Industry Solutions Director

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

As a Treasury Consultant within our team of dedicated professionals, you will lead and assist in the planning and execution of treasury consulting services for innovative technology companies looking to improve or revamp their treasury and cash operations structure and processes. Your role may involve treasury centralization, performance benchmarking diagnostics, and business process re-engineering (Treasury/AP / AR). Furthermore, you may be responsible for providing best practices, insights, and recommendations to support our clients' growth, including their journey towards treasury transformation.

Job Responsibilities

• Lead a team, driving a culture of positive performance results, high employee engagement and retention
• Prioritize client engagement, track pipeline and reporting for team results and efforts
• Monitor staff performance, providing coaching, recommendation and feedback
• Build collaborative internal relationships with key partners
• 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
• Identify key needs of client’s treasury operations, understand pain points, and create customized recommendations highlighting optimized internal processes backed by quantifiable metrics from data gathered
• 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 Treasury 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 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

Required Qualifications, Capabilities and Skills

• Requires a BA/BS degree
• Requires 7 years of progressive treasury experience in real estate, corporate treasury and/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

Preferred Qualifications, Capabilities and Skills

• 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 commercial real estate industry
• Knowledge of J.P. Morgan Treasury Services products 
• Familiarity and recent user experience with Treasury Management Systems (TMS), Enterprise Resource Programs (ERP), Property Management Systems, and other technology solutions that support Treasury, AP and AR processes