Treasury Transformation Consultant

RSM US LLP; Dallas (TX); On-site; USD 85,000 - 162,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

RSM US LLP is seeking Treasury Consulting Professionals to join its Global Treasury Practice in the United States. The roles span Senior Associate to Manager level, focusing on Treasury Technology, Operations and Advisory for financial services clients.

The team helps clients transform treasury organizations, optimize processes, implement technology solutions, and improve financial performance while offering strong career development and global opportunities.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business Administration, or a related field.
• Relevant experience in treasury consulting, treasury operations, treasury technology, financial services treasury, banking, or finance transformation.
• Experience in one or more treasury disciplines, including treasury technology, cash management, liquidity management, forecasting, payments, bank relationship management, debt and investments, treasury risk management, or treasury operations.
• Experience with Treasury Management Systems and treasury-related technologies.
• Strong analytical, problem-solving, and project management skills.
• Ability to communicate effectively with executive leadership, treasury teams, finance organizations, and technical stakeholders.

Responsibilities

• Advise treasury, finance, accounting, and operational leaders on treasury transformation initiatives and leading practices.
• Lead or support Treasury Management System implementations, upgrades, assessments, and optimization projects.
• Evaluate current-state treasury processes and design future-state operating models and solutions.
• Gather business requirements, facilitate workshops, and develop functional and technical specifications.
• Assess, troubleshoot, test, and support treasury technology solutions throughout implementation lifecycles.
• Train and advise clients on the effective use of treasury systems and related technologies.
• Support treasury process improvement initiatives across cash management, liquidity, forecasting, payments, investments, debt, and risk management activities.
• Assist clients with treasury policy development, governance frameworks, controls, and operating procedures.
• Contribute to finance transformation, automation, and digital treasury initiatives.
• Participate in business development, proposal development, pre-sales activities, and client relationship management.
• Develop project plans, manage project workstreams, and coordinate cross-functional stakeholders.
• Mentor and develop junior staff and project team members.
• Build and maintain strong client relationships while delivering high-quality project outcomes.

Skills

Treasury consulting

Treasury operations

Finance transformation

Executive communication

Education

Bachelor's degree in Finance/related field

Tools

Kyriba

FIS

SAP Treasury

GTreasury

Reval

Job description

RSM US LLP is seeking Treasury Consulting Professionals to join its Global Treasury Practice in the United States. The roles span Senior Associate to Manager level, focusing on Treasury Technology, Operations and Advisory for financial services clients.

The team helps clients transform treasury organizations, optimize processes, implement technology solutions, and improve financial performance while offering strong career development and global opportunities.