Treasury Operations - Consultant

Treasury Operations

The Organization
We help society’s foundational institutions—healthcare and higher education—to achieve their full potential in service to others.

We are our clients’ trusted partners in ever-changing times. For nearly 40 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems.

Kaufman Hall provides world-class management consulting in Strategy & Business Transformation, Financial Planning & Data Analytics, Treasury & Capital Markets, Mergers & Acquisitions, Revenue & Operations Improvement (previously Performance Improvement).

At Kaufman Hall, we believe that sustained success is never an accident. It is the result of sound decision making, based on data-driven analysis and disciplined thinking, and guided by the fundamental principles of corporate finance.

The Position

• Support clients across treasury functions, accounts payable, and revenue cycle through comprehensive discussions supported by analytics
• Review, catalog, develop and streamline processes around daily cash, payments strategies, increase speed of reconciliation, and drive overall best practices
• Evaluate services, software and best practices to support recommended enhancements and deliver outlined plans
• Execute project management functions focused on implementation of banking and financial services and third-party software; as well as deliver technical expertise
• Develop materials to support internal and external teams around implementation and process improvements
• Additional client facing responsibilities include deepening relationships and driving incremental revenue
• Identify potential solutions to client needs as requested, or as a result of support work both internal and external partners
• Run analytical models within internal systems to uncover client opportunities leveraging and tracking market data
• Develop and document current state materials to support internal and external teams around implementation and process improvements as it pertains to treasury technologies and revenue cycle

Qualifications

• 3 to 8 years of commercial banking or financial software delivery experience including a track record of internal change execution
• Proven entrepreneurial spirit or ability to impact change within current organization
• Excellent verbal and written communication skills
• Strong organizational and time management skills
• Demonstrated ability to analyze issues, develop solutions and present concisely
• Self-starter with experience working in a fast-paced environment as part of a larger team
• Proven experience developing rapport with external clients, colleagues and other business partners
• Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
• Preferred candidates will have their PMP (Project Management Professional) and/or CTP (Certified Treasury Professional)
• Versed in bank technologies and their direct integrations with EPIC, Cerner, Hyland OnBase, Athena, Change HealthCare, etc.
• Preferred candidates will have diverse skill sets developed across the finance industry
• Applicants for employment must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Kaufman Hall (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status)

Physical Requirements 

• Must be able to perform essential duties satisfactorily with reasonable accommodations
• Work is generally done sitting, talking, hearing and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading

Work Environment 

• Travel Required: Moderate 20-30%
• The role is based in Chicago
• Work is regularly performed in a combination of home office, in office, and client settings and routinely uses standard office equipment
• It may require the maintenance of a home office and proximity to an airport for work related travel

Kaufman Hall is committed to providing equal opportunity for all employees and applicants. We recruit, hire, train, promote, pay, and administer all employment actions without regard to actual and also perceived or assumed protected group status as defined by law of an individual or that individual’s associates or relatives. Our policies and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status.