Treasury Director, OCFO Advisory
Core
Lead complex client engagements in Treasury and finance transformation, partnering with CFOs and PE sponsors to design, build, and operate high-impact finance functions.
Role type
Senior IC Treasury Director (Advisory)
Builds
Treasury operating models, cashflow/liquidity optimization frameworks, finance infrastructure for PE portfolio companies
Domain
Financial Advisory / Treasury / Private Equity
Deliverable
client delivery
Required skills
Treasury function stand-up, liquidity optimization, cash visibility, operating model modernization, global treasury structures, payment process optimization, interim leadership, PE value creation
Preferred skills
Cross-functional collaboration, proposal development, thought leadership, team mentorship
Technologies
Forecasting frameworks, reporting templates, dashboard solutions
Responsibilities
Serve as trusted advisor to CFOs and PE sponsors; Lead complex client engagements in liquidity optimization and cash visibility; Develop future state operating models and strategic roadmaps; Oversee engagement execution for quality and profitability; Help define and scale Treasury capabilities; Originate client relationships and lead proposal development; Mentor and develop high-performing teams
