Corporate Treasury & A.I. Integration

CFA charterholder and treasury professional based in Utrecht. Front-to-back-office experience across BMW, Uber, Unilever and Inalfa, with a focus on automation and applied AI.

Services

Treasury Strategy: Building or fixing the treasury function in companies without a large in-house team.

Cash Management: Visibility and control over liquidity, cash forecasting, and working capital.

FX Risk: Identifying and managing currency exposure, setting hedging policy, and execution.

Banking Relationships: Structuring and negotiating banking arrangements and facilities.

Automation & Applied AI: Working within the systems a company already runs, such as Microsoft 365 Copilot, Copilot Studio, Power Automate and SharePoint, so automation stays inside your own environment and governance, with no data leaving your systems.

About

Fraser Brown, CFA - Treasury Professional

I am a CFA charterholder and treasury professional based in Utrecht, with hands-on experience across front, mid and back office. I have held interim treasury roles at international companies including Inalfa, BMW, Uber, Unilever and a Morgan Stanley European treasury team, covering liquidity, FX and hedging, intercompany funding, bank relationships and reporting, on systems including SAP S/4HANA, Kyriba and Wallstreet Systems. I work independently as a ZZP consultant, and I take a practical interest in applying automation and AI to reduce the manual work that still surrounds much of treasury. I am selectively available for interim and project engagements.

Applied AI & Automation

I run a personal operating system built on structured data and an AI agent layer that compounds my output. None of those personal tools need to come with me. What matters is the architecture, and it maps cleanly onto the stack a treasury team already runs: Microsoft 365, Copilot and the Power Platform. That keeps the leverage inside your own IT and data-governance boundaries from day one, with nothing leaving your systems.

Turning scattered inputs — email, documents, chat — into structured, tracked tasks.

Turning raw numbers into a board-ready reporting pack, drafted in minutes.

How I roll it out

Phase 0: Listen. I learn how the team actually works before changing anything.

Phase 1: Structure. I give the core process one clean, structured home.

Phase 2: Assist. I stand up an agent that answers questions and drafts from that data.

Phase 3: Automate. I codify the repeatable workflows so they run themselves.

Phase 4: Hand over. The team owns it, with nothing depending on me being in the room.

Proof, not promises

I've already built a working prototype on a Microsoft tenant: a KYC Assistant agent grounded on a structured Directors table, with the account-opening flow taking shape. Delivered inside billable days, team-owned, and measured by two visible wins before any big claims. Happy to demo it live.

Contact

For enquiries, get in touch at fraserbrown12@gmail.com.

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