Treasury Consulting - Client Advisory - Executive Director

JPMorganChase•Philadelphia, PA

About The Position

As a Treasury Consultant on the Treasury Consulting team, you will lead the scoping and delivery of consulting services to companies seeking to enhance or transform their treasury and cash operations structures and processes. Engagements may include treasury centralization and maturity analysis, business process re-engineering for Treasury, AP, and AR, and industry and market insights such as benchmarking diagnostics. You will provide best practices, insights, and recommendations to help treasury functions evolve and scale as companies grow organically or through mergers and acquisitions. The role requires leading client engagements from discovery through analysis and recommendations, developing tailored solutions, communicating results to senior client leaders, and coordinating with internal specialists and stakeholders. You will also contribute to thought leadership, create reusable client-facing content, deliver internal training, and coach team Analysts and Associates.

Requirements

BA/BS degree.
At least 7 years of progressive treasury experience in corporate treasury or treasury consulting.
Expert-level knowledge of global Treasury and Cash Management, including AP and AR processes and daily cash processes.
Strong ability to analyze problems, identify insights, communicate effectively and confidently in writing and orally, and gain support from cross-functional partners.
Strong project management skills, an organized and structured approach, and ability to meet tight timelines for complex deliverables across teams.
Team-oriented approach, strong interpersonal leadership and influencing skills, and ability to interact at all organizational levels in a peer-like manner to facilitate negotiation of critical matters on behalf of clients.
Ability to consider diverse perspectives to achieve the best outcome.
Advanced or strong Microsoft Office skills, particularly Excel and PowerPoint.

Nice To Haves

Experience in a senior manager-level role on a large corporate treasury or cash operations (AP/AR) team, or at principal or senior manager level in treasury consulting.
Knowledge of J.P. Morgan Treasury Services products.
Familiarity with and recent user experience of Treasury Management Systems (TMS), Enterprise Resource Programs (ERP), and other technology solutions supporting Treasury, AP, and AR processes.

Responsibilities

Understand and define strategic trends in Treasury and Cash Management across diversified industries.
Apply market knowledge and expertise in engagements and across a specified client base.
Lead and execute consulting engagements from kick-off and discovery through analysis and recommendations, including deep-dive analysis and solutioning based on client needs and pain points.
Create client-focused, customized recommendations and solutions covering internal processes and organizational design.
Identify clients’ treasury operations needs, communicate pain points, and quantify benefits using client-provided data.
Communicate effectively with CFOs, Treasurers, and senior client leadership to pitch and present engagement results.
Coordinate and communicate across Treasury Sales, Bankers, product and international specialists, and other firm stakeholders to develop client solutions and provide support.
Create and promote innovative treasury content through speaking at client and industry events and developing thought leadership and publicly available collateral.
Develop content for use by multiple sales and banking teams in discussions with their clients.
Develop and deliver training on industry or treasury topics to internal sales, banking, middle-office, and consulting teams.
Partner with team members and coach and train Analysts and Associates to build the team’s talent pipeline.
Collaborate with fellow consultants on client engagements, new content, and internal projects.