Treasury Advisory Lead

Treasury Advisory Lead

An opportunity to join a growing fintech business operating within the treasury technology space, supporting finance teams to improve visibility, efficiency, and control across cash and liquidity.

This role sits at the intersection of treasury, product, and commercial delivery, working closely with sales, product, and client stakeholders to support growth in the UK market.

The role

You will act as a key link between client requirements and product capability, supporting organisations through their evaluation and adoption of a treasury SaaS platform. This is a client‑facing role, combining elements of treasury expertise, solution design and commercial support.

Key responsibilities

• Work closely with CFOs, Treasurers and Finance teams to understand treasury structures, challenges and priorities
• Support the sales process through solution‑led conversations, discovery and value articulation
• Design tailored treasury workflows, aligning system capabilities to client requirements
• Deliver product demonstrations, translating functionality into clear business outcomes
• Support RFP/RFI responses and contribute to commercial proposals
• Act as a subject matter expert across treasury processes, systems and best practice
• Partner with product and implementation teams to ensure client needs are reflected in platform development
• Provide market and client feedback to support product and go-to-market strategy

Candidate profile

• Strong understanding of corporate treasury (cash, liquidity, forecasting, banking)
• Experience in treasury transformation, systems, or process improvement
• Exposure to TMS platforms, ERP integrations or fintech solutions
• Comfortable in a client‑facing environment, engaging senior stakeholders
• Able to translate technical concepts into commercial value
• Strong communication, presentation and stakeholder management skills

Why consider this role

• Opportunity to work at the intersection of treasury and technology
• High visibility role supporting UK growth strategy
• Exposure to product, sales and senior stakeholders
• Evolving environment with scope to shape how solutions are delivered