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For Companies At a Glance
- Tasks: Support clients in implementing Treasury Management Systems and optimise their treasury operations.
- Company: Join a dynamic Financial Software as a Service firm with a focus on client success.
- Benefits: Full-time role with opportunities for professional growth and development.
- Why this job: Make a real impact by helping clients navigate their treasury processes and systems.
- Qualifications: 2-5 years in Treasury consulting with strong client-facing skills required.
- Other info: Collaborative environment with a focus on continuous improvement and innovation.
The predicted salary is between 36000 - 60000 £ per year.
Overview
We are seeking a highly motivated and skilled Implementation Consultant to join a growing Financial Software as a Service firm. The ideal candidate will be a hands-on, client-facing professional with a proven track record of working with Treasury Management Systems (TMS) and providing Treasury consulting services. This role is crucial for ensuring client success from initial engagement through go-live and beyond. The successful candidate will have a deep understanding of corporate treasury processes and a strong technical aptitude.
Key Responsibilities
- Create and maintain project documentation, including business requirements documents, design specifications, test scripts, and user manuals.
- Collaborate with the sales and pre-sales teams to develop comprehensive and compelling responses to Requests for Proposals (RFPs) and Requests for Information (RFIs), acting as the subject matter expert on our product\\\’s capabilities and implementation process.
- Serve as a point of contact for clients throughout the implementation lifecycle, building strong relationships and managing client expectations to ensure project success and high satisfaction.
- Support the end-to-end implementation projects for our products, including requirements gathering, system configuration, data migration, testing, and user training.
- Assist in the creation of professional services proposals, statements of work (SOWs), and project plans.
- Support the analysis of Treasury data to support value adding insight for clients.
- Provide advice and best practice recommendations to clients on optimizing their treasury operations using our system.
- Work closely with product development, sales, and support teams to provide client feedback, resolve issues, and contribute to continuous product improvement.
Key Requirements
- 2-5 years of experience in Treasury consulting or supporting Treasury Systems management (i.e. implementation, upgrades, maintenance, transformation, etc).
- Strong client-facing skills with a track record of successfully managing client relationships and project expectations.
- Strong understanding of Corporate Treasury and key Treasury Operations (i.e. cash management, banking, payments, foreign exchange).
- Familiarity with treasury systems, cash forecasting, liquidity management, bank connectivity (SWIFT, APIs), and financial risk concepts.
- Proficiency in creating clear and comprehensive documentation.
- Excellent written and communication skills with the ability to convey complex topics to non-technical stakeholders.
Unfortunately this client cannot offer visa sponsorship for the position.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance, Accounting/Auditing, and Consulting
- Industries: Financial Services, Business Consulting and Services, and IT System Custom Software Development
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Treasury Advisory Analyst employer: JSS Search
Contact Detail:
JSS Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasury Advisory Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and treasury sectors. Attend industry events or webinars where you can meet potential employers and showcase your expertise. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by practising common questions related to Treasury Management Systems. We recommend role-playing with a friend or using online resources to refine your answers. The more confident you are, the better your chances of landing that job!
✨Tip Number 3
Showcase your skills through real-life examples. When discussing your experience, highlight specific projects where you’ve successfully managed client relationships or implemented treasury solutions. This will demonstrate your hands-on experience and make you stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Treasury Advisory Analyst role!
We think you need these skills to ace Treasury Advisory Analyst
Some tips for your application 🫡
Show Your Treasury Expertise: Make sure to highlight your experience with Treasury Management Systems and any relevant consulting work. We want to see how your background aligns with the role, so don’t hold back on showcasing your skills!
Tailor Your Documentation: When creating your application documents, tailor them to reflect the key responsibilities mentioned in the job description. We love seeing candidates who can connect their experiences directly to what we’re looking for.
Be Clear and Concise: Your written application should be easy to read and understand. Use clear language and avoid jargon where possible. Remember, we want to see how well you can communicate complex topics, so keep it straightforward!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get the best experience possible. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at JSS Search
✨Know Your Treasury Stuff
Make sure you brush up on your knowledge of corporate treasury processes and systems. Be ready to discuss cash management, banking, payments, and liquidity management in detail. This will show that you’re not just familiar with the concepts but can also apply them practically.
✨Showcase Your Client-Facing Skills
Since this role is client-facing, prepare examples from your past experiences where you successfully managed client relationships. Highlight how you handled expectations and ensured project success. This will demonstrate your ability to build strong relationships, which is crucial for the job.
✨Prepare Documentation Samples
Bring along samples of project documentation you've created, like business requirements documents or user manuals. This will give you a chance to showcase your proficiency in creating clear and comprehensive documentation, which is a key requirement for the role.
✨Practice Your Communication Skills
You’ll need to convey complex topics to non-technical stakeholders, so practice explaining technical concepts in simple terms. Consider doing mock interviews with friends or family to refine your communication style and ensure you come across as approachable and knowledgeable.
