Case Study: Leading Oil Company strengthens treasury risk management with Rochford Capital

Leading Oil Company - Customer Case Study

Leading Oil Company, a rapidly growing oil producer, faced major treasury and risk management challenges as it ramped up production without an official, documented treasury policy. With revenue largely in USD, costs in AUD, and exposure to commodity prices and a USD-denominated bond, its decision-making was ad hoc and reactive. Rochford Capital was engaged to help address these treasury optimisation needs.

Rochford Capital designed and implemented a comprehensive treasury policy, management reporting, cash and FX risk strategies, and medium-term hedging guidance, while also providing MTM reporting, staff training, and ongoing board compliance reporting. As a result, Leading Oil Company moved from having no formal treasury function to a capable team with the policies, processes, and skills to manage financial risk more effectively and support growth with confidence.