Treasury Systems Implementation Consultant

Role Overview

The Junior Treasury Systems Implementation Consultant supports the delivery of financial and treasury system implementations for clients. The role focuses on system configuration, testing, data validation, requirements documentation, client engagement, and go-live support.

This role is suited to an early-career implementation professional with +2 years’ relevant experience in treasury, corporate finance, financial systems implementation, business systems implementation, fintech delivery, banking, payments, ERP, or a related environment.

Prior experience with treasury management systems is advantageous, but candidates with strong transferable experience in system configuration, testing, data handling, implementation support, and client-facing delivery should also be considered.

Experience & Qualifications

• Bachelor’s degree in Finance, Economics, Risk Management
• At least two years’ relevant experience in one or more of the following:
  • Financial or ERP system implementation (e.g. SAP, Oracle, Microsoft Dynamics, Sage)
  • Business analysis, testing, or process design
  • FinTech, payments, bank integrations, or financial systems delivery
  • Treasury, corporate finance, or finance roles with strong systems exposure
• Practical experience in system configuration, testing, data migration, or integrations
• Comfortable operating in client-facing environments, with the ability to explain technical concepts clearly
• Experience with IT2, TreasuryXpress, Kyriba, or similar platforms is advantageous, but not essential

Core Responsibilities

1. System Configuration and Delivery

• Configure financial or treasury system functionality in line with approved requirements and solution designs.
• Translate business requirements into system workflows, configuration settings, templates, and process rules.
• Validate configuration through internal testing and support delivery within agreed scope, timelines, and quality standards.

2. Requirements and Client Engagement

• Participate in client workshops to gather, clarify, and document business and system requirements.
• Support clients with implementation workbooks, data templates, and required inputs.
• Ensure requirements, configuration decisions, and testing outcomes are clearly documented and traceable.

3. Testing, UAT, and Issue Resolution

• Support system testing, UAT, scenario validation, and defect resolution.
• Log, track, investigate, and help resolve configuration gaps, data issues, and testing defects.
• Work with internal teams and clients to confirm fixes, retest solutions, and support UAT sign-off.

4. Data Preparation and Migration Support

• Assist with data collection, cleansing, mapping, loading, and validation.
• Review client data for accuracy, completeness, and consistency.
• Escalate data risks, gaps, or dependencies that may affect implementation delivery.

5. Go-Live and Knowledge Transfer

• Support go-live preparation, production readiness, and early-life system support.
• Assist with user queries, implementation issues, and minor configuration adjustments during transition.
• Support knowledge transfer and handover to clients, internal teams, and support functions.

6. Documentation and Project Coordination

• Prepare and maintain configuration guides, test scripts, solution notes, issue logs, and project documentation.
• Track assigned tasks, deliverables, risks, and dependencies in line with project plans.
• Provide progress updates and collaborate with project managers, consultants, technical teams, and client stakeholders.

7. Continuous Improvement and Capability Development

• Build practical expertise in treasury processes, financial systems, implementation methods, and client delivery standards.
• Contribute to improved templates, testing approaches, configuration practices, and internal knowledge sharing.
• Demonstrate learning agility, accountability, and continuous improvement in delivery quality.

Tools & Platforms

Required Tool Capability

Candidates should be comfortable using technology and data tools to support implementation delivery, including:

• Spreadsheets and structured data workbooks, particularly Microsoft Excel.
• System configuration interfaces or administration tools.
• Testing, issue tracking, or project delivery tools.
• Documentation and requirements management templates.

Advantageous Platform Exposure

Exposure to any of the following is beneficial but not mandatory:

• Treasury management systems such as IT2, TreasuryXpress, Kyriba, Quantum, or similar platforms.
• ERP, accounting, banking, payments, risk, or finance systems.
• SQL, APIs, data mapping, integrations, or data structures.
• Agile, Waterfall, or hybrid project delivery methodologies.
• Vendor-specific TMS training or certification.