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Elevate Treasury Advisory

Elevating corporate treasury into a strategic driver of enterprise value

We help CFOs, Treasurers and finance leaders optimise liquidity, reduce financial risk, strengthen governance and deliver digital treasury transformation. Delivered with senior expertise to move from strategy to execution.

Led by John James Dunne, a former Group Treasurer, past President of the Irish Association of Corporate Treasurers (IACT) and adjunct lecturer in corporate treasury with the Institute of Bankers (IOB).

What we do

Elevate Treasury Advisory supports organisations through three core service lines:

Advisory Services

Frameworks, policies, risk and liquidity strategy designed to strengthen resilience and align to best practice.

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Fractional Treasury Leadership

Senior treasury leadership on a retained or part-time basis, exactly when and where you need it.

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TMS Services

End-to-end Treasury Management System support including selection, implementation, optimisation and health checks.

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Why choose Elevate Treasury Advisory

Outcomes that strengthen resilience and performance

  • Improved cash visibility, forecasting discipline and liquidity resilience
  • Reduced FX and interest rate volatility through robust frameworks and execution models
  • Board-ready governance, policies and controls aligned to best practice
  • Technology-enabled efficiency via TMS, ERP integration and BI reporting

15+

Years treasury experience

3

Core service lines

Adam Smith Award winner

IACT

Former President

AdjunctLecturer

with the IOB

How we work

A clear approach from diagnosis to delivery

01

Assess

We examine objectives, risks, liquidity profile, controls, systems and operating model to establish a clear baseline.

02

Design

We build a roadmap, policies, governance framework, target operating model and actionable delivery plan.

03

Deliver

Hands-on implementation with disciplined project governance, from strategy through to execution.

Ready to strengthen treasury performance and control?

Let's discuss your goals and the quickest path to measurable improvement.