Insurance Treasury Consultant - Liquidity Forecasting Transformation

Insurance Treasury Consultant - Liquidity Forecasting Transformation

Full-Time On-site
Vantage Point

We're supporting a leading insurer through a significant finance and treasury transformation programme and are looking for an experienced Treasury Transformation Consultant to provide specialist expertise in liquidity forecasting, treasury processes, and operating model optimisation. This is an opportunity to join an established programme environment with strong governance, dedicated project management support and multiple transformation workstreams already in flight. You'll work closely with Treasury stakeholders and the Finance Change team, helping shape future-state treasury capabilities and bringing best practice thinking to a high-profile strategic initiative. The initial engagement is expected to run for approximately two months, with strong potential for further involvement as additional transformation initiatives are mobilised through 2027.

  • Assess and document current-state treasury forecasting processes, data sources and reporting outputs
  • Identify and catalogue existing inputs, data feeds, reports and forecasting drivers
  • Bring market-leading insurance treasury experience to inform future-state design decisions
  • Define integration approaches and conceptual solution designs to improve automation and efficiency
  • Gather and document business and configuration requirements for future implementation
  • Engage with Treasury, Finance and wider business stakeholders to understand upstream and downstream process dependencies
  • Define target-state operating processes and supporting procedures
  • Produce detailed requirements and technical specification documentation suitable for vendor delivery teams
  • Support governance forums, workshops and stakeholder reviews throughout the engagement
  • Partner with programme leadership and workstream teams to ensure alignment with wider transformation objectives
    We're keen to speak with consultants who bring deep treasury expertise gained within the insurance sector, alongside a track record of delivering treasury transformation and process improvement initiatives., Extensive Treasury experience within the insurance industry
  • Strong understanding of liquidity forecasting, cash management and treasury operations
  • Experience documenting current-state and target-state processes
  • Proven requirements gathering and business analysis capability
  • Experience translating business needs into detailed functional and configuration requirements
  • Strong stakeholder engagement skills across Finance, Treasury and Change functions
  • Experience operating within large-scale transformation programmes

Highly Desirable

  • Experience improving or redesigning liquidity forecasting processes
  • Treasury systems implementation or optimisation experience
  • Understanding of treasury data architecture, integrations and automation opportunities
  • Experience working alongside third-party vendors and implementation partners
  • Familiarity with finance transformation programmes within the insurance market

Vantage Point Global is a fully committed inclusive employer. We are passionate about attracting diverse talent, and welcome applications regardless of ethnicity, culture, age, gender, nationality, religion, disability, or sexual orientation.

London Β· Hybrid

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Insurance Treasury Consultant - Liquidity Forecasting Transformation employer: Vantage Point

As a leading employer in the financial services sector, we offer a dynamic work environment that fosters innovation and collaboration. Our commitment to employee growth is evident through comprehensive training programs and opportunities for advancement, particularly in our vibrant location where transformation initiatives are at the forefront of our operations. Join us to be part of a culture that values accuracy, clarity, and teamwork, ensuring that your contributions make a meaningful impact on our migration projects.

Vantage Point

Contact Details:

Vantage Point Recruitment Team