Senior Consultant - Treasury, Financial Transactions & Accounting
Fully remote position offering a flexible work schedule.
Location: LATAM (Brazil)
You'll work with top-tier clients across industries - multinationals, banks, and government entities. You're not just executing tasks, you're leading workstreams, shaping recommendations, and driving change in treasury organizations.
About us:
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 a Senior Consultant with expertise in financial transactions, treasury management systems, and accounting advisory. In this role, you will advise clients on optimizing their treasury operations, cash management, and transaction accounting processes, while ensuring compliance with IFRS/US GAAP and best practices. You will work closely with CFOs, Treasurers, and finance teams to deliver end-to-end solutions, from system implementation and integration to technical accounting guidance for complex treasury transactions.
Required Skills:
• Lead client engagements focused on treasury management systems (TMS) implementation, configuration, and optimization
• Advise on accounting treatment for cash, liquidity, hedging, financial instruments, and intercompany transactions.
• Support clients with treasury transformation projects, including process automation and system enhancements.
• Provide technical expertise on treasury-related accounting standards and regulatory requirements.
• Collaborate with cross-functional teams to deliver integrated consulting solutions.
• Mentor junior consultants and contribute to practice development.
Desired Skills:
• Experience in financial services or corporate treasury environment
• Solid analytical and quantitative skills, with proficiency in Microsoft Excel; experience with financial modeling is a plus.
• System/software implementation experience
• Exposure to financial instruments including derivatives, funding, and investments
Education:
Bachelor's degree in Finance or Accounting
CFA, CPA, or CTP certification is preferred
English: Able to communicate fluently, you will work with a multicultural team and consultants from other countries.
Contact/application information:
Please submit your resume to recruiting@actualizeconsulting.com. If accepted, we'll be in touch to schedule an interview.
Thank you