Manager, Treasury Consultant – Global Treasury Practice

RSM US LLP

. Advise treasury, finance, accounting, and operational leaders on treasury transformation initiatives and leading practices .

Posted 9/17/2026full-timeChicago • Illinois • United StatesJuniorMid-Level💰 $107,000 - $214,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Treasury Management Systems, treasury transformation, and financial services, with a strong focus on process improvement, client relationship management, and project management. Proficient in analyzing and optimizing treasury operations while effectively communicating with stakeholders at all levels.

Highest-signal resume keywords

Treasury Management SystemsTreasury Technology ImplementationCash ManagementFinancial Services TreasuryProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Treasury TransformationProcess ImprovementData AnalysisFinancial Performance OptimizationTechnical Specifications Development

Soft Skills

Analytical SkillsProblem-SolvingCommunication SkillsWorkshop FacilitationMentoring

Tools & Technologies

KyribaFISSAP TreasuryGTreasuryReval

Certifications & Qualifications

Kyriba CertificationFIS CertificationSAP Treasury Certification

Industry Keywords

Treasury ConsultingBankingFinancial InstitutionsAsset ManagementFintech

Tech Stack

Tools & technologies

ERPSwift

About the role

Key responsibilities & impact

Advise treasury, finance, accounting, and operational leaders on treasury transformation initiatives and leading practices
Lead or support Treasury Management System implementations, upgrades, assessments, and optimization projects
Evaluate current-state treasury processes and design future-state operating models and solutions
Gather business requirements, facilitate workshops, and develop functional and technical specifications
Assess, troubleshoot, test, and support treasury technology solutions throughout implementation lifecycles
Train and advise clients on treasury systems and related technologies
Support process improvement across cash management, liquidity, forecasting, payments, investments, debt, and risk management
Assist with treasury policy development, governance frameworks, controls, and operating procedures
Contribute to finance transformation, automation, and digital treasury initiatives
Participate in business development, proposal development, pre-sales activities, and client relationship management
Develop project plans, manage project workstreams, and coordinate cross-functional stakeholders
Mentor and develop junior staff and project team members
Build and maintain client relationships while delivering high-quality project outcomes
Work directly with clients to transform treasury organizations, optimize processes, implement technology solutions, and improve financial performance

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business Administration, or a related field
Relevant experience in treasury consulting, treasury operations, treasury technology, financial services treasury, banking, or finance transformation
Experience in one or more treasury disciplines, including treasury technology, cash management, liquidity management, forecasting, payments, bank relationship management, debt and investments, treasury risk management, or treasury operations
Experience with Treasury Management Systems and treasury-related technologies, including Kyriba, FIS, Trovata, SAP Treasury, GTreasury, Reval, or similar platforms
Strong analytical, problem-solving, and project management skills
Ability to communicate effectively with executive leadership, treasury teams, finance organizations, and technical stakeholders
Preferred: experience implementing, configuring, optimizing, or supporting treasury technology platforms
Preferred: certifications in Kyriba, FIS, SAP Treasury, or other treasury technologies
Preferred: corporate treasury experience within large multinational organizations
Preferred: treasury experience within banking, financial institutions, asset management, insurance, fintech, or other financial services organizations
Preferred: consulting or professional services experience, including client-facing project delivery
Preferred: experience supporting treasury transformation, finance transformation, or ERP-enabled treasury initiatives
Preferred: knowledge of cash management, liquidity management, forecasting, payments, bank connectivity, SWIFT, treasury accounting, debt management, investments, and risk management
Preferred: understanding of treasury controls, governance, compliance, and regulatory requirements
Preferred: experience working with multiple clients and managing concurrent project engagements
Preferred: ability to identify client needs, develop solutions, and build trusted advisor relationships
Preferred: strong written and verbal communication skills, including workshop facilitation and executive presentations
Preferred: ability to break down complex business and technology challenges into actionable project plans and solutions
Preferred: strong data analysis, organization, and documentation skills
Preferred: ability to work independently while collaborating effectively within cross-functional and global teams
Recent U.S. college/university graduates must have 1–2 years of progressive and relevant work experience for experienced associate eligibility
Entry-level candidates requiring sponsorship now or in the future are not intended to be hired

Benefits

Comp & perks

Competitive benefits and compensation package
Flexible schedule
Discretionary bonus based on firm and individual performance
Career development opportunities
Opportunities to work on strategic initiatives across a broad range of industries
Reasonable accommodation for people with disabilities