Senior Analyst, Finance (Treasury Operations)

Job Summary

A member of Nassau’s dynamic treasury/finance team, the Senior Analyst, Treasury Operations role supports day-to-day operational activities with an emphasis on cash positioning and forecasting, banking and bank operations and treasury systems and technology.

Principal Duties and Responsibilities

• Support/act as backup for treasury operational activities including cash positioning/forecasting, wire transfer and accounting. Produce daily reporting as required
• Support technology utilized for treasury operations including system configuration, administration, and reporting. Troubleshoot and oversee resolution of issues related to system or bank feeds, treasury or bank system outages. Lead planning and testing of related changes or upgrades.
• Coordinate with banks on products and services and assesses suitability; manage testing and implementation of new systems, interfaces and/or processes.
• Develop project plans and oversee activities related to the acquisition or disposal of business.
• Support management and administration of bank accounts including access, entitlements and authorizations. Liaise with legal team to ensure governance is accurate and current and conduct periodic audits to confirm appropriateness of signatories. Serve as administrator for bank platforms.
• Produce management reporting to illustrate bank fee components, expense trends and expected changes. Manage technology used to support activities. Support the development of bank fee budgets.
• Assist with the planning of and participate in periodic business continuity/disaster recovery exercises.
• Develop or maintain documentation and/or training materials for all related processes.
• Support internal and external audit processes
• Perform other duties as assigned

Knowledge, Skills and Abilities

• Bachelor’s degree in accounting, business, management, or finance with at least 5 years of relevant experience. Knowledge of financial markets is required. Certified Treasury Professional (CTP) preferred.
• Exceptional organizational skills. Ability to work effectively under pressure and continually prioritize tasks.
• Proactive self-starter with the ability to work both independently and as part of a team
• Strong written and oral communication skills are critical
• Skill in problem solving and identifying/implementing process improvements
• Must possess ability to make sound business decisions
• Proficiency in Excel with strong analytical skills.
• Experience with FIS Integrity treasury management system is preferred, Fiserv and/or PeopleSoft is a plus

Compensation

Nassau maintains a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent.  Our compensation system is designed to reward performance, support development and job growth, and compensate individuals relative to their contribution to our organization. The compensation for this position falls within Nassau’s salary band D:  $70,000-$105,000.

Visit our Careers page and apply online at www.nfg.com.

Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $24.8 billion in assets under management, and 370,000 policies and contracts as of September 30, 2024.

As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs.

Nassau provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 

Salary : $70,000 - $105,000