Senior Treasury Analyst

D&D Insurance Agency Inc

Cash flow forecasting and variance analysis
Debt service and covenant compliance reporting
Advanced excel modeling and data analysis
The Senior Treasury Analyst supports the treasury function by delivering high-impact cash flow analysis and forecasting while building executive dashboards

Job Summary

  • The Senior Treasury Analyst supports the treasury function by delivering high-impact cash flow analysis and forecasting while building executive dashboards.
  • This role requires partnering with FP&A, Accounting, and business units to provide visibility into cash, liquidity, leverage, and funding needs.
  • Integrity is a leading independent insurance distributor offering a family-like culture in a hyper-growth environment with competitive benefits.

Matching Summary

The Senior Treasury Analyst supports the treasury function by delivering high-impact cash flow analysis and forecasting while building executive dashboards.

Skills & Requirements

Must-have

  • Cash flow forecasting and variance analysis
  • Debt service and covenant compliance reporting
  • Advanced Excel modeling and data analysis
  • ERP system experience (Oracle, SAP, NetSuite)
  • Bank portal familiarity for cash positioning

Nice-to-have

  • Treasury Management System (TMS) experience
  • MBA or CPA/CTP certification progress
  • High-growth multi-entity environment exposure
  • Strong cross-functional communication skills
  • Process automation and continuous improvement

Key Requirements

  • Bachelor's degree in finance, accounting, or economics
  • 4-7+ years of relevant treasury or corporate finance experience
  • Experience with debt models and capital structure reporting

Work Rights

Not specified

Tailored Resume

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