Director – Treasury Technology | Global Treasury Practice
RSM US LLP · Philadelphia, PA · 1 mo ago
Finance$134k–$269k/yrFull-time
About the role
We are seeking an experienced Director to lead and grow our Treasury Technology offering within our rapidly expanding Global Treasury Practice. This is a leadership opportunity for a treasury technology professional who combines deep knowledge of treasury management systems and emerging treasury technologies with strong commercial, client relationship, and team leadership capabilities.
Responsibilities
- Own and drive the strategy, growth, and market positioning of the Treasury Technology offering.
- Define and continuously evolve the firm's treasury technology capabilities, methodologies, accelerators, and go-to-market strategy.
- Identify emerging treasury technologies and assess their relevance to clients and the broader market.
- Develop differentiated offerings that combine treasury functional expertise, technology, data, automation, and transformation.
- Establish and maintain relationships with leading and emerging treasury technology providers and strategically manage the firm's alliance ecosystem.
- Develop thought leadership, market perspectives, and client-facing materials that position the practice as a leader in treasury technology.
- Develop and execute a strategy to grow Treasury Technology revenue, pipeline, and market share.
- Originate and lead sales opportunities, including executive-level relationship development, proposals, RFP responses, and client presentations.
- Advise clients on treasury technology strategy, platform selection, transformation roadmaps, and technology-enabled operating models.
- Identify opportunities to expand existing client relationships across treasury, finance transformation, and broader CFO services.
- Lead strategic pursuits and serve as an executive sponsor for key engagements and accounts.
- Provide executive oversight and strategic direction on major treasury technology engagements.
- Ensure projects deliver measurable business outcomes and maintain high standards of quality and client satisfaction.
- Support teams in resolving complex implementation, integration, process, and organizational issues.
- Ensure lessons learned from engagements are incorporated into methodologies and future offerings.
- Build, lead, and develop a high-performing Treasury Technology team across the U.S. and global delivery locations.
- Recruit and retain experienced treasury technology professionals and develop career paths within the offering.
- Mentor senior managers, managers, and consultants and build the next generation of treasury technology leaders.
- Leverage global resources and coordinate effectively across geographies and service lines.
- Foster a culture of collaboration, innovation, accountability, and continuous learning.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Information Systems, Business Administration, or a related field.
- Prior consulting experience.
- Significant experience in treasury consulting, treasury technology, corporate treasury, banking, financial services, or finance transformation.
- Demonstrated experience with Treasury Management Systems and treasury technology platforms, including platforms such as Kyriba, FIS, SAP Treasury, GTreasury, Trovata, Reval, or similar solutions.
- Strong understanding of treasury processes, including cash management, liquidity, forecasting, payments, bank connectivity, debt, investments, and treasury risk management.
- Demonstrated experience leading complex treasury technology initiatives and working with senior client stakeholders.
- Proven ability to develop business, originate opportunities, and grow client relationships.
- Strong executive presence and ability to communicate effectively with C-suite and senior treasury and finance leaders.
- Demonstrated ability to lead and develop high-performing teams.
- Strong commercial acumen, strategic thinking, and problem-solving capabilities.