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Why you might need us?

Has your company grown, or changed rapidly, generating new treasury risks?

We can provide you with comfort that key treasury risks are known, processes are working and that your policy is fit for purpose.

How can we help

Dakota Advisory specialises in short, sharp, bespoke treasury reports where we:

  • Understand the current treasury management approach in areas including: cash, liquidity and foreign exchange management, banking, debt issuance and compliance;

  • Assess your current processes, policies, team structure and system use, comparing these with good practice; and

  • Provide a series of practical recommendations for improvement.

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