPTION

The Treasury Project Manager will work closely with the Treasury and Investor Relations leadership team to drive strategic analysis, financial planning, and executive-level presentations across Vertiv's Treasury and Investor Relations function. This role combines deep analytical rigor with a strong communication skillset, supporting high-impact initiatives which may include capital structure optimization, liquidity planning, debt portfolio strategy, and cross-functional strategic projects.

• Develop executive-level PowerPoint presentations and strategic recommendations for senior leadership
• Build and maintain complex financial models to evaluate capital allocation scenarios, debt refinancing opportunities, and liquidity forecasting
• Conduct in-depth research and analysis on capital markets trends, interest rate environments, credit markets, and peer benchmarking
• Support the development of Treasury's long-range strategic plan, translating data into actionable insights and compelling narratives
• Prepare materials for external stakeholder meetings including credit rating agencies and investors
• Partner with FP&A, Accounting, Tax, Legal, and regional finance teams to synthesize cross-functional data into cohesive strategic frameworks
• Assist in evaluating and executing M&A-related treasury workstreams, with a focus on funding strategies, integration planning, and financial impact modeling
• Identify process improvement opportunities and implement best-in-class Treasury reporting and analytics infrastructure
• Track and analyze key Treasury performance metrics, creating dashboards and periodic reports for leadership visibility

Qualifications

• MBA or Master's degree in Finance, Business, Economics, or a directly related field
• Bachelor's degree in Finance, Engineering, Mathematics, Economics, Accounting, or other technical/quantitative discipline
• 2–5 years of combined experience in investment banking, management consulting, corporate finance, or treasury
• Advanced proficiency in Microsoft PowerPoint and Excel (financial modeling, scenario analysis, data visualization)
• Demonstrated ability to synthesize complex data into clear, executive-ready presentations and written communications

Preferred Qualifications

• Proven track record of managing multiple projects simultaneously in a fast-paced, high-expectation environment
• Strong executive presence with the ability to present complex financial concepts to senior stakeholders in a clear, data-driven manner

EDUCATION AND CERTIFICATIONS

• Bachelor's degree in Finance, Engineering, Mathematics, Economics, Accounting, or other technical/business discipline (required)
• MBA or Master's degree in Finance or Business (required)

Physical Requirements

• No Special Physical Requirements

ENVIRONMENTAL DEMANDS

• None

Travel Time Required

• Up to 15%

About Us

The successful candidate will embrace Vertiv’s Core Principles & Behaviors to help execute our Strategic Priorities.

OUR CORE PRINCIPLES

Safety. Integrity. Respect. Teamwork. Inclusion.

OUR STRATEGIC PRIORITIES

• High-Performance Culture
• Customer Focus
• Operational Excellence
• Innovation
• Financial Strength

VERTIV BEHAVIRES

• Own it
• Act with urgency
• Foster a customer-first mindset
• Think big and execute
• Lead by example
• Drive continuous improvement
• Learn and seek out development
• Promote transparent & open communication

About Vertiv

Vertiv (NYSE: VRT) brings together hardware, software, analytics and ongoing services to enable its customers’ vital applications to run continuously, perform optimally and grow with their business needs. Vertiv solves the most important challenges facing today’s data centers, communication networks, and commercial and industrial facilities with a portfolio of power, cooling and IT infrastructure solutions and services that extend from the cloud to the edge of the network. Headquartered in Westerville, Ohio, USA, Vertiv employs around 34,000 people and does business in more than 130 countries. Visit Vertiv.com to learn more.

Work Authorization

No calls or agencies please. Vertiv will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

Equal Opportunity Employer

Vertiv is an Equal Opportunity/Affirmative Action employer. We promote equal opportunities for all with respect to hiring, terms of employment, mobility, training, compensation, and occupational health, without discrimination as to age, race, color, religion, creed, sex, pregnancy status (including childbirth, breastfeeding, or related medical conditions), marital status, sexual orientation, gender identity / expression (including transgender status or sexual stereotypes), genetic information, citizenship status, national origin, protected veteran status, political affiliation, or disability. If you have a disability and are having difficulty accessing or using this website to apply for a position, you can request help by sending an email to [e-mail]