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Treasury Connectivity Specialist Careers at RSM - Remote | Apply Now!

RSM

Treasury Connectivity Specialist Careers at RSM - Remote | Apply Now!

full-timePosted: Feb 17, 2026

Job Description

Treasury Connectivity Specialist at RSM: Overview

Are you a Treasury professional with a passion for technology and client service? RSM is seeking a highly motivated Treasury Connectivity Specialist to join our rapidly growing national Treasury practice. As a key member of our Finance Transformation solution, you'll play a vital role in modernizing the office of the CFO for our middle market clients. This is an exceptional opportunity to leverage your expertise in Treasury Management Systems (TMS) and bank connectivity to drive impactful results and advance your career within a supportive and dynamic environment.

A Day in the Life of a Treasury Connectivity Specialist

As a Treasury Connectivity Specialist at RSM, your day will be varied and challenging, offering opportunities to collaborate with clients and internal teams. You might start the day by consulting with a client's accounting team to understand their current treasury processes and identify areas for improvement. Next, you could be leading a TMS implementation project, troubleshooting technical issues, and ensuring seamless integration with the client's existing systems. A significant portion of your day might involve establishing and enhancing bank connectivity pipelines, utilizing your knowledge of APIs and SFTP configurations. You'll also dedicate time to training and mentoring junior team members, sharing your expertise and fostering their professional growth. Throughout the day, you'll be actively involved in process analysis, documentation, and project management, ensuring that projects are delivered on time and within budget.

Why a Remote Role?

RSM offers a remote work environment to allow employees the flexibility to be productive and collaborative while prioritizing their personal lives. Working remotely provides benefits such as a flexible work schedule, time and money saved commuting, and the ability to work from any location. RSM believes that this flexibility is key to attracting and retaining top talent.

Career Path and Growth Opportunities

RSM is committed to the growth and development of its employees. As a Treasury Connectivity Specialist, you'll have access to a clear career path, with opportunities to advance to senior consultant, manager, and beyond. You'll be encouraged to pursue professional certifications, such as Kyriba module certifications, and to expand your knowledge through ongoing training and development programs. RSM also provides mentorship programs to help you navigate your career and achieve your professional goals. The firm's commitment to promoting from within ensures that you'll have ample opportunities to take on new challenges and advance your career.

Salary and Benefits

RSM offers a competitive salary and benefits package that is designed to attract and retain top talent. The expected salary range for this role is $90,000-$140,000, depending on experience and location. In addition to a competitive salary, RSM offers a comprehensive benefits package that includes medical, dental, and vision insurance, life insurance, disability insurance, paid time off, holidays, a 401(k) plan with company match, an employee assistance program, and tuition reimbursement. RSM also offers flexible work arrangements to help you balance your work and personal life. RSM recognizes the importance of work-life balance and is committed to providing its employees with the resources they need to thrive both personally and professionally. For more information about RSM's total rewards, please visit https://rsmus.com/careers/working-at-rsm/benefits.

RSM Culture

RSM's culture is built on a foundation of respect, integrity, teamwork, and client service. The firm is committed to creating a diverse and inclusive workplace where everyone feels valued and respected. RSM also encourages its employees to give back to the community through volunteer opportunities and charitable giving programs. RSM’s core values are: * **Respect:** Treat everyone with dignity and value their contributions. * **Integrity:** Uphold the highest ethical standards in all that we do. * **Teamwork:** Collaborate effectively to achieve common goals. * **Excellence:** Strive for excellence in everything we do. * **Stewardship:** Take care of our clients, our people, and our communities.

How to Apply

If you are a Treasury professional with a passion for technology and client service, we encourage you to apply for the Treasury Connectivity Specialist position at RSM. To apply, please submit your resume and cover letter through the RSM careers website. Be sure to highlight your experience with TMS implementations, bank connectivity, and process improvement. We look forward to hearing from you!

Frequently Asked Questions (FAQ)

  1. What is RSM's approach to flexible work arrangements?

    RSM is committed to providing employees with flexible work arrangements to help them balance their work and personal lives. These arrangements may include remote work options, flexible hours, and compressed workweeks.

  2. What is RSM's policy on diversity and inclusion?

    RSM is committed to creating a diverse and inclusive workplace where everyone feels valued and respected. The firm has a number of programs and initiatives in place to promote diversity and inclusion, including employee resource groups and diversity training programs.

