Senior Lead Treasury Management Consultant Job at Wells Fargo (San Francisco)

Senior Lead Treasury Management Consultant

Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Globa...

Location

United States , New York

Salary:

191000.00 - 305000.00 USD / Year

Wells Fargo

Expiration Date

June 30, 2026

Requirements

7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Proficiency in consultative sales, opportunity qualification, pipeline management, and disciplined account planning
Knowledge of CRE operating models and cash‑flow dynamics

Job Responsibility

Own a defined CRE client portfolio
build and execute account plans to deliver net-new deposits, fee revenue, and wallet share
Proactively source, qualify, and progress a pipeline of GPL opportunities (payables, receivables, liquidity, and related cash‑management solutions)
Partner with Relationship Managers to coordinate coverage, prepare joint calls, and align sales motions for complex CRE client needs
Lead discovery sessions with CFO/COO/Controller and treasury leads to assess cash positioning, liquidity strategy, and operational workflows
translate findings into solution roadmaps
Deliver compelling executive‑level narratives and business cases that quantify value (efficiency gains, risk reduction, yield/ECR optimization, working‑capital impact)
Collaborate across Banking, Client Delivery, Middle Office, Sales Support, and Risk/Compliance to ensure disciplined execution and exceptional client experience

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Senior Lead Treasurer Management Consultant

About this role: Wells Fargo is seeking a Senior Lead Treasury Management Consu...

Location

United States , NEW YORK; BOSTON; CHARLOTTE; PHILADELPHIA

Salary:

159000.00 - 305000.00 USD / Year

Wells Fargo

Expiration Date

Until further notice

Requirements

7+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting
Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple business lines, delivering solutions that are long-term, large-scale and require advanced knowledge, inductive thinking, and coordination of highly complex activities and guidance to others
Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale and cross functional
Lead Treasury Management Consulting projects and teams, or serve as peer mentor
Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Senior Consultant – Real Estate Advisory

We are seeking a proactive and resourceful Senior Consultant to join our dynamic...

Location

United Kingdom , London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

In-depth knowledge of the UK Real Estate industry
2-5 years’ experience in a consultancy and/or client-side environment
Proven experience of authoring strategic documentation including Business Cases and/or Estate Strategies for Real Estate change and investment
Knowledge of the HM Treasury Green Book 5-Case Model
Knowledge of, and Track Record within, at least one of the following industries – Defence / Local Government / Central Government / Healthcare / Education/ Commercial, including an understanding of relevant legislation, policies and procurement
Effective communicator who listens and understands client needs

Job Responsibility

Collaboration and Problem Solving: work closely with clients to understand their requirements, developing tailored real estate solutions for real problems
Research and Analysis: Conduct in-depth research and analysis (e.g. feasibility studies) to support the development of business cases and estate solutions
Industry Expertise: Provide expert advice to clients on the latest real estate and sector industry trends
Lead and Inspire: Guide multidisciplinary project teams to deliver high-quality and influential solutions on time and to budget
Business Generation: Develop and maintain strong relationships with key stakeholders across Scotland, both internal and external, identifying new opportunities and preparing compelling proposals

What we offer

Great place to work
Opportunity and voice to affect change
Healthy, productive and flexible working environment
Respects work-life balance
Inclusive environment

Program Management Lead

Services, Treasury and Trade Solutions NAM Client PMO is an organization of proj...

Location

Canada , Toronto

Salary:

111600.00 - 161600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

8+ years of project management a MUST with prior independent leadership of large projects with executive visibility
Either extensive cash management product experience or strong treasury practitioner industry experience with large MNCs
Preferred: execution knowledge of corporate treasury restructuring as part of a merger or divestiture either on Bank side or as a Corporate Treasury professional
Proven track record of consistently strong performance and excellent project delivery
Client relationship management skills
Proficient in Microsoft Office products, Microsoft Project, VISIO, SharePoint and other workplace productivity tools
Strong Influential skills to manage virtual teams
Excellent verbal, written and presentation skills
Strong leadership skills
ability to promote team building and develop strong partnerships with other teams

