Client context: Industrial manufacturer in Charlotte, North Carolina, with approximately $200M in annual revenue.
The situation
International suppliers, multiple banking relationships and growing cash-management needs had outgrown the existing team's capacity. The company needed specialised treasury leadership, but did not want to build a full treasury department before the ongoing need was clear.
The work
Nexteam helped the company engage a treasury professional with Fortune 500 experience and treasury-management systems expertise. The assignment combined strategic guidance with implementation across:
- Cash forecasting, banking structures and working-capital analysis.
- FX and commodity risk processes, counterparty assessment and treasury controls.
- Treasury-management technology, bank connectivity, payment security and reporting.
The professional's scope brought together cash visibility, risk management and practical systems work.
The results
The engagement reduced cash-buffer requirements by 40%, improved visibility into global cash positions and strengthened banking relationships. It also improved working-capital efficiency and reduced treasury operating costs.
The public case does not provide the cash-buffer baseline, comparison period or detailed risk assumptions. The result is specific to this engagement, not a recommendation to reduce another company's liquidity reserve.
What this case illustrates
A specialised leadership need and a full-time headcount need are separate questions. Scope the required decisions, implementation work, review authority and recurring availability before choosing the capacity model.
Explore fractional and on-demand finance support →
Related reading: Planning, cash flow and executive communication.
Client identity is confidential. This is an anonymised engagement summary; results are specific to the work described.