Treasury Management Consultant
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-09-26
Listing for:
Landing Point
Full Time
position Listed on 2026-09-26
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Banking & Finance, Risk Manager/Analyst
Job Description & How to Apply Below
Company Overview:
A leading global investment firm with nearly $300 billion in assets under management is seeking a Treasury Management Consultant. This role will support the firm's global treasury and finance function, focusing on optimizing cash, liquidity, and risk management processes.
Job Responsibilities:- Lead and support projects related to WSS / Wallstreet Suite implementation, upgrades, and ongoing optimization.
- Manage daily treasury operations including cash positioning, forecasting, liquidity management, and payments processing.
- Enhance bank connectivity, cash visibility, and straight-through processing via WSS.
- Collaborate with accounting to ensure accurate reconciliation of cash, FX, and investment activities.
- Develop and maintain treasury controls, workflows, and exception reporting within WSS.
- Assist in design and execution of hedging strategies for interest rate, FX, and liquidity risk.
- Provide data analysis, dashboards, and reporting to senior management on cash, debt, and investment positions.
- Act as subject matter expert (SME) for WSS treasury modules, liaising between Treasury, Finance, IT, and external vendors.
- Support special projects such as global bank account rationalization, payment hub initiatives, and system automation.
- 5-15 years of experience in treasury, finance, or accounting within investment management, banking, or corporate treasury.
- Hands-on experience with WSS / Wallstreet Suite (implementation, upgrades, or daily treasury operations).
- Strong knowledge of treasury best practices: cash forecasting, liquidity management, payment processing, FX, and interest rate risk.
- Solid foundation in accounting principles, financial reporting, and reconciliations.
- Experience working with large, complex organizations (financial services preferred).
- Advanced Excel; knowledge of ERP integration and financial systems is a plus.
- Experience in investment management or private equity treasury/finance functions is preferred.
- Knowledge of other treasury technologies (e.g., Kyriba, Quantum, FIS) is helpful.
- CPA, CFA, or CTP certification is a plus.
Pay Rate: $70 - $81/hr, DOE
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