PMI- Payments Advisor ( Multiple Office Locations)
Core
Senior advisor partnering with sales to help clients modernize payments, optimize treasury operations, and strengthen liquidity.
Role type
Senior IC treasury and payments advisor
Builds
Client strategies for liquidity, working capital, and payments transformation
Domain
Corporate Finance / Treasury / Payments
Deliverable
client delivery
Required skills
Treasury operations, liquidity management, cash forecasting, working capital optimization, payments modernization, ERP/TMS integration, treasury operating model design, risk management, executive storytelling, strategic analysis
Preferred skills
CTP, CPA, CFA, MBA, treasury consulting experience, knowledge of TMS/ERP/SWIFT ecosystems
Technologies
TMS, ERP, SWIFT
Responsibilities
Serve as trusted advisor to CFOs/Treasurers on treasury strategy and payments transformation; Lead strategic discussions with Payment Sales Consultants; Conduct treasury assessments and benchmarking; Facilitate client workshops on process improvement; Partner with sales teams to drive client acquisition and retention; Track emerging treasury trends and produce thought leadership; Guide Client Strategists on executive presentations; Build advisory methodologies and training resources.
Seniority
Senior, hands-on IC
