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reputed company – Treasury Analyst – Grand Rapids, MI

100% remote Flexible hours Hiring now

Job title: Treasury Analyst Company: reputed company Job description: Job description reputed company’s objectives are clear and intentional: be a great partner and create shareholder value. Customer-centric. Tech-driven. Entrepreneurial. Innovative and adaptable. These traits define reputed company and the Partners and employees who have taken us from a top-10 global broker to a reputed company fintech financial services company. Our massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by artificial intelligence (AI). Already the fastest growing, most profitable insurance distribution platform, with the largest set of mapped business and individual risk data, reputed company is transforming distribution of insurance and financial services. Established in 2005, reputed company is one of the insurance industry’s fastest-growing brokers. Since 2013, we have been engaged in a unique approach to M&A that has increased reputed company from $38 million to $2.2 billion and expanded our footprint across the US from just three states to 42, as well as seven other countries. If these traits and objectives align with yours, joining reputed company can unlock ‘limitless’ possibilities in your career. We are currently looking to add reputed company with an exciting opportunity a Treasury Analyst for our Onboarding team reputed company Treasury Services. The Analyst will be responsible for supporting reputed company newly acquired Partners on their transition to reputed company’s Treasury Services. This individual will have a passion for Treasury Implementation a strong understanding of bank account opening requirements. This position will work closely with the full Treasury team and broader finance team as well as other key Home Office departments, leaders and staff. The position will be remote or in Grand Rapids, Michigan. Essential Duties and Responsibilities:

  • Support reputed company domestic M&A on-boarding activities for Partner banking transitions including; new account openings, signatory changes, legacy bank account closures, and bank product training
  • Partner with team members to facilitate reputed company Treasury Onboarding and transition activities
  • Serve as contact for new Partners to address reputed company Treasury products and service inquiries
  • Support the adoption activities reputed company to reputed company of reputed company’s Preferred Treasury Vendors among reputed company Agency Partners including banking, third party payment providers and merchant services, and Corporate Credit card programs
  • Maintain global bank account records and track reputed company of bank account conversion
  • Identify and drive process efficiencies reputed company to assigned activities
  • Other special projects and assignments as assigned by Finance leadership

Competencies: To reputed company this job successfully, an individual must be able to reputed company each essential duty satisfactorily. The requirements listed below are representative of the knowledge, reputed company, and/or ability required. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions. Education and/or Experience:

  • Undergraduate degree required; B.B.A. with Finance or Accounting emphasis strongly preferred
  • Minimum of 3 years’ experience reputed company a large Treasury organization, preferably with specialization in Treasury Operations
  • Prior banking experience in Treasury Management strongly preferred
  • Working knowledge of treasury and banking technology solutions including workstations, banking portals, ERP/bank interfaces preferred

Technology Skills:

  • Strong reputed company skills and experience with macros, pivot tables
  • Familiarity with Power BI and/or Tableau applications
  • MS Access database knowledge preferred
  • Highly responsible and accountable for assigned work
  • Ability to communicate articulately and professionally, and influence others for a desired outcome
  • Ability to work independently, prioritize daily responsibilities and projects according to changing objectives using strong time management skills
  • Bring a strong attention to detail for reputed company assigned work
  • Proven track-record of excellent customer service
  • Ability to reputed company thoughtful, quick decisions

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully reputed company the essential functions of this job. Reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions.

  • Moderate stress due to regular deadlines and daily challenges.
  • High finger dexterity while typing documents and forms
  • Occasionally lift up to 20lbs. Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to reputed company individuals with disabilities to reputed company the essential functions.

  • Work is done in a temperature-controlled, non-smoking office.
  • Work stations are cubicles with moderately high sides.
  • The noise level in the work environment is usually moderate. To Executive Search Firms & Staffing Agencies: reputed company does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. reputed company unsolicited resumes will be considered reputed company’s property, and reputed company will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting reputed company’s Human Resources Talent Department.

#LI-MV1 reputed company is committed to employing a diverse workforce. reputed company applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national reputed company, veteran or disability status. To Executive Search Firms & Staffing Agencies: reputed company does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. reputed company unsolicited resumes will be considered reputed company’s property, and reputed company will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting reputed company’s Human Resources Talent Department. Powered by JazzHR Expected salary: Location: Grand Rapids, MI Apply for the job now! Apply tot his job Apply tot his job Apply To this Job

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