Consultant financial

Solutions Consultant, Financial Instruments - Hybrid

(Must be able to commute to one of our US-based offices in Chicago, San Francisco, New York City, or Miami.)

GTreasury has a vision to create the next-generation of technology tools for the global, corporate financial office. We are an established market leader in the SaaS treasury management space, and are expanding globally through a combination of cash management, connectivity, and financial risk management.

GTreasury is currently looking for a Solutions Consultant to join our growing Solutions Delivery team. As a Solutions Consultant, you will be responsible for the overall design and analysis of customer requirements relating to the Financial Instruments module of a Treasury management system, and for implementing the functionality that meets these requirements on time and on budget.

What We’re Looking For:

• Intellectual Curiosity: In this role you will always be presented with new and different ways of approaching a problem. Maintaining one’s interest in learning new things, and being excited about spreading to that knowledge, will contribute greatly to your success.
• Positivity: Meeting challenges with a positive attitude will encourage your clients to think outside of the box and to maintain their excitement about the project.
• Kind, thoughtful, and respectful with a growth mindset: It is all, always about the people and the team. We’re looking for somebody who knows that software is a team sport, who values collaboration, and who is always growing and seeking to improve their own skills.

What You Will Do:

• Lead discovery sessions with clients on their technical requirements and business processes relating to the management of their financial instrument’s portfolio, including debt instruments, derivatives, and investments
• Gather and intimately understand full requirements and document the scope of implementation
• Articulate design rationale and functional strategy as it directly relates to accomplishing goal
• Act as an SME for financial instruments and risk, and train both clients and internal parties on the module and on market best practice
• Participate in building and implementation of the solution
• Help support & troubleshoot delivered work throughout implementation
• Ensure implementation proceeds on-specification and budget
• Ensure client expectations are met / exceeded in terms of product set up and services delivered
• Tier 2 support for any escalated client issues related to financial instruments
• Provide up-selling opportunities and funnel to appropriate channels

Specific Experience for the Role:

• Proven experience in Treasury, Relationship Banking, or Fintech
• Proven track record in project management and implementations – either on behalf of clients or as a business user
• Thorough understanding of the market environment for financial instruments and the systems that support such activities
• Adept with financial math
• A good team player with ability to act on own initiative
• Strong interpersonal skills and comfortable dealing with senior managers in client based environments
• Ability to quickly identify, analyze, and resolve problems / issues
• Able to multi-task, re-prioritize, and adapt to rapidly changing needs and fast paced environments
• Strong written and verbal communication skills
• Excellent listening, presentation, and consultative skills.
• Proven organizational, leadership, and interpersonal skills and proven success working directly with clients.
• Excellent verbal and written communication skills – ability to interface and influence at multiple organizational levels

Education Requirements:

• Bachelor’s degree in Business preferred, or equivalent experience
• Enrollment in CFA, CTP or other professional program a plus

What You Will Get:

• A high impact, high visibility role at a growing SaaS company that values personal growth, accountability, and the concept of “good work.”
• This is a great opportunity for someone who wants to make a big impact, work in a fast-paced and collaborative environment, and win as a team to scale a growing business.
• A culture of open collaboration and problem solving.
• Great benefits, culture, and the ability to work remotely.
• Our benefits include:
  • Salary: The expected annual median salary for this role is $100,000. Actual compensation for an individual may vary depending on skills, performance, qualifications, experience, and location.
    Excellent medical, dental and vision insurance options
  • HSA and FSA options + company HSA contributions
  • 401K matching
  • 100% paid parental leave
  • 15 paid holidays + competitive PTO
  • 100% remote working

About GTreasury:

GTreasury provides CFOs and Treasurers with The Clarity to Act on strategic financial decisions with the world’s most adaptable treasury platform, empowering them to face the challenges of today and tomorrow. Our industry leading solutions are purposefully designed to support every stage of treasury complexity, from Cash Visibility and Forecasting to Payments, Risk, Debt, and Investments. With GTreasury, financial leaders gain comprehensive connectivity across all banks and ERPs to build an orchestrated data environment, enabling rapid value realization with implementations up and running in weeks. Plus, our unmatched industry expertise ensures clients’ continued success through dedicated guidance and top-tier support. Trusted by over 1,000 customers across 160 countries, GTreasury provides treasury and finance teams with the ability to connect, compile, and manage mission-critical data to optimize cash flows and capital structures.

GTreasury is headquartered in Chicago, with locations serving EMEA (Dublin and London) and APAC (Sydney, Singapore, and Manila).

At GTreasury, we know that our people are what makes GTreasury great and we celebrate the unique perspectives and experiences that our diverse teams bring to the table. GTreasury is an equal opportunity employer and does not discriminate against employees or prospective candidates based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws and we strongly encourage people from underrepresented groups to apply!

If you're applying for a job in the U.S. and need a reasonable accommodation for any part of the employment process, please send an email to [email protected] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

To learn more about GTreasury: