01
Assess
Listen to stakeholders, map the actual work, and examine cash visibility, banking, processes and controls.
Treasury advisory & fractional leadership
Insight.
Implementation.
Impact.
Independent treasury advice and implementation leadership for finance teams navigating banking decisions, fragmented cash processes, and operational change.
Project engagements · Fractional treasury leadership
MBA · Certified Treasury ProfessionalCorporate treasury leadershipCommercial banking & creditSelection through implementation
A practical path forward
Assess. Plan.
Implement. Support.
Begin where your organization needs help. These stages can form one engagement or be scoped individually, with ongoing support available after implementation.
02
Plan
Agree on priorities and a roadmap. Define requirements, compare providers and solutions, and make informed decisions.
03
Implement
Coordinate teams and providers through dependencies, testing, rollout, training and operational handoff.
04
Support
Continue with agreed reviews, guidance and fractional treasury leadership as your team takes ownership.
Deliverables, responsibilities and availability are agreed for each engagement. Post-implementation support is separately scoped.
Planned Areas of Support
Start with what
is getting in the way.
You may need a clearer understanding of cash and risk, a better banking arrangement, someone to lead an implementation, or ongoing treasury attention. The engagement should follow the business need.
01 / ASSESS
Find the real starting point.
Cash is difficult to see, processes have grown informally, or leadership needs a clearer view of risk and priorities.
Treasury assessment & roadmap ↗02 / PLAN
Choose with confidence.
You are evaluating banks, financing terms, payment services or technology—and need an informed comparison beyond the sales presentation.
Banking & solution selection ↗03 / IMPLEMENT
Get the decision working.
A selected bank service or treasury platform needs coordinated execution across finance, operations, technology and providers.
Implementation leadership ↗04 / SUPPORT
Keep treasury moving forward.
You need recurring senior treasury attention without immediately adding a full-time position—or your finance team needs support through a period of change.
Fractional treasury leadership ↗Experience behind the advice
Recommendations informed
by doing the work.
Centralizing cash visibility.
Led the TMS RFP, built stakeholder agreement on the selected system, and successfully implemented centralized reporting to replace Excel-based cash positioning.
Improving banking economics.
Work spanning earnings credits, merchant services pricing, check costs and payment rebates—each with its own economics and tradeoffs.
Finding the real process.
A hospital workflow review revealed the gap between the CFO’s intended process and daily practice, clarifying the need for changes to bring them into alignment.
Meet Cynthia MacGeagh
Financial judgment.
Operational follow-through.
My career connects banking, credit, investment analysis and corporate treasury. I understand the decisions behind a provider’s proposal and the practical work required inside the client’s organization.
That means asking detailed questions, making tradeoffs clear and staying involved as a decision moves toward execution.
More about my background ↗A defined engagement
One priority.
A larger transition.
Ongoing support.
Services can be engaged individually or in stages. Work directly with me, or through a referral from your CFO adviser, consultant or other trusted partner.
Clear deliverables, practical responsibilities and an agreed scope come first.
Explore working together ↗