What are the responsibilities and job description for the Financial Analyst IV - Treasury position at Principal Financial Group?
What You'll Do:
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Who You Are:
We’re looking for a Financial Analyst IV to join our Corporate Treasury team. In this role, you’ll support Principal Financial Group’s capital and liquidity management! This role will have a variety of responsibilities including:
- Supporting the company’s Funding Agreement Backed Note and Holding Company debt programs
- Building and maintaining relationships with investment banking partners
- Collaborating with internal business partners on cash and capital forecasting and execution
- Research, analyze, and communicate current cash positions and expected cash flows. Proactively identify and communicate liquidity concerns and make recommendations to address concerns and constraints.
- Executing and reporting on Corporate Treasury’s FX hedging program
- Representing Treasury in enterprise initiatives
- Performing other Treasury-related duties and projects as needed
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
- Bachelor's degree in math, actuarial science, finance or related field with a 4 years of relevant financial experience preferred
- Fundamental understanding of capital markets
- Self-motivated with excellent problem solving, leadership, and analytical skills
- Strong interpersonal skills required, with the ability to effectively communicate with all internal and external partners
- Ability to frame issues, options and solutions using financial data for business decision-making
- Proven ability to work in fast-paced, detailed, and deadline-oriented environment
- Strong MS Excel skills with experience including macros, pivot tables, creating tables, v lookups, comparing data, etc.
- Experience with data analytics tools such as Power BI
Skills That Will Help You Stand Out
- CFA designation or progress towards
Work Environments
This role offers in-office, and hybrid (blending at least three office days in a typical workweek) work arrangements in our Des Moines, IA office. You’ll work with your leader to figure out which option may align best based on several factors.
Job Level
We’ll consider talent at the next level with the right experiences and skills.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 4/15/2025 Latest Post Date: Careers - US: 4/15/2025Salary : $86,450 - $125,400
