Treasury Consulting - Business Services Consultant

Are you a strategic thinker, passionate about leading and delivering solutions to the world's most innovative companies? You have found the right team

The Treasury Consulting (CTC) Team functions as an in-house treasury management consulting team, directly engaging with companies to provide in-depth analysis of their treasury's operational environment to help define their strategic goals and develop holistic strategies to achieve them.

As a Business Services Treasury Consultant within the Business Services team, you will spearhead the scoping and delivery of treasury consulting services to cutting-edge technology companies aiming to enhance or revolutionize their treasury and cash operations structures and processes.

Your engagements may encompass treasury centralization and maturity analysis, business process re-engineering for Treasury/AP/AR, and offering industry and market insights, including benchmarking diagnostics.

Additionally, you will provide best practices, insights, and recommendations to support the evolution and scaling of treasury functions as companies expand organically or through mergers and acquisitions.

Note: This role is not part of a sales or banking team

Job Responsibilities


* Understand and define the strategic trends in Treasury and Cash Management that impact the business services and insurance services industry.

Apply market knowledge and expertise in engagements and dialogue with client base


* Successfully lead and execute consulting engagements from kick-off and discovery to analysis and recommendations with ability to conduct deep dive analysis and solutioning based on client's needs and pain points


* Create client-focused, customized, and bank-agnostic recommendations and solutions spanning internal processes and organizational design


* Identify key needs of client's treasury operations and effectively message pain points / issues and quantify benefits of recommendations based on data provided / gathered from the client


* Effectively communicate to CFOs, Treasurers, and senior leadership within the client organization to pitch, execute and present the results of a consulting engagement


* Facilitate cross-functional coordination and communication with TS Sales, Bankers, product and international specialists, and other firm stakeholders to drive client solutioning and support


* Create and promote (as a speaker at client and industry events) innovative and forward-thinking treasury content (not limited to articles and white papers) that strengthen the firm's publicly available thought leadership and collateral


* Develop content that can be leveraged by multiple sales and banking teams to further dialogue with their clients, including but not limited to playbooks and conversation starters


* Develop and deliver training to internal teams (sales, banking, middle office, consulting peers) on industry or treasury topics


* Partner closely with team members and provide ...