Directors at CFGI work closely with CFOs, Group Treasurers, and executive leadership across FTSE 100, private equity-backed, and high-growth organisations.
You will lead the firm’s most strategic treasury and commodity advisory engagements, combining client leadership, delivery excellence, and client ownership.
Operate as a trusted advisor at the C-suite level, driving transformation across liquidity, financial risk, working capital, and treasury technology, while playing a critical role in building and scaling the practice.
Lead large-scale, global treasury and commodity advisory programmes with executive visibility.
Build and own senior client relationships, acting as a trusted advisor to CFOs and Treasurers.
Drive strategic initiatives across cash management, liquidity optimisation, and working capital transformation, linking treasury strategy to enterprise performance.
Provide executive-level advisory on financial and commodity risk management, including hedging strategies, trading frameworks, and risk governance.
Oversee complex treasury technology and payments transformation programmes (TMS, bank connectivity, digital treasury, automation).
Lead treasury workstreams across strategic transactions (M&A, IPOs, carve-outs, integrations), ensuring alignment with funding, liquidity, and capital strategy.
Review and sign off on high-quality client deliverables, including board-level materials, financial models, and transformation roadmaps.
Lead and facilitate executive workshops and steering committees, driving alignment and decision-making at senior levels.
Maintain overall accountability for engagement delivery quality, timelines, and client outcomes.
Requirements
Bachelor’s or Master’s degree in Finance, Accounting, Economics or related field (MBA preferred).
12+ years of experience in treasury, corporate finance, consulting, or banking.
Deep expertise across multiple areas:
Cash & liquidity management
Treasury transformation and operating model design
Treasury technology (TMS, payments, bank connectivity)
Financial and commodity risk management
Working capital optimisation and cash flow strategy
Strong understanding of global treasury structures, financial markets, and risk frameworks.
Proven track record of leading large-scale engagements and managing senior client relationships.
Strong executive presence with the ability to influence C-suite stakeholders and board-level discussions.
Excellent communication and presentation skills, with the ability to translate complex topics into clear strategic insights.
Experience managing large, cross-functional teams and multiple concurrent engagements.
Professional certifications such as ACT, CTP, CFA, ACA/ACCA are advantageous.