Treasury Operations Consultant

Summary

Join our team at Kaufman Hall as a Treasury Operations professional to support clients across treasury functions, review processes, develop and streamline daily cash, and drive accounts payable best practices. As a key member of our team, you will evaluate services, software, and best practices to recommend enhancements and deliver outlined plans. You will also execute project management functions focused on implementation of banking and financial services and third-party software; as well as deliver technical expertise.

Requirements

• 3 to 8 years of commercial banking or financial software delivery experience including a track record of internal change execution
• Proven entrepreneurial spirit or ability to impact change within current organization
• Excellent verbal and written communication skills
• Strong organizational and time management skills
• Demonstrated ability to analyze issues, develop solutions and present concisely
• Self-starter with experience working in a fast-paced environment as part of a larger team
• Proven experience developing rapport with external clients, colleagues and other business partners
• Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience

Responsibilities

• Support clients across treasury functions to review, catalog, develop and streamline processes around daily cash, increase speed of reconciliation, drive accounts payable best practices
• Evaluate services, software and best practices to support recommended enhancements and deliver outlined plans
• Execute project management functions focused on implementation of banking and financial services and third-party software; as well as deliver technical expertise
• Develop materials to support internal and external teams around implementation and process improvements
• Additional client facing responsibilities include deepening relationships and driving incremental revenue
• Identify potential solutions to client needs as requested, or as a result of support work both internal and external partners
• Run analytical models within internal systems to uncover client opportunities leveraging and tracking market data
• Lead comprehensive discussions supported by analytics across numerous revenue cycle functions
• Develop and document current state materials to support internal and external teams around implementation and process improvements as it pertains to revenue cycle and treasury technologies

Preferred Qualifications

• Preferred candidates will have their PMP (Project Management Professional) and/or CTP (Certified Treasury Professional)
• Versed in bank technologies and their direct integrations with EPIC, Cerner, Hyland OnBase, Athena, Change HealthCare, etc
• Preferred candidates will have diverse skill sets developed across the finance industry