Assistant Treasurer (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Assistant Treasurer (Finance): Overseeing daily treasury operations, liquidity forecasting, and capital management for a technology-driven annuity carrier with an accent on scaling treasury capabilities and optimizing liquidity. Focus on implementing Treasury Management Systems (TMS), managing banking relationships, and driving process automation to support organizational growth.
Location: New York, New York
Company
is a fast-growing, technology-driven annuity carrier startup focused on redefining retirement security through modern fintech capabilities.
What you will do
- Oversee daily treasury operations, including cash positioning, bank account administration, and payment activities.
- Develop and manage short- and long-term forecasts for cash flow, liquidity, capital, and collateral.
- Execute liquidity and funding strategies and perform stress testing and scenario analysis to support risk management.
- Prepare executive and Board-level treasury reporting, dashboards, and key performance metrics.
- Lead the implementation, optimization, and administration of the Treasury Management System (TMS) and banking platforms.
- Manage relationships with banking partners, custodians, and other financial institutions.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 8–12 years of progressive treasury experience in insurance, financial services, or banking.
- Strong expertise in liquidity management, capital planning, and collateral management.
- Experience implementing or administering Treasury Management Systems (TMS) (e.g., Kyriba, GTreasury, Oracle).
- Advanced Excel and financial modeling skills.
- Must be based in New York, NY.
Nice to have
- MBA, CFA, CTP, or other relevant professional designations.
- Specific experience within the insurance or annuity industry.
- Experience with JPMorgan Access.
Culture & Benefits
- Fast-paced, entrepreneurial startup environment with high visibility.
- Collaborative culture that values strategic thinking and hands-on execution.
- Opportunity to build and scale treasury infrastructure from the ground up.
- Focus on digital transformation and client-centered insurance solutions.
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