Treasury Analyst

Job Title: Treasury Analyst

Department: Finance

Reports to: Corporate Treasury Manager

Location: Hybrid, on-site at our Studio Park Corporate HQ offices in Grand Rapids, MI

About Acrisure

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Summary: 

Acrisure is the fastest growing insurance brokerage firm in the U.S. with nearly 400 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs, risk management services and unique products for an ever-growing market. Our team is comprised of innovative, talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.

We are currently looking to add to our team with an exciting opportunity as a Treasury Analyst. The Treasury Analyst, reporting to the Corporate Treasury Manager, will be responsible for delivering exceptional support to the company’s internal and external stakeholders. The Treasury Analyst will work closely with the broader Business Services, Finance, Accounting, Legal, and M&A department staff.

Essential Duties and Responsibilities:

• Manage centralized disbursement activity (ACH, Wire, Check) for International and Home Office-managed payables

• Support daily cash position activities

• Support automation and standardization for global Vendor Payables payment operations

• Process intercompany funding requests

• Support Earnout, M&A, and other US Treasury payment needs

• Provide backup to enterprise level cash forecasting

• Maintain ongoing Bank Fee Analysis and provide suggestions for cost savings

• Provide internal training to key stakeholders related to best practices for secure payments and fraud prevention

• Primary contact for Vendor Payables and Accounting payment support requests. Provide resolution or escalate requests as appropriate.

• Maintain various Treasury reports and data analysis to support decision making and ongoing metrics to provide solutions for automation or cost savings

• Assist with any projects related to the strategic objectives of the full Treasury Department

• Identify and drive process efficiencies related to assigned activities

Other special projects and assignments as assigned by Finance leadership.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• Undergraduate degree required; B.B.A. with Finance or Accounting emphasis strongly preferred

• Minimum of 3 years’ experience within a large Treasury organization, preferably with specialization in Treasury Operations or a Shared Service environment

• Working knowledge of treasury and banking technology solutions including workstations, banking portals, ERP/bank interfaces strongly preferred

Technology Skills:

• Strong Excel skills and experience with macros, pivot tables

• Familiarity with Power BI and/or Tableau applications

• Experience with Kyriba highly desirable

Other Qualifications:

• Highly responsible and accountable for assigned work

• Ability to communicate articulately and professionally, and influence others for a desired outcome

• Ability to work independently, prioritize daily responsibilities and projects according to changing objectives using strong time management skills

• Bring a strong attention to detail for all assigned work

• Proven track-record of excellent customer service

• Ability to make thoughtful, quick decisions

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges

• High finger dexterity while typing documents and forms

• Occasionally lift up to 20lbs.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is done in a temperature-controlled, non-smoking office. 

• Work stations are cubicles with moderately high sides.

• The noise level in the work environment is usually moderate.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Parental Leave

• Generous time away