Treasury Operations Analyst (Charlotte, NC (Hybrid) or Remote)

Brighthouse Financial • Charlotte, NC

3d • Hybrid

About The Position

As a Treasury Analyst, you'll support Treasury Operations through project coordination, reporting, analysis, and operational support activities. This role is responsible for analyzing, documenting, coordinating and supporting projects related to treasury processes and systems, banking services, regulatory and industry initiatives, and business-driven changes that impact Treasury Operations. The position also owns and supports recurring analyses and reporting related to liquidity, short-term investments, treasury expenses, and other key Treasury activities. The role requires strong organizational, analytical, and communication skills, with frequent interaction across Treasury, IT, Finance, third-party administrators, banking partners, and Lines of Business.

Requirements

• Undergraduate degree in business, accounting, finance or related field required.
• 3+ years of related treasury or finance experience in a public or private company environment.
• Strong analytical, problem-solving, and communication skills.
• In-depth knowledge of banking services, terminology, processes and overall treasury management principles, fundamentals, and techniques.
• Ability to effectively manage relationships at all levels of the organization.
• Advanced knowledge of Microsoft Excel, Word and PowerPoint.

Nice To Haves

• Insurance industry and Kyriba experience preferred.
• Project management skills preferred.

Responsibilities

• Support Treasury Operations projects and initiatives related to banking services, treasury technology solutions, regulatory requirements, and business-driven changes by planning, analyzing, organizing, and managing project activities, including maintaining team planners, project plans, action-item trackers, status updates, meeting materials, and project documentation.
• Track project milestones, key deliverables, issues/action plans, risks/mitigation plans, and dependencies, ensuring stakeholders are informed of progress and upcoming activities.
• Prepare and maintain recurring Treasury Operations reporting and analyses related to cash, liquidity, short-term investments, and other Treasury Operations activities.
• Manage reporting, tracking, and stakeholder communication related to material transactions, including maintaining settlement trackers, supporting analyses, monitoring key milestones, and coordinating with stakeholders.
• Coordinate and analyze Treasury-related expenses, including bank fee management, expense tracking, reporting, budgeting support, and variance analysis.
• Serve as backup support for daily cash positioning, cash and liquidity reporting, payment approvals, bank administration, and other Treasury Operations activities as needed.
• Monitor shared team mailboxes, research issues, coordinate responses, and escalate items as appropriate.
• Support audit activities, documentation requests, and control-related processes.

Benefits

• Base salary ranging from $80,000 to $90,000 plus competitive performance-based incentives determined by company and individual results.
• Work fully remote or occasionally in the office to better thrive in all areas of life.
• Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
• Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and reimbursement up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Gain access to company-paid basic life insurance and short-term disability insurance.
• Company-wide and department-wide events to foster a culture of belonging and promote team building.

What This Job Offers

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