Actualize Consulting · 4 months ago
Senior Consultant – Treasury (Financial Transactions/Instruments & Accounting)
United States
Full-time
Remote
Senior LevelActualize Consulting is a firm specializing in Capital Markets, Mortgage and Fixed Income, and Treasury Operations. They are seeking a Senior Consultant with expertise in financial transactions and treasury management systems to advise clients on optimizing their treasury operations and ensuring compliance with accounting standards.
Financial Services
Hiring Manager
Theresa Santoro
Responsibilities
Lead client engagements focused on treasury management systems (TMS) implementation, configuration, and optimization
Advise on accounting treatment for cash, liquidity, hedging, financial instruments, and intercompany transactions
Support clients with treasury transformation projects, including process automation and system enhancements
Provide technical expertise on treasury-related accounting standards and regulatory requirements
Collaborate with cross-functional teams to deliver integrated consulting solutions
Mentor junior consultants and contribute to practice development
Qualification
Required
Lead client engagements focused on treasury management systems (TMS) implementation, configuration, and optimization
Advise on accounting treatment for cash, liquidity, hedging, financial instruments, and intercompany transactions
Support clients with treasury transformation projects, including process automation and system enhancements
Provide technical expertise on treasury-related accounting standards and regulatory requirements
Collaborate with cross-functional teams to deliver integrated consulting solutions
Mentor junior consultants and contribute to practice development
Bachelor's degree in Finance or Accounting
Preferred
Experience in financial services or corporate treasury environment
Solid analytical and quantitative skills, with proficiency in Microsoft Excel; experience with financial modeling is a plus
System/software implementation experience
Exposure to financial instruments including derivatives, funding, and investments
CFA, CPA, or CTP certification is preferred
Benefits
Health, dental, vision, and life insurance
Generous PTO allotment
401K with discretionary match
Bi-annual performance-based bonus
Training and wellness allowance
Fully remote position offering a flexible work schedule
Company
Actualize Consulting
Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kerry Wekelo
Chief Operating Officer Culture Infusion, HR/Operations
Matt Seu
Partner - Mortgage and Fixed Income Practice
Company data provided by crunchbase