Operations Consultant, Treasury Operations

KeyBank • Brooklyn, OH

6d • 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 minimal leadership guidance, bringing broad operational expertise and Fixed Income and Bond Accounting subject matter knowledge. The role partners with department leadership, business partners, technology teams, and control partners to ensure work meets procedures, controls, service-level agreements, and regulatory expectations.

The consultant analyzes operational processes, supports strategic initiatives, and promotes operational excellence, accountability, and continuous improvement. This risk-sensitive position supports department analysts, maintains strong internal controls, contributes to audit and regulatory reviews, follows SOX and applicable procedures, and identifies opportunities to reduce operational risk. It also involves identifying data and reporting discrepancies, researching and resolving or escalating complex issues, and ensuring outputs are accurate and aligned with business requirements. The role calls for sound judgment, attention to detail, and risk-informed decisions under deadlines or when information is incomplete or changing.

The position leads process and system improvements, projects, testing, and implementations; develops reporting and metrics; supports managerial, financial, operational, and regulatory reporting; and serves as a subject matter expert for assigned Treasury Operations processes. It maintains working knowledge across major team functions to support backup coverage and business continuity, and partners with the Operations Department Manager and Director on projects, issue resolution, and training. The position is based in Brooklyn, Ohio, with a hybrid work category requiring at least two in-office days. The role is eligible for an annual base salary of $69,000–$105,000 and incentive compensation, with benefits eligibility as described by the employer.

Requirements

• Bachelor’s degree in Accounting or Finance, and/or equivalent work experience in a Financial Services Operations or 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 line-of-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 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 ever-changing environment and generate ideas beyond the status quo.
• Flexibility and composure under stress; strategic thinking with attention to detail.
• 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.
• Ability to make sound, risk-informed decisions under tight deadlines or with incomplete or evolving information.

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 or qualifications.
• Demonstrated experience leading product, system, or process implementations from planning through execution.
• Experience developing and executing user acceptance testing, release testing, and implementation/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 improvement concepts that generate measurable benefits across complex Treasury Operations functions.
• Develop reporting and metrics to measure risk, analytical trends, operational 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 a 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.
• Develop working knowledge across major team functions to provide backup coverage, balance workloads, and maintain business continuity.
• Prepare, review, and support managerial, financial, operational, and regulatory reporting within required timelines and quality expectations.
• Use 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 department initiatives.
• Maintain relationships with business partners, technology teams, risk and control partners, and other stakeholders to resolve issues and complete cross-functional initiatives.
• Work 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 process improvements that enhance 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 other operational effectiveness and control initiatives.
• Create and execute detailed plans for Fixed Income projects, 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 deliver training and cross-training across Treasury functions.
• Perform other assigned duties and comply with KeyBank policies and procedures, including professional and ethical conduct and protection of client and company interests.
• Represent the department in Disaster Recovery planning and testing.
• Provide feedback on staff performance to the manager and support definition of department goals and objectives.
• Complete required CCAP evaluations.
• Serve as the primary department liaison and provide requested information during Risk Management and Regulatory reviews.
• Research and resolve issues or differences.

Benefits

• Eligible for benefits as listed by the employer.
• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.

What This Job Offers

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