Senior Advisory Consultant, Treasury

Posted 4 Days Ago
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Cleveland, OH
Junior
Consulting
The Role
Advise global companies on Treasury functions, including technology selection, liquidity improvement, and developing policies while enhancing client relationships through project management and research.
Summary Generated by Built In

Role:

Senior Advisory Consultant, Treasury

Location:

  • Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
  • Office Options: Hybrid or Remote. Team members residing within a 45-minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.
  • Travel Expectations: Up to 20%

Who We Are:

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.

Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence:

  • Fortune’s Best Workplaces in Consulting (2022-2024)
  • 'Great Place to Work' Certified (2022-2024)
  • 'Consulting's Fastest Growing Firms' - Consulting Magazine (2022)
  • Inc. 5000 Fastest-Growing Private Companies in America (2020-2024)
  • #4 “Fastest Growing Consulting Firm” – Consulting Magazine (2020)

What You’ll Do:

  • Work alongside a team of Treasury experts to advise global companies on their Treasury function, including: designing and selecting treasury technology, assessing bank relationships and services, improving liquidity utilization, developing policies and controls, and identifying tech agnostic process improvement recommendations
  • Assist in developing executive-level presentations that translate complex issues into clear recommendations across processes, systems, and people
  • Perform primary research to map processes, uncover issues, identify gaps, and design innovative solutions for challenging client problems
  • Utilize cutting-edge statistical tools and software to analyze large datasets and extract meaningful insights
  • Cultivate client relationships through delivery excellence

What You’ll Bring:

  • 2+ years of relevant treasury experience working as a consultant or corporate practitioner
  • Functional understanding of treasury management systems (TMS), such as: Kyriba, GTreasury, FIS Integrity/Quantum, SAP TRM, etc.
  • Strong project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, engagement economics (profitability), and communications
  • Excellent written and verbal communication skills; can clearly convey complex business concepts to project stakeholders
  • Effective organizational skills and ability to manage multiple and competing priorities

Nice-to-Haves:

  • Bachelor’s degree
  • Certified Treasury Professional (CTP)
  • Prior client-facing consulting experience
  • Knowledge of various treasury instruments, financial institution services, and financial products
  • Functional understanding of treasury best practices across bank relationship management, cash and liquidity forecasting, accounting and reconciliation, and system optimizations

Benefits that Benefit You:

We want to cultivate a thriving culture and company—and we know that your health and well-being matter. We offer a benefits package and perks for our team members that include:

  • Medical, dental, and vision coverage
  • Unlimited PTO
  • Paid parental leave
  • Retirement plans
  • Flexible work environment
  • Cell phone reimbursement
  • Access to mental health apps
  • Life insurance and disability coverage
  • Opportunities for ad hoc bonuses

Excited about what we're doing but don't fit every requirement? No problem! At Clearsulting, we're forward-thinkers on a mission to redefine consulting excellence. We're all about diversity and inclusion, committed to assembling teams that mirror the world around us. So, if you're passionate about our mission, you could be the perfect fit for this role or another within our dynamic team. Don't hesitate to apply!

Learn more about Clearsulting by visiting https://www.clearsulting.com/careers/culture/ 

#LI-NH1

Top Skills

Fis Integrity
Gtreasury
Kyriba
Quantum
Sap Trm
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The Company
HQ: Cleveland, OH
233 Employees
On-site Workplace
Year Founded: 2015

What We Do

Clearsulting is a consultancy whose mission is to help finance become a better partner to the business. With our innovative thinking, we’re able to develop sustainable solutions that allow teams to drive results and work better, together. We operate across North America and Europe, and specialize in enterprise performance management, finance effectiveness, record-to-report, risk advisory, and treasury services that take a digital-minded approach to push your business further.

Clearsulting service offerings:
Record-to-Report
• R2R Process Improvement
• R2R Optimization
• Intercompany
• System Design & Implementation

Finance Effectiveness
• Digital Finance
• Shared Services and BPO Advisory
• Financial Systems Strategy and Selection
• Order-to-Cash
• Procure-to-Pay
• Tax
• Analytics and Data Visualization

Enterprise Performance Management
• Financial Consolidation
• Budgeting & Forecasting
• Management Reporting & Analytics

Treasury Management
• Leading Practice Review & Roadmap
• Treasury Technology
• Bank Relationship Management
• Risk Management
• Payment Platforms & Technologies
• Security & Controls

Risk Advisory
• Internal Audit Co-Sourcing & Outsourcing
• Sarbanes-Oxley Compliance
• Digital Continuous Audit
• Strategic Audits

Technology Ecosystem
• Alteryx
• BlackLine
• Coupa
• Kyriba
• OneStream
• Workiva

Marketplace awards and recognition:
• Certified - Great Places to Work (2022)
• Inc. 5000 "Fastest-Growing Private Companies" - Inc. (2021, 2020)
• #1 "Best Small Firms to Work For"​ - Consulting Magazine (2019)
• "Seven Small Jewels"​ - Consulting Magazine (2019, 2018)
• Top 25 "Best Consulting Firms"​ - Vault (2019)

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