An independent advisory firm built around financial discipline and execution.
Firma Advisory was established to address a specific need — the absence of an independent advisor able to operate across financial strategy, banking, treasury, and operational execution as a single discipline.
We work where financial complexity, banking relationships, and operational execution converge — supporting CFOs, founders, and investors in environments where structure, speed, and precision are non-negotiable.
Positioning
Firma Advisory is an independent advisory firm. It is not a bank, broker, asset manager, or investment advisor. The firm provides consulting and advisory services focused on treasury, liquidity, banking strategy, cross-border financial structuring, financial infrastructure, and operational execution.
The firm is headquartered in the United States, with experience spanning Latin America, Europe, and global banking environments. Engagements are designed around specific financial and operational outcomes, rather than open-ended consulting work.
Our role is to bring senior-level financial expertise to organizations where complexity has begun to outpace internal structures — and to remain involved through implementation, not only at the strategy layer.
Independence is a deliberate choice. The firm is not tied to financial institutions, products, or transactions, and is structured to give clients advice that is genuinely on their side of the table.
The basis on which we work
Independence
No affiliations, commissions, or product incentives. Our advice serves one party — the client.
Discretion
Engagements are confidential by design. Client names are not disclosed without explicit consent.
Rigor
Recommendations are grounded in analysis, benchmarks, and direct experience with the relevant institutions and structures.
Execution
The work extends from strategy into implementation. Recommendations that are not implemented are not finished.
Seniority
Engagements are led by senior practitioners, working directly with CFOs, founders, and investors.
Practicality
Frameworks are designed to operate in the real conditions of the business — not in idealized form.
Senior expertise across banking, treasury, and execution
Firma Advisory was founded by senior professionals with combined experience across global financial institutions, corporate banking, treasury services, financial product design, and operational transformation. The firm's leadership has worked directly with CFOs, treasurers, and finance teams in complex, cross-border environments.
Senior background in global banking and corporate treasury
Career developed within tier-one global financial institutions, with direct responsibility for corporate banking, treasury services, cash management, liquidity, FX, and credit structures. Extensive experience advising CFOs and corporate treasurers on banking relationships, financial product structuring, and cross-border treasury frameworks.
- Multiple years in corporate and transaction banking at leading global financial institutions
- Direct work with mid-sized and multinational corporates on treasury, FX, and credit
- Cross-border experience across Latin America, Europe, and the United States
- CFO and treasurer engagement across complex, multi-entity environments
Senior background in financial products, product management, and operational transformation
Career focused on financial product design, product management, and the operational execution of complex financial initiatives. Experience leading cross-functional implementation across treasury, banking, SaaS, and data-driven solutions, with a strong record of translating financial strategy into working operating models.
- Senior product management and product ownership in financial and SaaS environments
- Project leadership and business analysis for complex financial implementations
- Agile delivery experience across treasury, payments, and reporting initiatives
- Operational transformation work bridging strategy, technology, and execution
International by design
Firma Advisory operates from the United States and supports clients with cross-border operations and financial structures across multiple regions.
United States
Headquartered in the US, with experience supporting US-headquartered companies, private equity firms, and international subsidiaries.
Europe
Direct experience with European banking relationships, multi-currency operations, and treasury structures for European SMEs and multinationals.
Latin America
Deep experience across Latin American banking systems, currency dynamics, and cross-border financial flows.
Discuss your financial priorities with us.
A brief, confidential conversation is the most efficient way to determine where Firma Advisory can support your organization.