Chicago, IL, USA
1 day ago
Corporate Treasury Consultant - Business Services

Are you a strategic thinker, passionate about leading and delivering solutions to the world’s most innovative companies? You have found the right team

As a Business Services Corporate Treasury Consultant, in the Corporate Treasury Consulting (CTC) Team, you will lead the scoping and delivery of treasury consulting services to innovative technology companies who are seeking to improve and/or transform their treasury and cash operations structure and processes. Engagement scope could include treasury centralization / maturity analysis, business process re-engineering (Treasury/AP / AR), and provision of industry and market insights including benchmarking diagnostics. In addition, the role could also require providing best practices, insights and recommendations to evolve and scale treasury as the company grows organically or via mergers and acquisition. As a consultant, you will also promote J.P. Morgan’s thought leadership by speaking at industry conferences, client events and developing new content and collateral to further dialogue with clients. This role works hand in hand with the banking and treasury sales teams to deliver insights and support to clients through the growth of their business.

Note: This role is not part of a sales or banking team

Job Responsibilities

Understand and define the strategic trends in Treasury and Cash Management that impact the business services and insurance services industry. Apply market knowledge and expertise in engagements and dialogue with client baseSuccessfully lead and execute consulting engagements from kick-off and discovery to analysis and recommendations with ability to conduct deep dive analysis and solutioning based on client’s needs and pain pointsCreate client-focused, customized, and bank-agnostic recommendations and solutions spanning internal processes and organizational designIdentify key needs of client’s treasury operations and effectively message pain points / issues and quantify benefits of recommendations based on data provided / gathered from the clientEffectively communicate to CFOs, Treasurers, and senior leadership within the client organization to pitch, execute and present the results of a consulting engagement Facilitate cross-functional coordination and communication with TS Sales, Bankers, product and international specialists, and other firm stakeholders to drive client solutioning and supportCreate and promote (as a speaker at client and industry events) innovative and forward-thinking treasury content (not limited to articles and white papers) that strengthen the firm’s publicly available thought leadership and collateral Develop content that can be leveraged by multiple sales and banking teams to further dialogue with their clients, including but not limited to playbooks and conversation startersDevelop and deliver training to internal teams (sales, banking, middle office, consulting peers) on industry or treasury topicsPartner closely with team members and provide coaching and training to team analysts and associates building up team’s talent pipelineCollaborate with fellow consultants to deliver client engagements, new content, and other internal projects

Required Qualifications, Capabilities and Skills

Requires 7+ years of progressive treasury experience with corporate treasury or treasury consulting experience with Expert-level knowledge of global Treasury and Cash Management including but not limited to AP and AR processes & daily cash processes Outstanding ability to analyze problems, identify new insights, communicate effectively and confidently (both oral and written) actionable recommendations, mobilize internal networks and garner support from cross-functional partnersStrong project management skills; well-organized, structured approach; ability to achieve tight timelines on complex deliverables across teamsTeam player with strong interpersonal leadership and influencing skills – ability to interact at all levels of the organization in a peer-like way to facilitate the negotiation of critical matters on behalf of the client – and always able to consider diverse perspectives to get the best outcomeAdvanced/Strong Microsoft office skills needed, particularly EXCEL and POWERPOINT

Preferred Qualifications, Capabilities and Skills

Experience working in a large corporate treasury or cash operations (AP/AR) team in a senior manager level or in treasury consulting at a principal / senior manager level within the business services and/or insurance services industryKnowledge of J.P. Morgan Treasury Services products Familiarity and recent user experience with Treasury Management Systems (TMS), Enterprise Resource Programs (ERP), and other technology solutions that support Treasury, AP and AR processes
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