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For Consulting Firms

A senior treasury and banking specialist for your consulting engagements

FIRMA Advisory gives consulting firms a senior treasury and banking specialist for client engagements, without a permanent hire. It is built for strategy and operations consultancies, Big Four and mid-tier practices, CFO services firms, PE value creation teams and BPO firms. You add bank-side expertise exactly where your workstream needs it.

Portrait of Federico Lleonart

Federico Lleonart, founder and Head of Treasury Advisory. Former J.P. Morgan and Barclays banker.

  • Former J.P. Morgan and Barclays
  • Five languages
  • United States, Europe and Latin America

Which treasury workstreams can we take on?

We take on the treasury and banking workstreams that generalist teams find hardest to staff. Typical workstreams include the following.

  • Bank RFPs: requirements, pricing templates, evaluation and an award recommendation for your client.
  • FX and bank fee benchmarking: all-in FX cost against mid-market and fee schedules compared line by line.
  • Treasury target operating model: organization, policies, processes, systems and bank structure.
  • Post-merger banking integration: day one mandates, KYC, change of control terms and bank consolidation.
  • TMS selection support: requirements, vendor evaluation and bank connectivity planning.
  • Latin America and Europe banking: local banking practice, FX controls, SEPA and multi-currency structures.

How do we work with your firm?

We work under your brand or co-branded, inside your methodology and your client governance. NDA and non-solicitation terms are standard on every engagement.

  • Under your brand: we work as part of your team, with your templates and your deliverable format.
  • Co-branded: where independence from banks adds weight, FIRMA Advisory can be named alongside your firm.
  • Inside your methodology: we follow your project phases, quality reviews and reporting cadence.
  • Your client stays yours: we do not pursue follow-on work with your client directly.
  • Confidentiality: NDA and non-solicitation terms are signed before any client data is shared.

Engagement formats for consulting firms

Three formats cover most staffing needs. Each one is scoped per project and agreed in writing.

  • Day rate: senior specialist days, called on as the workstream needs them.
  • Fixed scope module: a defined deliverable, such as a bank RFP or an FX benchmark, at an agreed price.
  • Embedded on a project: part of your team for an agreed number of days per week.

See engagement models and fees for how each format is priced.

Which languages and regions do we cover?

Federico Lleonart works in English, Spanish, Portuguese, Italian and French. Client teams and banks across the United States, Europe and Latin America can be engaged without interpreters.

Workshops, bank meetings and deliverables can run in any of those languages. One project can mix them across countries.

Why a former transaction banker de-risks your treasury workstream

Treasury workstreams fail when recommendations do not survive contact with the banks. A former transaction banker knows what banks will accept, how they price and how long they take.

Recommendations banks will implement

Federico Lleonart worked in cash management at J.P. Morgan in Brussels and Amsterdam and at Barclays in Amsterdam. He knows how account structures, pricing and onboarding work from the bank side, so the target design stays realistic.

Credibility with relationship managers

Bank RFPs and fee negotiations need someone the banks take seriously. A specialist who speaks their language shortens the back and forth and protects your team's credibility.

Timelines that hold

KYC, mandates and connectivity follow bank timelines, not project plans. Building them in from the start keeps your workstream on schedule.

FIRMA Advisory sells no banking products and takes no commissions from banks or vendors. Your client gets advice without a product conflict, which supports your own independence standards.

Frequently asked questions

These are the questions consulting firms ask before bringing in a specialist. Each answer is direct.

How quickly can you join a project?

It depends on current commitments, so we confirm availability before you scope the workstream. Starting usually takes one to two weeks, and short fixed scope modules are easier to schedule than long embedded roles. Share the timing early, and we will tell you plainly whether it works.

How are rates set?

Rates depend on the format: a day rate, a fixed price for a defined module, or an agreed arrangement for embedded work. Each is set in writing before work starts, and we can work within your rate structures where the scope allows. See engagement models and fees.

How do you manage conflicts of interest?

FIRMA Advisory takes no commissions from banks, TMS vendors or BPO providers, so recommendations carry no product conflict. Before accepting a project, we check for conflicts with existing work. If one exists, we tell you before any client information is shared.

Do you travel to client sites?

Most specialist work runs remotely, alongside your team. Workshops, bank meetings and key steering committees can be attended in person where they matter. Travel is agreed per project, billed at cost and approved in advance.

What subcontracting paperwork do you need?

We work under your standard subcontractor agreement, with NDA and non-solicitation terms included. Vendor onboarding documents and tax forms are provided on request. We aim to complete onboarding before the first client workshop.
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Related insight: What to check before adding a treasury specialist gives consulting firms a checklist.

Engage

Discuss a project

Tell us about the engagement, the client situation and the timing. We will confirm fit, availability and format in one short call.

Book a 30 minute call [email protected]