Treasury Consultant - Account Analysis

Treasury Consultant - Account Analysis at Novia Infotech Treasury Consultant - Account Analysis at Novia Infotech in METUCHEN, New Jersey Posted in 1 day ago.

Type:

full-time

Job Description:

Role Summary We are seeking an experienced Business Analyst/SME with strong expertise in Account Analysis (Treasury Billing & Pricing) to support a leading Banking / Treasury Services transformation initiative. This role is focused on delivering functional configurations, enhancements, and support across account analysis, client billing, and treasury pricing processes. The ideal candidate will have hands-on experience in account analysis platforms, including billing calculations, fee structures, and earnings credit rate (ECR), along with the ability to translate complex treasury requirements into scalable system solutions. Key Responsibilities Lead and support functional configurations, enhancements, and issue resolution in Infor Account Analysis / Treasury Billing modules Work closely with business stakeholders to gather requirements related to: Client billing and invoicing Fee calculation and pricing structures Earnings Credit Rate (ECR) and balance offset mechanisms Service usage tracking and billing reconciliation Translate business requirements into functional specifications and system configurations Analyze existing treasury and account analysis processes and identify optimization opportunities Collaborate with technical teams for development, testing, and deployment of solutions Manage change requests, production support tickets, and issue resolution Participate in UAT, go-live activities, and post-production support Create and maintain detailed documentation for business processes, billing rules, and system configurations

Technical Environment Platform:

Infor Account Analysis /

Treasury Billing Solutions Domain:

Commercial Banking -

Treasury Services, Cash Management, Account Analysis Tools:

SQL, JIRA

/ ServiceNow (ticketing), reporting tools (BIRST or similar - nice to have)

Integration:

Experience working with middleware, APIs, and system integrations across banking platforms Required Skills & Experience 5+ years of hands-on experience with Treasury Billing platforms Strong understanding of account analysis processes, including: Client billing and invoicing Fee and pricing models Earnings Credit Rate (ECR) calculations Billing reconciliation and reporting Experience in Commercial Banking / Treasury Services domain Proven ability to work with cross-functional teams and stakeholders Strong analytical, communication, and documentation skills Preferred Qualifications Experience working with large banking or financial services clients Exposure to payments, deposits, or treasury products Familiarity with reporting and analytics tools (BIRST, BI tools, etc.) Understanding of banking integrations, APIs, and data flows