AVP, Treasury Operations

Lincoln Financial Group • Radnor, PA

8d • Hybrid

About The Position

As AVP of Treasury Operations, you'll set the strategic direction for global cash structures, optimize liquidity frameworks, and lead digital transformation initiatives that elevate efficiency, scalability, and control. This is a high-impact role with visibility across the organization partnering with senior leaders in Investments, Finance, and Technology to drive innovation, strengthen governance, and deliver solutions that support capital actions, regulatory compliance, and long-term growth. If you thrive on solving complex challenges, influencing enterprise strategy, and building best-in-class treasury operations, this is your opportunity to make a lasting impact.What you'll be doing
Manages a team of Treasury and Operations professionals to forecast, sweep, and reconcile cash across general accounts, separate accounts, and affiliated entities; maintain target buffers and funding ladders.
Drives roadmap and integrations for Treasury Management Systems (e.g., Kyriba, Quantum), bank connectivity, and ERP platforms.
Supports M&A and ad hoc initiatives through strategic liquidity planning and streamlined cash transfer execution.
Optimizes daily liquidity operations to support ALM strategies, RBC requirements, stress liquidity frameworks, and capital actions.
Develops treasury policies, ensure SOX compliance, and maintain robust internal controls.
Anticipates and resolve complex treasury issues; monitor regulatory changes and advise senior leadership.
Identifies and implement process improvements to reduce workload and enhance quality
May lead monitoring of cash cycles and preparation of short and long-term cash forecasts, may advise business on strategies to improve cash flow.
Directs responses to internal/external audit requests and ensures issues are resolved in a collaborative manner.
Develops and implements treasury policies and ensures effective control processes and procedures are in place to comply with internal controls, SOX, and treasury principles.
Monitors compliance with regulatory requirements, internal controls, and SOX procedures; advises management of any potential non-compliance; and develops remediation plans as needed.
Evaluates treasury processes and procedures, identifies issues/concerns, recommends and implements solutions to ensure compliance and operational excellence.

Requirements

• 10+ Years experience in Treasury operations/strategy, finance or related functions directly aligns to the specific responsibilities for this role
• 4 Year/Bachelor's degree or equivalent work experience
• Effective verbal and written communication skills
• Strong interpersonal and relationship management skills
• Ability to adapt quickly in a changing work environment

Responsibilities

• Manages a team of Treasury and Operations professionals to forecast, sweep, and reconcile cash across general accounts, separate accounts, and affiliated entities; maintain target buffers and funding ladders.
• Drives roadmap and integrations for Treasury Management Systems (e.g., Kyriba, Quantum), bank connectivity, and ERP platforms.
• Supports M&A and ad hoc initiatives through strategic liquidity planning and streamlined cash transfer execution.
• Optimizes daily liquidity operations to support ALM strategies, RBC requirements, stress liquidity frameworks, and capital actions.
• Develops treasury policies, ensure SOX compliance, and maintain robust internal controls.
• Anticipates and resolve complex treasury issues; monitor regulatory changes and advise senior leadership.
• Identifies and implement process improvements to reduce workload and enhance quality
• May lead monitoring of cash cycles and preparation of short and long-term cash forecasts, may advise business on strategies to improve cash flow.
• Directs responses to internal/external audit requests and ensures issues are resolved in a collaborative manner.
• Develops and implements treasury policies and ensures effective control processes and procedures are in place to comply with internal controls, SOX, and treasury principles.
• Monitors compliance with regulatory requirements, internal controls, and SOX procedures; advises management of any potential non-compliance; and develops remediation plans as needed.
• Evaluates treasury processes and procedures, identifies issues/concerns, recommends and implements solutions to ensure compliance and operational excellence.

Benefits

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees