SVP Finance, Treasurer
About The Position
Alera Group is looking for an SVP Finance, Treasurer. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This key leadership role reports directly to the Chief Financial Officer (CFO) and is responsible for overseeing all treasury activities across the organization. The SVP Finance, Treasurer will play a critical part in driving the company’s financial strategy, ensuring optimal liquidity, effective risk management, and supporting overall business growth.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or relevant certification (e.g., CTP) preferred
- 15+ years of experience in the insurance, financial services, and/or professional services
- Extensive experience in treasury management, preferably within a mid-to-large-sized organization
- Experience working in private-equity-backed, fast-growth organizations
- Deep expertise in cash management, capital markets, debt financing, and risk management
- Strong executive communication and financial modeling skills
Responsibilities
- Oversee daily cash positioning, forecasting, and liquidity planning
- Optimize working capital and short‑term investment strategies
- Align liquidity management with enterprise growth objectives
- Lead relationships with banks and financial institutions
- Negotiate credit facilities, banking services, and fee structures
- Manage debt instruments, covenant compliance, and lender reporting
- Design and execute strategies to manage interest rate, counterparty, and other financial risks
- Oversee insurance programs and hedging activities
- Ensure alignment between risk management and capital strategy
- Supervise treasury operations including payments, cash disbursements, and bank administration
- Strengthen internal controls, policies, and compliance
- Drive automation, scalability, and standardization across treasury processes
- Provide treasury expertise for acquisitions, integrations, and financing transactions
- Partner with Finance, Legal, and executive leadership on capital‑related initiatives
- Build and lead a high‑performing treasury (and tax, if applicable) team
- Serve as a trusted advisor to senior leadership
- Collaborate across Finance, Operations, IT, and business leadership
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Number of Employees
251-500 employees
