Job Title: Treasury Analyst
Position Summary:
Oliver James is a global leading insurance specific recruitment firm who is currently supporting a technology enabled life and annuity client with the appointment of a Treasury Analyst. This insurance company has been incubated by a private investment firm based in New York, NY that was founded by an industry legend with a focus on investing in and operating high - quality businesses for the long-term. This company is also led by a seasoned executive with extensive leadership experience in the insurance industry, specializing in strategic growth, innovation, and client-focused solutions.
The Treasury Analyst will support the management and analysis of the organization's financial resources, focusing on cash flow management, risk mitigation, and financial planning to ensure the organization's financial health. This role will involve forecasting, liquidity management, financial reporting, and assisting in strategic treasury decisions.
Location: Hybrid - New York City, NY
Work Model: Hybrid (4 days in office, 1 day remote)
Compensation Range: 90 - 140 k (dependent on experience) + Bonus
Key Responsibilities:
- Cash and Liquidity Management:
- Monitor daily cash flow and ensure adequate liquidity.
- Forecast short-term and long-term cash requirements.
- Optimize cash management processes.
- Treasury Operations:
- Execute and monitor financial transactions, including payments and investments.
- Ensure compliance with internal controls and regulatory requirements.
- Risk Management:
- Identify and mitigate financial risks related to interest rates, currency exchange, and credit.
- Support hedging strategy implementation.
- Financial Analysis and Reporting:
- Analyze and report on cash flow and portfolios.
- Prepare weekly, monthly, quarterly, and annual treasury reports.
- Conduct variance analysis and recommend improvements.
- Strategic Support:
- Support capital structure and liquidity planning.
- Collaborate with cross-functional teams to align strategies with organizational goals.
Position Requirements:
- Education:
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- A Master's degree or professional certifications (CFA, CTP, CPA) are a plus.
- Experience:
- 3-5 years of experience in treasury, financial analysis, or a related finance role.
- Experience in life insurance, investment management, or banking preferred.
- Skills and Competencies:
- Strong analytical, problem-solving, and financial modeling skills.
- Advanced proficiency in MS Office, Excel, and financial modeling tools.
- Knowledge of financial markets and risk management techniques.
- Excellent communication and interpersonal skills.
- Other Requirements:
- Familiarity with financial regulations and compliance standards.
- Ability to work under pressure and meet tight deadlines.
This is an exciting opportunity to join a fast-growing insurance start-up, where you will help shape the financial foundation of the company. You'll have the chance to work in a high-energy, collaborative environment with a focus on innovation and growth.
For more information, please apply using the prompts provided or contact Steven Kunz at Oliver James at steven.kunz@oliverjames.com
