Director, Strategy & Transformation, Financial Services- Treasury

Responsibilities

• Lead treasury advisory and treasury transformation engagements focused on optimizing liquidity, enhancing enterprise cash visibility, strengthening controls, and modernizing treasury operating models
• Facilitate client working sessions ranging from executive and board level meetings to detailed requirements gathering workshops
• Perform current state treasury assessments and develop future state operating models, strategic roadmaps, and business cases
• Lead Treasury Management System (TMS) initiatives, including system selection, configuration, implementation, upgrades, and enhancement, with a strong understanding of integration and data challenges
• Advise clients on banking and regulatory considerations impacting treasury, liquidity management, and funding strategies
• Design and support bank liquidity management frameworks, including daily and intraday liquidity oversight, forecasting, and reporting
• Develop enterprise–wide cash management and liquidity strategies across entities, currencies, and banking partners
• Optimize payment processes and support the design or enhancement of centralized treasury, shared services, and inhouse banking models
• Manage and coach project teams delivering complex, multi–workstream engagements under tight timelines
• Actively develop junior team members through coaching, feedback, and mentorship
• Lead business development efforts across all stages, including market analysis, client development, proposal creation, and oral presentations
• Contribute to practice growth initiatives, including service offering development, thought leadership, recruitment, and talent development
• Build and maintain strong, trust based relationships with clients at all organizational levels
• Contribute perspectives on market trends including treasury technology, regulatory change, liquidity risk, and digital transformation

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Technology, or a related discipline
• 10 or more years of professional experience with at least 3 years of recent client facing experience in a consulting or professional services environment; additional experience may include highly relevant industry treasury or banking roles
• Proven experience leading treasury advisory and transformation projects, including liquidity optimization, cash visibility improvement, and operating model modernization
• Strong understanding of the Treasury Management System (TMS) landscape and common implementation challenges
• Banking experience with demonstrated understanding of regulatory and liquidity requirements
• Experience with bank liquidity management, funding strategies, and treasury risk considerations
• Experience developing and implementing enterprise wide cash management and/or liquidity strategies
• Experience optimizing payment processes and supporting centralized treasury or inhouse banking models
• Industry experience in banking and/or private sector corporate treasury environments
• Demonstrated consulting delivery leadership, including managing teams of 4–8+ professionals in high pressure engagements
• Experience advising senior executives and presenting complex concepts clearly and effectively
• Proventrack recordof leading the sale and execution of client engagements
• Strong interpersonal skills, executive presence, and emotional intelligence
• Flexibility to travel

Preferred Qualifications

• MBA or advanced degree (may substitute for a business related undergraduate degree)
• Certified Treasury Professional (CTP) or equivalent credential
• Experience contributing to practice growth, thought leadership, or new service development

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