Based in Hartford, Connecticut, this distinguished firm operates in the realms of Insurance, Reinsurance, and Asset Management, under the ownership of a leading Private Equity Firm. With a strong foundation, the company has witnessed substantial growth, particularly in the domain of Fixed Annuities, managing an impressive sum of around 60 billion dollars in assets under management (AUM). As part of their continued expansion, the team is actively seeking a Treasury Analyst to bolster their treasury/finance team. The Treasury Analyst position is geared towards supporting day-to-day operational functions, with a key focus on banking and bank operations. Additionally, the role encompasses providing support for treasury technology, cash positioning and forecasting, funds transfer activities, and accounting.
Responsibilities:
- Administer and manage bank accounts, platforms, and authorizations.
- Ensure accurate governance through audits and collaborate with legal on signatory appropriateness.
- Conduct periodic risk assessments, support SOC reviews, and coordinate with banks for new systems.
- Manage technology for treasury operations, troubleshoot issues, and lead changes or upgrades.
- Oversee bank fees, analyze reporting, and develop budgets. Support business acquisitions/divestitures.
- Assist in business continuity planning, maintain documentation, and support audit processes. Perform other assigned duties.
Requirements
- 1-3 years of experience in Treasury or FP&A
- Insurance background is preferred
- Good communication skills
- Well versed in Excel is a plus
