Financial Analyst IV - Treasury

Principal Financial Group • Des Moines, IA

2d • $89,300 - $120,650 • Hybrid

About The Position

We’re looking for a Financial Analyst IV to join our Treasury team. In this role, you’ll be responsible for the analysis and reporting of results related to multiple Treasury functions.
Additional responsibilities will include:
Research, analyze, and communicate current cash positions and expected cash flows. Proactively identify and communicate liquidity concerns and make recommendations to address concerns and constraints.
Compare expected to actual cash flows to improve the forecasting process. Partner across the enterprise to identify, recommend, and incorporate new data sources to improve our cash forecasts.
Perform and communicate results of our liquidity stress tests to internal and external stakeholders. Own and drive enhancements to our liquidity stress testing framework.
Evaluate sources and uses of liquidity and make recommendations to ensure sufficient liquidity across the enterprise.
Facilitate and participate in complex technical treasury or cross business unit projects. Lead project team members to thoroughly develop and maintain processes or systems in accordance with authorized priorities and scheduled target dates.
Collaborate and consult with other areas throughout the company including RIS, Benefits and Protection and , Principal Asset Management.
Identify opportunities to do work differently and guide others through the change process. Leverage new data sources, tools, and technology to reduce risk across the Treasury team.
Perform other Treasury-related projects and responsibilities as needed.
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Requirements

• Bachelor's Degree in Math, Actuarial Science, Finance or equivalent experience.
• 4+ years of relevant work experience.
• Experience using analytical tools such as Power BI to aggregate and analyze data and tell stories through visualization.
• Proven track record of continuous growth through curiosity.
• Strong interpersonal skills required, with the ability to effectively communicate with all internal and external customers.
• Ability to consistently identify and resolve complex treasury-related issues.
• Ability to embrace and understand the change process, and effectively guide others through change.
• Self-motivated with excellent analytical, critical thinking, problem solving and organizational skills.
• Strong MS Excel skills with experience including macros, pivot tables, creating tables, v lookups, comparing data, etc.

Nice To Haves

• Experience with Kyriba or BRM software.

Responsibilities

• Research, analyze, and communicate current cash positions and expected cash flows.
• Proactively identify and communicate liquidity concerns and make recommendations to address concerns and constraints.
• Compare expected to actual cash flows to improve the forecasting process.
• Partner across the enterprise to identify, recommend, and incorporate new data sources to improve our cash forecasts.
• Perform and communicate results of our liquidity stress tests to internal and external stakeholders.
• Own and drive enhancements to our liquidity stress testing framework.
• Evaluate sources and uses of liquidity and make recommendations to ensure sufficient liquidity across the enterprise.
• Facilitate and participate in complex technical treasury or cross business unit projects.
• Lead project team members to thoroughly develop and maintain processes or systems in accordance with authorized priorities and scheduled target dates.
• Collaborate and consult with other areas throughout the company including RIS, Benefits and Protection and , Principal Asset Management.
• Identify opportunities to do work differently and guide others through the change process.
• Leverage new data sources, tools, and technology to reduce risk across the Treasury team.
• Perform other Treasury-related projects and responsibilities as needed.

Benefits

• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• Pension Eligible

What This Job Offers

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