Professional Services Consultant - Treasury

Main Responsibilities:

- Implement and deploy FreeBalance Treasury solutions following the company’s ISO 9001:2015 certified implementation methodology.

- Conduct business requirements reviews with government and public sector clients, gathering and documenting Treasury and Public Financial Management requirements.

- Analyze and map client Treasury processes to FreeBalance functionality and prepare functional documentation and storyboards for client approval and sign-off.

- Configure and demonstrate FreeBalance Treasury solutions, including cash management, cash forecasting, banking, payments, receipts, and related treasury processes.

- Support the integration of Treasury processes with other financial management functions, including budgeting, accounting, accounts payable, accounts receivable, and General Ledger.

- Develop test plans and conduct User Acceptance Testing (UAT) of the configured solution with the client.

- Develop training materials and deliver product and user training, including Train-the-Trainer sessions, while ensuring effective knowledge transfer to client teams.

- Manage customer expectations and build effective client relationships while promoting FreeBalance values, methodologies, and good practices.

- Work closely with the Project Manager and project team to ensure activities, milestones, and deliverables are completed on time and within budget, providing regular updates on progress, risks, and issues.

- Provide functional feedback to Product Management based on client requirements and implementation experience, and perform other duties related to assigned projects and FreeBalance OKRs.

Qualifications:

- University degree in Accounting, Finance, Business Administration, Commerce, Information Systems, or a related field.

- Minimum of 10 years of Information Systems experience, including at least 5 years implementing ERP or financial management solutions.

- Strong functional knowledge of Treasury and Public Financial Management processes, including cash management, cash forecasting, banking, payments, receipts, and related processes.

- Demonstrated experience implementing and configuring Treasury or financial management solutions, including requirements gathering, process mapping, testing, deployment, and training, with the ability to translate business needs into system solutions.

- Experience with ERP systems and the integration of Treasury with other financial management functions, including budgeting, accounting, Accounts Payable, Accounts Receivable, and General Ledger.

- Experience working with government or public sector organizations and knowledge of public sector Treasury and financial management processes is highly desirable.

- Strong analytical and problem-solving skills, with the ability to identify and address functional and implementation challenges.

- Excellent interpersonal, communication, and stakeholder management skills, with demonstrated ability to build positive customer relationships and excellent verbal and written Spanish and English.