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Project Manager - Treasury Services

Roles & Responsibilities

  • 5+ years of experience as a Project Manager, including at least 3 years in treasury services areas (ACH, Wires, Positive Pay, Reverse Positive Pay).
  • System stand-up and/or implementation experience is a plus.
  • Bachelor’s degree in Finance, Accounting, Business, or a related field.
  • Strong verbal and written communication and stakeholder management skills; working knowledge of SharePoint and Jira; proficiency in PowerPoint, Word, Excel, and Visio.

Requirements:

  • Collaborate with business stakeholders to design and implement a new treasury services platform, and optimize client experience by defining and documenting new business processes.
  • Translate business needs into detailed functional and technical requirements for treasury services; document requirements and maintain up-to-date process flows, user guides, and training materials.
  • Liaise between business units, IT, and treasury services teams to ensure seamless integration of treasury solutions across the organization; design processes, propose solutions, and implement best practices.
  • Provide end-user support, deliver training, troubleshoot issues, monitor regulatory compliance and risk, and develop financial and operational reports with insights and recommendations.

Job description

Hobbs Madison is a leading consulting firm focused on bridging the gap between business strategy and technology execution. We combine deep technical and management expertise to solve complex challenges, improve capabilities, and drive competitive growth. Our clients include some of the largest banking, insurance and investment firms in the U.S.

We are seeking a highly motivated and detail-oriented Treasury Services Project Manager. This person will be responsible for collaborating with the business to design and implement a new treasury services platform. Responsibilities include mapping & documenting required integrations and ensuring that processes, systems, and services are effectively managed and optimized. The ideal candidate will have treasury services experience, including vendor-specific experience with Alkami, Bottomline, Fiserv, and/or Q2. Digital platform tool experience including onboarding, reporting, fraud/risk management, ACH & Wire origination a plus.

This is a Remote, Full-Time position that may also require some travel.

Key Responsibilities

  • Assist business team stakeholders to optimize client experience by defining new business processes and assisting in the design and implementation of a new treasury services platform.
  • Work closely with stakeholders to understand and document business needs, translating them into detailed functional and technical requirements for treasury services.
  • Maintain accurate and up-to-date documentation, including process flows, user guides, and training materials for treasury systems and processes.
  • Liaise between business units, IT, and treasury services teams to ensure seamless integration of treasury solutions across the organization.
  • Design business and technical processes, propose solutions, and work with teams to implement best practices.
  • Assist in monitoring compliance and regulatory risk.
  • Provide support for treasury applications and end-users, delivering training when necessary and troubleshooting issues as they arise.
  • Develop financial and operational reports, providing insight and recommendations on commonly used treasury services reports.
About You
  • Minimum of 5+ years of experience as a Project Manager, including at least 3 years in the following treasury services areas: ACH, Wires, Positive Pay, & Reverse Positive Pay. System stand-up and/or implementation experience a plus.
  • Proactive self-starter who works independently, takes initiative, and can translate complex technical information to a diverse business audience.
  • Ability to manage complex, multi-workstream teams.
  • Strong verbal and written communication and stakeholder management skills
  • Proficiency in PowerPoint, Word, Excel, Visio, and project related tools
  • Bachelor’s degree in Finance, Accounting, Business, or a related field.
  • Working knowledge of SharePoint, Jira

Our History

Founded in 2002, Hobbs Madison Inc. is a consulting firm specializing in technology and business solutions for the financial services industry. We partner with leading banks, insurance companies, and investor services firms to maximize existing platforms, implement innovative solutions, and deliver results quickly.

Our senior consultants average 15+ years of industry and technology experience, combining technical expertise, business insight, and clear communication to solve complex challenges. Known for our speed, precision, and collaborative approach, we help clients navigate change, improve capabilities, and strengthen their competitive edge.

Hobbs Madison has established a reputation among its clients as one of the leading Strategy and IT Consultants in the U.S. for the financial services industry.

#LI-Remote #Full-Time

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