Project Manager - Treasury Services

Posted 7 Days Ago
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Dallas, TX, USA
In-Office
Senior level
Information Technology • Business Intelligence • Consulting • Financial Services
Top business and technology consultants for the financial services industry. Adding value at every touch.
The Role
The Treasury Services Project Manager will implement a new treasury services platform, manage integrations, optimize processes, and support stakeholders' needs.
Summary Generated by Built In

Hobbs Madison is a leading consulting firm focused on bridging the gap between business strategy and technology execution. We combine deep technical and management expertise to solve complex challenges, improve capabilities, and drive competitive growth. Our clients include some of the largest banking, insurance and investment firms in the U.S.
We are seeking a highly motivated and detail-oriented Treasury Services Project Manager. This person will be responsible for collaborating with the business to design and implement a new treasury services platform. Responsibilities include mapping & documenting required integrations and ensuring that processes, systems, and services are effectively managed and optimized. The ideal candidate will have treasury services experience, including vendor-specific experience with Alkami, Bottomline, Fiserv, and/or Q2. Digital platform tool experience including onboarding, reporting, fraud/risk management, ACH & Wire origination a plus.
This is a Remote, Full-Time position that may also require some travel.
Key Responsibilities

  • Assist business team stakeholders to optimize client experience by defining new business processes and assisting in the design and implementation of a new treasury services platform.
  • Work closely with stakeholders to understand and document business needs, translating them into detailed functional and technical requirements for treasury services.
  • Maintain accurate and up-to-date documentation, including process flows, user guides, and training materials for treasury systems and processes.
  • Liaise between business units, IT, and treasury services teams to ensure seamless integration of treasury solutions across the organization.
  • Design business and technical processes, propose solutions, and work with teams to implement best practices.
  • Assist in monitoring compliance and regulatory risk.
  • Provide support for treasury applications and end-users, delivering training when necessary and troubleshooting issues as they arise.
  • Develop financial and operational reports, providing insight and recommendations on commonly used treasury services reports.
About You
  • Minimum of 5+ years of experience as a Project Manager, including at least 3 years in the following treasury services areas: ACH, Wires, Positive Pay, & Reverse Positive Pay. System stand-up and/or implementation experience a plus.
  • Proactive self-starter who works independently, takes initiative, and can translate complex technical information to a diverse business audience.
  • Ability to manage complex, multi-workstream teams.
  • Strong verbal and written communication and stakeholder management skills
  • Proficiency in PowerPoint, Word, Excel, Visio, and project related tools
  • Bachelor’s degree in Finance, Accounting, Business, or a related field.
  • Working knowledge of SharePoint, Jira

Top Skills

Ach
Alkami
Bottomline
Excel
Fiserv
JIRA
PowerPoint
Q2
Sharepoint
Visio
Wire Origination
Word
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The Company
HQ: Harvard, MA
43 Employees
Year Founded: 2002

What We Do

At Hobbs Madison, Inc. we believe in forging a successful partnership between business leaders and their IT partners; we believe that successful companies leverage existing IT platforms to their fullest while positioning themselves to take advantage of emerging solutions and marketplace trends; we believe that companies must be able to successfully convert acquisitions while concurrently improving product capabilities and organizational competitiveness. Our distinctive competence is a unique ability to apply both technical and management expertise to our analysis of client problems and opportunities. This expertise has developed from extensive prior experience in dealing with domestic and international issues requiring knowledge of financial industry technologies, operations, and processes. We are different from other firms in our: Leadership – Our people are senior financial industry technology leaders who have considerable experience with domestic and international banking institutions, insurance companies, and investor services firms. Financial Industry Specialization – We provide a detailed understanding of the needs of the financial services industry. Our consultants have led a broad range of high-profile engagements for global financial services institutions. Speed – Our methodology builds momentum and consensus to achieve results quickly. We combine a tightly integrated methodology with highly seasoned staff to move your organization forward. In addition to the work that we do and the clients that we serve, Hobbs Madison can also be defined by its people. Our people have a unique balance of technical, business, and communication skills, and bring strong consulting experience to each engagement. Our enthusiasm and results-orientation ensures that each client has an extremely positive experience. Our staff members are a unique and valuable resource for our clients. Professional staff members typically have graduate-level university training in finance

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