Professional Services Consultant - Treasury
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Key skills for this role
About the Role
Partner with financial institutions to implement treasury solutions, analyze requirements, and optimize cash management processes while ensuring client engagement and training.
Key Skills for This Role
Full Job Posting
About The Role
As a
Treasury Business Consultant
- , you will partner with financial institutions and enterprise clients to design, implement, and optimize
- treasury, cash management, receivables, and payments solutions
- .
- You will translate complex business and regulatory requirements into
- functional and technical system designs
- , acting as a trusted advisor across implementation, testing, and client adoption.
- Your work directly supports how the world
- pays, banks, and invests
- .
- About the team
- You will join a team responsible for the implementation of enterprise treasury management systems, providing CFOs and Treasurers with real time cash visibility, liquidity management, operational controls, and automation.
- The team delivers GAAP compliant treasury processes using FIS Quantum, enabling a single view of cash, improved productivity, and collaboration across trading partners.
- What you will be doing
- Lead and contribute to
- treasury technology consulting engagements
- , supporting system implementation, configuration, and optimization for financial institutions and corporate clients
- Act as a
- liaison between business stakeholders, end users, and technical teams
- , ensuring requirements are clearly documented and delivered
- Elicit, analyze, and document
- business, functional, and technical requirements
- related to treasury, cash management, payments, receivables, and liquidity workflows
- Define
- system scope, objectives, data models, and functional specifications
- to support product development, integrations, and testing
- Analyze
- industry trends, regulatory requirements, and treasury best practices
- , assessing impacts across interconnected systems and processes
- Design and optimize
- end to end treasury processes
- , improving efficiency, automation, controls, and scalability
- Develop and execute
- test plans, test cases, and user acceptance testing (UAT)
- using client data to validate solution integrity
- Advise clients on
- technology options, integrations, and solution design
- , influencing priorities and implementation approaches
- Support
- client training, knowledge transfer, and go live readiness
- , including one to one and group sessions
- Provide
- pre sales and solution support
- when required, contributing to proposals and solution design
- Lead technical workstreams or small project teams; mentor and guide less experienced consultants
- Travel to client sites as required to support implementation and stakeholder engagement
- What you bring
Education & Experience
- Bachelor s degree in
Computer Science, Information Systems, Finance, Business Administration
- , or equivalent experience
- Experience in
- treasury systems, cash management, payments, banking platforms, or financial services technology consulting
- Core skills & expertise
- Strong knowledge of
- treasury management systems (TMS)
- , cash positioning, liquidity management, payments, and receivables
- Experience across
- end to end system development life cycles (SDLC)
- including waterfall, iterative, and agile delivery models
- Expertise in
- business analysis, functional design, and requirements management
- Proficiency with
- UML, use cases, process mapping, and business modeling
- Understanding of
- application architecture, system integrations, and data flows
- Hands on experience with system testing, UAT, and quality assur
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