Oliver James · 15 hours ago
Senior Manager – Treasury
Oliver James is a leading financial services and insurance organization seeking a Senior Treasury Manager to join its growing finance leadership team. This high-impact role involves managing liquidity, strengthening operational controls, and developing future leaders within the treasury function.
Staffing & Recruiting
Responsibilities
Lead day-to-day treasury operations including cash management, liquidity planning, and cash forecasting
Own budgeting and capital management processes
Oversee operational finance activities spanning AP, AR, and investment-related processes
Deliver accurate, timely reporting to senior leadership and the Investment Committee
Manage banking and investment partner relationships
Support SEC-related reporting, intercompany activity, and compliance requirements
Drive strong controls, documentation, and process discipline
Utilize treasury and finance systems including Workday and treasury platforms
Contribute to strategic projects and continuous improvement initiatives
Develop and mentor team members and contribute to leadership culture
Qualification
Required
6+ years of progressive treasury experience preferred
Experience within insurance or financial services is highly desirable but not mandatory
Background in treasury roles such as Treasury Manager, Treasury Supervisor, Senior Treasury Analyst, or similar
Strong experience across cash management, forecasting, treasury operations, and liquidity management
Experience managing or investing corporate cash
Demonstrated leadership or team oversight experience
Strong technical capability across reporting, analytics, and financial systems
Proven career progression and increasing scope of responsibility
Advanced Workday experience strongly preferred
Strong understanding of SEC requirements, intercompany transactions, and financial documentation
Strong Excel and analytical capability
Preferred
Workday certifications or training a plus
Experience with treasury platforms such as Clearwater and Flowcast highly desirable
Benefits
Relocation support considered
Bonus potential of 5-15%
Company
Oliver James
At Oliver James, we deliver flexible hiring solutions tailored to your business needs across financial services, professional services, commerce & industry.