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Treasury Solutions Sales

4 months ago

London UK, UK, United Kingdom Finitas Full time

Reporting to the Head of Treasury Solutions Europe


We are working with a leading global treasury consultancy providing Treasury Solutions and Risk Management solutions to financial sponsors and corporates. In this role you will work with privately owned companies to improve efficiency, manage risk, and construct financial operations that support growth and safeguard finances. You be part of a team of experts, creating cutting-edge Treasury and Working Capital solutions.


Your primary responsibilities will be to drive and oversee the management and execution of Treasury Solutions engagements, cultivate and develop relationships with private equity sponsors, portfolio companies & corporates and increase the effectiveness and efficiency of Treasury Solutions by building and improving models, datasets, analytical frameworks, and other scalable consulting assets


RESPONSIBILITIES

  • Drive business development and growth in Treasury Solutions
  • Generate leads through outbound communication (email, calls etc)
  • Assist in developing pitches and proposals, and in closing engagement wins
  • Active outreach to sponsors and potential clients to generate leads & opportunities
  • Identify, build and grow new and existing business relationships with financial sponsors, portfolio companies & corporates
  • Assist in advisory engagements
  • Lead and work closely with Treasury Solutions consultants in the delivery of client engagements: data gathering, analysis, recommendations
  • Conduct desk research to gather secondary research in support of engagements
  • Oversee panel members and internal staff on engagements, coaching to ensure efficiency and effectiveness
  • Automate the delivery of advisory solutions
  • Work with third party technology partners and tools to deliver workflow enablement, business rule-driven process orchestration and governance, automation and decision support analytics


EXPERIENCE & CHARACTERISTICS

  • Degree in Economics/Finance + deep knowledge of Treasury and Working Capital
  • Min. 5+ years in a corporate Treasury or related financial environment
  • Previous experience in business development: an ability to understand, assess and react to client needs and the creation of solutions to support their treasury challenges.
  • Strong critical thinking skills with an ability to organize, synthesize, and analyze qualitative and quantitative data
  • Clear and concise written and verbal communication skills
  • Strong interpersonal skills; must have a balanced, open, and team-based personality and an ability to work well under pressure
  • Strong facility with core Microsoft products, particularly Excel, Word and Power Point, with competency in Visual Basic or other skills being an advantage
  • Willingness to travel, together with a strong desire to learn and develop professionally
  • Fluency in a major European or Asian language, in addition to English, is advantageous but not a requirement