Project Manager - Treasury Services

Hobbs Madison

Dallas, TX(remote)

JOB DETAILS
JOB TYPE
Full-time
SKILLS
Accounting, Atlassian JIRA, Banking Services, Best Practices, Business Processes, Business Solutions, Business Strategy, Communication Skills, Consulting, Customer Experience, Detail Oriented, Documentation, Finance, Financial Operations, Financial Reporting, Financial Services, Identify Issues, Information Technology Consulting, Insurance, Investment Services, Maintain Compliance, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Visio, Microsoft Word, Needs Assessment, Onboarding, Operations Planning, Presentation/Verbal Skills, Process Development, Process Flow, Project/Program Management, Risk, Risk Management, Software Administration, Team Player, Technical Leadership, Technical Strategy, Technical Support, Technical/Engineering Design, Training/Teaching, Treasury, Treasury Management, Willing to Travel, Writing Skills
LOCATION
Dallas, TX
POSTED
30+ days ago

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

Powered by JazzHR

About the Company

H

Hobbs Madison

At Hobbs | Madison, we believe in forging a successful partnership between business leaders and their IT partners; we believe that successful companies leverage existing IT platforms to their fullest while positioning themselves to take advantage of emerging solutions and marketplace trends; we believe that companies must be able to successfully convert acquisitions while concurrently improving product capabilities and organizational competitiveness. Our distinctive competence is a unique ability to apply both technical and management expertise to our analysis of client problems and opportunities. This expertise has developed from extensive prior experience in dealing with domestic and international issues requiring knowledge of financial industry technologies, operations, and processes.

We are different from other firms in our:

  • Knowledge Leadership – Our people are senior financial industry technology specialists who have considerable experience with domestic and international banking institutions, insurance companies, and investor services firms.
  • Financial Industry Specialization – We provide a detailed understanding of the needs of the financial services industry. Our consultants have led a broad range of high-profile engagements for global financial services institutions.
  • Speed – Our methodology builds momentum and consensus to achieve results quickly. We combine a tightly integrated methodology with highly seasoned staff to jump-start your organization.
In addition to the work that we do and the clients that we serve, Hobbs | Madison can also be defined by its people. Our people have a unique balance of technical, business, and communication skills, and bring strong consulting experience to each engagement. Our enthusiasm and results-orientation ensures that each client has an extremely positive experience.

Our staff members are a unique and valuable resource for our clients. Professional staff members typically have graduate-level university training in finance and technology, as well as at least fifteen years of financial services industry and technology consulting experience.

Because the creative and informed judgments required by our clients must often be gleaned from information that is limited or difficult to obtain, our staff members have developed superior information gathering techniques and creative analytic approaches.

COMPANY SIZE
100 to 499 employees
INDUSTRY
All