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CFGI

Technical accounting, M&A, tax advisory services

Treasury & Commodity Advisory Director

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedHybrid

About the Job

Requirements

  • Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field.
  • 12 or more years of experience in treasury, corporate finance, consulting, or banking.
  • Deep expertise in cash and liquidity management, treasury transformation and operating model design, treasury technology, financial and commodity risk management, and 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.
  • Ability to influence C-suite stakeholders and participate in board-level discussions.
  • Excellent communication and presentation skills, including the ability to translate complex topics into clear strategic insights.
  • Experience managing large, cross-functional teams and multiple concurrent engagements.
  • Strong track record of delivering and scaling treasury advisory offerings within consulting environments.
  • Ability to combine 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.
  • Ability to link treasury, liquidity, and working capital to broader business value.
  • Ability to build and grow high-performing practices.
  • Interest in digital treasury, automation, and AI-enabled finance transformation.

Responsibilities

  • 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 commercial acumen while working closely with treasury ecosystem partners.
  • Shape and lead the future direction of the treasury and commodity advisory practice.
  • Advise 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 initiatives across cash management, liquidity optimisation, and working capital transformation, linking treasury strategy to enterprise performance.
  • Provide executive-level advice on financial and commodity risk management, including hedging strategies, trading frameworks, and risk governance.
  • Oversee treasury technology and payments transformation programmes, including TMS, bank connectivity, digital treasury, and automation.
  • Lead treasury workstreams across strategic transactions, including M&A, IPOs, carve-outs, and integrations, aligning them with funding, liquidity, and capital strategy.
  • Review and sign off on client deliverables, including board-level materials, financial models, and transformation roadmaps.
  • Lead and facilitate executive workshops and steering committees to drive alignment and decision-making.
  • Maintain accountability for engagement delivery quality, timelines, and client outcomes.
  • Build and sustain long-term 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.
  • Expand CFGI’s presence across treasury, working capital, and commodity advisory services through market engagement and client insights.
  • Contribute to thought leadership, industry discussions, and client roundtables.
  • Identify emerging trends across treasury, payments, commodities, and digital finance, translating them into client opportunities.

Desired Qualifications

  • An MBA.
  • Professional certifications such as ACT, CTP, CFA, ACA, or ACCA.

About the Company

CFGI

Technical accounting, M&A, tax advisory services

CFGI provides financial consulting services that act as an extension of a company’s internal finance team, covering technical accounting, interim management, corporate tax, private equity services, valuation, M&A support, and robotic process automation. It embeds senior professionals to run or support finance functions, serving as technical accounting advisor, controller, or CFO, and delivering project-based expertise. Unlike firms that offer only standalone advisory, CFGI collaborates directly with internal staff across a broad range of needs, including specialized services like private equity, valuation, and RPA. Its goal is to help clients improve reporting accuracy and efficiency and to scale their finance capabilities by integrating experienced professionals into their organization.

Company size
1,001-5,000
Company stage
Acquired
Total funding
Not listed
Headquarters
Boston, MA
Founded
2000

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