Treasury Analyst

UPCIC
Fort Lauderdale, FL Full Time
POSTED ON 3/18/2022 CLOSED ON 6/4/2022

What are the responsibilities and job description for the Treasury Analyst position at UPCIC?

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Position Description:

The Finance Department of Universal Insurance Holdings, Inc. is seeking a Treasury Analyst whose primary responsibilities will be monitoring, reporting and analysis of the company’s cash and investment portfolios, as well as the timely and accurate handling of day-to-day treasury and cash operating transactions. General responsibilities include, but are not limited to:


Duties and Responsibilities:

  • Daily review and monitoring of cash balances, with a weekly report provided to management.

  • Daily monitoring of the investment portfolio to ensure compliance with company guidelines.

  • Providing management with weekly and monthly investment portfolio reports and updates.

  • Assisting with preparation of quarterly analytical report provided to management and Investment Committee.

  • Maintaining consistent communication with investment advisors, treasury and banking contacts to develop strategy and ensure that objectives are being met.

  • Researching and proposing new investment and cash management strategies as needed.

  • Keeping up to date on market and treasury trends.

  • Other activities may include, but are not limited to:

    • Peer review studies.

    • Investment research and due diligence.

    • Providing support to AP, AR, and cash operating groups as needed.

Qualifications:

Candidate must be a professional with strong analytical and organizational skills, who employs professional skepticism and works well under pressure with the ability to multi-task. The candidate must prioritize to meet deadlines, while ensuring all work is timely and accurate. Specific qualifications include:

  • Education and certifications

    • Bachelor’s degree in Accounting or Finance.

    • Graduate degree a plus.

    • Workday G/L experience, Clearwater experience, or certification/training a plus.

  • Experience

    • Preferably 1 to 3 years of related work experience.

    • Demonstrable understanding of investment and treasury concepts.

    • Transactional and analytic experience.

    • Proficient in Microsoft Office, Word, Excel and PowerPoint.

    • Strong attention to detail and solid organizational skills mandatory.

    • Excellent time management and communication skills.

Benefit Highlights

· Industry leading medical, dental and vision insurance plan

· 401(k) Retirement Plan with a company match of 100% on up to 5% of

compensation (match is fully-vested immediately)

· Generous PTO policy

· Eligible for performance-based bonuses

Universal Insurance Holdings, Inc. is an Equal Opportunity Employer. We consider the best qualified individuals available, without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

By submitting your resume for this position, you understand and agree that Universal Insurance Holdings, Inc., may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions.

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