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Turn Your Financial Network Into a Revenue Stream
Summit Treasury is seeking experienced finance professionals, former CFOs, controllers, bankers, treasury professionals, consultants, and financial advisors who understand the critical role treasury plays in a company’s success.
If you’ve built trusted relationships with business owners, CFOs, finance leaders, or growing companies throughout your career, this opportunity allows you to monetize those relationships while maintaining your current career, consulting practice, or retirement lifestyle.
Who We’re Looking For
You may be a great fit if you:
- Have experience in finance, accounting, banking, treasury, lending, cash management, FP&A, or business consulting.
- Have an existing network of business owners, CFOs, controllers, CEOs, or financial decision-makers.
- Understand the challenges companies face with cash flow, forecasting, liquidity management, and financial operations.
- Enjoy helping businesses solve financial problems.
- Want to create an additional income stream without taking on a full-time role.
What You’ll Do
Introduce Summit Treasury’s services to companies within your professional network.
Identify businesses that could benefit from improved cash visibility, forecasting, treasury management, and liquidity planning.
Make introductions and facilitate conversations between prospective clients and our treasury team.
Leverage the credibility and relationships you’ve already built throughout your career.
Why This Opportunity Is Different
Many professionals spend decades building valuable relationships but never create ongoing value from those connections.
At Summit Treasury, we help companies gain greater visibility, control, and confidence over their cash flow and treasury operations. When you introduce qualified businesses that become clients, you share in the success.
Compensation
Performance-based compensation with significant earning potential.
Flexible schedule.
No quotas or required hours.
Ideal as a side income, consulting enhancement, retirement opportunity, or professional referral partnership.
About Summit Treasury
Summit Treasury provides fractional treasury services to growing businesses that need sophisticated treasury expertise without the cost of a full-time treasury department. We help organizations improve cash visibility, forecasting accuracy, liquidity management, and financial decision-making.
If you’ve spent years building trust in the financial community and believe your network could benefit from treasury expertise, we’d love to start a conversation.
Your relationships have value. Put them to work.
Compensation
$ 75000 – $ 150000 per year
