Junior Treasury Systems Implementation Consultant

Role Overview

TreasuryONE is looking for a Junior Treasury Systems Implementation Consultant to support the delivery of financial and treasury system implementations for clients.

This role is suited to an early-career implementation professional with approximately 2–4 years’ relevant experience in financial systems, ERP implementation, business analysis, testing, fintech, payments, banking, corporate finance, treasury, or a related environment.

The role focuses on system configuration, requirements documentation, testing, data validation, client engagement, and go-live support.

Prior exposure to treasury management systems is advantageous, but not essential. Candidates with strong transferable experience in system configuration, testing, data handling, implementation support, and client-facing delivery will also be considered.

Key Responsibilities

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.

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.

Testing, UAT, and Issue Resolution

• Support system testing, user acceptance testing, 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.

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.

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.

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.

Experience and Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Information Systems, Risk Management, or a related field.
• Approximately 2–4 years’ relevant experience in one or more of the following:
• Financial or ERP system implementation, such as SAP, Oracle, Microsoft Dynamics, or Sage.
• Business analysis, testing, process design, or implementation support.
• Fintech, payments, bank integrations, or financial systems delivery.
• Treasury, corporate finance, accounting, or finance roles with strong systems exposure.
• Practical experience in system configuration, testing, data migration, data validation, or integrations.
• Experience working in client-facing environments and the ability to explain technical concepts clearly.

Tools and Platform Exposure

• Candidates should be comfortable using technology and data tools to support implementation delivery, including:
• Microsoft Excel and structured data workbooks.
• System configuration interfaces or administration tools.
• Testing, issue tracking, or project delivery tools.
• Documentation and requirements management templates.
• Exposure to any of the following would be advantageous, but is 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.

Ideal Candidate

The ideal candidate is detail-oriented, analytical, and comfortable working between business requirements and system functionality. They enjoy solving problems, working with data, supporting clients, and learning how financial systems are implemented in real-world environments.

This role would suit someone who is structured, curious, accountable, and eager to build expertise in treasury systems, financial technology, and implementation consulting.