  3. What is RSM's approach to professional development?

    RSM is committed to the growth and development of its employees. The firm offers a variety of professional development opportunities, including training programs, mentorship programs, and tuition reimbursement.

  4. What is RSM's policy on volunteerism?

    RSM encourages its employees to give back to the community through volunteer opportunities and charitable giving programs. The firm provides employees with paid time off to volunteer and matches employee donations to charitable organizations.

  5. What is RSM's policy on work-life balance?

    RSM recognizes the importance of work-life balance and is committed to providing its employees with the resources they need to thrive both personally and professionally. The firm offers a variety of benefits and programs to support work-life balance, including flexible work arrangements, paid time off, and an employee assistance program.

  6. What types of clients will I be working with?

    You will be working with middle market clients across various industries.

  7. What Treasury Management Systems (TMS) does RSM work with?

    RSM works with various TMS platforms, including Kyriba, FIS, Trovata, GTreasury, and ReVal. Experience with multiple TMS platforms is a plus.

  8. What is the typical project timeline for a TMS implementation?

    The typical project timeline can vary, but it usually ranges from 3 to 9 months, depending on the complexity of the client's needs and systems.

  9. What opportunities are there for advancement?

    RSM is dedicated to employee growth. Opportunities for advancement include senior consultant, manager, senior manager, and principal.

  10. What is RSM's approach to sustainability?

    RSM is committed to operating in an environmentally responsible manner. The firm has a number of sustainability initiatives in place, including reducing energy consumption, minimizing waste, and promoting sustainable transportation.

Locations

  • Remote, United States, United States (Remote)

Salary

Estimated Salary Rangemedium confidence

99,000 - 154,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Treasury Management Systems (TMS)intermediate
  • Kyribaintermediate
  • FISintermediate
  • Trovataintermediate
  • GTreasuryintermediate
  • ReValintermediate
  • API Configurationintermediate
  • SFTP Configurationintermediate
  • Bank Connectivityintermediate
  • Process Improvementintermediate
  • Financial Transformationintermediate
  • Procedure Designintermediate
  • Optimizationintermediate
  • Relationship Managementintermediate
  • Project Managementintermediate
  • Accountingintermediate
  • Financial Analysisintermediate
  • Operational Analysisintermediate
  • Internal Controlsintermediate
  • Communication Skills (Written & Verbal)intermediate
  • Data Assimilationintermediate
  • Organization Skillsintermediate
  • Self-Directionintermediate
  • Teamworkintermediate
  • Problem Solvingintermediate
  • Process Analysisintermediate

Required Qualifications

  • Bachelor's Degree in Accounting or related field (experience)
  • Minimum 4 years of previous treasury consulting and connectivity experience (experience)
  • Experience with any TMS such as Kyriba, FIS, Trovata, GTreasury or ReVal (experience)
  • Knowledge of API and SFTP configuration (experience)
  • Experience supporting bank connectivity set up (Preferred) (experience)
  • Certification in Kyriba modules (Preferred) (experience)
  • Consulting or Professional Services firm experience (Preferred) (experience)
  • Pre-sales/sales experience (Preferred) (experience)
  • Understanding and demonstrated experience working with multiple clients (Preferred) (experience)
  • Corporate or industry accounting experience (Preferred) (experience)
  • Experience with operational process reviews and basic internal control requirements (Preferred) (experience)
  • Ability to anticipate and address client concerns and issues (Preferred) (experience)
  • Strong accounting/treasury skills and knowledge (Preferred) (experience)
  • Ability to break complex issues into project steps and problem solve (Preferred) (experience)
  • Ability to facilitate clients and project teams at all levels (Preferred) (experience)
  • Strong written and verbal communication skills (Preferred) (experience)
  • Strong data assimilation and organization skills (Preferred) (experience)
  • Strong self-direction and team working skills (Preferred) (experience)

