Treasury Advisory - Assistant Manager OR Manager

About the team

As part of the Liquidity & Treasury Advisory team within Forvis Mazars UK, you will work with clients to enhance the efficiency, effectiveness and resilience of their corporate treasury operations.Our team supports organisations in assessing their current treasury arrangements, designing improvements and delivering operational and strategic change. Our core service offerings include treasury target operating model design; cash flow forecasting and liquidity management; banking and payment optimisation; treasury organisation, policies and controls; financial risk management; treasury systems and process automation; and treasury transformation and operational support. Working capital considerations may also form part of wider cash and liquidity engagements. The team works closely with colleagues across Advisory & Consulting and the international Forvis Mazars network to deliver projects for UK and multinational clients.

About the role

As an Assistant Manager OR Manager within the Liquidity & Treasury Advisory team, you will take ownership of client engagements and project workstreams, applying your treasury expertise and consulting skills to deliver practical solutions to clients’ treasury challenges. You will be responsible for managing project delivery, maintaining strong client relationships and ensuring high standards of quality, commercial performance and client satisfaction. Alongside project delivery, you will play an active role in growing the UK Liquidity & Treasury Advisory practice, contributing to business development, identifying new opportunities and helping to strengthen our service offerings and market presence.

Responsibilities

• Engagement delivery – Plan, manage and execute treasury advisory and transformation engagements, ensuring delivery on time, within budget and to the firm’s quality standards.
• Assess clients’ existing treasury operations, processes, systems and controls, identifying risks, inefficiencies and opportunities for improvement.
• Develop recommendations and design future-state Treasury Target Operating Models (TOMs), including organisational structures, governance, processes and technology, supported by practical implementation roadmaps..
• Lead client workshops and stakeholder interviews, manage relationships and provide clear project updates, escalating delivery risks and issues as appropriate.
• Manage treasury technology and process‑improvement workstreams, including requirements definition, TMS selection or implementation support, automation and change management where relevant.
• Support assessments of financial risk management processes, including foreign exchange exposures, relevant policies, governance and controls.
• Business development – Alongside Partners and senior colleagues, contribute to the business development strategy, identify opportunities for new work, and prepare proposals and client presentations.
• People management – Manage and coach junior consulting resources, review their work and undertake line‑management responsibilities where appropriate.
• Practice management – Help develop new initiatives, methodologies, training and go‑to‑market service offerings; collaborate across teams and with international colleagues.
• Risk management – Maintain current knowledge of the firm’s risk‑management policies and operational procedures, ensuring engagements comply with applicable requirements.

What are we looking for

Substantial experience in corporate treasury, treasury advisory or treasury transformation, gained within a consulting firm or the treasury/financing department of a company, with experience managing projects or client workstreams. Willingness to develop skills in the other core consulting areas detailed above and experience in growing a team practice from a small scale – essential. Extensive previous experience identifying and closing opportunities for new work with new clients, together with an established professional network. Relevant Master’s-level studies (for example, in finance, treasury, business or an MBA) are desirable. Demonstrates a high level of accuracy and strong consulting skills. Outstanding communication, writing and presentation skills, with personal projection and credibility, alongside high standards of quality and a focus on self-development.

Diversity, Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you cangrowyour skills,belongto a team that values your ideas, and make animpactthat matters.

Forvis Mazars is a leading global professional services network providing audit & assurance, tax and advisory services. In the UK, we're home to more than 3,400 professionals and 190 partners across 14 offices, all united by a shared purpose: shaping a better future.

Whether you're starting your career or taking your next step, you'll find opportunities to learn, develop and make a meaningful contribution from day one. We believe the best ideas come from different perspectives, so you'll be encouraged to bring your whole self to work, collaborate with talented people across our firm, and build relationships that help you grow. At Forvis Mazars, you'll belong to a local team, benefit from global opportunities, and make an impact for our clients, communities and each other. Together, we grow, belong and impact.

Our feedback and coaching culture means we are passionate about improving our application process. We would value your feedback on how you have found our recruitment process.

We recruit most of our opportunities on a rolling basis, so roles may close earlier than advertised if they receive a high volume of applications.

We want to get to know the real you. Applications written in your own words help us understand your experiences, motivations and potential, so we'd encourage candidates not to rely on AI-generated answers.

At Forvis Mazars, we believe great careers start with great experiences. That's why we're committed to providing a transparent, respectful and people-centred recruitment process. Every application is reviewed by our team, and all candidates will receive an outcome, regardless of the result.

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