About Us:
We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you're curious about how treasury operations support the financial health and liquidity of an organization, then this role offers the opportunity to build expertise across cash management, banking operations, treasury systems, and financial controls while contributing to a growing insurance organization.
About the Role:
We are seeking a Treasury Analyst to support the day-to-day operations of the Treasury & Cash Management function. This role plays a key part in ensuring the accurate and timely execution of cash management activities, including payment processing, cash positioning, bank account reconciliation, treasury accounting, and treasury system administration. The ideal candidate is detail-oriented, highly organized, and proactive in managing responsibilities. You'll work closely with the Treasury Manager and banking partners to support efficient treasury operations while maintaining strong controls, accuracy, and accountability.
What You’ll Do:
Cash Management & Payment Operations
- Execute daily payment processing activities accurately and on schedule
- Process daily funding transactions and support cash positioning activities
- Assist with preparation and maintenance of the daily cash report and balancing processes
- Monitor cash activity and escalate exceptions or issues as needed
Treasury Accounting & Reconciliation
- Perform bank account and statement reconciliations
- Prepare and post treasury-related accounting entries
- Classify and record intercompany transfers accurately
- Support the integrity and accuracy of treasury-related financial records
Treasury Systems & Reporting
- Set up, maintain, and administer the treasury management system (Kyriba)
- Generate and distribute recurring monthly treasury reports
- Support treasury data management and reporting needs
- Identify opportunities to improve system utilization and operational efficiency
Banking & Operational Support
- Partner with banking institutions on operational requests and account-related activities
- Coordinate resolution of banking issues, inquiries, and service requests
- Maintain strong relationships with internal and external stakeholders to support treasury operations
Risk Management & Controls
- Self-review work to ensure accuracy, completeness, and compliance with established procedures
- Follow documented processes and controls with a high degree of consistency
- Proactively communicate risks, blockers, discrepancies, and questions to management
- Support a strong control environment through disciplined execution and follow-through
What You’ll Bring:
Required
- Bachelor's degree, preferably in Finance, Accounting, Economics, or a related field, or equivalent relevant experience
- Proficiency in Microsoft Excel with working knowledge of Word and PowerPoint
- Strong attention to detail and commitment to accuracy
- Effective written and verbal communication skills
- Ability to follow documented procedures and maintain strong operational controls
- Strong organizational skills with the ability to manage multiple priorities
Preferred
- Prior experience in treasury, cash management, accounting, banking operations, or related financial functions
- Experience working with treasury management systems such as Kyriba
- Familiarity with cash positioning, reconciliations, and treasury accounting processes
Core Competencies:
- Treasury Operations & Cash Management: Demonstrates a strong understanding of cash management activities, payment processing, reconciliations, and treasury operations.
- Attention to Detail & Control Focus: Produces accurate work through disciplined self-review and adherence to established procedures and controls.
- Analytical Thinking & Problem Solving: Identifies discrepancies, investigates issues, and supports effective resolution while maintaining operational integrity.
- Accountability & Follow-Through: Takes ownership of responsibilities, manages open items proactively, and consistently delivers high-quality results.
- Communication & Escalation Management: Communicates clearly and promptly escalates risks, blockers, and questions to support informed decision-making.
- Systems Agility & Continuous Improvement: Quickly learns new systems and processes while identifying opportunities to improve efficiency and effectiveness.
What We Offer:
- A collaborative, inclusive environment that values authenticity, accountability, and partnership
- The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next
- A variable compensation package with a base range of $65K–$70K
- A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
- Remote/hybrid work arrangement
At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.
Originally posted on