Treasury & Risk Consultant

Owens & Minor

1d • $110,000 - $118,000

About The Position

The Treasury & Risk Consultant independently manages complex Treasury activities and provides advanced analysis, recommendations, and project leadership across Treasury, Risk Management, and EHS. The role serves as a key Treasury resource to the organization, influencing liquidity and banking decisions, managing strategic financial relationships, identifying financial and operational risks, and driving process, control, and reporting improvements.

The position manages cash and liquidity analysis, banking activities, Treasury projects, and cross-functional initiatives. It also supports administration of insurance programs and claims, analyzes Risk Management information, and assists with EHS data collection and required reporting. The consultant works with internal teams and external partners, communicates analysis and recommendations to senior stakeholders, and implements improvements to processes, controls, reporting, and governance.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Risk Management, or a related field.
• At least 7 years of progressively responsible experience in Treasury, corporate finance, banking, cash management, risk management, or a related financial discipline.
• Demonstrated experience independently managing complex Treasury activities, financial analyses, or strategic projects.
• Experience developing recommendations and presenting financial analysis, risks, or business insights to senior-level stakeholders.
• Ability to analyze complex financial and operational information, identify trends and risks, and translate findings into actionable recommendations.
• Experience leading projects, workstreams, or process-improvement initiatives across multiple functions.
• Ability to exercise independent judgment, manage competing priorities, and make recommendations with limited supervision.
• Strong business acumen and understanding of the relationship between Treasury activities, liquidity, financial risk, and broader organizational objectives.
• Strong analytical, critical-thinking, problem-solving, and decision-support skills.
• Strong written and verbal communication skills, including the ability to communicate effectively with senior and executive leadership.
• Ability to build and maintain relationships with banks, brokers, carriers, third-party administrators, and other external partners.
• Advanced proficiency in Microsoft Excel and experience with financial data, reporting tools, dashboards, and Microsoft Office applications.
• Strong attention to detail and ability to manage complex financial data, documentation, and reporting requirements.
• Ability to work independently in a fast-paced, cross-functional environment.

Nice To Haves

• Experience with cash management, liquidity forecasting, banking relationships, financial risk analysis, and Treasury operations.
• Experience with insurance programs, claims administration, Risk Management, EHS, compliance, or related functions.
• Certified Treasury Professional (CTP), Certified Insurance Counselor (CIC), or another relevant professional designation.

Responsibilities

• Independently manage complex Treasury activities, analyses, projects, and assigned workstreams with limited oversight.
• Analyze cash forecasts, liquidity positions, cash flow trends, and other financial information to identify risks, opportunities, and potential business impacts.
• Provide analysis, insights, and recommendations to support liquidity, banking, and Treasury decisions.
• Participate in Treasury discussions with senior and executive leadership and clearly communicate complex financial information, risks, and recommendations.
• Assess debt, investments, banking relationships, liquidity exposures, and related Treasury matters to support strategic and operational planning.
• Identify near- and long-term liquidity, financial, and operational risks and recommend ways to address them.
• Perform quarterly bank rating assessments and other financial institution analyses for counterparty risk management.
• Serve as a subject-matter resource to internal stakeholders on Treasury policies, processes, banking activities, and liquidity matters.
• Develop and maintain strategic relationships with banking partners and work with financial institutions on operational matters, issue resolution, and strategic planning.
• Contribute to cash and liquidity planning and provide financial insights that influence business decisions.
• Execute and oversee daily banking activities, including wire releases and cash management, and serve as backup for critical Treasury processes.
• Lead resolution of complex bank-related issues with internal teams and external financial institutions.
• Lead assigned Treasury projects and cross-functional initiatives from analysis through implementation.
• Evaluate Treasury processes, controls, systems, and reporting; recommend and implement improvements to efficiency, accuracy, governance, and risk management.
• Develop and enhance Treasury metrics, dashboards, analytical tools, and management reporting.
• Support administration of insurance programs, including policy records, coverage schedules, endorsements, certificates of insurance, and related documentation.
• Collect, validate, and analyze exposure data for insurance renewals and underwriting submissions.
• Partner with insurance brokers, carriers, third-party administrators, and internal stakeholders on insurance program administration and related initiatives.
• Support property, casualty, workers' compensation, cyber, and other claims by coordinating information, maintaining documentation, tracking activity, and supporting reporting.
• Evaluate Risk Management information and data and provide observations and recommendations to Risk Management leadership as appropriate.
• Support reporting and analytical activities related to insurance programs, claims, and other Risk Management initiatives.
• Support collection, analysis, and reporting of EHS information required for regulatory and internal reporting.
• Assist with OSHA, Tier II, and other required reporting under EHS leadership.
• Lead assigned projects and workstreams across Treasury, Risk Management, and EHS and coordinate deliverables across stakeholders.
• Identify and implement process, control, reporting, and governance improvements across assigned areas.
• Build effective relationships across Finance, Risk Management, EHS, Legal, Accounting, and other functional areas.
• Provide excellent guest service to internal team members.
• Perform other related duties as assigned.

Benefits

• Comprehensive healthcare plan, including medical, dental, and vision plans starting on the first day of employment for full-time teammates.
• Educational assistance for eligible teammates enrolled in an approved, accredited collegiate program.
• Employer-paid life insurance and disability coverage.
• Voluntary supplemental programs, including supplemental life, hospitalization, critical illness, and other insurance programs.
• Adoption assistance, fertility benefits through the medical plan, and parental leave.
• Health Savings Account (HSA) and 401(k) programs, as well as other voluntary benefits.
• Paid sick days, short-term leave, holidays, vacation days, personal days, and other leave, including parental leave.
• Teammate Assistance Program (TAP), Calm Health, Cancer Resources Services, and discount programs at no cost.

What This Job Offers

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