Operations Consultant, Treasury Operations

KeyBank • Brooklyn, OH

7d • $69,000 - $105,000 • Hybrid

About The Position

Treasury Operations supports accurate, timely, and controlled processing for the Investment Portfolio, Collateral Management, Funding/Liabilities, and Safekeeping functions. The Operations Consultant works autonomously with in-depth expertise and minimal leadership guidance, providing advanced operational support and Fixed Income and Bond Accounting subject matter expertise. The role partners with leadership, business partners, technology teams, and control partners to ensure work meets procedures, controls, service-level agreements, and regulatory expectations.

Working closely with the Department Manager, the consultant analyzes operational processes, supports strategic initiatives, and promotes operational excellence, accountability, and continuous improvement. This risk-sensitive position supports departmental analysts, strengthens internal controls, assists with audit and regulatory reviews, follows SOX and applicable procedures, and identifies opportunities to reduce operational risk. The consultant identifies data and reporting discrepancies, supports problem management, researches and resolves or escalates complex issues, and ensures outputs are accurate and aligned with business requirements. Sound judgment and risk-informed decision-making are required, including under tight deadlines or when information is incomplete or evolving.

The role leads and supports process improvements, reporting and metrics, projects, system enhancements, process redesign, testing, securities onboarding, and Fixed Income initiatives. It develops working knowledge across Treasury Operations functions to provide backup coverage and support business continuity, prepares departmental reporting, collaborates with internal and external stakeholders, and supports training and cross-training. The position is hybrid, with a work location at 4900 Tiedeman Road, Brooklyn, Ohio.

Requirements

• Bachelor's degree in Accounting or Finance, or equivalent work experience in Financial Services Operations or a Treasury environment.
• Aptitude to learn and understand financial concepts for a wide variety of investment products.
• Effective communication skills for interacting with external bank clients, internal business partners, external examiners, and Internal Audit.
• Ability to lead multiple projects and prioritize work for the team.
• Ability to work professionally and knowledgeably with all levels of internal and external clients while protecting KeyBank's monetary risks and confidentiality.
• Attention to detail, accuracy, and timeliness.
• Proficiency with Microsoft Suite.
• Ability to work effectively in an evolving environment and generate ideas beyond the status quo.
• Flexibility and composure under stress.
• Strategic thinking and detail orientation.
• Ability to solve problems and translate ideas or resolutions into action.
• Ability to adapt to changing priorities, deadlines, and directions.
• Ability to recognize, anticipate, and resolve operational issues and apply problem-solving knowledge to diverse situations.
• Experience with collaborative techniques and communication concepts, and ability to influence decisions and execute strategic planning.

Nice To Haves

• Working knowledge of Accounting or Lightning systems, including accounting and General Ledger posting through those systems.
• Project Management, Lean Six Sigma, or Change Management experience.
• Demonstrated experience leading product, system, or process implementations from planning through execution.
• Experience developing and executing user acceptance testing (UAT), release testing, and implementation or readiness plans.
• Experience developing training materials and facilitating training to support successful adoption.
• Strong project management, process improvement, change management, and cross-functional leadership skills.

Responsibilities

• Lead, identify, and implement strategic improvements that generate measurable benefits across complex Treasury Operations functions.
• Develop reporting and metrics to measure operational risk, analytical trends, performance, and process effectiveness.
• Maintain expertise in industry trends and practices in the operational area, Risk Management, Compliance, and Operations.
• Support new securities testing and onboarding changes.
• Serve as subject matter expert for assigned Treasury Operations processes and partner with the Department Manager on complex issue resolution, research, strategic initiatives, conversions, and department projects.
• Maintain working knowledge across major team functions to provide backup coverage, balance workloads, and support business continuity.
• Prepare, review, and support departmental managerial, financial, operational, and regulatory reporting within required timelines and quality expectations.
• Apply knowledge of accounting principles, bond accounting, General Ledger activity, trade processing, wire systems, and Treasury Operations platforms, including Lightning and Dovetail, to research and execute initiatives.
• Maintain relationships with business partners, technology teams, risk and control partners, and other stakeholders to resolve issues and complete cross-functional initiatives.
• Work independently with technology support partners to define requirements, test system fixes or enhancements, validate results, and support implementation into business-as-usual processes.
• Identify, recommend, and implement improvements to efficiency, accuracy, scalability, resiliency, and control effectiveness.
• Make risk-informed decisions under tight deadlines, competing priorities, or incomplete, ambiguous, or evolving information.
• Manage multiple priorities, organize assignments, escalate issues appropriately, and support business-critical deliverables.
• Lead department projects, system enhancements, process redesigns, testing activities, and initiatives that improve operational effectiveness and control performance.
• Develop and execute detailed Fixed Income project plans, including testing and validation of securities, system functionality, accounting treatment, operational readiness, and downstream impacts before production implementation.
• Partner with the Operations Department Manager and Director to develop and execute training and cross-training that builds understanding of Treasury functions and their purpose.
• Perform other duties as assigned and comply with KeyBank policies and procedures, including professional and ethical conduct and acting in clients' and Key's best interests.
• Represent the department in Disaster Recovery planning and testing.
• Provide feedback on staff performance to the manager and collaborate on department goals and objectives.
• Complete required CCAP evaluations.
• Serve as the primary department liaison and provide information for Risk Management and regulatory reviews.
• Research and resolve issues or differences.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits are available; the posting refers to a separate benefits list but does not specify the benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior