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About the Role

Join our rapidly growing Global Treasury Practice as a Treasury Consulting professional. Opportunities range from Senior Associate to Manager level, focusing on Treasury Technology, Treasury Operations and Advisory, Finance Transformation, and Treasury within Financial Services organizations. This role is part of our broader Finance Transformation solution, modernizing the Office of the CFO. You will work directly with clients to transform treasury organizations, optimize processes, implement technology, and improve financial performance.

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.

Requirements

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, including but not limited to Kyriba, FIS, Trovata, SAP Treasury, GTreasury, Reval, or similar platforms.
Strong analytical, problem-solving, and project management skills.
Ability to communicate effectively with executive leadership, treasury teams, finance organizations, and technical stakeholders.

Skills

Treasury Technology
Treasury Operations and Advisory
Finance Transformation
Treasury within Financial Services organizations
Treasury Management System (TMS) implementations and optimization
Treasury technology strategy and digital transformation
Treasury operations and process improvement
Cash and liquidity management
Bank connectivity and payments transformation
Cash forecasting and working capital optimization
Risk management, including FX, interest rate, and commodity exposures
In-house banking and treasury centralization initiatives
Treasury controls, governance, and policy development
Treasury operating model design
Financial services treasury functions
Liquidity management
Funding
Capital management
Balance sheet management
ALM
Regulatory reporting
Treasury risk management
Finance transformation
Broader CFO organization initiatives
Kyriba
FIS
Trovata
SAP Treasury
GTreasury
Reval
Project management
Data analysis
Organization
Documentation

Experience Level

Senior Associate
Manager

Education Level

Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business Administration, or a related field.

Salary/Compensations

$95,400 - $192,000

Benefits

Competitive benefits and compensation package
Flexibility in schedule
Discretionary bonus based on firm and individual performance

About the Company

The leading provider of professional services to the middle market globally.
Purpose is to instill confidence in a world of change, empowering clients and people to realize their full potential.
Exceptional people are the key to our unrivaled culture and talent experience and our ability to be compelling to our clients.
An environment that inspires and empowers you to thrive both personally and professionally.

Equal Opportunity

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
RSM will consider for employment qualified applicants with arrest or conviction records.
For those living in California or applying to a position in California, please click here for additional information.