Job Responsibilities
- Successfully lead and execute consulting engagements from kick-off and discovery to analysis and recommendations with ability to conduct deep dive analysis and solutioning based on client’s needs
- Identify key needs of client’s treasury operations, understand pain points, and create customized recommendations highlighting optimized internal processes backed by quantifiable metrics from data gathered
- Effectively communicate to CFOs, Treasurers, and senior leadership within the client organization to pitch, execute and present the results of a consulting engagement
- Facilitate cross-functional coordination and communication with Treasury Sales, Bankers, product, and other firm stakeholders to drive client solutioning and support
- Create and promote (as a speaker at client and industry events) innovative and forward-thinking treasury content that strengthen the firm’s publicly available thought leadership and collateral
- Develop content that can be leveraged by sales and banking teams to further dialogue with their clients
- Develop and deliver training to internal teams (sales, banking, middle office, consulting peers) on industry or treasury topics
Required Qualifications, Capabilities and Skills
- Requires a BA/BS degree
- Requires 7+ years of progressive treasury experience in healthcare and/or treasury consulting experience with expert-level knowledge of global Treasury and Cash Management including but not limited to Revenue Cycle and AP processes and daily cash processes
- Outstanding ability to analyze problems, identify new insights, communicate effectively and confidently (both oral and written) actionable recommendations, mobilize internal networks and garner support from cross-functional partners
- Strong project management skills; well-organized, structured approach; ability to achieve tight timelines on complex deliverables across teams
- Team player with strong interpersonal leadership and influencing skills – ability to interact at all levels of the organization in a peer-like way to facilitate the negotiation of critical matters on behalf of the client – and always able to consider diverse perspectives to get the best outcome
- Advanced/Strong Microsoft office skills needed, particularly EXCEL and POWERPOINT
Preferred Qualifications, Capabilities and Skills
- Experience working at a nonprofit healthcare organization on a treasury or cash operations (AP/AR) team in a senior manager level or in treasury consulting at a principal / senior manager level within the healthcare industry
- Knowledge of J.P. Morgan Treasury Services products
- Familiarity and recent user experience with Treasury Management Systems (TMS), Enterprise Resource Programs (ERP), Electronic Health Records (EHRs), and other technology solutions that support Treasury, AP and AR processes