Operations Consultant, Treasury Operations

Location:

4900 Tiedeman Road, Brooklyn Ohio

Job Summary:

Treasury Operations is responsible for the accurate, timely, and controlled processing activities that support the Investment Portfolio, Collateral Management, Funding/Liabilities, and Safekeeping functions. The Operations Consultant works autonomously and possesses in-depth and broad breadth of expertise with minimal leadership guidance to own and drive operational or operational support processes. The Operations Consultant provides advanced operational support and with Fixed Income and Bond Accounting subject matter expertise across these functions, partnering with leadership, line of business partners, technology teams, and control partners to ensure work is completed accurately, efficiently, and in accordance with established procedures, controls, Service Level Agreements, and regulatory expectations.

This role works closely with the Department Manager and will analyze operational processes, support strategic initiatives, promote operational excellence, accountability, and continuous improvement across the team. The Operations Consultant is a risk-sensitive role which supports the activities of the various levels of department analysts and plays an important role in maintaining strong internal controls, supporting audit and regulatory reviews, following SOX and applicable operating procedures, and identifying opportunities to reduce operational risk.

The role is expected to identify data and reporting discrepancies, support problem management, conduct research, resolve or escalating complex issues, and ensure departmental outputs are accurate, well-supported, and aligned with business requirements. The role requires sound judgment, strong attention to detail, and the ability to make risk-informed decisions under tight deadlines or when information is incomplete or evolving.

Essential Functions:

Lead, identify, and implement strategic improvement concepts that generate measurable benefits across multiple complex functions within Treasury Operations. Develop reporting and metrics to measure risk, analytical trends, performance and effectiveness of operational processes. Demonstrate and maintain expertise of industry trends and practices in operational area, Risk Management, Compliance, and Operations. Responsible for 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.

Develop and maintain working knowledge across major team functions to provide backup coverage, support workload balancing, and maintain business continuity during staff absences, peak volumes, or shifting priorities. Prepare, review, and support departmental managerial, financial, operational, and regulatory reporting within required timelines and quality expectations. Apply strong 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 on department initiatives.

Maintain strong relationships with line of business partners, technology teams, risk and control partners, and other stakeholders to resolve issues, support client and business needs, and drive cross-functional initiatives to completion. Work independently with technology support partners to define requirements, test system fixes or enhancements, validate results, and support successful implementation into business-as-usual processes. Identify, recommend, and implement process improvement opportunities that enhance efficiency, accuracy, scalability, resiliency, and control effectiveness.

Make sound, risk-informed decisions under tight deadlines, competing priorities, or situations involving incomplete, ambiguous, or evolving information. Self-manage multiple priorities while organizing assignments, escalating issues appropriately, and supporting business-critical deliverables. Lead department projects, system enhancements, process redesign efforts, testing activities, and initiatives that improve operational effectiveness and control performance. Execute on strategies and create detailed plans for Fixed Income projects, including testing and validation of new securities, system functionality, accounting treatment, operational readiness, and downstream impacts prior to production…