CareerPlanSign in

Supervisor, Treasury Advisory

Dallas, US💼 Full-time🗓 2026-09-24 → 2026-09-25

Core

Senior Associate/Supervisor leading treasury transformation, operational improvement, and advisory engagements for clients to modernize treasury functions and support CFO office initiatives.

Role type

Senior IC treasury advisory consultant (finance transformation)

Builds

Future-state treasury operating models, process improvements, governance frameworks, and strategic roadmaps for corporate treasury and financial services organizations.

Domain

Corporate Finance / Treasury / Professional Services

Deliverable

production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work

Required skills

Treasury operations, Cash management, Liquidity management, Cash forecasting, Payments strategy, Bank relationship management, Debt and investment management, Treasury risk management, Treasury governance and controls, Finance transformation

Preferred skills

Corporate treasury experience in large multinationals, Treasury consulting experience, Financial services treasury experience, Treasury assessments and operating model redesign, Treasury technology familiarity, CTP certification

Technologies

None explicitly stated

Responsibilities

Support treasury transformation and operational improvement engagements, Analyze current-state treasury processes and governance frameworks, Develop recommendations for cash, liquidity, forecasting, payments, and risk management, Facilitate client interviews and workshops, Prepare analyses and client deliverables, Mentor analysts and junior team members

Seniority

Senior, hands-on IC with mentorship responsibilities

Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.