Prosperity Life
About UsWe’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 RoleWe 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 DoCash Management & Payment OperationsExecute daily payment processing activities accurately and on scheduleProcess daily funding transactions and support cash positioning activitiesAssist with preparation and maintenance of the daily cash report and balancing processesMonitor cash activity and escalate exceptions or issues as neededTreasury Accounting & ReconciliationPerform bank account and statement reconciliationsPrepare and post treasury-related accounting entriesClassify and record intercompany transfers accuratelySupport the integrity and accuracy of treasury-related financial recordsTreasury Systems & ReportingSet up, maintain, and administer the treasury management system (Kyriba)Generate and distribute recurring monthly treasury reportsSupport treasury data management and reporting needsIdentify opportunities to improve system utilization and operational efficiencyBanking & Operational SupportPartner with banking institutions on operational requests and account-related activitiesCoordinate resolution of banking issues, inquiries, and service requestsMaintain strong relationships with internal and external stakeholders to support treasury operationsRisk Management & ControlsSelf-review work to ensure accuracy, completeness, and compliance with established proceduresFollow documented processes and controls with a high degree of consistencyProactively communicate risks, blockers, discrepancies, and questions to managementSupport a strong control environment through disciplined execution and follow-throughRequiredWhat You’ll Bring:Bachelor’s degree, preferably in Finance, Accounting, Economics, or a related field, or equivalent relevant experienceProficiency in Microsoft Excel with working knowledge of Word and PowerPointStrong attention to detail and commitment to accuracyEffective written and verbal communication skillsAbility to follow documented procedures and maintain strong operational controlsStrong organizational skills with the ability to manage multiple prioritiesPreferredPrior experience in treasury, cash management, accounting, banking operations, or related financial functionsExperience working with treasury management systems such as KyribaFamiliarity with cash positioning, reconciliations, and treasury accounting processesCore CompetenciesTreasury 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 OfferA collaborative, inclusive environment that values authenticity, accountability, and partnershipThe opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s nextA variable compensation package with a base range of $65K–$70KA 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 insuranceRemote/hybrid work arrangementAt 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.
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