Treasury Services Analyst

Summary: 

Acrisure is the fastest growing insurance brokerage firm in the U.S. with nearly 400 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

We are currently looking to add our team with an exciting opportunity as a Treasury Services Analyst. The Treasury Services Analyst, reporting to the Manager of Treasury Services, will be responsible for delivering exceptional support to the company’s internal customers of Treasury Services. The Treasury Services Analyst will work closely with the broader Finance, Accounting, Legal, M&A, and Agency Accounting department leaders and staff.

Essential Duties and Responsibilities:

• Review centralized disbursement activity (ACH, Wire, Check) for all Home Office-managed payables and complete disbursements
• Manage positive pay file transmissions, exceptions, and required actions
• Provide internal training to key stakeholders related to best practices for secure payments and fraud prevention
• Primary contact for all Treasury Services requests.  Provide resolution or escalate requests as appropriate. 
• Maintain global bank account records and coordinate the opening, closing, and signatory updates for all accounts
• Support M&A on-boarding activities for agency partner banking transitions globally including new account openings, signatory changes, and bank product training
• Serve as the primary (Level 1) banking portal administrator to issue and maintain user entitlements, services, and controls
• Identify and drive process efficiencies related to assigned activities

Other special projects and assignments as assigned by Finance leadership

Competencies:                                           

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform 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 within a large Treasury organization, preferably with specialization in Treasury Operations or a Shared Service environment
• Prior banking experience in Treasury Management highly desirable
• Working knowledge of treasury and banking technology solutions including workstations, banking portals, ERP/bank interfaces strongly preferred

Technology Skills:

• Strong Excel skills and experience with macros, pivot tables
• Familiarity with Power BI and/or Tableau applications
• MS Access database knowledge preferred

Other Qualifications:

• 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 all assigned work
• Proven track-record of excellent customer service
• Ability to make thoughtful, quick decisions

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform 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 enable individuals with disabilities to perform 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:  Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement.  All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee.  This includes resumes submitted directly to hiring managers without contacting Acrisure’s Human Resources Talent Department