Corporate Treasury Advisory

Your Business Deserves Expert Treasury Advisory

Frank brings institutional-grade treasury controls, banking infrastructure, and payment governance from billion-dollar environments directly to mid-market companies.

Book Treasury Risk & Structure Audit Schedule Free Intro Call

$100M+ Corporate Cash Oversight

125+ Corporate Bank Accounts Managed

Fortune 100/500 Treasury Advisory Experience

10+ Years in
Corporate Treasury

The Risk Is Real

Treasury Gaps That Quietly Threaten Your Business

Without dedicated treasury expertise, your company may be more exposed than you realize. Here are the most common vulnerabilities we uncover.

Wire Fraud Exposure

Weak payment authorization processes leave businesses vulnerable to sophisticated wire fraud schemes that can drain accounts in minutes.

Poor Internal Controls

Inadequate separation of duties and approval workflows create opportunities for both internal fraud and costly errors.

No Treasury Oversight

Growing companies often lack anyone responsible for treasury strategy, resulting in reactive decisions instead of a proactive financial framework.

ACH vs. Wire Confusion

Many businesses use ACH and wire transfers interchangeably without understanding the risk, cost, and reversal implications of each.

Inefficient Banking Structure

Operating with the wrong banking partners or account structures results in unnecessary fees, limited credit access, and missed yield opportunities.

Limited Cash Flow Visibility

Without real-time cash visibility, businesses struggle to make confident decisions about investments, payroll, and capital deployment.

Advisory Services

Expert Treasury Guidance, Tailored to Your Business

Frank conducts structured treasury audits designed for companies that need an independent, experienced assessment of their financial controls and cash management practices, without building a full internal team.

Discovery

Free Treasury Intro Call

A no-commitment 15-minute call to discuss your company's current treasury situation and identify the most pressing risks and opportunities.

15-minute discovery call

Discuss your current treasury setup
Identify your biggest risk areas
Find the right service for your needs

Schedule Intro Call

Consulting

Direct one-on-one treasury advisory for specific questions, decisions, or ongoing guidance. Available individually or in prepaid packages.

50% Off — Limited Time

$200$100

per hour · Promotional rate

Everything in the Intro Call plus:

Direct expert advisory access
Specific treasury questions answered
Banking strategy and structure guidance
Discounted prepaid hour packages

Book Consulting Call

Most Value

Treasury Risk & Structure Audit

A comprehensive audit of your treasury structure, controls, and cash management, identifying risks, control gaps, and delivering a clear executive action plan.

50% Off — Limited Time

$2,499+$1,249+

Pricing based on company revenue · Includes pre-audit questionnaire

Comprehensive Executive Treasury Audit Report
Wire Fraud & Payment Risk Assessment
Banking Structure & Cash Flow Analysis
Treasury Control Gap Analysis
Strategic Treasury Action Roadmap
Live Audit Review Session

Apply

How It Works

A Clear Path to Treasury Strength

From first contact to implementation, our process is designed to be efficient, actionable, and immediately valuable.

Book an Intro Call

Schedule a free 15-minute discovery call. We'll discuss your current treasury situation and determine the best path forward.

Identify Your Risks

Through a deep-dive session, we uncover fraud exposure, control weaknesses, and banking inefficiencies specific to your business.

Develop Your Roadmap

You receive a clear, prioritized strategic plan to strengthen your treasury operations, built specifically for your company.

Implement & Strengthen

Execute improvements with ongoing advisory support, or engage on a fractional basis for continued treasury leadership.

About Frank

Frank A. Molina

Frank is a corporate treasury professional with hands-on experience managing corporate cash, banking structures, and treasury risks within a $1B+ organization. He works directly with CFOs and institutional banking partners to structure accounts, control cash movement, and maintain treasury oversight at scale.

He oversees $100M+ in corporate cash across 125+ bank accounts and has led treasury operations supporting rapid growth, mergers & acquisitions, and daily liquidity management.

Previously, Frank worked in treasury advisory, where he supported Fortune 100 and Fortune 500 treasury teams on banking strategy and cost optimization initiatives.

He now works directly with business owners and leadership teams to bring institutional-level treasury structure, control, and visibility into growing companies.

$1B+ Institutional Treasury Experience

Corporate treasury management and Fortune 100/500 treasury advisory.

10+ Years of Corporate Treasury Experience

Fortune 100/500 & Mid-Market Advisory

Bringing billion-dollar treasury structures into growing businesses.

Read Full Bio →

Why Frank

You Are Not Getting a Generic Consultant

You are partnering with an independent treasury expert who identifies risk, exposes control gaps, and delivers a clear plan to fix them.

Applying treasury structures used in billion-dollar organizations to protect and strengthen your company's financial operations.

Risk Identification

Uncover hidden vulnerabilities in your wire transfer processes, payment controls, and banking structure before they become costly problems.

Control Gap Analysis

Identify breakdowns in approvals, separation of duties, and authorization workflows that create exposure to internal fraud and operational errors.

Structured Action Plan

Receive a clear, prioritized roadmap, not a list of vague recommendations, built specifically to fix what was found in your audit.