Treasury Connectivity Specialist

RSM US LLP • New York, NY

2d

About The Position

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. We are looking for Treasury Connectivity Specialist for our rapidly growing national Treasury practice. This dynamic team is a part of our overall Finance Transformation solution focused on "modernizing the office of the CFO." This is an ideal opportunity for someone who is looking for an entrepreneurial opportunity within the security of a well-established firm. This position will be directly involved with relationship management and onsite client projects. As part of our Treasury practice, you will be able to draw from your experience and knowledge to help clients improve their business by providing services such as TMS Implementations, Process Improvement, Financial Transformation, Procedure Design and Optimization, with a focus on bank connectivity. This practice line is exciting, growing and offers tremendous career opportunity.

Requirements

• Bachelor's Degree in Accounting or related field
• Minimum 4 years of previous treasury consulting and connectivity experience
• Experience with any TMS such as Kyriba, FIS, Trovata, GTreasury or ReVal
• Knowledge of API and SFTP configuration
• Ability to anticipate and address client concerns and issues
• Strong accounting/treasury skills and knowledge
• Ability to break complex issues into project steps and problem solve
• Ability to facilitate clients, and project teams, at all levels of the organization
• Strong written and verbal communication skills
• Strong data assimilation and organization skills
• Strong self-direction and team working skills

Nice To Haves

• Experience supporting bank connectivity set up
• Certification in Kyriba modules
• Consulting or Professional Services firm experience is preferred with previous pre-sales/sales experience
• Understanding and demonstrated experience with working with multiple clients
• Corporate or industry accounting experience is preferred
• Previous experience with operational process reviews and basic internal control requirements

Responsibilities

• Consulting with accounting, financial, operational and other management personnel to improve their businesses.
• Lead Treasury Technology implementation projects, assess, troubleshoot/test during the implementation cycle.
• Train and advise clients in the leading use of TMS modules to fit their specific needs.
• Provide qualified support to establish bank connectivity and to enhance or update existing pipeline.
• Train and mentor staff/project team.
• All engagements require process analysis/optimization, documentation, project management skills and the ability to work in collaborative teams.

What This Job Offers

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