Responsibilities

  • Consult with accounting, financial, operational, and other management personnel to improve their businesses.
  • Lead Treasury Technology implementation projects, assess, troubleshoot, and test during the implementation cycle.
  • Train and advise clients in the leading use of TMS modules to fit their specific needs.
  • Provide qualified support to establish bank connectivity and to enhance or update the existing pipeline.
  • Train and mentor staff/project team members.
  • Conduct process analysis/optimization, documentation, and project management tasks for engagements.
  • Work effectively in collaborative team environments.
  • Manage relationship with clients
  • Perform on-site client projects
  • Focus on bank connectivity within treasury operations
  • Provide expert guidance on TMS implementations.
  • Contribute to financial transformation initiatives.
  • Design and optimize treasury procedures.
  • Identify and resolve issues within the implementation cycle
  • Support pre-sales/sales activities

Benefits

  • general: Competitive compensation package
  • general: Comprehensive health insurance (medical, dental, vision)
  • general: Life insurance
  • general: Disability insurance
  • general: Paid time off (PTO)
  • general: Holidays
  • general: Flexible work arrangements
  • general: Retirement plan (401k) with company match
  • general: Employee assistance program (EAP)
  • general: Professional development opportunities
  • general: Tuition reimbursement
  • general: Wellness programs
  • general: Employee referral program
  • general: Opportunities for advancement
  • general: Mentorship programs
  • general: Commitment to diversity and inclusion
  • general: Volunteer opportunities

Target Your Resume for "Treasury Connectivity Specialist Careers at RSM - Remote | Apply Now!" , RSM

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Keyword optimization analysis
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Tags & Categories

TreasuryConnectivityRemoteTechnologyConsultingFinanceTreasury Connectivity SpecialistTreasury Management SystemsTMS ImplementationBank ConnectivityAPI ConfigurationSFTP ConfigurationKyribaFISTrovataGTreasuryReValFinance TransformationProcess ImprovementRemote JobAccountingFinancial AnalysisProfessional ServicesCareer OpportunityRSMMiddle MarketFinancial TechnologyTreasury OperationsProject ManagementClient ServiceTreasury ConsultantConsultingAccountingTaxAudit

Answer 10 quick questions to check your fit for Treasury Connectivity Specialist Careers at RSM - Remote | Apply Now! @ RSM.

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RSM logo

Treasury Connectivity Specialist Careers at RSM - Remote | Apply Now!

RSM

Treasury Connectivity Specialist Careers at RSM - Remote | Apply Now!

full-timePosted: Feb 17, 2026

Job Description

Treasury Connectivity Specialist at RSM: Overview

Are you a Treasury professional with a passion for technology and client service? RSM is seeking a highly motivated Treasury Connectivity Specialist to join our rapidly growing national Treasury practice. As a key member of our Finance Transformation solution, you'll play a vital role in modernizing the office of the CFO for our middle market clients. This is an exceptional opportunity to leverage your expertise in Treasury Management Systems (TMS) and bank connectivity to drive impactful results and advance your career within a supportive and dynamic environment.

A Day in the Life of a Treasury Connectivity Specialist

As a Treasury Connectivity Specialist at RSM, your day will be varied and challenging, offering opportunities to collaborate with clients and internal teams. You might start the day by consulting with a client's accounting team to understand their current treasury processes and identify areas for improvement. Next, you could be leading a TMS implementation project, troubleshooting technical issues, and ensuring seamless integration with the client's existing systems. A significant portion of your day might involve establishing and enhancing bank connectivity pipelines, utilizing your knowledge of APIs and SFTP configurations. You'll also dedicate time to training and mentoring junior team members, sharing your expertise and fostering their professional growth. Throughout the day, you'll be actively involved in process analysis, documentation, and project management, ensuring that projects are delivered on time and within budget.

Why a Remote Role?

RSM offers a remote work environment to allow employees the flexibility to be productive and collaborative while prioritizing their personal lives. Working remotely provides benefits such as a flexible work schedule, time and money saved commuting, and the ability to work from any location. RSM believes that this flexibility is key to attracting and retaining top talent.

Career Path and Growth Opportunities

RSM is committed to the growth and development of its employees. As a Treasury Connectivity Specialist, you'll have access to a clear career path, with opportunities to advance to senior consultant, manager, and beyond. You'll be encouraged to pursue professional certifications, such as Kyriba module certifications, and to expand your knowledge through ongoing training and development programs. RSM also provides mentorship programs to help you navigate your career and achieve your professional goals. The firm's commitment to promoting from within ensures that you'll have ample opportunities to take on new challenges and advance your career.

