job specification

Title: Senior Consultant - Treasury

Location: Brazil

Company Intro:

Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator rather than just an employee. Drawing from his Big Four experience, Chad, alongside partners Matt Seu and COO, Kerry Wekelo; built a company specializing in Capital Markets, Mortgage and Fixed Income, and Treasury Operations. Their leadership fostered a culture rooted in gratitude, trust, and growth. Kerry's personal journey led to the development of wellness-based principles that transformed the company's culture. This commitment to employee well-being and mutual respect has earned Actualize numerous accolades, including recognition as a Top Workplace by The Washington Post and Great Place to Work Certified. Beyond internal culture, Actualize is dedicated to diversity, inclusion, and community impact; and a belief that a people-first approach drives both personal fulfillment and professional excellence.

Job Description:

We are seeking experienced and motivated Senior Consultants to lead client engagements, deliver strategic treasury solutions, and drive meaningful change for clients. If you are passionate about treasury, thrive in a fast-paced consulting environment, and enjoy solving complex financial challenges, we invite you to bring your expertise and leadership to our firm.

Required Skills:

• Lead functional workstreams within Treasury Management System (TMS) implementations
• 3 to 7 years of consulting experience in corporate treasury including:

- Cash Management

- Forecasting

- Risk

- Liquidity

- Payments

• Exposure and knowledge of financial instruments including:

- Investments - ABS, MBS, corporate bonds, municipal securities, money markets

- Debt – bonds, commercial paper

- Derivatives - commodity, credit, equity, foreign exchange and interest rate

- Funding - credit facilities, corporate debt and intercompany loans

• Process and project management skills

Desired Skills:

• Experience with software packages such as Kyriba, GTreasury, IT2, Reval, FIS Quantum or Integrity, SAP, Crystal Reports
• Experience in development technologies such as C#, C++; SQL (MS SQL Server); XML; VBA, Java
• Advanced Access / Excel functions

Education:

Bachelor's degree in Finance, Accounting, Business, Computer Science, Mathematics, Economics

CTP certification is preferred

Top benefits or perks:

As an employee at Actualize, you’ll enjoy:

• Benefits: Health, dental, vision, and life insurance
• Generous PTO allotment, bi-annual performance based bonus, training and wellness allowance
• Fully remote position offering a flexible work schedule

Location: Brazil

Contact/application information:

Please submit your resume to recruiting@actualizeconsulting.com. If accepted, we’ll be in touch to schedule an interview.