Job Responsibility

Being the Single Point of Contact of coordination and successful delivery of the project. Overseeing the execution and completion of the various work streams of the project across the globe
Establish appropriate governance model for some highly complex projects involving multiple teams on both Citi and Client side
Identify and forming strong working relationships with key internal and external stakeholders. Obtaining agreement and signoffs on all objectives and milestones with the stakeholders
Proactively assess and manage (a) appropriateness of solutions and (b) risks across all regions / products / work streams. Ensuring timely escalation and mitigation of the risks to avoid impact to the project delivery
Diligently creating and managing relevant document repository ranging from Communication Plan, SOW/PID, Project Charter, Project Plan, Risk Register, Issue Log, Status Trackers and various other PM artefacts to provide clear communication, transparency and updates to the extended project team
Reporting including status reports/trackers, executive summaries and steering committee decks. Be able to effectively deliver the key message around the project updates/risks to business and senior leaders
Orchestrate the execution of the project plan across multiple leads, implementers, vendors, and consultants in different groups such as Operations, Technology, Legal, Product, Sales and many others in multiple geographical locations
Create metrics and monitoring/reporting Project Status on a regular basis. Abstracting the key details and business relevance to make the updates meaningful for a wide range of audience including senior executives
Manage scope through change control process. Being flexible while setting clear expectations after careful analysis of the scope change
Report project status on a regular basis. Managing scope through change control process. Being flexible while setting clear expectations after careful analysis of the scope change

Fulltime

Senior Consultant ERP Finance

Arcwide is the largest IFS Partner globally. We deliver worldclass IFS Cloud sol...

Location

Italy , Milan; Torino

Salary:

Not provided

Arcwide

Expiration Date

Until further notice

Requirements

Graduated (master’s degree) in Engineering or Economics from Top University/Business School
With at least 5+ year experience in Finance/Controlling/Accounting/Audit
Experienced in ERP implementation (IFS, SAP, Oracle, Microsoft, Infor) projects
Fluent in Italian and English
client-oriented work ethic with excellent international teamworking abilities
able and available to travel up to 60-70% of the time

Job Responsibility

Contribute to all project phases from the conceptual design to the successful implementation of the project
Deliver high-quality client presentations and deliverables (scoping documents, business process flows, project timelines, executive readouts, etc.)
Contribute in business process analysis and assessments
Perform software configuration, develop functional specifications, and conduct functional testing of the system
Manage data migrations and system conversion activities
You will be in charge of the implementation of the Finance modules (General Accounting, Treasury, Controlling, Asset Management…)
You will lead improvement strategy on Italian localization
You will support customers with your expertise and guiding in the change management process

What we offer

Competitive Salary
excellent benefit packages including holidays, private healthcare insurance, pension contributions, wellness programmes, mobile phone and laptop
Hybrid working
Continuous learning
Equal & inclusive culture

Fulltime

Senior Implementation Consultant

The Finance Transformation Consultant will serve as the BlackLine project manage...

Location

Mexico , Mexico City

Salary:

Not provided

BlackLine

Expiration Date

Until further notice

Requirements

Demonstrated ability to build and maintain trusted relationships with prospects/clients
Proven ability to translate prospective client objectives into solutions enabled by our strategic products
Experience creating and delivering compelling presentations and product demonstrations
Previous experience as a consultant focused on process improvement and technology enablement
Experience managing large transformational projects at strategic accounts
Experience engaging with various Finance functions (e.g., accounting, FP&A, tax, treasury, reporting, division finance, etc.)
Ability to work independently and proactively manage projects, while engaging a broader team
CPA preferred
Up to 75% travel required
Three plus years of experience in the audit/accounting industry preferred

Job Responsibility

Leads the in-depth discovery, design, and deployment of our transformation projects to streamline the financial close and enabling continuous accounting capabilities (most notably for intercompany)
Communicates regularly with clients, implementation partners, and internal BlackLine resources to manage project activities
Maintains the key client relationships they established during the sale process to ensure expectations are met throughout delivery and support
Assists in driving the client solution roadmap working closely with implementations, customer success Consultants, and the product team
Participates in and leads client-facing activities throughout various stages of the deal lifecycle in identifying automation opportunities, solutions, and implementations phases and related planning
Identifies areas of improvement and collaborates with the client to derive the upmost value from the product and to increase long term utilization of BlackLine
Leads the ongoing development of our strategic product playbook and demonstration environment
Trains and mentors the broader community of Solution Consultants
Collaborates with product, marketing and services in order to assist in the development of other assets (e.g., workshop enablers, use cases, competitive comparisons, sales/partner training, whitepapers, webcasts, etc.) and to help with evangelize our strategic products
Performs other duties and responsibilities as needed or assigned

Fulltime

Senior Implementation Consultant

Get to Know Us: It's fun to work in a company where people truly believe in what...

Location

Mexico , Mexico City

Salary:

Not provided

BlackLine

Expiration Date

Until further notice

Requirements

Demonstrated ability to build and maintain trusted relationships with prospects/clients
Proven ability to translate prospective client objectives into solutions enabled by our strategic products
Experience creating and delivering compelling presentations and product demonstrations
Previous experience as a consultant focused on process improvement and technology enablement
Experience managing large transformational projects at strategic accounts
Experience engaging with various Finance functions (e.g., accounting, FP&A, tax, treasury, reporting, division finance, etc.)
Ability to work independently and proactively manage projects, while engaging a broader team
CPA preferred
Up to 75% travel required

Job Responsibility

Leading Implementations (Billable): Leads the in-depth discovery, design, and deployment of our transformation projects to streamline the financial close and enabling continuous accounting capabilities (most notably for intercompany)
Communicates regularly with clients, implementation partners, and internal BlackLine resources to manage project activities
Delivery & Support: Maintains the key client relationships they established during the sale process to ensure expectations are met throughout delivery and support
Assists in driving the client solution roadmap working closely with implementations, customer success Consultants, and the product team
Driving Process Enablement: Participates in and leads client-facing activities throughout various stages of the deal lifecycle in identifying automation opportunities, solutions, and implementations phases and related planning
Identifies areas of improvement and collaborates with the client to derive the upmost value from the product and to increase long term utilization of BlackLine
Go-to-Market Assets: Leads the ongoing development of our strategic product playbook and demonstration environment
Trains and mentors the broader community of Solution Consultants
Collaborates with product, marketing and services in order to assist in the development of other assets (e.g., workshop enablers, use cases, competitive comparisons, sales/partner training, whitepapers, webcasts, etc.) and to help with evangelize our strategic products
Performs other duties and responsibilities as needed or assigned

Fulltime

Senior General Accounting Consultant (Record to Report)

You’re not the person who will settle for just any role. Neither are we. Because...

Location

Poland , Kraków

Salary:

Not provided

Randstad

Expiration Date

June 30, 2026

Requirements

A university qualification, preferably in Finance, Accounting or Economics
Over 5 years of experience in Accounting and Reporting in a multinational company
Fluency in English, both written and spoken is essential
Orientation to work with strict deadlines is essential
Excellent communication, influencing and coordination skills
Critical thinking and problem solving
Attention to detail and high level of accuracy
Advanced Excel skills
Ability to work in a matrix organisation driving collaboration across businesses and functions
Willingness and confidence to lead discussions with senior leaders when required

Job Responsibility

Collaborate and engage with accounting teams, both within internal structures and with our outsourced business partner, to manage the period, quarter, and annual close processes
Support financial processes within the EMEA region, both from process and individual country perspective
Indirect oversight of outsourced business partner RTR team members
Reconciling Balance Sheet accounts and providing meaningful explanations on movements to business and auditors
Work effectively with other departments to obtain important data required to manage the process
Support month end accounting close for a variety of areas, such as cost of sales, revenue, accrual management, banking operations, treasury accounting, project management, SG&A costs, standard cost reporting and financial accounting processes
Calculating and managing Profit & Loss postings associated with various projects
Developing Standard Work documentation to optimally manage the required process flows
Supporting process development and continuous improvement initiatives
Supporting Internal and External Audit processes

What we offer

Hybrid work (working in the office 3 times a month)
Office located in Krakow
Co-financing of private medical care
Co-financing of sports card, life insurance
International environment

Fulltime

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Senior Lead Treasury Management Consultant

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

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