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Actualize Consulting · 3 months ago

Senior Consultant – Financial Transactions & Accounting

United States

Full-time

Hybrid

Senior Level

Actualize Consulting is a niche 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 to optimize clients' treasury operations and ensure compliance with accounting standards. The role involves leading client engagements, advising on accounting treatments, and collaborating with finance teams to deliver comprehensive solutions.

Financial Services

Growth Opportunities

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

Treasury management systemsAccounting advisoryFinancial transactionsIFRS/US GAAP complianceFinancial modelingSystem/software implementationAnalytical skillsMentoringCollaboration

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