Treasury Advisory - Assistant Manager OR Manager

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

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 can grow your skills, belong to a team that values your ideas, and make an impact that matters.