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%