Treasury Project Manager

POSITION SUMMARY

The Treasury Project Manager will work closely with the Treasury and Investor Relations leadership team to drive strategic analysis financial planning and executive-level presentations across Vertivs Treasury and Investor Relations function. This role combines deep analytical rigor with a strong communication skillset supporting high-impact initiatives which may include capital structure optimization liquidity planning debt portfolio strategy and cross-functional strategic projects.

• Develop executive-level PowerPoint presentations and strategic recommendations for senior leadership
• Build and maintain complex financial models to evaluate capital allocation scenarios debt refinancing opportunities and liquidity forecasting
• Conduct in-depth research and analysis on capital markets trends interest rate environments credit markets and peer benchmarking
• Support the development of Treasurys long-range strategic plan translating data into actionable insights and compelling narratives
• Prepare materials for external stakeholder meetings including credit rating agencies and investors
• Partner with FP&A Accounting Tax Legal and regional finance teams to synthesize cross-functional data into cohesive strategic frameworks
• Assist in evaluating and executing M&A-related treasury workstreams with a focus on funding strategies integration planning and financial impact modeling
• Identify process improvement opportunities and implement best-in-class Treasury reporting and analytics infrastructure
• Track and analyze key Treasury performance metrics creating dashboards and periodic reports for leadership visibility

QUALIFICATIONS

Minimum Job Qualifications:

• MBA or Masters degree in Finance Business Economics or a directly related field
• Bachelors degree in Finance Engineering Mathematics Economics Accounting or other technical/quantitative discipline
• 25 years of combined experience in investment banking management consulting corporate finance or treasury
• Advanced proficiency in Microsoft PowerPoint and Excel (financial modeling scenario analysis data visualization)
• Demonstrated ability to synthesize complex data into clear executive-ready presentations and written communications

Preferred Qualifications:

• Proven track record of managing multiple projects simultaneously in a fast-paced high-expectation environment
• Strong executive presence with the ability to present complex financial concepts to senior stakeholders in a clear data-driven manner

EDUCATION AND CERTIFICATIONS

• Bachelors degree in Finance Engineering Mathematics Economics Accounting or other technical/business discipline (required)
• MBA or Masters degree in Finance or Business (required)

PHYSICAL REQUIREMENTS

• No Special Physical Requirements

ENVIRONMENTAL DEMANDS

• None

TRAVEL TIME REQUIRED

• Up to 15%