Supervisor, Treasury Advisory

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.Global Treasury PracticeWe 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 FocusProfessionals in this role may have experience in one or more of the following areas:Treasury operations and process optimizationCash positioning and cash managementLiquidity management and working capital optimizationCash forecasting and forecasting governanceBank account management and banking relationship strategyPayments strategy and treasury operations transformationTreasury operating model design and organizational effectivenessTreasury policies, controls, governance, and complianceDebt and investment management processesTreasury risk management, including FX, interest rate, and commodity riskTreasury centralization and in-house banking strategiesFinancial services treasury functions, including liquidity, funding, capital management, balance sheet management, ALM, and treasury riskTreasury assessments, maturity evaluations, and roadmap developmentFinance transformation and broader CFO organization initiativesPosition OverviewAs 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 ResponsibilitiesClient Service & Treasury AdvisorySupport 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 DeliveryPrepare 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 DevelopmentContribute 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 QualificationsBachelor'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 managementLiquidity managementCash forecastingTreasury operationsPaymentsBank relationship managementDebt and investment managementTreasury risk managementTreasury governance and controlsStrong 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 QualificationsCorporate 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 PracticeOur 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. Learn more about our total rewards at .We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.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 View phone number on click.appcast.io or send us an email at View email address on click.appcast.io 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.Compensation Range: $95,400 - $192,000Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.SummaryLocation: DallasType: Full time