Assistant Treasurer

EverBank • Jacksonville, FL

6d

About The Position

The Assistant Treasurer oversees multiple areas within Treasury and Finance in support of the Bank’s strategic and financial objectives. The role provides strategic and analytical leadership for initiatives including balance sheet strategy, asset-liability management, financial planning and forecasting, and capital management. It requires strong analytical skills and deep knowledge of Finance and Treasury concepts, particularly in banking. The position engages with senior and executive leadership across the Bank and participates in discussions with Bank regulators.

Requirements

• At least 8 years of progressive experience in Treasury, Asset Liability Management (ALM), Corporate Finance, Capital Management, or Banking Finance.
• Demonstrated knowledge of banking regulations, liquidity management, interest rate risk (IRR), capital planning, and balance sheet management.
• Tenured experience leading and developing high-performing teams, including management responsibility for Treasury, Finance, or related banking functions.
• University degree preferred.

Nice To Haves

• At least 10 years of banking Treasury leadership experience, including responsibility for capital, liquidity, funds transfer pricing (FTP), and balance sheet strategy.
• Experience presenting complex financial strategies and analytical insights to executive leadership, Board committees, regulators, and stakeholders during strategic initiatives or M&A activities.
• Professional designation such as CFA, CPA, or Certified Treasury Professional (CTP).
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field; highly preferred.

Responsibilities

• Assist the Treasurer in managing the Bank’s capital, liquidity, and overall Treasury function.
• Lead executive-level discussions on topics including balance sheet management and strategy, capital, liquidity, deposits, and analytical insights.
• Partner with the investment portfolio team to align portfolio and acquisition objectives for capital, liquidity, interest rate risk, and credit with the Bank’s broader balance sheet strategy.
• Ensure risk management aligns with existing limits while framing forward-looking liquidity and interest rate risk strategies.
• Help identify and mitigate financial risks related to interest rates, currency fluctuations, and credit exposure.
• Collaborate with other departments to optimize financial performance and support strategic initiatives.
• Lead strategies for capital management, liquidity, and funds transfer pricing; partner with business units to align asset pricing and profitability.
• Serve as a Treasury subject matter expert on strategic and M&A initiatives, including balance sheet actions, capital and liquidity evaluation, and asset portfolio and deposit valuations.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior