A proven expert in FSCM industry best practices template with focus on IS-Banking, Collections and Dispute Management, Treasury and Risk Management and In-house Cash for maximizing cash investments, minimizing borrowing, reducing transaction costs and foreign currency risk. Communicate appropriately by generating reports for management as well as maintaining current records (e.g. Meet or exceed assigned sales goals by making in-person sales calls. Many factors go into creating a strong resume. Examine and interpret financial landscape to best execute cash flow pricing and ABL and cash flow credit facilities for small, medium, and large corporate entities. Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets Management (AM), Treasury, Pretty Cash, Manual and Electronic Bank Statements (Multicash), Cash Management and . I am singlehandedly responsible for the 15% increase in sales over the last year in the previous job. Implementations were in Peru, Mexico, Chile, Argentina and Brazil. Desired experience for treasury consultant includes: A Bachelor's degree, equivalent work experience or military experience 3+ years of Commercial Card/Treasury Management experience 3+ years of direct experience with payment card solutions, whether consultative sales, implementation, product management or service and operations Established for 30 years, we offer expert advice and practical support to corporates and financial sponsors worldwide - with offices in New York, London and Singapore. Wells Fargo is seeking a Senior Treasury Management Sales Consultant as a part of Commercial Banking. A/R, A/P, and Cost Accounting), Strong interpersonal, communication and facilitation skills, 2+ years working in the Treasury or Finance area, Knowledge of financial instruments (FX, MM, IRS, FRA, Bonds etc. The average salary for Treasury Management Sales Consultant 2 at companies like Wells Fargo in the United States is $138,828 as of August 29, 2022, but the range typically falls between $113,801 and $163,854. operations specialist, vp, manager of tax & treasury (supervising several tax specialists). Considered a subject matter expert of Treasury Management product benefits and services and is a line of business expert for business units supported. Coordinate the scheduling and review of all client-facing collateral with Legal, Marketing and Communications. Treasury Alliance Partners are all experienced, senior-level professionals and possess significant prior experience before being invited into the firm. The term treasury relates to all things having to do with money. Rewards & Recognition, etc. Works independently to achieve all goals set by supervisor, while being responsive to internal and external customer requests, Responsible for corporate customer support and research, handling incoming requests from beginning to end. Participate in the bank selection process for our clients and banking landscapes rationalisation. Meet regularly with existing customer base to ensure proper servicing of accounts, Assist the Treasury Management Sales Team Leader and Product Management in the development of marketing strategies and product enhancements by providing timely feedback and recommendations, Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities knowledge may be gained through coursework and on-the-job training. Implemented SAP Dispute Management for processing customer invoice complaints. Developed an automatic bank reconciliation application within GTreasury which eliminated one FTE. Our specialist skills and experience have helped . May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Executes Treasury Management strategy by identifying new business opportunities across a suite of solutions. Designed a conversion roadmap for forex open contract and FI balance upload. E: email@email.com P: 000-000-0000. Managed integration of Philip Morris' (2007) and Cadbury's (2010) North American treasury units into Kraft's global headquarters through effective project management skills, saving $2.0 million annually. Experience working in a treasury function a plus, Familiarity with Hedge Fund structures, products and financial instruments with understanding of basic accounting principles and procedures, Define, plan and execute projects related to FSI Treasury management solutions including asset-liability management, liquidity management, cash management, funding operations, funds transfer pricing, capital management and associated management and regulatory reporting requirements, Lead and develop teams that deliver treasury and IT strategy and transformation design and implementation services to global and regional banks, bank holding companies and financial institutions, Support the sales process for major opportunities, Develop tools, methodologies and assets for project delivery, Playing a key role in client communication, relationship development and retention, Lead engagement planning, execution, and management, Ensuring products/deliverables meet contract/ work plan specifications and deadlines, Involvement in developing tools and methodologies for project delivery, Involvement in expanding our service offering and business growth, Design and provide treasury specific training for the system, Reporting directly into the Professional Services Director keeping him informed on the implementation of the solution, Understanding of .Net and XML for configuration of Electronic Fund Transfers, Rates, GL, Swift, Background in standard and hedge accounting to provide consultancy on these areas, The ability to effectively manage meetings with client managers while recording and distributing the minutes of those meeting to relevant parties, The ability to work effectively in a small dedicated team, Ability to develop new business from a variety of leads as well as directly source prospects, Exceptional consulting skills; ability to probe and listen to help clarify inquiries, gather and present data to advance transactions, Proven sales call background to provide quality, relationship oriented responses to customer needs, Highly effective verbal and written communications skills, Strong influencing skills; ability to generate support and build consensus, Able to work independently with strong initiative and results orientation, Proficient in Microsoft Suite (Outlook, WORD, Powerpoint and Excel, Performing monthly account reconciliations and tracking of specific program related expenses, Working with vendors & business partners to obtain monthly accruals, prepare accrual package for review and approval, post journal entries and file documentation for audit purposes, Working with vendors and business partners to obtain monthly invoices, prepare invoice upload files (both PeopleSoft/ SAP) for submission to Tax and Accounts Payable, file documentation for audit purposes; support various inquiries regarding invoice payment status, Submitting and track new vendor set-up/update requests and check requests, Preparing and distributing monthly reporting to business leaders, Providing support for adhoc analysis and assist, as needed, in other areas of the department, Lead implementation projects to implement an integrated Treasury solution, Consult/advise how to implement and configure product components of Treasury solution suite, Implement and configure technical product components (installation, interfaces etc), Define and apply best practices for the setup of Treasury solution components, Define and document product support for generic and client specific business processes, Develop check list for functional implementation steps, Deliver domain and product expertise in pre-studies and scoping exercises, Assist with completing functional parts of RFIs/RFPs, Support and manage current and future banking regulatory liquidity requirements such as LCR, NSFR and ILAAP, Support with the implementation of various debt issuance shelves for the bank and ultimately the issuance of debt under these facilities, particularly secured lending facilities such as Securitisations and Asset Backed Loans, Execute money market transactions (both buy and sell side) and set the daily levels for the bank, Execute fx hedging transactions and undertake day to day funding activities for the bank, Support in the build out of a deposit base for the bank, Support with the management (and presentation at) the monthly ALCO, Support activities related to capital structure decisions and Prepare liquidity stress testing and back testing, Ensuring that we have a robust systems and control environment to facilitate Treasury activities, Perform financial analysis on income statement, balance sheet and cash flow statements and develop and maintain financial models and reports to support business segment requirements, Assisting in the month end close process including Journal Entries, GL analysis, report preparation, and distribution, Downloading and import various daily and monthly debit and credit files and invoices for report preparation for upper management, Onboarding new and relocating locations for credit and debit card acceptance and maintain accurate location information including closed locations, Preparing and submit requests for merchant ID numbers to external vendors for the setup of new CVS locations (Retail, Minute Clinic, Omnicare, etc.) Confidential,Denver, Colorado September 2007 March 2008 Senior SAP FSCM Project Lead Single-handedly designed and implemented the SAP Financial Supply Chain Management module. Highlight your management consultant skills in the Key Skills section. Our client is a forward thinking financial institution with a great reputation in their vertical. Responsible for the issuance of commercial paper ($4.5 billion and $2.0 billion), successfully negotiated rating agency discounts after Cadbury purchase increased debt from $9.0 billion to $30.0 billion. Revamped the bank statement and payment processes, by providing a structure that allows better hit rate for cash application Redefined a robust cash management integration with Loans Management for cash reporting Provided upgrade fixes in all areas of configuration in the application areas FI-GL, FI-AP, FI-AR, Treasury and Banking. Able to anticipate and autonomously troubleshoot potential problems that may occur during the life of a project, as well as create, manage and meet all schedules, Demonstrated ability to understand industry specific, sales, customer, internal client expectations, etc, Proven ability to build strong business relationships, internal and external, and maintain credibility as position is responsible for assisting with preparedness/readiness of peers/teammates, Advanced computer skills including Microsoft Office (including PowerPoint) with the ability to link operations, risks, and financial data to evaluate needs, impact, ROI, etc, Strong interpersonal skills; Ability to coordinate and interact with all levels of management, Bachelors Degree in Business, Organizational Development or similar degree preferred, Experience in banking, financial services, treasury and/or cash management preferred, Organize, administer and track internal T&PS and client/teammate engagement and readiness programs including participation, data entry, report creation, logistics, preparation of rooms, assistance with implementation, etc. We are looking for a Senior Treasury Management Consultant for the Boston office. Excellent written and verbal communication skills required to develop and present effective sales proposals, Exceptional Verbal and Written Communication Skills, 3-5 years of Quality Assurance experience, Proficiency in MS Office (Word, Excel, Outlook, PowerPoint), Previous analytical experience (analyzing problems and analyzing results), Must be a self-starter with the ability to take direction and work independently while also working in a team environment, Experience working on Corporate applications (HR, Finance/GL, Risk), Technical Experience is a plus (.Net, Java, Mainframe, SQL, etc), Query experience for SQL or Oracle databases, 1-3 Years Commercial or Business Banking Experience, 4-6 years in Treasury Management and/or Business Banking Treasury Products, Bachelor's Degree (Business or Finance preferred). Created functional detailed design and testing specs for the IHC and Treasury solutions reporting needs. This way, you can position yourself in the best way to get hired. MBA degree and IMC-Certified Management Consultant. Analyzed key global business processes and complex business requirements in areas of Transaction Management, Cash Management, In-house Cash, Bank Accounting, Cash Management and mapping them to standard SAP processes. Here are a few tweaks that could improve the score of this resume: Since 2005, LiveCareers team of career coaches, certified resume writers, and savvy technologists have been developing career tools that have helped over 10 million users build stronger resumes, write more persuasive cover letters, and develop better interview skills. Provided training and production support for business users. Results-driven management consultant with over 4 years of experience diagnosing a range of problems, from small businesses to multi-million dollar corporations, and ideating solutions. Processed Human Resource, Administration, and Legal department invoices. Treasury Manager Resume Examples & Samples. Presented and Implemented SAP Tax and Revenue Management functionality in improving external and internal services and for optimizing receivables management and accounting systems Defined and Created different BRF objects for forms validation, advance payment, exception messages, taxpayer registration and tax returns processing Defined and reproduced the complete loan process and underlying transactions of contract acquisition from application to contract and managing collaterals (Collateral Value Calculation). If you are looking for an independent and impartial treasury and risk management consultancy, PMC is your solution. 5 Treasury Management Sales resume templates, Download Treasury Management Sales Resume Sample as Image file, Performs daily operational tasks for various Treasury Management products, Assists treasury management sales consultants with implementation coordination for new and existing clients and may accompany them on occasional sales calls, Responsible for assisting customers and bank personnel with inquiries on Treasury Management products and services, Partners with Treasury Management Sales on the implementation of new products and services as well as maintaining and modifying existing services, Trains customers and provides technical support for internet banking and other online products, Knowledge of Treasury Management operational procedures, practices and policies, Cross-sells treasury management services by phone and follows up on sales referrals from stores and commercial bankers, At the direction of the Regional Sales Manager, execute marketing strategies to support Bank goals, Monitor industry trends and competitive practices, including the impact of technology and regulatory and legislative changes on products and services, Facilitate the implementation and/or modification of new and existing services to maintain and fine tune the clients treasury management system, Proficient in word processing, spreadsheet, and industry specific software applications, Prepare written proposals and sales presentations to strengthen customer relations and develop new business relationships. Embraces our vision to become "The World's Greatest Bank. De-Risking Strategies. Help clients understand the impact of . Analyzing account analysis statements for Treasury Management product comparisons, making appropriate TM recommendations to clients, preparing banking services analysis and proposals to new prospects in proper format while identifying and actively cross selling other Banner Bank services such as Merchant Services or Credit Card services, Provides financial counseling related to account structures, collections, disbursements and payments to commercial banking customers, Supervises the coordination of new and existing client product set up by working with Branch or Relationship Manager and Sales Support to ensure all new accounts are structured correctly. This is the equivalent of $1,686/week or $7,306/month. Job Description. Facilitated FI AR, AP and Cash workshops and prototyped business requirements. As a Certified Flight Instructor, provide flight training, ground school, and flight reviews for students and pilots. Search Treasury management sales consultant jobs. A professional essay writing service is an instrument for a student who's pressed for time or who doesn't speak English as a first language. Executed all P&L and balance sheet-related foreign exchange (FX) hedging strategies, and worked closely with the international tax group to ensure proper adherence to taxation rules when moving funds around globe. Choose the best strategy. Identified high risk clients/activities and exited certain relationships or transferred activity to other banks with minimal client push-back and no negative media exposure. Act as liaison between Client and SunGard departments including Product Management, Development, and Training, 4) Responsible for ensuring our billing and project tracking system is up to date for assigned clients and billing numbers are accurate, 5) Assist with project management by participating in regularly held status meetings and keeping the project manager apprised of project and task status, 6) Report, track and escalate system issues while keeping abreast of current issues. Treasury/Cash Manager with 14+ years corporate finance experience. Assessed goals for trading management by gathering business requirements regarding money market and securities trading and defining a competitive solution in processing different trade settlements covering major commodities and product types within the energy trading industry (physical oil, natural gas, electricity, financial swaps, options, delivery costs, brokerage fees, etc). Communicate client requirements that require customization to appropriate areas of SunGard AvantGard. Integration specialist with solid business experience in FSCM Suite including but not limited to; Transaction Manager (Money market, Foreign Exchange, Derivatives and Securities Instruments), Hedge Management, Market Risk Analyzer, Credit Risk Analyzer, Collections &Disbursement, Dispute Management, Credit Management, Cash Management-Cash position and Liquidity Forecast and Liquidity Planner. While ZipRecruiter is seeing annual salaries as high as $184,500 and . Redefined the flow types for Accruals and Deferrals postings and resetting. ", Bachelors degree in finance, accounting, marketing, business or other related fields or equivalent required, 3-5 years of experience in treasury management sales, service, and/or support, Demonstrated ability to develop and execute sales planning within assigned sales territory. Confidential,Chicago, USA June 2009 Present Treasury/Cash Management Consultant I was contracted to work with business SMEs as Treasury/CFM expert in conducting a project assessment for Accenture SAP treasury transformation and designing a best of breed SAP solution for the treasury operations. Performs various activities in support of the sales function, including (but not limited to) calling on customers in-person, conducting periodic relationship reviews (in-person or virtual), preparing all necessary sales presentations and pricing pro-formas. Reported directly to the CFO and managed all financial aspects of global treasury, cash, banking relationships, capital markets, foreign exchange, and corporate real estate, risk management for a global piping solution and filtration firm. Responsible for banking portal system management in the region. Coached and cross-trained 25 staff members to handle all aspects of treasury including domestic cash management, euro and commercial paper issuance, cash forecasting, investment activities, bank relationship management, and bank reporting. Its actually very simple. Implementation: Evaluate relative performance and development of financial and treasury management systems, banking relationships, global cash pooling structures, developing and executing sizeable foreign exchange and interest rate hedging strategies. Navigated FIG portfolio through 2008-10 financial collapse and sustained no losses. 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