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Treasury Project Manager

Job in Westerville, Delaware County, Ohio, 43082, USA
Listing for: Vertiv Group Corporation
Full Time position
Listed on 2026-10-05
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below
Location: Westerville

POSITION SUMMARY

The Treasury Project Manager will work closely with the Treasury and Investor Relations leadership team to drive strategic analysis, financial planning, and executive-level presentations across Vertiv's Treasury and Investor Relations function. This role combines deep analytical rigor with a strong communication skillset, supporting high-impact initiatives which may include capital structure optimization, liquidity planning, debt portfolio strategy, and cross-functional strategic projects.

  • Develop executive-level PowerPoint presentations and strategic recommendations for senior leadership
  • Build and maintain complex financial models to evaluate capital allocation scenarios, debt refinancing opportunities, and liquidity forecasting
  • Conduct in-depth research and analysis on capital markets trends, interest rate environments, credit markets, and peer benchmarking
  • Support the development of Treasury's long-range strategic plan, translating data into actionable insights and compelling narratives
  • Prepare materials for external stakeholder meetings including credit rating agencies and investors
  • Partner with FP&A, Accounting, Tax, Legal, and regional finance teams to synthesize cross-functional data into cohesive strategic frameworks
  • Assist in evaluating and executing M&A-related treasury work streams, with a focus on funding strategies, integration planning, and financial impact modeling
  • Identify process improvement opportunities and implement best-in-class Treasury reporting and analytics infrastructure
  • Track and analyze key Treasury performance metrics, creating dashboards and periodic reports for leadership visibility
QUALIFICATIONS

Minimum

Job Qualifications:

  • MBA or Master's degree in Finance, Business, Economics, or a directly related field
  • Bachelor's degree in Finance, Engineering, Mathematics, Economics, Accounting, or other technical/quantitative discipline
  • 2–5 years of combined experience in investment banking, management consulting, corporate finance, or treasury
  • Advanced proficiency in Microsoft PowerPoint and Excel (financial modeling, scenario analysis, data visualization)
  • Demonstrated ability to synthesize complex data into clear, executive-ready presentations and written communications
Preferred Qualifications:
  • Proven track record of managing multiple projects simultaneously in a fast-paced, high-expectation environment
  • Strong executive presence with the ability to present complex financial concepts to senior stakeholders in a clear, data-driven manner
EDUCATION AND CERTIFICATIONS
  • Bachelor's degree in Finance, Engineering, Mathematics, Economics, Accounting, or other technical/business discipline (required)
  • MBA or Master's degree in Finance or Business (required)
PHYSICAL REQUIREMENTS
  • No Special Physical Requirements
ENVIRONMENTAL DEMANDS
  • None
TRAVEL TIME REQUIRED
  • Up to 15%
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