Treasury Operations - Consultant

Kaufman Hall & Associates - Chicago, IL

Full-time - Mid Level

Chicago, IL

Publishing Industries

About the position

The Treasury Operations Consultant role at Kaufman Hall involves supporting clients in treasury functions, accounts payable, and revenue cycle management through analytical discussions and process improvements. The consultant will streamline cash management processes, enhance payment strategies, and implement banking and financial services solutions. This position requires strong project management skills and the ability to develop materials for both internal and external teams, while also fostering client relationships to drive revenue growth.

Responsibilities

• Support clients across treasury functions, accounts payable, and revenue cycle through comprehensive discussions supported by analytics.
• Review, catalog, develop and streamline processes around daily cash, payments strategies, increase speed of reconciliation, and drive overall 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.
• Deepen relationships with clients and drive incremental revenue.
• Identify potential solutions to client needs as requested, or as a result of support work with internal and external partners.
• Run analytical models within internal systems to uncover client opportunities leveraging and tracking market data.
• Develop and document current state materials to support internal and external teams around implementation and process improvements as it pertains to treasury technologies and revenue cycle.

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.

Nice-to-haves

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