Director, Strategy & Transformation, Financial Services- Treasury

Transform Your Career 

We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way. 
 
Embrace new challenges and deliver real value to some of the world’s most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth companies transforming their industries, and mid-market firms navigating defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning. 

The Team – Strategy, Technology & Transformation 

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve-outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions. 

Your Impact 

As a Director, Treasury, you will lead client facing treasury advisory and transformation engagements, serving as a trusted advisor to senior and C suite stakeholders. You will help clients optimize liquidity, strengthen treasury controls, modernize operating models, and implement enabling technology while driving measurable business outcomes. 

You will combine deep treasury and banking knowledge with hands on consulting leadership, guiding teams through complex, high visibility engagements and contributing to practice growth through business development and thought leadership. 

Your Responsibilities 

• Lead treasury advisory and treasury transformation engagements focused on optimizing liquidity, enhancing enterprise cash visibility, strengthening controls, and modernizing treasury operating models 

• Facilitate client working sessions ranging from executive and board level meetings to detailed requirements gathering workshops 

• Perform current state treasury assessments and develop future state operating models, strategic roadmaps, and business cases 

• Lead Treasury Management System (TMS) initiatives, including system selection, configuration, implementation, upgrades, and enhancement, with a strong understanding of integration and data challenges 

• Advise clients on banking and regulatory considerations impacting treasury, liquidity management, and funding strategies 

• Design and support bank liquidity management frameworks, including daily and intraday liquidity oversight, forecasting, and reporting 

• Develop enterprise-wide cash management and liquidity strategies across entities, currencies, and banking partners 

• Optimize payment processes and support the design or enhancement of centralized treasury, shared services, and inhouse banking models 

• Manage and coach project teams delivering complex, multi-workstream engagements under tight timelines 

• Actively develop junior team members through coaching, feedback, and mentorship 

• Lead business development efforts across all stages, including market analysis, client development, proposal creation, and oral presentations 

• Contribute to practice growth initiatives, including service offering development, thought leadership, recruitment, and talent development 

• Build and maintain strong, trust based relationships with clients at all organizational levels 

• Contribute perspectives on market trends including treasury technology, regulatory change, liquidity risk, and digital transformation 

Your Experience 

Minimum Qualifications 

• Bachelor’s degree in Finance, Accounting, Business, Technology, or a related discipline 

• 10 or more years of professional experience with at least 3 years of recent client facing experience in a consulting or professional services environment; additional experience may include highly relevant industry treasury or banking roles 

• Proven experience leading treasury advisory and transformation projects, including liquidity optimization, cash visibility improvement, and operating model modernization 

• Strong understanding of the Treasury Management System (TMS) landscape and common implementation challenges 

• Banking experience with demonstrated understanding of regulatory and liquidity requirements 

• Experience with bank liquidity management, funding strategies, and treasury risk considerations 

• Experience developing and implementing enterprise wide cash management and/or liquidity strategies 

• Experience optimizing payment processes and supporting centralized treasury or inhouse banking models 

• Industry experience in banking and/or private sector corporate treasury environments 

• Demonstrated consulting delivery leadership, including managing teams of 4–8+ professionals in high pressure engagements 

• Experience advising senior executives and presenting complex concepts clearly and effectively 

• Proven track record of leading the sale and execution of client engagements  

• Strong interpersonal skills, executive presence, and emotional intelligence 

• Flexibility to travel 

Preferred Qualifications 

• MBA or advanced degree (may substitute for a business related undergraduate degree) 

• Certified Treasury Professional (CTP) or equivalent credential 

• Experience contributing to practice growth, thought leadership, or new service development