03 November 2026
Treasury Advisor



About the Business Our client is an established boutique financial advisory firm based in New Zealand. They provide trusted, outsourced treasury and financial risk advice to mid-to-large corporates and local organizations. Partnering closely with CFOs and finance teams, they deliver independent, high-level guidance across foreign exchange (FX), interest rate management, debt structuring, and treasury governance.

The Opportunity A rare opportunity has become available for an analytical, client-facing Treasury Advisor or Senior Treasury Advisor to join their Auckland-based advisory practice.

Working alongside senior directors and principals, you will sit right at the intersection of technical financial modelling and commercial client engagement. You will serve as a trusted advisor to CFOs, Treasurers, and Boards, helping them navigate market volatility, design sound hedging strategies, and execute robust treasury policies.
Key Responsibilities

• Strategy & Policy: Review, draft, and implement comprehensive Treasury Management Policies (TMP) tailored to client risk appetite and governance requirements.
• Risk & Hedging Advisory: Assess corporate balance sheet exposures across FX and interest rate risks; design and evaluate bespoke hedging solutions (forwards, swaps, options, interest rate caps/collars).
• Debt Advisory: Assist clients with debt funding structures, bank facility negotiations, margin benchmarking, and tender processes.
• Modelling & Valuations: Build and maintain financial/cash flow models, mark-to-market (MTM) derivative valuations, and debt portfolio trackers.
• Reporting & Market Insights: Draft board-ready monthly/quarterly reports, covenant compliance packs, hedge accounting documentation, and market commentary on currency and interest rate movements.
• Stakeholder Engagement: Act as a core point of contact for clients, participating in treasury committees and board meetings while collaborating with major trading banks.

What You’ll Bring

• Education: A Bachelor’s degree in Finance, Economics, Accounting, or a related field. Relevant certifications (CFA, CA, or ACT) are an advantage.
• Experience: 3–6 years of relevant background in:
  
  • An in-house corporate treasury team
  • Institutional or corporate banking
  • A Big 4 / mid-tier treasury or financial risk advisory practice.
• Technical Acumen: Strong knowledge of wholesale financial markets, derivatives, and macroeconomic trends. Exposure to market platforms (Bloomberg/LSEG) or Treasury Management Systems (Kyriba, FIS, Visual Risk, etc.) is beneficial.
• Modelling Skills: Advanced Excel capabilities, including scenario analysis, debt amortization, and hedge valuations.
• Communication: Excellent interpersonal and presentation skills, with the ability to articulate complex financial strategies to non-treasury stakeholders and senior executives.

How to Apply To express your interest in this position, please apply via the link with an updated CV or reach out to the Consult Recruitment team for a confidential discussion.