As a Manager or Senior Manager within Treasury Advisory, you will lead and support client engagements focused on liquidity management, cash flow forecasting, treasury organizational design, treasury governance, risk management, treasury transformation, and finance modernization initiatives. You will work directly with client stakeholders to analyze treasury challenges, develop strategic recommendations, and help deliver practical, high-impact solutions.

The Opportunity

• Lead treasury advisory and transformation workstreams across liquidity, cash flow, and treasury operating model initiatives

• Support the creation and implementation of cash flow and working capital management strategies

• Advise clients on treasury transformation opportunities, finance modernization, and treasury process optimization

• Develop trusted client relationships and help cultivate existing relationships into proposals, managed opportunities, and long-term engagements

• Work collaboratively across treasury, finance, strategy, and technology stakeholders to deliver integrated client solutions

• Contribute to a collaborative, entrepreneurial, and growth-oriented Treasury Advisory practice

Responsibilities

• Lead and support treasury advisory engagements across cash & liquidity management, treasury governance, treasury operating models, and treasury transformation

• Analyze client treasury operations and develop strategic recommendations to improve financial performance and operational efficiency

• Support projects involving cash flow forecasting, bank relationship management, debt & investment management, and risk management

• Drive assigned engagement workstreams by independently solving and analyzing complex treasury and finance challenges

• Develop high-quality client deliverables including assessments, transformation roadmaps, executive presentations, and engagement documentation

• Supervise, coach, and mentor junior team members while helping foster a collaborative and high-performing team culture

• Manage client relationships and maintain strong communication with treasury, finance, and executive stakeholders

• Support proposal development, business development initiatives, client workshops, and thought leadership activities

• Identify opportunities to improve treasury processes, working capital performance, and finance operations

• Leverage technology, analytics, and innovation to enhance treasury advisory delivery and client outcomes

• Partner with leadership to ensure collective ownership of quality, timelines, deliverables, and client expectations

Preferred Treasury Advisory Experience

• Cash & liquidity management and cash flow forecasting

• Treasury organizational structure and operating model transformation

• Working capital optimization and finance transformation

• Treasury governance, controls, and bank relationship management

• FX and interest rate risk management

• Debt and investment management

• Treasury technology, payment tools, and treasury process improvement

• M&A support, treasury integration, and treasury organizational design

• Data analytics, reporting, and treasury performance analysis

Basic Qualifications

• Bachelor’s degree required; MBA, MSF, CFA, CPA, FRM, or equivalent advanced degree/designation preferred

• 5+ years of experience in treasury, treasury consulting, working capital transformation, banking, finance transformation, or related advisory roles

• Experience within consulting, corporate treasury, banking, fintech, or treasury advisory environments preferred

• Strong analytical, communication, presentation, and problem-solving skills

• Experience developing executive-level client deliverables and managing engagement workstreams

• Ability to analyze complex treasury and finance challenges and translate findings into actionable recommendations

• CTP certification preferred

• Ability to travel as required for client engagements and business development activities

What Sets You Apart

• Strong relationship-building and client advisory capabilities

• Ability to manage multiple priorities while maintaining quality and attention to detail

• Experience supervising, mentoring, and developing junior team members

• Comfort operating in fast-paced, client-facing consulting environments

• Interest in treasury transformation, finance modernization, and the evolving future of treasury advisory

• A collaborative mindset with the ability to work effectively across diverse teams and stakeholder groups