Treasury Consultant - Innovation Economy

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 an Innovation Economy Corporate Treasury Consultant within our dynamic consulting team, you will spearhead the planning and execution of treasury consulting services for cutting-edge technology companies aiming to enhance or revolutionize their treasury and cash operations structure and processes. Your responsibilities may encompass treasury centralization, performance benchmarking diagnostics, and business process re-engineering (Treasury/AP / AR). Additionally, you may be tasked with offering best practices, insights, and recommendations to bolster our clients' growth, from their inception to pre-IPO readiness, including their journey towards treasury transformation.

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

Job 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

Required Qualifications, Capabilities and Skills

• 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

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 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