Treasury and Insurance Analyst

We put our team members first. You’ll receive a great salary and benefits, and experience the support and opportunity you deserve. You’re empowered to make decisions. You control your future.

Job Description:

Spend the majority of time driving high-priority departmental initiatives while providing critical secondary support to the core Treasury and Insurance teams. 

Key Job Responsibilities

• Process Automation: Identify manual workflows in cash reporting or insurance tracking and assist with implementation of automated solutions (via Excel, BI tools, or TMS).

• Policy Development: Help draft and update departmental standard operating procedures, treasury policies, and disaster recovery plans.

• Treasury Backup: Act as the primary backup for daily liquidity management, cash positioning, and bank portal administration during peak times or lead analyst absence.

• Insurance Backup: Support the insurance renewal cycle by assisting lead analysts with data collection, spreadsheet consolidation, and certificate of insurance (COI) overflows.

Required Skills/Abilities

• Technical Toolkit: Advanced Microsoft Excel (ability to build templates and macros).

• Familiarity with Power BI or Tableau for project reporting is a significant plus.

• Familiarity with TMS systems is a significant plus

• Work Experience: Direct experience with daily cash positioning, cash flow forecasting, debt/credit facility administration, and bank platform management (ACH, Wires, SWIFT).

• Systems: Hands-on experience using Treasury Management Systems (TMS) (e.g., Kyriba) and major ERP platforms (e.g., SAP, Oracle, NetSuite).

Education and/or Experience Required (including certifications)

• Education: Bachelor’s degree in finance, Business, or a related field.

• Certifications: Candidates who have obtained or have interest in pursuing any of the following certifications CPA, CFA, CTP.

• Experience: Previous exposure to either Treasury or Insurance is preferred; a willingness to learn the other is essential.

• Ability to pivot quickly between different workstreams without losing accuracy.

Please note, this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The physical demands of your job must be met to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the job.

AI Disclosure Statement:
At The Boyd Group and all affiliated companies, we do not use artificial intelligence (AI) or automated tools to screen, assess, or select applicants for employment. All hiring decisions are made by real people who review each application individually.

Compensation Details:

Expected Pay Range: 

$55,000 - $75,000 / Year

Compensation is commensurate with skill, education and experience.