Treasury Business Partner
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will own treasury delivery for the North America portfolio and provide support across Group Treasury. You will manage short-term cash forecasting, daily liquidity, payment controls, banking activity, FX exposure, reporting, and process improvements. You will partner with finance stakeholders, resolve payment and platform issues, and escalate emerging risks.
Requirements
- Be a qualified or part-qualified treasury or accounting professional, or have equivalent experience
- Have corporate treasury, cash management, cash forecasting, or finance business partnering experience in a complex multinational organization
- Understand liquidity, working capital, banking, payment controls, delegated authority, and audit evidence
- Have strong Excel, cash modelling, variance analysis, and reconciliation skills
- Maintain regular overlap with North American stakeholders
Responsibilities
- Build relationships with finance and business stakeholders and lead cash and liquidity reviews
- Coordinate and challenge short-term cash-flow forecasts
- Monitor daily cash and liquidity and recommend funding actions
- Oversee payments, bank accounts, payment controls, and bank reconciliations
- Support FX exposure management and approved hedging activity
- Investigate material cash requirements, overdue items, and working-capital movements
- Resolve banking, platform, and payment issues
- Deliver treasury reporting and escalate liquidity risks and control exceptions
- Maintain treasury procedures and controls