Treasury Connectivity Specialist

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

We are looking for Treasury Connectivity Specialist for our rapidly growing national Treasury practice. This dynamic team is a part of our overall Finance Transformation solution focused on "modernizing the office of the CFO." This is an ideal opportunity for someone who is looking for an entrepreneurial opportunity within the security of a well-established firm. This position will be directly involved with relationship management and onsite client projects.
 

As part of our Treasury practice, you will be able to draw from your experience and knowledge to help clients improve their business by providing services such as TMS Implementations, Process Improvement, Financial Transformation, Procedure Design and Optimization, with a focus on bank connectivity. This practice line is exciting, growing and offers tremendous career opportunity.
 

Key Responsibilities:

• Consulting with accounting, financial, operational and other management personnel to improve their businesses.

• Lead Treasury Technology implementation projects, assess, troubleshoot/test during the implementation cycle.

• Train and advise clients in the leading use of TMS modules to fit their specific needs.

• Provide qualified support to establish bank connectivity and to enhance or update existing pipeline.

• Train and mentor staff/project team.

• All engagements require process analysis/optimization, documentation, project management skills and the ability to work in collaborative teams.
   

Required Qualifications:

• Bachelor's Degree in Accounting or related field

• Minimum 4 years of previous treasury consulting and connectivity experience

• Experience with any TMS such as Kyriba, FIS, Trovata, GTreasury or ReVal

• Knowledge of API and SFTP configuration
   

Preferred Qualifications:

• Experience supporting bank connectivity  set up

• Certification in Kyriba modules

• Consulting or Professional Services firm experience is preferred with previous pre-sales/sales experience

• Understanding and demonstrated experience with working with multiple clients

• Corporate or industry accounting experience is preferred

• Previous experience with operational process reviews and basic internal control requirements

• Ability to anticipate and address client concerns and issues

• Strong accounting/treasury skills and knowledge

• Ability to break complex issues into project steps and problem solve

• Ability to facilitate clients, and project teams, at all levels of the organization

• Strong written and verbal communication skills

• Strong data assimilation and organization skills

• Strong self-direction and team working skills

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.