Valufin provided us with our own inhouse forex manager that helped us gain 3% of previously wasted forex profit, significantly improving our bottom line.
Valufin is an independent specialist providing outsourced Forex Treasury Management to SMEs and mid-market businesses with cross-border FX exposure.
We work as an extension of your finance team, providing the specialist oversight, systems and practical support needed to manage forex treasury effectively.
Clients gain fractional access to specialist forex treasury expertise without building a complete internal function.
Independent, management-focused and free from transactional conflicts of interest, we do not earn from currency transactions. This allows every recommendation and decision to be shaped around your exposures, commercial priorities and risk appetite.
From reviewing existing arrangements to strengthening strategy, processes and reporting, we help businesses make better-informed forex decisions and maintain greater control over their treasury activities.
Independent strategic advice to help you understand currency exposure, strengthen decision-making and align forex activity with your commercial objectives.
Flexible outsourced support that gives growing businesses access to specialist treasury expertise without the cost of building a full in-house function.
A structured assessment of your exposures, hedging, processes, costs and controls to identify weaknesses and opportunities for improvement.
Practical guidance to help businesses navigate exchange control requirements, reduce regulatory uncertainty and support compliant cross-border transactions.
We bring together specialist expertise, structured processes, technology and independent oversight to help you manage exposures, transactions, reporting and treasury decisions with greater consistency and control.
The level of support is shaped around your business. Valufin can manage the wider function or work alongside your existing team in the areas where additional capability is needed.
Clients have achieved measurable improvements through stronger treasury processes, more effective decision-making and closer control of forex costs.
Experience managing substantial and complex forex activity for businesses operating across international markets.
Supporting businesses with diverse currency exposures, transaction requirements and cross-border operations.
Deep expertise across forex, treasury operations, governance, risk management and international business.
We review pricing, fees and provider arrangements to help ensure your business receives competitive and transparent transaction terms.
We help your business plan and execute currency transactions in line with cash-flow requirements, risk parameters and agreed treasury strategy.
We identify and assess currency exposures, then develop appropriate strategies to protect margins, cash flow and financial stability.
We strengthen forecasting, workflows, controls and reporting to reduce inefficiency and improve visibility across your forex activities.
Sharon, an entrepreneur since her twenties, has over 40 years of experience in forex risk management. As the first female Chief Dealer in South Africa, she pioneered innovative forex solutions, founding Valufin in 2009 to provide tailored treasury services globally. Sharon and her international team deliver expert forex strategies, empowering businesses to navigate complex markets with confidence and optimise financial outcomes.
CEO
With nearly 30 years of experience in financial services, Shireen specialises in managing forex risk portfolios for businesses of all sizes. Holding a degree in Risk Management and industry certifications, Shireen builds strong client relationships, ensuring their best interests are always prioritised. Her expertise and composure under pressure enable her to deliver tailored, effective solutions in dynamic and volatile forex markets.
Currency Risk Manager
With over 40 years of experience in the financial markets, Jenny brings a wealth of expertise to Valufin. Having worked in both the front and back offices of major banks' Forex Treasury Departments, she deeply understands the complexities of managing the entire Forex service delivery chain. Her dedication to delivering efficient and effective customer solutions aligns seamlessly with Valufin's commitment to excellence.
Operations Manager
Abigail Vincent brings precision and thoroughness to her role as Valufin's Foreign Exchange Administrator. Based in Canada, she plays a pivotal role in auditing and controlling forex processes, ensuring all instructions are executed accurately and nothing is overlooked. Her overnight work ensures the team is fully prepared each morning, enabling seamless operations and proactive management of client forex activities across global markets.
Foreign Exchange Administrator
Siza, brings extensive experience in managing back-office treasury functions, having worked on both the service delivery and customer sides of the market. His deep understanding of client needs and operational efficiency ensures that Valufin delivers exceptional service. Siza’s expertise in streamlining treasury processes makes him an invaluable member of the team, dedicated to supporting clients with precision and reliability.
Treasury Operations Specialist
