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CurvedSpace Investment Services

Wilson Cruz

Treasury Professional | Fractional Cash Manager | AI Solutions Developer

20+ years optimizing cash management and building scalable financial operations.

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Wilson Cruz, treasury professional

Fractional treasury & AI-powered financial tools

Treasury Expertise Meets AI Innovation

I'm a treasury professional with over 20 years of experience helping organizations optimize their cash management, banking relationships, and financial operations. As founder of CurvedSpace Investment Services, I provide fractional treasury consulting and develop AI-powered automation tools that solve real problems in cash forecasting, fee analysis, and investor services.

My approach combines deep domain expertise in treasury operations with hands-on technical skills in financial systems, data analytics, and AI development. I've managed treasury functions for organizations ranging from UCSF to private lending firms, consistently delivering measurable results in cost reduction, process efficiency, and risk management.

  • 20+

    Years Experience

  • $75MM+

    Assets Under Management

  • 33%

    Average Cost Reduction

  • AI-Powered

    Solutions

Fractional Treasury Services & Solutions

Practical support for cash, banking, and investor operations—paired with automation where it drives the most value.

  • Treasury Consulting

    • Cash flow forecasting & liquidity management
    • Banking relationship optimization
    • Treasury operations strategy
    • Process automation & efficiency
    • Risk management & compliance

  • Investor Services

    • Investor onboarding & communications
    • Distribution management
    • Fund reconciliation
    • Private equity trade tracking
    • CRM implementation

  • AI-Powered Tools

    • Bank fee analyzer
    • Cash flow forecasting assistant
    • Treasury automation solutions
    • Custom financial analytics
    • Process optimization tools

Professional Experience

Select a role to view highlights. Quantifiable outcomes across treasury, systems, and investor operations.

    • Fractional treasury services for mid-market companies
    • AI-powered automation tools development
    • Treasury operations consulting
    • Systems implementation

Core Competencies & Technical Skills

Treasury Expertise

  • Cash Flow Forecasting & Management
  • Banking Relationship Optimization
  • Liquidity Management & Investment
  • Financial Systems Implementation
  • Risk Management & Compliance
  • Team Leadership & Development

Technical Skills

  • Treasury Management Systems
  • Advanced Excel & Financial Modeling
  • SQL & Data Analytics
  • AI & Automation Tools
  • Salesforce
  • Bloomberg Terminal

Let's Discuss Your Treasury Needs

Share a bit about your organization and what you're trying to solve—I'll follow up promptly.

Download Resume (PDF)

LinkedIn: linkedin.com/in/thehappyanalyst