Project engagement
Defined scope, deliverables, and timeline. Typical duration six to sixteen weeks. Best for treasury redesign, banking RFP, or a specific initiative.
Audience
CFO Advisory Services.
Senior, independent financial advisory for CFOs of mid-sized and international companies. Treasury structure, banking strategy, cross-border operations, and financial infrastructure.
CFO Advisory
Senior financial advisory designed for CFOs of mid-sized and international companies.
Firma Advisory operates as an external, senior partner to CFOs of mid-sized and international companies. We work alongside finance leadership on the topics where independent, execution-focused expertise has the largest impact: treasury structure, banking strategy, cross-border financial operations, FX, and the financial infrastructure that holds them together.
We do not duplicate the work of the finance team. We bring senior-level external perspective and execution capacity on initiatives that fall between roles, sit outside the finance team's day-to-day capacity, or require independent expertise the company does not need to build internally.
When CFOs Engage
Common moments when external advisory creates the most value.
International expansion
New jurisdictions, new currencies, new banking environments. The financial framework needs to be designed before the operations are deployed.
Banking review
Pricing has drifted. Conditions reflect an earlier phase of the business. Negotiation requires independent benchmarks and senior counterpart engagement.
Treasury build-out
The treasury function needs to be designed or restructured. The CFO needs senior expertise but not a permanent senior hire.
Cash visibility gap
Liquidity reporting is reactive. Forecasting is unreliable. The Board is asking questions the current system cannot answer cleanly.
Post-acquisition integration
An acquisition needs to be integrated into the group's banking, treasury, and financial reporting structure.
Strategic initiative
A capital structure decision, refinancing, or significant operational change requires independent financial advisory alongside legal and tax counsel.
Engagement Models
Structured around the CFO's calendar, not ours.
Retainer advisory
Ongoing senior advisory across treasury, banking, and financial topics. Best for CFOs who want a senior external counterpart on call.
Diagnostic engagement
Short, focused review of treasury, banking, and financial infrastructure. Identifies the largest sources of avoidable cost and structural risk.
CFO Outcomes
What the CFO gets at the end of the engagement.
A working treasury framework
Documented, governed, and ready to operate. Designed around the company's structure and decision-making cadence.
Lower banking and FX cost
Recurring savings flowing through the P&L from the first quarter post-engagement.
Independent benchmarks
Pricing reference points for future banking conversations — durable leverage that compounds over time.
Board-ready reporting
Liquidity, FX exposure, and capital allocation reporting designed to support the Board conversation, not require translation for it.
Cross-border alignment
Headquarters and local entities operating against the same framework, with reduced friction and lower coordination cost.
An external senior counterpart
Available for the questions, decisions, and counter-perspectives the role doesn't always have a peer for.
Suited For
CFOs we work with most often
Mid-sized companies
USD 50M–500M revenue, growing internationally, with rising financial complexity and limited senior treasury bench.
PE-backed portfolio companies
CFOs operating against a value creation plan and accountable for measurable financial improvements.
International operators
Companies with operations across multiple jurisdictions, currencies, and banking systems — particularly between the US, Europe, and Latin America.
FAQ
CFO Advisory: Common Questions
How is this different from hiring a Big Four advisory practice?
Firma Advisory is senior-led, independent, and execution-focused. Engagements are run by senior practitioners directly, not staffed with consultants. We work closely with the finance team rather than parallel to it, and our work extends through implementation.
Do you replace or compete with our finance team?
Neither. We work alongside the finance team on initiatives that sit outside its day-to-day capacity or require senior external expertise the company does not need to hire permanently.
How do retainer engagements work?
Retainers are scoped to a defined level of senior advisory time per month, typically used for ongoing treasury, banking, and strategic finance topics. Scope is documented and reviewed quarterly.
How do we know whether you are the right fit?
An initial conversation is the most efficient way to find out. The conversation is confidential, no-obligation, and focused on understanding your context. If we are not the right fit, we will say so directly.
Engage
Discuss your financial priorities with us.
A brief, confidential conversation is the most efficient way to determine where Firma Advisory can support your organization.