Consultant I, Treasury (Hybrid)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.Join a team that has received numerous awards for being a top place to work: TruStage awards and recognitionJobPurpose:Underthedirection of Treasury leadership and Senior Consultants,accountable for Internalcustomerservicing for bothdomestic and internationalTreasury operationsandevaluatingandmitigatingriskrelatedtoglobal cash managementpaymentservices.Theincumbentwillhaveprojectmanagementaccountability for treasury initiatives, in addition to responsibility for KPI andtreasury metrics to demonstrate the corporateexposurewithfinancialpartners.Thispositionwillhaveoversightandmanagement of financialinstitutionservices,includingopen/closingaccounts,analyzingbankservice,documentingtreasuryprocedures,providingbackup for daily cash management,debtadministrationandcashforecastingprocesses.Theincumbentwillactasanescalation to review and releasepayments and serveas a liaisonbetweenbusinessareas,bankingservicesandthefinancialinstitutionserviceprovider.Thispositionhas access to confidentialinformationandisrequired to review and sign a CorporateConfidentiality Statementconfirmingtheirunderstanding of CorporatePolicy on anannualbasis.Consultant:Provides advice as regards to strategy, management and operations as well as the structure of a business. They analyze and identify problems, research and collect data, prepare business proposals, manage projects and programs. They recommend solutions, utilizing knowledge of theory, principles, or technology of specific discipline or field of specialization. Consults with client to ascertain define need or problem area plus determine scope of investigation required to obtain solution. Consultants analyze data to define solution, and examine alternate methods as well. Framework General Profileand Scope:Requiresin-depthknowledge and experienceActs as a resource for colleagueswithlessexperience; may lead smallprojectswithmanageablerisksandresourcerequirementsUses bestpracticesandknowledge of internal or externalbusiness issuestoimproveproducts or servicesSolves complexproblems;takes a new perspectiveusingexistingsolutionsandapproacheschangeswithflexibilityWorks independently, receives minimal guidanceJobResponsibilities:Managethebankingadministrationfunction.Projectmanagerfordaily support and implementation of bankingservicestosupport the paymentneeds of CUNAMutualGroupdomesticandInternational.Overseetheuser'saccess to bankingservicesandpaymentinformation.Review and resolveproductionprocessingissueswith the bankingpartners.Administration of theTreasury Workstation Softwaresolutionandvendorrelationship.Configurevariousdataelementsandscheduling of user reports,dashboardsetup, user access,workflowauthorization and mapping of accountingtransactionsassociated to various moneymovementtransactions.Designanddelivertreasury solutionsthatalignwiththeStrategic Mission and Treasury Strategy.ProactivelymanageinternalTreasury customerrelationships,partnershipwithinternalTreasury clients to understandproducts and servicesandhow to optimize their paymentsolutions.Keepabreast of changes in thetreasury industry.Developinternalandexternaltraining or communicationortrainingprogram(s) to assistclientsinknowing new paymentoptions.Identify,propose,andimplementtechnology solutionsthat can enhance the Treasuryserviceoperations.Analyze various banking services, risk exposure, and overall relationship oversight. Analyze and prepare various oversight and metric reports associated to the services provided by the area and banking partner performance. Develop and design Workstation dashboard pages to assist users in receiving regular oversight information. Theabovestatement of duties is notintended to beallinclusive and otherdutieswillbeassignedfrom time to time.JobRequirements:Bachelor’sDegreeinAccounting,Finance, or Business Administration.Five or moreyears of progressiveworkexperience in corporatefinancialenvironment.Demonstratedworkingknowledge in globalpaymentsystems,treasury solutions,cashmanagement,forecasting, and treasury workstationadministration.CertifiedTreasury Professional(CTP)certificationstrongly preferred.Technicalexpertiseintreasuryworkstation or on-linebankingsolutions, ad hoc data manipulation(e.g.,Excelapplications)andreportingtoolsinadditiontogeneral PC andInternetskills.Projectmanagementskills,includingexperience in leadingcross-departmentalprojects,planning,requirementsgathering,testscripts,testingoversight,communicationplanning, and implementation.Effectivecommunicationskills, both oral and written,including the ability to planandleadeffectivemeetings,projects,and to producewell-designedreports,requirements documents,testscripts,process maps, andproceduredocumentation.Ability tocommunicatewithvarious levels of the organization and treasury partners.Effectiveorganizationskills;ability toorganizeandprioritizeprojects,materials and multipleworkelements.Timemanagementskills,including the ability to establishappropriateprioritiesandmanagedeadlines.Effectiveproblem-solvingskills,including the ability to analyze and resolveproblems and identify opportunities for improvement.Demonstratedability to workin a team environmentandindependently.#LI-LTIf you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.Base Salary Range:$83,100.00 - $124,700.00At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.Accommodation requestTruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.SummaryLocation: Madison, WIType: Full time