Seeking Treasury Director to lead enterprise treasury operations and oversee cash and liquidity strategy across the organization. This role is responsible for ensuring efficient cash management, strong banking relationships, and well-controlled treasury processes that support financial stability within a regulated life insurance environment.
This is a highly visible leadership position partnering across Finance, Actuarial, Investment Management, IT, and external banking partners. The ideal candidate brings deep treasury expertise, a strong controls mindset, and a track record of driving operational transformation and strategic decision-making.
Key Responsibilities
- Own and oversee end-to-end treasury operations, including cash forecasting and positioning, bank account management, payment processing, unclaimed property, cash accounting, and reporting
- Establish and maintain robust treasury policies, internal controls, and operational frameworks to ensure regulatory compliance and financial integrity
- Lead enterprise liquidity planning and provide strategic insights to senior leadership on cash management and funding needs
- Manage and strengthen banking relationships, serving as the primary point of contact and subject matter expert on treasury-related matters
- Drive treasury transformation initiatives, including system implementations, banking technology enhancements, and process improvements
- Partner cross-functionally with Finance, IT, Actuarial, Investment Management, and external vendors to deliver treasury initiatives and optimize workflows
- Develop data-driven insights and performance metrics to enhance decision-making, identify inefficiencies, and close control gaps
- Oversee treasury systems, tools, and reporting processes to ensure accuracy, efficiency, and scalability
- Lead continuous improvement efforts to modernize treasury operations and elevate organizational capabilities
- Provide leadership, coaching, and development to a high-performing treasury team
Qualifications
- BA/BS in Finance, Accounting, Business Administration, or related field
- 10+ years of experience in treasury, finance, or related leadership roles
- Strong expertise in cash management, liquidity planning, and treasury operations
- Experience operating within a regulated financial services or insurance environment preferred
- Demonstrated success leading transformation initiatives, including system implementations and process improvements
- Strong understanding of internal controls, compliance, and risk management frameworks
- Proven ability to build and manage banking relationships and external partnerships
- Experience working cross-functionally with senior leadership and multiple business units
- Strong analytical, communication, and leadership skills with a focus on team development and operational excellence
