Treasury & Commodity Advisory – Director

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.

As a Director, you will 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 impact across clients’ liquidity, working capital, and risk transformation agendas.
• Develop and grow your commercial acumen working closely with treasury eco-system partners
• Operate within a high-performing, entrepreneurial environment alongside top-tier professionals.
• Shape and lead the future direction of the treasury and commodity advisory practice.

• Act as a trusted advisor to CFOs, Treasurers, and executive stakeholders, shaping treasury and financial risk strategies.
• Lead and oversee end-to-end treasury transformation programmes, including operating model design, governance, and execution.
• 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.
• Build and sustain long-term, trusted relationships with key client stakeholders, positioning CFGI as a strategic partner.
• Lead proposal development, go-to-market strategies, and client pitches, defining differentiated solutions.
• Build and manage strategic vendor and ecosystem partnerships across banks, fintechs, and treasury technology providers (e.g., Kyriba, SAP, FIS, payment platforms).
• Expand CFGI’s presence across treasury, working capital, and commodity advisory services through market engagement and client insights.
• Act as a market-facing leader, contributing to thought leadership, industry discussions, and client roundtables.
• Identify emerging trends across treasury, payments, commodities, and digital finance, translating them into client opportunities.

• 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.

• Strong track record of delivering and scaling treasury advisory offerings within consulting environments.
• Ability to combine deep technical expertise with commercial leadership and client impact.
• Established network across treasury, banking, fintech, and corporate ecosystems.
• Proven ability to originate, convert, and grow opportunities.
• Strategic mindset with the ability to link treasury, liquidity, and working capital to broader business value.
• Entrepreneurial approach with a focus on building and growing high-performing practices.
• Strong leadership presence with the ability to inspire teams and influence senior stakeholders.
• Interest in digital treasury, automation, and AI-enabled finance transformation.