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 Vertiv's 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 Treasury's 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 Master's degree in Finance, Business, Economics, or a directly related field


• Bachelor's degree in Finance, Engineering, Mathematics, Economics, Accounting, or other technical/quantitative discipline


• 2–5 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

• Bachelor's degree in Finance, Engineering, Mathematics, Economics, Accounting, or other technical/business discipline (required)


• MBA or Master's degree in Finance or Business (required)

PHYSICAL REQUIREMENTS

• No Special Physical Requirements

ENVIRONMENTAL DEMANDS

• None

TRAVEL TIME REQUIRED

• Up to 15%