Senior Treasury Operations Leader

6 days ago

Dallas, Texas, United States Integrity Marketing Shared Services Center Full time
Job Summary

We are seeking a seasoned Treasury Manager to drive our cash management strategy and optimize treasury operations. This role is ideal for someone who thrives in a dynamic environment and is passionate about process improvement, financial reporting, and regulatory compliance.

Key Responsibilities:
  • Develop best-in-class cash operations: evaluate new banking products and services, and evolve the global cash management strategy to align with company vision.
  • Possess a good understanding of treasury products and solutions to make strategic decisions that help scale the business.
  • Collaborate with accounting teams to manage cash needs and minimize risk on intercompany balances.
  • Work closely with finance leadership to manage portfolio risk and cash funding requirements while seeking opportunities for additional yield.
  • Partner with FP&A to drive efficiencies and accuracy in cash flow forecasting and improve cash & investment reporting.
  • Create and/or improve treasury processes and implement system or process improvements to support hyper-growth.
  • Keep current on regulatory developments and lead adoption and compliance (e.g., FBAR, FATCA, etc.).
Requirements:
  • Bachelor's degree in accounting or finance required.
  • CTP certification preferred.
  • 6+ years of operational treasury experience.
  • Additional experience in accounting is preferred but not mandatory.
  • 4+ years of experience leading and developing treasury teams.
  • Intermediate understanding of cash management-general treasury principles and processes; general accounting knowledge.
  • Ability to interpret complex multi-entity fund structures.
  • Excellent communication skills and ability to work independently and collaboratively in a fast-paced environment.
  • Strong analytical, financial, and systems skills, including advanced spreadsheet and modeling skills.
  • Strong experience with bank reconciliations.
  • Knowledge of banking systems and experience with wire and ACH templates is a plus.
About Integrity Marketing Shared Services Center

Integrity Marketing Shared Services Center is committed to meeting Americans' insurance needs through independent agents. We offer a competitive compensation package, including benefits that make work more enjoyable and give you and your family peace of mind. Our employees support hundreds of thousands of agents nationwide.

Estimated Salary Range:

$110,000 - $140,000 per year, depending on experience and qualifications.

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