Treasury Transformation Consultant

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.

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

• 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

Location

London

Remote status

Hybrid

Employment type

Full-time

Employment level

Executive/Senior Level

Vantage Point Global (VP) is a talent consultancy established in 2014 to support top-tier clients in building their talent pipeline. VP provides opportunities for all, hiring exceptional, diverse talent who are supported and developed throughout their career journey at VP, enabling them to be highly effective in their roles.

We partner with our clients to create opportunities for individuals to launch into fulfilling and rewarding careers in the industries we serve and deliver a future-ready workforce to our clients.

Our unique model delivers continuous formal training, personal development and mentoring to create a driven, high-calibre, highly skilled workforce that is empowered to add value to our clients from the outset.

Our head office is in London, but we work with clients globally. We currently have teams in London, Manchester, Newcastle, Belfast, Warsaw, Wroclaw and are expanding into the US and Asia.

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 Hybrid