Treasury Advisory Manager

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.

Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence:

• Sunday Times Best Places to Work Award )
• ‘Great Place to Work’ Certified )
• Fortune’s Best Workplaces in Consulting )
• Inc. 5000 Fastest-Growing Private Companies in America )

Treasury Advisory Manager

• Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL;
  Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
• Office Options:
  Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.

• Lead a team of Treasury experts to advise global companies on their Treasury function, including: designing and selecting treasury technology, assessing bank relationships and services, improving liquidity utilization, developing policies and controls, and identifying tech-agnostic, process-improvement recommendations
• Develop and improve treasury methodologies, templates, accelerators, playbooks, and reusable deliverables.
• Own engagements or major work streams from planning through completion, including scope, workplans, staffing, milestones, budgets, dependencies, risks, governance and change requests
• Build trusted relationships with treasury, finance, accounting, tax, IT, procurement, and business leaders and serve as the primary day-to-day contact for client stakeholders.
• Develop executive-level presentations that translate complex issues into clear recommendations across processes, systems, and people
• Utilize cutting-edge tools, software, and AI to analyze large datasets and translate findings into future-state processes, operating models, business cases, implementation roadmaps, requirements, and executive recommendations.
• Set clear expectations and delegate work based on team members’ skills and development goals and review work products and ensure client-ready quality.
• Support proposal development, scoping, resource estimates, pricing inputs, presentations, and solution demonstrations.

• 5+ years of relevant experience working in consulting, treasury advisory, corporate treasury, or finance transformation
• 3+ years of relevant experience advising on bank relationship management, banking RFPs, banking services, price negotiations and bank account rationalizations
• 2+ years of relevant experience with treasury transformations, vendor selections, and/or TMS implementations, such as:
  Kyriba, GTreasury, FIS Integrity/Quantum, SAP TRM, etc.
• 1+ year of experience supervising, coaching, or reviewing the work of other professionals.
• Strong understanding of treasury best practices across bank relationship management, cash and liquidity forecasting, FX, debt capital markets, accounting and reconciliation, and/or system optimizations
• Knowledge of various treasury instruments, financial institution services, and financial products
• Strong project management experience including workplan creation and updates, milestone tracking, risk…