- Typical schedule for this role is 8 a.m. CT to 5 p.m. CT
- Lead, coordinate, monitor and participate in assigned projects to completion
- Monitor project progress, prepare, and deliver project updates to key stakeholders
- Respond to inquiries from and maintain effective relationships with internal departments
- Assist in the daily reconciliation of company's cash sweep program and related fundings
- Assist with maintaining support documentation on bank transaction activity for audit, compliance, and accounting purposes
- Work with multiple business lines to ensure timely and accurate processing of banking transactions
- Appropriately escalate issues to management to resolve in a timely manner
- Analyze the use of Treasury management products to benefit the efficiency and productivity of Inspira Financial
- Drive efficiencies in transaction processing while mitigating risks
- Understand payment approval limits and authorities
- Responsible for identification and handling of errors/omissions in payment instructions in compliance with the firm's policies and procedures
- Strong attention to detail is needed as the flow of funds can reach billions of dollars
- Serves as a backup for the Treasury Mailbox and cases to ensure timely follow through on all communications
- Key member of the Merger & Acquisition Treasury integration team
- Assist with bank administration tasks such as user additions, password resets, reporting, etc.
- Lead special projects such as documenting and updating policies and procedures, bank administration reporting, data driven metrics and monthly cost analysis
- Serve as backup for Treasury Services Manager
- Train and mentor junior team members
- 4-7 years of experience in banking/treasury preferred
- Bachelor's degree in finance, Business, or related field
- Certified Treasury Professional (CTP) a plus
- Proficiency in online banking
- Previous Treasury/Cash Management experience preferred
- Excellent analytical skills with a proactive nature
- Strong organization skills with a drive to meet deadlines
- An affinity for accuracy and efficiency
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
- Strong verbal and written communication skills
- An aptitude for prioritization and multi-tasking
- Strong collaboration skills
- A drive to learn and apply new concepts quickly
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Lead Treasury Analyst - Oak Brook, United States - Inspira Financial
Description
Job Description
Job DescriptionTake the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey – relentlessly pursuing better outcomes for all. We believe in finding the best talent While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you We look forward to receiving your application Check out this Inspira Financial video to learn more about our company
HOW YOU WILL SOAR:
The Lead Treasury Services Analyst will report to the Manager of Treasury Services. This role will collaborate cross functionally and is responsible for working on and leading projects in support of the Treasury Services and Cash Management teams. Projects will range in size, scope, and frequency. A focus will be placed on Merger and Acquisition activity and partnering with 60+ banking relationships Inspira maintains. The Analyst will provide support to all members of the Treasury and Cash Management teams through their knowledge and expertise. The ideal candidate will be detail-oriented, organized, dependable, and excel in a collaborative environment. The Analyst will also be an effective decision-maker, thrive in a fast-paced, dynamic environment, and possess the ability to manage multiple projects simultaneously, seamlessly moving from function to function.
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners — helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
