Note: The job is a remote job and is open to candidates in USA. Actualize Consulting is hiring a Treasury Risk Consultant for its Treasury practice. The role advises corporate treasury teams and financial institutions on financial risk, hedging, hedge accounting, valuation, analytics, and implementation of risk and derivatives capabilities in Treasury Management Systems.
Responsibilities
- Conduct comprehensive assessments of clients' treasury operations across liquidity, interest rate, foreign exchange, commodity and credit risk, and recommend hedging strategies aligned to risk appetite and policy
- Advise clients on optimizing liquidity positions to ensure adequate cash flow for day-to-day operations while minimizing idle cash
- Design hedging strategies using swaps, options, forwards and futures, including exposure analysis and currency hedging for international transactions
- Design and document treasury risk management policies, hedge programs and governance frameworks
- Develop and implement hedge accounting strategies under ASC 815 and IFRS 9, including hedge documentation and effectiveness testing
- Value financial instruments and portfolios, validate market data and curve inputs (e.g., Bloomberg, Refinitiv), and advise on fair value (ASC 820) and GAAP/IFRS reporting
- Evaluate counterparty credit risk and recommend measures to mitigate credit exposure in treasury transactions
- Build financial models, exposure forecasts, sensitivity and scenario analyses, and risk metrics such as VaR and cash flow at risk, with clear management reporting
- Implement risk and derivatives modules in TMS platforms such as Kyriba, FIS Quantum, ION (Reval, IT2, Wallstreet Suite) and Ripple Treasury
- Lead workstreams and client workshops, present recommendations to treasury leadership, and contribute to proposals and mentoring
Skills
- Bachelor's degree in Finance, Accounting, Economics, Business Administration or a related field
- 3–7 years of experience in corporate treasury, bank treasury, financial risk management, valuation, hedge accounting or treasury consulting, ideally within financial services
- In-depth knowledge of derivatives (FX forwards, swaps and options; interest rate swaps, caps and futures), their valuation and risk management techniques
- Hands-on experience with at least one Treasury Management System (e.g., Kyriba, Quantum, Reval, IT2, Ripple Treasury)
- Advanced Excel and VBA skills
- Strong analytical skills and attention to detail, with the ability to interpret complex financial data and deliver high-quality work within tight deadlines
- Excellent communication and presentation skills, with the ability to explain complex concepts clearly and concisely
- Ability to manage multiple client priorities and work both independently and collaboratively in a remote environment
- CFA, FRM, CTP or CPA designation
- Experience with benchmark rate transition (SOFR), commodity hedging or treasury payments (ISO 20022)
- Familiarity with SQL, Python or Power BI for data analysis and reporting
- Prior consulting or client-facing implementation experience, ideally with a financial services consulting firm
Benefits
- Health, dental, vision, and life insurance
- Generous PTO allotment
- Employer-sponsored retirement plan with discretionary match
- Bi-annual performance-based bonus
- Training and wellness allowance
- Fully remote position offering a flexible work schedule
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