Treasury Operations Consultant

November 8

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Kaufman Hall

WebsiteLinkedInAll Job Openings

Cost Accounting • Budgeting & Forecasting • Debt Financing • Capital Management • Capital Planning & Tracking

201 - 500 employees

Founded 30

📚 Education

💰 Private Equity Round on 2014-12

Description

• 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

Requirements

• 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