{"id":38191,"date":"2025-04-09T10:56:00","date_gmt":"2025-04-09T10:56:00","guid":{"rendered":"https:\/\/www.brewermorris.com\/?p=38191"},"modified":"2026-09-14T10:25:12","modified_gmt":"2026-09-14T10:25:12","slug":"hiring-your-first-treasury-professional-as-a-private-equity-backed-scale-up","status":"publish","type":"post","link":"https:\/\/www.brewermorris.com\/nl\/regional-focus\/uk\/hiring-your-first-treasury-professional-as-a-private-equity-backed-scale-up\/","title":{"rendered":"Hiring your first treasury professional as a private equity-backed scale up"},"content":{"rendered":"\n
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As a private equity (PE)-backed scale-up, one of the most important milestones in your company\u2019s growth journey is the decision to hire a treasury<\/a> professional. <\/p>\n\n\n\n

This crucial role will help you effectively manage your company\u2019s cash flow, liquidity, financial risks, and capital structure – all of which become increasingly complex as you scale. <\/p>\n\n\n\n

A strong treasury function can provide a solid foundation for your business\u2019s expansion, while ensuring financial stability and helping you navigate both day-to-day operations and strategic financial decisions.<\/p>\n\n\n\n

In this article, we\u2019ll explore why hiring a treasury professional is a vital step for scale-ups, what to consider when making the hire, and how to find the right fit for your team.<\/p>\n\n\n\n

What does a Head of Treasury do?<\/h2>\n\n\n\n

A Head of Treasury is a senior executive responsible for overseeing and managing an organisation’s treasury operations<\/a>. <\/p>\n\n\n\n

The treasury function focuses on managing a company’s financial resources, liquidity, risks, and funding. <\/p>\n\n\n\n

This role ensures the company has enough cash flow to meet its obligations and optimise its capital structure.<\/p>\n\n\n\n

How treasury professionals help scale-ups<\/h2>\n\n\n\n

Scaling financial complexity<\/h3>\n\n\n\n

Private equity-backed scale-ups often experience rapid growth, which can bring about a variety of financial challenges<\/a>. As you expand into new markets, increase headcount, or take on new debt or equity investments, your treasury operations will need to grow with you. A treasury professional can manage cash flow, working capital, and debt compliance while ensuring that there is enough liquidity to support your operations.<\/a><\/p>\n\n\n\n

Risk management<\/h3>\n\n\n\n

Financial risk, such as currency fluctuations, interest rate changes, and commodity price volatility<\/a>, becomes more significant as your scale-up grows. A treasury professional will be skilled at finding and mitigating these risks, ensuring that your business is protected from sudden market shifts.<\/p>\n\n\n\n

Efficient capital allocation<\/h3>\n\n\n\n

As a PE-backed company, you may need to optimise the use of capital, whether by managing debt effectively or making sure that available funds are being deployed in the most efficient way possible. A treasury professional will help monitor cash reserves and ensure that funds are allocated appropriately across the business.<\/a><\/p>\n\n\n\n

What responsibilities does a treasury professional have in a scale-up business?<\/h2>\n\n\n\n

The specific responsibilities of your treasury <\/a>professional will depend on your company’s size and maturity. However, the following are common duties they are likely to perform:<\/p>\n\n\n\n

Cash management<\/h3>\n\n\n\n

Your treasury professional will be responsible for daily cash flow management, ensuring that the business has sufficient liquidity to meet operational needs while optimising cash reserves.<\/p>\n\n\n\n

Risk management<\/h3>\n\n\n\n

Identifying and managing financial risks \u2014 such as currency fluctuations, interest rates, and commodity prices \u2014 will be a key function. They\u2019ll also develop strategies like hedging to mitigate exposure.<\/a><\/p>\n\n\n\n

Internal stakeholder management<\/h3>\n\n\n\n

When setting up a new treasury function, it essential that your hire is adept at developing and managing internal relationships to ensure the function is set up properly.<\/p>\n\n\n\n

Bank and investor relationships<\/h3>\n\n\n\n

A treasury professional will work closely with banks to optimise credit facilities, negotiate terms, and manage cash accounts. In a PE-backed scale-up, they will also interact with your private equity investors, providing them with regular financial updates and strategic advice.<\/p>\n\n\n\n

Financial planning and analysis (FP&A)<\/h3>\n\n\n\n

Treasury professionals are often involved in budgeting and forecasting activities, helping the business understand its future cash needs and making recommendations for capital allocation.<\/p>\n\n\n\n

What should you consider before hiring a treasury professional?<\/h2>\n\n\n\n

What the role entails<\/h3>\n\n\n\n

Before starting the hiring process, it\u2019s important to clarify what you need from your treasury professional. In early-stage scale-ups, the role may be more hands-on and generalist, handling everything from cash forecasting to banking relationships. <\/p>\n\n\n\n

As you grow, the role might become more specialised, focusing on strategic treasury management, capital markets, or risk management. <\/p>\n\n\n\n

Determine whether you need someone who is comfortable operating in a fast-paced, evolving environment, or if you will require a seasoned professional to manage more complex treasury functions.<\/p>\n\n\n\n

Experience in a PE-backed business<\/h3>\n\n\n\n

Given the unique financial environment of a PE-backed company, it\u2019s beneficial to seek candidates with experience in similar companies<\/a>. <\/p>\n\n\n\n

Candidates with experience working at other scale-ups or within private equity-backed firms will have a good understanding of the financial dynamics specific to these types of businesses. They\u2019ll be familiar with the expectations of your investors and the pressures of rapid growth.<\/p>\n\n\n\n

Technical skills and systems knowledge<\/h3>\n\n\n\n

The ideal treasury professional should have strong technical skills, particularly in cash management, financial modeling, debt structuring, and risk management. <\/p>\n\n\n\n

They should also have experience with treasury management systems (TMS<\/a>) and other financial software to optimise efficiency and decision-making. Understanding of automation and data analysis tools will also be increasingly valuable as your company grows and data needs become more complex.<\/p>\n\n\n\n

If you’re looking to hire a treasury professional, please submit a brief<\/a>\u00a0and a member of our team will be in touch.<\/p>\n<\/div>\n\n\n\n

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Eliot Bates<\/a><\/h2>\n\t\t\t\t\t\t\t\t

Senior Director | Treasury<\/a><\/h3>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
UK<\/div>\n\t\t\t\t\t\t
\n\t\t\t\teliotbates@brewermorris.com<\/a>\n\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t+44 20 7332 9588<\/a>\n\t\t\t<\/div>\n\t\t\t\t\t\t
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MORE PRIVATE EQUITY RESOURCES<\/h2>\n\t\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\tSee all<\/a>\n\t\t\t\t\t<\/div>\t\n\t\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t
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