Treasury & Risk Consultant

Overview

This role independently manages complex Treasury activities and provides advanced analysis, recommendations, and project leadership across Treasury, Risk Management, and EHS. The position serves as a key Treasury resource, influencing liquidity and banking decisions, managing strategic financial relationships, identifying financial and operational risks, and driving process, control, and reporting improvements.

Responsibilities

• Independently own and manage complex Treasury activities, analyses, projects, and assigned workstreams with limited oversight.
• Analyze cash forecasts, liquidity positions, cash flow trends, and other financial information to identify risks, opportunities, and potential business impacts.
• Provide critical analysis, insights, and recommendations to support liquidity, banking, and Treasury decision-making.
• Participate in Treasury discussions with senior and executive leadership and clearly communicate complex financial information, risks, and recommendations.
• Assess debt, investments, banking relationships, liquidity exposures, and related Treasury matters to support strategic and operational planning.
• Identify near- and long-term liquidity, financial, and operational risks and develop recommendations to address concerns.
• Perform quarterly bank rating assessments and other financial institution analyses to support counterparty risk management.
• Serve as a subject-matter resource for internal stakeholders on Treasury policies, processes, banking activities, and liquidity matters.
• Develop and maintain strategic relationships with banking partners and work directly with financial institutions on operational matters, issue resolution, and strategic planning.
• Materially contribute to cash and liquidity planning and provide financial insights that influence business decisions.
• Execute and oversee daily banking activities, including wire releases and other cash-management responsibilities, and serve as backup for critical Treasury processes.
• Lead resolution of complex bank-related issues in partnership with internal teams and external financial institutions.
• Lead assigned Treasury projects and cross-functional initiatives from analysis through implementation.
• Evaluate Treasury processes, controls, systems, and reporting; recommend and implement enhancements to improve efficiency, accuracy, governance, and risk management.
• Develop and enhance Treasury metrics, dashboards, analytical tools, and management reporting to support business and leadership decision-making.
• Support administration of insurance programs, including policy records, coverage schedules, endorsements, certificates of insurance, and related documentation.
• Collect, validate, and analyze exposure data in support of insurance renewals and underwriting submissions.
• Partner with insurance brokers, carriers, third-party administrators, and internal stakeholders to support insurance program administration and related initiatives.
• Support property, casualty, workers’ compensation, cyber, and other claims by coordinating information, maintaining documentation, tracking activity, and supporting reporting.
• Evaluate Risk Management information and data and provide observations and recommendations to Risk Management leadership as appropriate.
• Support reporting and analytical activities related to insurance programs, claims, and other Risk Management initiatives.
• Support collection, analysis, and reporting of EHS information required for regulatory and internal reporting.
• Assist with OSHA, Tier II, and other required reporting under the direction of EHS leadership.
• Lead assigned projects and workstreams across Treasury, Risk Management, and EHS, coordinating deliverables across multiple stakeholders.
• Identify and implement process improvements, controls, reporting enhancements, and governance improvements across assigned areas.
• Build effective relationships across Finance, Risk Management, EHS, Legal, Accounting, and other functional areas to support business objectives.
• Demonstrate excellent service to internal team members.
• Perform other related duties as assigned.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Risk Management, or a related field required.
• 7+ years of progressively responsible experience in Treasury, corporate finance, banking, cash management, risk management, or a related financial discipline required.
• Demonstrated experience independently managing complex Treasury activities, financial analyses, or strategic projects.
• Strong analytical ability to analyze complex financial and operational information, identify trends and risks, and translate findings into actionable recommendations.
• Demonstrated ability to exercise independent judgment, manage competing priorities, and make recommendations with limited supervision.
• Strong business acumen and understanding of the relationship between Treasury activities, liquidity, financial risk, and broader organizational objectives.
• Strong written and verbal communication skills, including the ability to communicate effectively with senior and executive leadership.
• Demonstrated ability to build and maintain relationships with banks, brokers, carriers, third-party administrators, and other external partners.
• Advanced proficiency in Microsoft Excel and experience working with financial data, reporting tools, dashboards, and Microsoft Office applications.
• Strong attention to detail with the ability to manage complex financial data, documentation, and reporting requirements.

Preferred Qualifications

• Experience with cash management, liquidity forecasting, banking relationships, financial risk analysis, and Treasury operations.
• Experience developing recommendations and presenting financial analysis, risks, or business insights to senior-level stakeholders.
• Experience leading projects, workstreams, or process-improvement initiatives across multiple functions.
• Experience with insurance programs, claims administration, Risk Management, EHS, compliance, or related functions.
• Certified Treasury Professional (CTP), Certified Insurance Counselor (CIC), or other relevant professional designation.

Compensation & Benefits

• Anticipated salary range: $110,000–$118,000 USD Annual. Actual compensation may vary based on job related factors such as experience, skills, education, and location.
• Comprehensive Healthcare Plan (medical, dental, and vision plans start on day one of employment for full-time teammates).
• Educational Assistance (available to eligible teammates enrolled in an approved, accredited collegiate program).
• Employer-Paid Life Insurance and Disability coverage.
• Voluntary Supplemental Programs (including supplemental life, hospitalization, critical illness, and other insurance programs).
• Support for your Growing Family (adoption assistance, fertility benefits in medical plan, and parental leave).
• Health Savings Account (HSA) and 401(k) (voluntary financial programs).
• Paid Leave (sick days and short-term leave, plus holidays, vacation days, personal days, and additional types of leave including parental leave).
• Well-Being support, including a Teammate Assistance Program (TAP), Calm Health, Cancer Resources Services, and discount programs at no cost.

Location

Not specified.

Physical Demands

• Sedentary work.
• Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.
• Repetitive motion.
• Substantial movements of the wrists, hands, and/or fingers.
• Close visual acuity required for preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
• Ability to lift up to 15 lbs. independently; not to exceed 50 lbs. without help.

Equal Employment Opportunity

The employer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, sexual orientation, genetic information, religion, disability, age, status as a veteran, or any other status prohibited by applicable national, federal, state or local law.

Application

This position accepts applications on an ongoing basis.