Supervisor, Treasury Advisory

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Global Treasury Practice

We are seeking a Supervisor to join our rapidly growing Global Treasury Practice. This role is ideal for professionals with hands-on experience in corporate treasury, treasury consulting, financial services treasury, cash management, liquidity management, treasury operations, or finance transformation.

Our Treasury Practice is part of a broader Finance Transformation solution focused on helping organizations modernize the Office of the CFO. Team members work directly with treasury, finance, accounting, and executive stakeholders to address complex treasury challenges, enhance operational effectiveness, improve liquidity management, strengthen governance, and support strategic transformation initiatives.

This position offers the opportunity to work in a collaborative, entrepreneurial consulting environment while leveraging the resources and global reach of a leading professional services firm.

Areas of Focus

Professionals in this role may have experience in one or more of the following areas:

• Treasury operations and process optimization
• Cash positioning and cash management
• Liquidity management and working capital optimization
• Cash forecasting and forecasting governance
• Bank account management and banking relationship strategy
• Payments strategy and treasury operations transformation
• Treasury operating model design and organizational effectiveness
• Treasury policies, controls, governance, and compliance
• Debt and investment management processes
• Treasury risk management, including FX, interest rate, and commodity risk
• Treasury centralization and in-house banking strategies
• Financial services treasury functions, including liquidity, funding, capital management, balance sheet management, ALM, and treasury risk
• Treasury assessments, maturity evaluations, and roadmap development
• Finance transformation and broader CFO organization initiatives

Position Overview

As a Senior Associate / Supervisor within our Treasury Practice, you will work closely with clients to assess treasury operations, identify improvement opportunities, design future-state capabilities, and support treasury transformation initiatives. You will serve as a key contributor on project teams, helping clients improve efficiency, strengthen controls, optimize liquidity, and align treasury operations with strategic business objectives.

This role provides substantial exposure to senior treasury leaders and offers significant opportunities for professional growth and development.

Key Responsibilities

Client Service & Treasury Advisory

• Support treasury transformation and operational improvement engagements across a variety of industries.
• Analyze current-state treasury processes, organizational structures, policies, and governance frameworks.
• Assist in the development of future-state treasury operating models and process improvements.
• Evaluate treasury performance and identify opportunities to enhance efficiency, visibility, control, and scalability.
• Support treasury assessments, benchmarking studies, and maturity evaluations.
• Develop recommendations related to cash management, liquidity management, forecasting, payments, bank account administration, debt, investments, and risk management activities.
• Assist clients in establishing or enhancing treasury policies, procedures, controls, and governance structures.
• Facilitate client interviews, workshops, and requirement-gathering sessions.

Project Delivery

• Prepare analyses, presentations, process maps, and client deliverables.
• Conduct data analysis to support treasury transformation initiatives and business case development.
• Organize project workstreams and assist with project planning and execution activities.
• Collaborate with cross-functional teams including finance, accounting, tax, FP&A, risk management, and technology stakeholders.
• Support implementation of recommended treasury process improvements and operating model changes.
• Monitor project progress and proactively identify risks, issues, and opportunities.

Practice Development

• Contribute to thought leadership, practice development initiatives, and knowledge-sharing activities.
• Support proposal development, business development activities, and client pursuits.
• Assist in developing methodologies, templates, and treasury advisory assets.
• Mentor analysts and junior team members as appropriate.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Minimum 4 years of relevant experience in treasury, treasury consulting, corporate finance, banking, financial services treasury, or finance transformation.
• Experience in one or more treasury disciplines including:
  • Cash management
  • Liquidity management
  • Cash forecasting
  • Treasury operations
  • Payments
  • Bank relationship management
  • Debt and investment management
  • Treasury risk management
  • Treasury governance and controls
• Strong analytical and problem-solving capabilities.
• Experience evaluating business processes and developing operational improvement recommendations.
• Ability to communicate effectively with treasury teams, finance organizations, and executive stakeholders.
• Strong presentation, documentation, and workshop facilitation skills.
• Ability to manage multiple priorities and client deliverables in a fast-paced consulting environment.

Preferred Qualifications

• Corporate treasury experience within a large multinational organization.
• Treasury consulting or professional services experience.
• Treasury experience within banking, financial institutions, asset management, insurance, fintech, or other financial services organizations.
• Experience supporting treasury assessments, operating model redesign, treasury transformation, or finance transformation initiatives.
• Knowledge of treasury organizational structures, governance models, and leading practices.
• Understanding of liquidity management, cash forecasting, payments, treasury accounting, investments, funding, and treasury risk management.
• Familiarity with treasury technology capabilities and market solutions, although hands-on system implementation experience is not required.
• Certified Treasury Professional (CTP) designation or progress toward certification preferred.
• Strong written and verbal communication skills, including executive presentations.
• Demonstrated ability to build trusted advisor relationships with clients and project stakeholders.

Why Join Our Treasury Practice

Our Treasury Practice helps organizations improve treasury performance through strategic advisory services, operational transformation, organizational design, governance enhancement, and treasury leading practices. Team members work alongside experienced treasury professionals on high-impact initiatives spanning corporate treasury and financial services organizations.

This role provides exposure to senior client leadership, diverse treasury challenges, and rapid career progression opportunities while allowing professionals to build deep expertise in treasury transformation and advisory services rather than technology implementation.

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.

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.