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Treasury Consulting Manager

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

We are looking for Treasury Consulting Manager to join our rapidly growing treasury technology practice. This dynamic team is a part of our overall Treasury Global Services focused on providing qualified treasury advisory to our clinets. This is an ideal opportunity for someone who is looking for an entrepreneurial opportunity within the security of a well-established firm. This position will be directly involved with relationship management and onsite client projects.

As our Treasury Manager, you will be able to draw from your experience and knowledge to help clients improve their business by providing services such as treasury management system Implementations (Kyriba certification AND experience strongly preferred), Process Improvement, Financial Transformation, Procedure Design and Optimization, etc. This practice line is exciting, growing and offers tremendous career opportunity.

Key Responsibilities:

  • Consulting with accounting, financial, operational and other management personnel to improve their businesses.

  • Lead TMS implementation projects, assess, troubleshoot/test during the implementation cycle.

  • Train and advise clients in the leading use of TMS modules to fit their specific needs.

  • Train and mentor staff/project team.

  • All engagements require process analysis/optimization, documentation, project management skills and the ability to work in collaborative teams.
     

Required Qualifications:

  • Bachelor's Degree in Accounting or related field

  • Minimum 8 years of previous treasury consulting experience

  • Experience implementing Kyriba
     

Preferred Qualifications:

  • Consulting or Professional Services firm experience is preferred with previous pre-sales/sales experience

  • Understanding and demonstrated experience with working with multiple clients

  • Corporate or industry accounting experience is preferred

  • Previous experience with operational process reviews and basic internal control requirements

  • Ability to anticipate and address client concerns and issues

  • Strong accounting/treasury skills and knowledge

  • Ability to break complex issues into project steps and problem solve

  • Ability to facilitate clients, and project teams, at all levels of the organization

  • Strong written and verbal communication skills

  • Strong data assimilation and organization skills

  • Strong self-direction and team working skill

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $103,300 - $207,400

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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What You Should Know About Treasury Consulting Manager, RSM

As a Treasury Consulting Manager at RSM, you'll be stepping into a dynamic role where every day brings new opportunities to empower our clients. We are the leading provider of professional services to the middle market globally, and we are all about instilling confidence in a world of change. Our exceptional team is what makes our culture truly unique, and we're excited to invite someone like you to join us in our mission. In this role, you'll be hands-on in managing relationships and leading client projects. With your extensive experience in treasury consulting, you'll help clients transform their business through services such as treasury management system implementations—experience with Kyriba is a strong plus here! From conducting process improvements to optimizing procedures, you'll have the chance to make a real impact. This isn’t just a job; it’s an entrepreneurial opportunity backed by the stability of a well-established firm. You'll train clients on using treasury management system modules tailored to their specific needs and also mentor other team members, creating a collaborative environment. At RSM, we believe in empowering you to thrive both personally and professionally, so come and join our growing treasury technology practice!

Frequently Asked Questions (FAQs) for Treasury Consulting Manager Role at RSM
What are the responsibilities of a Treasury Consulting Manager at RSM?

As a Treasury Consulting Manager at RSM, your primary responsibilities include consulting with clients to improve their financial operations, leading treasury management system implementation projects, and providing tailored training and advice on TMS modules. Your role will also involve mentoring staff, conducting process optimizations, and ensuring effective project management.

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What qualifications are required for a Treasury Consulting Manager at RSM?

To qualify for the Treasury Consulting Manager position at RSM, candidates need a Bachelor's Degree in Accounting or a related field, complemented by a minimum of 8 years of prior treasury consulting experience. Hands-on experience with Kyriba is strongly preferred, along with strong knowledge in accounting and treasury functions.

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What skills are essential for a successful Treasury Consulting Manager at RSM?

A successful Treasury Consulting Manager at RSM will have strong accounting and treasury skills, excellent written and verbal communication abilities, and robust project management skills. Additionally, you should be proficient in data organization and possess the aptitude to resolve complex issues collaboratively.

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What career growth opportunities are available for Treasury Consulting Managers at RSM?

RSM offers tremendous career growth opportunities for Treasury Consulting Managers. With a growing practice focused on treasury technology and advisory services, you will have the chance to enhance your skills, take on leadership roles, and contribute to innovative solutions for clients, paving the way for advancement within the firm.

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How does RSM support work-life balance for Treasury Consulting Managers?

RSM is committed to promoting a healthy work-life balance for all their employees, including Treasury Consulting Managers, by offering flexible schedules. This approach empowers you to manage both your professional responsibilities and personal life effectively, ensuring you remain productive and satisfied in your role.

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Common Interview Questions for Treasury Consulting Manager
Can you explain your experience with treasury management systems, particularly Kyriba?

When answering this question, emphasize your previous hands-on experience with Kyriba. Share specific examples of projects where you led implementations, detailing the challenges faced and how you successfully navigated them. Highlight your approach to training clients on the TMS modules and how that added value to their operations.

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How do you manage client relationships as a Treasury Consulting Manager?

Discuss your philosophy on relationship management, focusing on building trust and providing consistent communication. Share your experience in assessing client needs and how you have addressed any concerns, ensuring a collaborative partnership while leading projects that enhance their financial operations.

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What strategies do you use for process optimization in treasury functions?

Outline the steps you take for effective process optimization, such as conducting thorough analyses of current processes, identifying bottlenecks, and collaborating with teams to design improved procedures. Provide a real-life example of a successful optimization project you worked on and the impact it had.

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Can you describe a successful team project you led? What was your role in it?

Here, you should explain your leadership style and how you inspire team members to achieve common goals. Detail your specific contributions, from project initiation to completion, and any innovative strategies you deployed to enhance collaboration and efficiency.

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How do you stay updated on evolving treasury practices and technologies?

Demonstrate your commitment to professional development by mentioning resources such as industry seminars, online courses, and financial publications you follow. Discuss your active participation in professional networks or forums where treasury topics are discussed, showcasing your initiative to stay informed.

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What is your approach to training clients on treasury management systems?

Describe your structured approach to client training, including how you assess their specific needs and adapt your training methods accordingly. Highlight examples of successful training sessions and how you ensured clients felt confident in using the system post-implementation.

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How do you prioritize and manage multiple client projects simultaneously?

Explain your project management techniques, emphasizing your organizational skills and how you use tools or software to stay on top of deadlines. Provide an example of a time when you juggled multiple projects, detailing how you ensured all client needs were met adequately.

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What challenges have you faced in treasury consulting, and how have you overcome them?

Identify a specific challenge you've encountered, such as implementing a new system or addressing resistance from stakeholders. Discuss your problem-solving approach, the steps you took to resolve the issue, and the lessons learned that you apply to future projects.

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How do you ensure compliance with financial regulations in treasury consulting?

Share your understanding of important financial regulations that impact treasury functions and explain how you incorporate compliance checks into your consulting work. Highlight any particular methodologies or frameworks you follow to ensure clients adhere to necessary regulations.

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What soft skills do you believe are essential for a Treasury Consulting Manager?

Discuss the importance of soft skills such as effective communication, empathy, and the ability to influence stakeholders. Provide examples of how these skills have been beneficial in your previous projects, fostering better client relationships and project outcomes.

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Full-time, remote
DATE POSTED
April 9, 2025

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