Job Description:
The client is seeking a highly specialized Treasury Management Billing / Account Analysis Consultant to support a critical bank merger integration initiative. This role is heavily focused on hands-on execution within Treasury Management billing platforms, with an emphasis on pricing configuration, account analysis, and large-scale data conversion.
This is a niche, high-impact position requiring deep functional expertise in treasury billing systems (Weiland preferred, or comparable platforms such as XAA), along with strong analytical capabilities to ensure accurate billing outcomes during and after the merger. The resource will play a key role in migrating and validating complex pricing structures, ensuring alignment between legacy and acquired bank systems, and minimizing client impact.
The consultant will operate at both a system configuration and analytical level, responsible for building and testing billing codes, fee structures, and pricing logic, while also performing bank-wide pricing analysis to validate calculations, assess downstream client impact, and ensure revenue accuracy. This includes deep involvement in billing setup, pricing calculations, fee modeling, and reconciliation activities tied to Treasury services such as ACH, wires, and cash management products.
Additionally, this role requires extensive data validation and reconciliation work, leveraging advanced Excel skills (pivot tables, VLOOKUP/XLOOKUPs, and complex calculations) to analyze large data sets, identify discrepancies, and ensure integrity throughout the conversion process. The consultant will partner closely with internal stakeholders, product teams, and third-party vendors to support testing, resolve issues, and ensure a successful go-live with accurate client billing.
Required Skills:
Strong hands-on experience with Treasury Management billing and Account Analysis
Direct experience with:
Weiland (preferred), or
Comparable platforms such as XAA (Extended Account Analysis)
Solid understanding of Treasury Management services (ACH, wires, cash management)
Ability to independently configure, test, and troubleshoot billing systems
Strong data analysis skills (Excel / spreadsheets)
Experience supporting bank mergers or system conversions strongly preferred
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