Corporate Treasury Consultant - Business Services

Posted 9 Days Ago
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Chicago, IL
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Corporate Treasury Consultant, you'll lead consulting engagements focused on improving treasury operations for technology companies. Responsibilities include executing projects, analyzing client needs, providing customized recommendations, collaborating with teams, and promoting thought leadership through events and content creation.
Summary Generated by Built In

Job Description
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 Business Services Corporate Treasury Consultant, in the Corporate Treasury Consulting (CTC) Team, you will lead the scoping and delivery of treasury consulting services to innovative technology companies who are seeking to improve and/or transform their treasury and cash operations structure and processes. Engagement scope could include treasury centralization / maturity analysis, business process re-engineering (Treasury/AP / AR), and provision of industry and market insights including benchmarking diagnostics. In addition, the role could also require providing best practices, insights and recommendations to evolve and scale treasury as the company grows organically or via mergers and acquisition. As a consultant, you will also promote J.P. Morgan's thought leadership by speaking at industry conferences, client events and developing new content and collateral to further dialogue with clients. This role works hand in hand with the banking and treasury sales teams to deliver insights and support to clients through the growth of their business.
Note: This role is not part of a sales or banking team
Job Responsibilities

  • Understand and define the strategic trends in Treasury and Cash Management that impact the business services and insurance services industry. 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 multiple sales and banking teams to further dialogue with their clients, including but not limited to playbooks and conversation starters
  • 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 business services and/or insurance services 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


About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

Enterprise Resource Planning
MS Office
Treasury Management Systems

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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