Jennifer Pearson, Founder, Treasury EdgeJennifer Pearson, Founder
Fielding questions like, “How is our business protected from market movements?” or “What happens if our bank collapses?” have become commonplace in board meetings. Directors are seeking reassurances from the CFO following several turbulent years of record-level inflation and geopolitical uncertainty.

At Treasury Edge, we know that CFOs and Founders often find treasury management daunting, and we get it. Moving cash to new providers or actively managing risks by placing trades in the market can be risky if not handled correctly.

This is where we step into the spotlight by debunking treasury to deliver a bespoke consultancy service that supports your business as you grow.

If you have treasury risks that you are unsure how to manage, we can support you. If you buy and sell overseas, are exposed to foreign exchange risk, or have liquidity challenges and need help with cash forecasting or cash management, then speak to our experts.

Larger companies with dedicated Treasury departments may have more bandwidth to prepare for the ever-evolving business landscape; however, smaller firms are no less at risk. It is the firms that are too small to hire a full-time treasury team that we at Treasury Edge help to navigate through tailored advice built on cross-industry experience.

“We are on a mission to give CFOs and Founders the confidence to tackle their treasury risks head-on with our top-quality consultancy service,” says Jennifer Pearson, Founder of Treasury Edge.

Technology in the treasury space is improving, with many exciting players entering the marketplace. With many companies evaluating their tech spend and assessing if their investment could be better utilised elsewhere, it is more important than ever to maximise your ROI and double down on your TMS or cash forecast.

We follow a holistic, step-by-step methodology when engaging with clients. First and foremost, we listen to you. What are you worried about? What is keeping you awake at night? Then, we roll our sleeves up and get to work shadowing your team and seeking opportunities to take your finance processes to the next level. We present a detailed plan of work unique to your business and execute it with excellence.

We are on a mission to give CFOs and Founders the confidence to tackle their treasury risks head-on with our top-quality consultancy service


Our Treasury Edge experts leverage our longstanding partner network to recommend the best providers in the market to meet your needs.

In a recent engagement, we helped a client evaluate their banking partnerships before their imminent expansion. Utilising a systematic approach, the company created a model to boost risk detection, increase interest income by minimising idle cash and impart treasury knowledge to the finance team. The target outcome is leaving a team feeling comfortable with their work so they can operate sustainable processes with ease and confidence. We use our vast experience to enhance the finance function with supplementary tasks like implementing task management software and policy writing. Beyond this, we specialise in product development support to provide firms with in-depth consultations with treasury software developers.