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Treasury System Implementation Consultant
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Treasury System Implementation Consultant
Job summary
A financial technology consulting firm is looking for a Treasury System Implementation Consultant to configure, test, and implement treasury management systems. The successful candidate will have 2-4 years of experience in treasury or financial systems, strong communication skills, and the ability to manage multiple deadlines. This role involves working closely with clients to ensure solutions meet their needs, all while adhering to the company's methodologies and project timelines.
Qualifications
- 2-4 years' experience in treasury, corporate finance, or financial systems implementation.
- Practical experience with system configuration, testing, or data migration.
- Experience in client-facing roles requiring clear communication.
Responsibilities
- Participate in client workshops and develop solution design documentation.
- Guide clients in completing data workbooks and translate requirements into configuration.
- Configure and test system workflows across cash management and risk management.
- Provide support during testing phases, including user acceptance testing.
- Track progress of assigned tasks and report updates to project management.
- Work collaboratively with internal teams to encourage knowledge sharing.
- Communicate system functionality and technical concepts clearly.
Skills
Education
The Treasury System Implementation Consultant is responsible for supporting the successful delivery of treasury management system projects across IT2 and TreasuryXpress. The role focuses on accurate system configuration, clear communication with clients, structured testing, and coordinated project execution. The aim is to ensure that solutions meet business requirements, perform reliably, and are delivered in line with TreasuryONE's methodology and project timelines.
To configure, test, and implement treasury system solutions, working closely with clients and internal teams to ensure a smooth and professional delivery process.
- Participate in client workshops and assist in developing solution design documentation
- Guide clients in completing data workbooks and translate business requirements into system configuration
- Configure and test system workflows across cash management, forecasting, payments, FX, risk management, and integrations
- Provide structured support during testing phases, including user acceptance testing and go-live
- Track progress of assigned tasks and report updates to the project management team
- Work collaboratively with internal teams to encourage knowledge sharing and effective problem solving
- Communicate system functionality and technical concepts clearly to clients and colleagues
- Clear, professional communication skills, both written and verbal
- Ability to explain technical concepts to both technical and non-technical audiences
- Strong analytical and problem-solving skills, with a structured approach to work
- High attention to detail in configuration, testing, and documentation
- Ability to prioritise and manage multiple deadlines
- Collaborative mindset, open to feedback and committed to continuous improvement
- Professional, reliable, and resilient under pressure
- Proactive approach to resolving issues and supporting client needs
- Minimum: Bachelor's degree in Finance, Accounting, Economics, Business Information Systems, or a related field
- Preferred: Honours degree or postgraduate qualification in Treasury, Financial Engineering, or a technology-related field
- Advantageous: ACT certificate or similar treasury qualification
- 2-4 years' experience in treasury, corporate finance, or financial systems implementation
- Practical experience with system configuration, testing, or data migration
- Experience in client-facing roles requiring clear communication and issue resolution
- Experience with treasury systems such as IT2, TreasuryXpress, Kyriba, or Quantum
- Project delivery or consulting experience in a financial technology setting
- Experience supporting user acceptance testing and go-live activities
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.