Senior Consultant, Treasury | IA&R Real Estate Solutions

FTI Consulting•Boston, MA

1d•$78,500 - $163,000

About The Position

FTI Consulting’s Investment Administration and Reporting (IA&R) Real Estate Solutions team provides outsourced accounting, Treasury, and financial reporting services to public and private real estate companies, including investment managers, equity and mortgage REITs, mortgage finance companies, developers, and institutional investors. The Senior Consultant, Treasury is a hands-on subject matter expert and team lead responsible for accurate, timely, and controlled Treasury and Accounts Payable (AP) operations. Activities include client payments, invoice processing, cash management, and bank administration. The role works directly with clients, vendors, Fund Administration, and Property Accounting personnel, manages and develops US and/or offshore team members, and drives technology-enabled process improvements to increase efficiency and standardize operations. Success requires strong organizational and multitasking skills, attention to detail, proactive problem-solving, and consistent delivery across multiple clients and tight deadlines.

Requirements

Bachelor’s degree in finance or a related field of study.
At least 3 years of relevant experience in Treasury and/or Accounts Payable operations.
Hands-on experience processing wires, ACH payments, and checks.
Experience leading, training, and developing team members in the US and/or offshore.
Strong organizational management, multitasking, and deadline-management skills, including the ability to prioritize competing demands across multiple clients and workstreams.
Must be currently authorized to work in the United States on a full-time basis; the employer will not sponsor work visas.

Nice To Haves

Experience with online banking and treasury portals supporting wire transfers, ACH payments, positive pay, account reporting, and other cash management functions.
Experience with Yardi Voyager, MRI, or comparable real estate accounting and ERP platforms.
Experience with Paymode-X or similar electronic payment and vendor remittance platforms.
Experience with Kyriba, GTreasury, or similar treasury management systems supporting cash management, payment processing, and bank connectivity.
Experience with AP automation, invoice workflow, 1099 preparation, and e-filing tools.
Working knowledge of SWIFT messaging, including MT and MX/ISO 20022 formats.
Experience leading or working alongside offshore teams, including handoffs, time-zone coverage, and quality oversight.
Experience with SOC-1 or similar control environments.
Effective verbal and written communication with internal and external parties at all levels, and ability to manage confidential financial matters.
Self-directed and motivated, able to work independently and as a team leader in a fast-paced environment, with a focus on continuous improvement and flexibility to meet tight deadlines.
Willingness to travel occasionally to clients and FTI offices.

Responsibilities

Prepare, review, and release domestic and international wire, ACH, and check payments, including SWIFT instructions and confirmations, with appropriate verification and approvals.
Enforce vendor banking-change verification protocols, including callback confirmation procedures, and review or escalate wire exceptions, recalls, and suspected fraud.
Maintain wire templates and approval workflows; process interest payments, partner capital calls and distributions, and investment funding as required.
Track and resolve returned, rejected, stale-dated, and voided payments.
Oversee invoice intake, coding, approval routing, and posting in Yardi, MRI, or other ERP systems.
Respond to vendor and client AP inquiries, research and resolve invoice discrepancies, monitor aged payables and duplicate-payment controls, and produce AP reporting.
Coordinate with Property Accounting and Fund Administration to ensure payables and cash activity are accurately reflected in books and records.
Support and review the annual 1099 cycle, including W-9/TIN collection and validation, reportable-payment tracking, filing preparation and review, IRS and state filing, vendor corrections, and IRS notices.
Support daily cash positioning and forecasting, fund operating and disbursement accounts, and facilitate inter-account transfers.
Review bank reconciliations and resolve reconciling items to maintain accurate cash reporting and account integrity.
Manage bank account opening and closing, signatory and mandate changes, bank KYC requests, account analysis and fee reviews, and bank account records and documentation.
Administer user access, entitlements, approval workflows, and dual-control settings across bank portals, treasury management systems, payment platforms, and accounting systems, including periodic access reviews.
Implement technology-enabled improvements to wire, ACH, and check processing to improve efficiency, accuracy, and fraud-prevention controls.
Standardize operations using documented procedures, checklists, templates, and control frameworks, and participate in Treasury and AP SOC-1 processes as required.
Manage and support client onboarding, transitions, and service implementations, monitoring performance and process effectiveness.
Mentor and develop US and/or offshore Treasury and AP professionals through onboarding, training, performance feedback, and career development.
Coordinate daily workflows across multiple clients and workstreams, ensuring payment cutoffs, month-end close deliverables, and reporting deadlines are met.
Provide oversight and issue-resolution support as an escalation resource, ensuring adherence to service and quality standards.
Serve as a key contact for clients, banking partners, vendors, and internal stakeholders, supporting treasury operations, strategic initiatives, and business growth objectives.