Treasury Consultant – Innovation Economy

Treasury Consultant – Innovation Economy

Requirements

• Requires 7+ years of progressive treasury experience with corporate treasury or treasury consulting experience with Expert-level knowledge of global Treasury and Cash Management including but not limited to AP and AR processes & daily cash processes
• Outstanding ability to analyze problems, identify new insights, communicate effectively and confidently (both oral and written) actionable recommendations, mobilize internal networks and garner support from cross-functional partners
• Strong project management skills; well-organized, structured approach; ability to achieve tight timelines on complex deliverables across teams
• Team player with strong interpersonal leadership and influencing skills – ability to interact at all levels of the organization in a peer-like way to facilitate the negotiation of critical matters on behalf of the client – and always able to consider diverse perspectives to get the best outcome
• Advanced/Strong Microsoft office skills needed, particularly EXCEL and POWERPOINT

Responsibilities

• Understand and define the innovation economy’s strategic trends in Treasury and Cash Management. 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 sales and banking teams to further dialogue with their clients
• 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 coaching and training to team analysts and associates building up team’s talent pipeline
• Collaborate with fellow consultants to deliver client engagements, new content, and other internal projects

Preferred Qualifications

• Experience working in a large corporate treasury or cash operations (AP/AR) team in a senior manager level or in treasury consulting at a principal / senior manager level within the technology or innovation economy industry
• Knowledge of J.P. Morgan Treasury Services products
• Familiarity and recent user experience with Treasury Management Systems (TMS), Enterprise Resource Programs (ERP), and other technology solutions that support Treasury, AP and AR processes