Vantage Point
Insurance Treasury Consultant - Liquidity Forecasting Transformation
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Liquidity Forecasting & Treasury Optimisation
Location
London hybrid
Engagement
Initial 2-month engagement, with potential extension into 2027 initiatives
The Opportunity
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.
The Role
The primary focus of this engagement is to enhance long-term liquidity forecasting capabilities by assessing current processes, defining future-state requirements and producing the documentation needed to enable subsequent system and process implementation.
You'll act as the treasury subject matter expert, providing independent challenge, industry best practice guidance and practical recommendations to support decision-making and solution design.
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Key Responsibilities
- 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
What We're Looking For
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.
Essential Experience
- 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
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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
Why This Opportunity?
This role offers the chance to influence a strategically important treasury transformation initiative within a leading insurer while working alongside an experienced programme team. You'll have the opportunity to apply deep treasury expertise, shape future-state capabilities and potentially continue supporting a broader portfolio of transformation activity planned for 2027.
Location
London hybrid
Start Date
October / November 2026
Engagement
Initial c.2-month engagement with potential extension
Apply now to discuss how your treasury expertise can help shape the future of a major insurance treasury function.
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