Salary and Benefits

RSM offers a competitive salary and benefits package that is designed to attract and retain top talent. The expected salary range for this role is $90,000-$140,000, depending on experience and location. In addition to a competitive salary, RSM offers a comprehensive benefits package that includes medical, dental, and vision insurance, life insurance, disability insurance, paid time off, holidays, a 401(k) plan with company match, an employee assistance program, and tuition reimbursement. RSM also offers flexible work arrangements to help you balance your work and personal life. RSM recognizes the importance of work-life balance and is committed to providing its employees with the resources they need to thrive both personally and professionally. For more information about RSM's total rewards, please visit https://rsmus.com/careers/working-at-rsm/benefits.

RSM Culture

RSM's culture is built on a foundation of respect, integrity, teamwork, and client service. The firm is committed to creating a diverse and inclusive workplace where everyone feels valued and respected. RSM also encourages its employees to give back to the community through volunteer opportunities and charitable giving programs. RSM’s core values are: * **Respect:** Treat everyone with dignity and value their contributions. * **Integrity:** Uphold the highest ethical standards in all that we do. * **Teamwork:** Collaborate effectively to achieve common goals. * **Excellence:** Strive for excellence in everything we do. * **Stewardship:** Take care of our clients, our people, and our communities.

How to Apply

If you are a Treasury professional with a passion for technology and client service, we encourage you to apply for the Treasury Connectivity Specialist position at RSM. To apply, please submit your resume and cover letter through the RSM careers website. Be sure to highlight your experience with TMS implementations, bank connectivity, and process improvement. We look forward to hearing from you!

Frequently Asked Questions (FAQ)

  1. What is RSM's approach to flexible work arrangements?

    RSM is committed to providing employees with flexible work arrangements to help them balance their work and personal lives. These arrangements may include remote work options, flexible hours, and compressed workweeks.

  2. What is RSM's policy on diversity and inclusion?

    RSM is committed to creating a diverse and inclusive workplace where everyone feels valued and respected. The firm has a number of programs and initiatives in place to promote diversity and inclusion, including employee resource groups and diversity training programs.

  3. What is RSM's approach to professional development?

    RSM is committed to the growth and development of its employees. The firm offers a variety of professional development opportunities, including training programs, mentorship programs, and tuition reimbursement.

  4. What is RSM's policy on volunteerism?

    RSM encourages its employees to give back to the community through volunteer opportunities and charitable giving programs. The firm provides employees with paid time off to volunteer and matches employee donations to charitable organizations.

  5. What is RSM's policy on work-life balance?

    RSM recognizes the importance of work-life balance and is committed to providing its employees with the resources they need to thrive both personally and professionally. The firm offers a variety of benefits and programs to support work-life balance, including flexible work arrangements, paid time off, and an employee assistance program.

  6. What types of clients will I be working with?

    You will be working with middle market clients across various industries.

  7. What Treasury Management Systems (TMS) does RSM work with?

    RSM works with various TMS platforms, including Kyriba, FIS, Trovata, GTreasury, and ReVal. Experience with multiple TMS platforms is a plus.

  8. What is the typical project timeline for a TMS implementation?

    The typical project timeline can vary, but it usually ranges from 3 to 9 months, depending on the complexity of the client's needs and systems.

  9. What opportunities are there for advancement?

    RSM is dedicated to employee growth. Opportunities for advancement include senior consultant, manager, senior manager, and principal.

  10. What is RSM's approach to sustainability?

    RSM is committed to operating in an environmentally responsible manner. The firm has a number of sustainability initiatives in place, including reducing energy consumption, minimizing waste, and promoting sustainable transportation.

