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Jessica is a Senior Treasury & Finance professional with over 13 years' experience helping businesses optimize liquidity, manage cashflow, mitigate risks, raise capital, and drive financial efficiency. She has led treasury and corporate finance strategies for top banks and large corporates, negotiated high-level financial deals, and helped businesses save and recover millions through smarter financial planning.

• Saved $1.3M through strategic funding optimization.
• Cut finance costs by 40% within 6 months.
• Recovered $700K in excess bank charges in 6 months.
• Developed innovative financial strategies that enhanced cashflow.
• Led treasury transformation projects that improved liquidity and drove millions in savings.

Equipping professionals with strategic expertise, leadership skills, and career acceleration programs.

Career in Treasury
Part I - Corporate Treasury (6 years with APL and 13 years with AIG/AIA)
Part II - Treasury Consulting (4 years with PwC and 9 years with Transaction Banking, Standard Chartered Bank)

Domain Knowledge
CTP - since 2025 [I still kept my study notes]
CFA - since 2009
ACT - since 2001

Professional contribution

• Career in Corporate Treasury and Treasury Consulting
• Drafted the HKICPA corporate treasury syllabus (since 1998)
• Provided advisory on RTC policy to financial regulators in Asia, including HKMA and most recently IFSCA (India GIFT City).

Scope of Treasury Coaching

• Career in Corporate Treasury and Treasury Consulting
• RTC Setup
• Digital & Real Time Treasury

Devesh Makhijani serves as the Deputy Vice President for Investment Management at Darashaw & Co., Mumbai, where he advises institutional funds, including Treasury Surplus, Retirals, and Endowment funds for marquee clients. With a wealth of experience in financial markets, Devesh has previously held key positions at Citibank and Kotak Private Wealth.

Devesh is a valued member of the Advisory Board at several top business schools across India, where his expertise spans Treasury, Risk Management, Financial Markets, and Corporate Finance. Currently pursuing his PhD in Management (Finance) from NMIMS University, he is also passionate about teaching, serving as a visiting faculty at business schools nationwide.

IBSFINtech's comprehensive learning program blends online learning with in-person intensives, producing impact-ready treasury leaders who can drive immediate value for their organizations. Participants emerge not just with knowledge, but with confidence and capability to lead transformation.

Experiential Learning: Live simulations of real-world treasury scenarios — from crisis management to strategic hedging decisions

Hands on Platform Training: Direct experience with IBSFINtech's enterprise-grade TMS platform used by leading corporates

Leadership Development: Executive workshops designed specifically for CFOs and Treasurers to drive organizational transformation

Strategic Certification: Industry-recognized credentials that validate expertise and open doors to your future career.

Atualmente, lidero departamentos financeiros com perfil generalista, Tesouraria, FP&A e Controladoria, orientando a alocação de capital e liquidez para uma tesouraria multimoeda. Possuo MBA pelo IBMEC, com extensões em Valuation (NYIF) e Controladoria (Saint Paul). Sou membro do conselho consultivo da AFP no Brasil.

I lead global treasury transformations that free up liquidity, automate operations, and future-proof risk strategy. With 10+ years at Actualize Consulting and a career spanning 25+ years in multinationals and financial institutions, I help CFOs and treasury leaders reimagine how capital markets, technology, and process design drive value. In addition, I contribute to the industry's future through roles on the AFP Treasury Advisory Council (Brazil), the Board of TMANY and Women in Treasury.

The new AFP Brazil can help you prepare for CTP and mentor your career in Treasury. Joining AFP Brazil would be an excellent stepping stone to your career. Zanders is a leading consultancy firm specialized in Treasury Management, Treasury Technology, Financial Risk Management and Corporate Finance. With over 500 treasury & risk professionals working on 4 continents, we provide consulting services to both Corporates and Financial Institutions.

Zanders Middle East is established in ADGM to serve our clients in the region. As part of our advisory services in the region, we also provide bespoke in-house training to our clients.