Treasury Strategy & Capital Markets Manager

Vertiv Group Corporation; Westerville (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Vertiv Group Corporation seeks a Treasury Project Manager to partner with Treasury and Investor Relations leadership to drive strategic analysis, financial planning, and executive-level presentations.

You will build complex financial models, analyze capital markets trends, support liquidity forecasting, and help shape long-range plans, with cross-functional collaboration across FP&A, Accounting, Tax, Legal, and regional finance teams.

Qualifications

• MBA or Master's degree in Finance, Business, Economics, or related field.
• Bachelor's degree in Finance, Engineering, Mathematics, Economics, Accounting, or other quantitative discipline.
• 2–5 years of combined experience in investment banking, management consulting, corporate finance, or treasury.
• Advanced proficiency in PowerPoint and Excel (financial modeling, scenario analysis, data visualization).
• Ability to synthesize complex data into 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

Financial modeling

Data analysis

Presentation skills

Executive communication

Cross-functional collaboration

Education

Bachelor's degree in Finance or related field

MBA or Master's degree in Finance or Business

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

Vertiv Group Corporation seeks a Treasury Project Manager to partner with Treasury and Investor Relations leadership to drive strategic analysis, financial planning, and executive-level presentations.

You will build complex financial models, analyze capital markets trends, support liquidity forecasting, and help shape long-range plans, with cross-functional collaboration across FP&A, Accounting, Tax, Legal, and regional finance teams.