Job Description: eTreasury Platform ConsultantLocation: Herndon VAHybrid Role OverviewWe are seeking an experienced eTreasury Platform Consultant to support the assessment, design, and implementation of a modern eTreasury platform for business and commercial banking. The consultant will assess the bank’s current eTreasury implementation, analyze business and technology capabilities, define requirements for a new platform, and recommend a future-ready solution aligned with industry practices. The role requires strong knowledge of commercial banking treasury services and practical experience defining or implementing eTreasury platforms, including familiarity with FIS Dragonfly eTreasury or comparable platforms.   Key ResponsibilitiesCurrent-State AssessmentAssess the bank’s existing eTreasury platform, operating model, product capabilities, integrations, and technology architecture.Analyze current business processes, customer journeys, service models, workflows, and operational controls.Identify platform strengths, limitations, technical debt, process gaps, and opportunities for modernization.Review existing treasury products and services, including:Cash managementPayments and collectionsLiquidity managementAccount and transaction servicesReceivables managementAccount reporting and reconciliationUser administration and entitlementsNotifications and alertsHost-to-host and API-based connectivityEvaluate current integrations with core banking, payment, fraud, risk, accounting, reporting, and customer relationship management systems.Document dependencies, data flows, system interfaces, and operational handoffs. Business and Capability AnalysisIn absence of consistent access to business team , analysis the artefacts - test cases, logs, data dictionaries , ER diagrams etc to create the requirements and capabilityviewTranslate business objectives into clear functional and non-functional requirements.Define the capabilities required for a new eTreasury platform supporting business and commercial banking clients.Analyze customer segments, treasury use cases, user personas, and servicing requirements.Define requirements for corporate onboarding, account setup, user administration, entitlements, approvals, transaction processing, reporting, and self-service capabilities.Identify opportunities to simplify processes, improve client experience, reduce manual activity, and enable digital servicing.Establish capability gaps between the current state and the target state. Future-State Platform DefinitionDefine the target operating model and future-state capabilities for a robust and scalable eTreasury platform.Develop a platform vision aligned with commercial banking strategy, customer expectations, and technology modernization objectives.Define requirements for modular, configurable, and extensible platform components.Recommend capabilities that support:Multi-channel accessRole-based user administrationFlexible entitlement and approval modelsReal-time or near-real-time account and transaction informationPayment initiation and monitoringCash position and liquidity visibilityDigital reporting and reconciliationAPI and host-to-host connectivityEvent-driven notifications and alertsConfigurable workflowsStrong auditability and operational controlsSecure integration with internal and external systemsDefine principles for scalability, resilience, availability, security, maintainability, and regulatory alignment.Support the development of target-state architecture and platform transition approaches.Industry and Product Best PracticesBring relevant industry perspectives on eTreasury platforms and commercial banking technology.Benchmark proposed capabilities against established commercial banking and treasury management practices.Recommend modern user experience, integration, data, automation, and servicing patterns.Identify opportunities to support emerging requirements such as:API-enabled treasury servicesEmbedded finance and ecosystem connectivityReal-time payments and account informationIntelligent cash forecastingAutomated reconciliationConfigurable digital workflowsSelf-service administrationData-driven treasury insightsDistinguish proven industry practices from emerging or future-state concepts.Ensure recommendations are practical, achievable, and aligned with the bank’s business and technology landscape. FIS Dragonfly KnowledgeApply knowledge of FIS Dragonfly eTreasury to assess relevant platform capabilities, configuration options, integration considerations, and implementation dependencies in the current environmentHighlight potential capability gaps, customization risks, operational implications, and migration considerations Requirements and Implementation SupportProduce business requirements, functional requirements, capability maps, process models, user journeys, and fit-gap assessments.Define acceptance criteria and measurable outcomes for major platform capabilities.Support prioritization of requirements using appropriate categories such as:MandatoryHigh priorityRecommendedFuture roadmapSupport implementation planning, roadmap development, release planning, and transition strategy.Collaborate with architecture, engineering, security, data, testing, and delivery teams.Support solution design reviews and ensure that business requirements remain traceable through implementation. Key Deliverableso   Current-state assessment of the bank’s eTreasury platform.o   Current-state business capability and technology capability maps.o   Stakeholder and user persona analysis.o   Current and target customer journeys.o   Current-state process and integration assessment.o   Gap analysis and pain-point assessment.o   Future-state eTreasury capability model.o   Target operating model recommendations.o   Functional and non-functional requirements.o   Industry best-practice assessment.o   Target-state platform principles and solution considerations.o   Prioritized implementation roadmap.o   Platform selection or implementation recommendations.o   Risks, assumptions, dependencies, and mitigation recommendations.o   Requirements traceability and acceptance criteria.o    Required Qualifications and Experience·       Bachelor’s degree in business, finance, banking, information technology, engineering, or a related discipline.·       Significant experience in commercial banking, transaction banking, cash management, treasury services, or digital banking platforms.·       Demonstrated experience defining, implementing, modernizing, or transforming eTreasury platforms.·       Practical knowledge of business banking and commercial banking treasury use cases.·       Experience assessing existing platforms and defining requirements for replacement or modernization programs.·       Experience with one or more eTreasury, cash management, transaction banking, or corporate banking platforms.·       Knowledge of FIS Dragonfly eTreasury is strongly preferred.·       Experience in platform capability assessment, fit-gap analysis, business process analysis, and requirements definition.·       Experience working with cross-functional stakeholders across business, product, operations, architecture, technology, risk, security, and compliance.·       Strong understanding of banking integrations, including core banking, payment systems, accounting, reporting, fraud, risk, API, and host-to-host connectivity.·       Experience contributing to large-scale banking transformation or platform implementation programs. Preferred Qualifications·       Experience with corporate treasury management and digital cash management solutions.·       Knowledge of payment initiation, account reporting, liquidity management, receivables, reconciliation, and corporate connectivity.·       Experience defining digital onboarding, customer administration, entitlements, approval workflows, and service management capabilities.·       Familiarity with cloud-enabled, modular, event-driven, or API-first banking platform architectures.·       Relevant business analysis, product management, banking technology, or architecture certifications are beneficial but not mandatory. Core Competencies·       eTreasury and commercial banking domain expertise·       Business and technology capability analysis·       Current-state and future-state assessment·       Platform modernization·       Requirements engineering·       Business process analysis·       Fit-gap analysis·       Product and platform evaluation·       Customer journey mapping·       Banking integration analysis·       Stakeholder management·       Solution and operating model definition·       Strategic planning and roadmap development·       Risk, dependency, and assumption management·       Clear written and verbal communication·        Success MeasuresSuccess in this role will be demonstrated through:·       A clear and evidence-based assessment of the bank’s current eTreasury platform.·       Well-defined business, functional, technical, and operational requirements.·       A practical target-state capability model aligned with commercial banking needs.·       Effective use of industry best practices without introducing unnecessary complexity.·       A transparent assessment of FIS Dragonfly capabilities, gaps, dependencies, and implementation considerations.·       A realistic and prioritized roadmap for implementing the new eTreasury platform.·       Strong stakeholder alignment across business and technology teams.·       A platform vision that is scalable, secure, resilient, configurable, and adaptable to future banking requirements.·        Role Assumptions·       The role is intended for a senior consultant or subject-matter expert.·       The engagement covers both business capability definition and technology-enabled platform assessment.·       The consultant may contribute to platform selection as well as implementation planning.·       Specific FIS Dragonfly capabilities may vary by product version, configuration, deployment model, and bank implementation; these details should be validated during the assessment.  Regards, Manoj GoudDerex Technologies INCContact : 973-834-5005 Ext 206
