
Treasury Functional Advisory Role
3 weeks ago
Key Responsibilities
Treasury Advisory & Transformation
- Provide functional expertise on treasury processes, policies, and operating models to clients across industries.
- Drive large-scale treasury transformation programs, leading complex, cross-functional engagements from strategy through implementation.
- Advise clients on strategies to improve treasury operations, enhance decision-making, and strengthen stakeholder management.
- Lead the design and delivery of solutions, ensuring high-quality outcomes and alignment with client objectives.
Business Development & Proposals
- Lead preparation of RFPs, proposals, and client presentations, collaborating across service lines, alliances, and competencies.
- Support go-to-market initiatives by developing thought leadership, points of view, and marketing collateral.
Technology Enablement
- Evaluate, recommend, and implement treasury technology solutions (e.g., Kyriba, FIS, SAP TRM) to improve client processes and reporting.
- Drive adoption of innovative tools and digital enablers to modernize treasury operations.
Knowledge Management & Leadership
- Contribute to the development of consulting assets, methodologies, and frameworks.
- Mentor and guide team members, fostering skill development and knowledge sharing.
- Stay updated on market trends, regulatory changes, and technology advancements in the treasury domain.
Required Skills & Experience
- 610 years of experience in treasury functions, including consulting and/or industry roles.
Deep understanding of:
- Treasury processes, policies, and operating models.
- Cash management, liquidity planning, FX, and risk management.
- Proven track record of leading treasury transformation engagements.
- Working knowledge of treasury management systems, preferably Kyriba, FIS, SAP TRM, or similar platforms.
- Strong project management skills, with the ability to lead cross-functional teams.
- Experience developing and delivering RFPs, proposals, and thought leadership materials.
- Excellent communication, presentation, and stakeholder management skills.
Good to Have
- Exposure to consulting assets, research, or white papers in treasury technology and practices.
- Experience in establishing and managing comprehensive treasury functions in an industry setting.
- Certifications in treasury or finance (e.g., CTP, CFA) will be an added Bachelors or Masters degree in Finance, Business Administration, Accounting, or related disciplines.
- Professional certifications preferred.
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