Locations

  • Remote, United States, United States (Remote)

Salary

Estimated Salary Rangemedium confidence

99,000 - 154,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Treasury Management Systems (TMS)intermediate
  • Kyribaintermediate
  • FISintermediate
  • Trovataintermediate
  • GTreasuryintermediate
  • ReValintermediate
  • API Configurationintermediate
  • SFTP Configurationintermediate
  • Bank Connectivityintermediate
  • Process Improvementintermediate
  • Financial Transformationintermediate
  • Procedure Designintermediate
  • Optimizationintermediate
  • Relationship Managementintermediate
  • Project Managementintermediate
  • Accountingintermediate
  • Financial Analysisintermediate
  • Operational Analysisintermediate
  • Internal Controlsintermediate
  • Communication Skills (Written & Verbal)intermediate
  • Data Assimilationintermediate
  • Organization Skillsintermediate
  • Self-Directionintermediate
  • Teamworkintermediate
  • Problem Solvingintermediate
  • Process Analysisintermediate

Required Qualifications

  • Bachelor's Degree in Accounting or related field (experience)
  • Minimum 4 years of previous treasury consulting and connectivity experience (experience)
  • Experience with any TMS such as Kyriba, FIS, Trovata, GTreasury or ReVal (experience)
  • Knowledge of API and SFTP configuration (experience)
  • Experience supporting bank connectivity set up (Preferred) (experience)
  • Certification in Kyriba modules (Preferred) (experience)
  • Consulting or Professional Services firm experience (Preferred) (experience)
  • Pre-sales/sales experience (Preferred) (experience)
  • Understanding and demonstrated experience working with multiple clients (Preferred) (experience)
  • Corporate or industry accounting experience (Preferred) (experience)
  • Experience with operational process reviews and basic internal control requirements (Preferred) (experience)
  • Ability to anticipate and address client concerns and issues (Preferred) (experience)
  • Strong accounting/treasury skills and knowledge (Preferred) (experience)
  • Ability to break complex issues into project steps and problem solve (Preferred) (experience)
  • Ability to facilitate clients and project teams at all levels (Preferred) (experience)
  • Strong written and verbal communication skills (Preferred) (experience)
  • Strong data assimilation and organization skills (Preferred) (experience)
  • Strong self-direction and team working skills (Preferred) (experience)

Responsibilities

  • Consult with accounting, financial, operational, and other management personnel to improve their businesses.
  • Lead Treasury Technology implementation projects, assess, troubleshoot, and test during the implementation cycle.
  • Train and advise clients in the leading use of TMS modules to fit their specific needs.
  • Provide qualified support to establish bank connectivity and to enhance or update the existing pipeline.
  • Train and mentor staff/project team members.
  • Conduct process analysis/optimization, documentation, and project management tasks for engagements.
  • Work effectively in collaborative team environments.
  • Manage relationship with clients
  • Perform on-site client projects
  • Focus on bank connectivity within treasury operations
  • Provide expert guidance on TMS implementations.
  • Contribute to financial transformation initiatives.
  • Design and optimize treasury procedures.
  • Identify and resolve issues within the implementation cycle
  • Support pre-sales/sales activities

Benefits

  • general: Competitive compensation package
  • general: Comprehensive health insurance (medical, dental, vision)
  • general: Life insurance
  • general: Disability insurance
  • general: Paid time off (PTO)
  • general: Holidays
  • general: Flexible work arrangements
  • general: Retirement plan (401k) with company match
  • general: Employee assistance program (EAP)
  • general: Professional development opportunities
  • general: Tuition reimbursement
  • general: Wellness programs
  • general: Employee referral program
  • general: Opportunities for advancement
  • general: Mentorship programs
  • general: Commitment to diversity and inclusion
  • general: Volunteer opportunities

Target Your Resume for "Treasury Connectivity Specialist Careers at RSM - Remote | Apply Now!" , RSM

Get personalized recommendations to optimize your resume specifically for Treasury Connectivity Specialist Careers at RSM - Remote | Apply Now!. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Treasury Connectivity Specialist Careers at RSM - Remote | Apply Now!" , RSM

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

TreasuryConnectivityRemoteTechnologyConsultingFinanceTreasury Connectivity SpecialistTreasury Management SystemsTMS ImplementationBank ConnectivityAPI ConfigurationSFTP ConfigurationKyribaFISTrovataGTreasuryReValFinance TransformationProcess ImprovementRemote JobAccountingFinancial AnalysisProfessional ServicesCareer OpportunityRSMMiddle MarketFinancial TechnologyTreasury OperationsProject ManagementClient ServiceTreasury ConsultantConsultingAccountingTaxAudit

Answer 10 quick questions to check your fit for Treasury Connectivity Specialist Careers at RSM - Remote | Apply Now! @ RSM.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.