Treasury Operations Analyst

Recruit Action inc.; Toronto; Hybrid; CAD 63,000 - 90,000; Full time

Job summary

Recruit Action inc. is seeking a senior process improvement professional for an insurance organization, focused on operational excellence and transformation initiatives. You will collaborate with business and technology stakeholders to map current-state processes, identify gaps, and define action plans.

The role emphasizes measurable results, benefits realisation, and governance across Finance and Treasury, with a mix of analytical rigor and stakeholder management.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, or related field.
• 6 years of relevant experience.
• 5-10 years in Finance or Treasury Operations, process optimization, operational excellence, or management consulting.
• Experience in process analysis and documentation.
• Experience leading cross-functional process reviews and delivering structured, actionable recommendations.
• Strong background in process re-engineering, business transformation, or consulting engagements.
• Solid understanding of operational processes within Finance and/or Treasury.
• Strong project planning, task management, and organizational skills.
• Proficiency with SQL and Power BI.

Responsibilities

• Process Review & Analysis: Conduct detailed reviews of operational processes, assess current-state workflows, risks, and control points, and document findings, gaps, and recommendations.
• Action Planning & Execution Support: Partner with business and IT teams to develop execution plans, support prioritization and milestone planning, and drive follow-ups to ensure delivery of outcomes.
• Process Tracking & Governance: Develop and maintain process improvement trackers, monitor progress, manage risks and dependencies, escalate issues when required, and maintain documentation for audit, compliance, and reporting purposes.
• Benefits Measurement & Reporting: Define benefit measurement criteria, track and quantify results, and provide progress updates, insights, and recommendations to stakeholders.
• Stakeholder Engagement: Facilitate collaboration between business teams, Finance and Treasury leadership, and IT partners while providing guidance on process improvement initiatives and ensuring alignment across teams.

Skills

Structured problem-solving

Strategic thinking

Analytical thinking

Time management

Stakeholder influence

Education

Bachelor’s degree in Business, Finance, Accounting, Information Systems, or related field

Tools

SQL

Power BI

Jira

MS Project

Smartsheet

Job description

Join a dynamic insurance organization focused on operational excellence and continuous improvement. This opportunity offers exposure to high-visibility transformation initiatives with enterprise-wide impact. Work alongside business and technology stakeholders in a collaborative environment that values innovation, efficiency, and measurable results.

What Is In It For You

• Salaried: $46-56 per hour.
• Incorporated Business Rate: $55-65 per hour.
• 4-month contract.
• Full-time position: 37.50 hours per week.
• Weekday schedule from 9 am to 5 pm.
• Hybrid work, with 3 days per week in the office.

Responsibilities

• Process Review & Analysis: Conduct detailed reviews of operational processes, assess current-state workflows, risks, and control points, and document findings, gaps, and recommendations.
• Action Planning & Execution Support: Partner with business and IT teams to develop execution plans, support prioritization and milestone planning, and drive follow-ups to ensure delivery of outcomes.
• Process Tracking & Governance: Develop and maintain process improvement trackers, monitor progress, manage risks and dependencies, escalate issues when required, and maintain documentation for audit, compliance, and reporting purposes.
• Benefits Measurement & Reporting: Define benefit measurement criteria, track and quantify results, and provide progress updates, insights, and recommendations to stakeholders.
• Stakeholder Engagement: Facilitate collaboration between business teams, Finance and Treasury leadership, and IT partners while providing guidance on process improvement initiatives and ensuring alignment across teams.

Required Qualifications

What you will need to succeed:

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field.
• 6 years of relevant experience.
• 5-10 years of experience in Finance or Treasury Operations, process optimization, operational excellence, or management consulting.
• Experience in process analysis and documentation.
• Experience leading cross-functional process reviews and delivering structured, actionable recommendations.
• Strong background in process re-engineering, business transformation, or consulting engagements.
• Solid understanding of operational processes within Finance and/or Treasury.
• Strong project planning, task management, and organizational skills.
• Proficiency with SQL and Power BI.
• Ability to discuss systems, data flows, automation opportunities, and IT architecture.
• Strong stakeholder management and documentation skills.

Required Soft Skills

• Structured problem-solving abilities.
• Strategic and analytical thinking.
• Organizational and time management skills.
• Ability to manage conflicting priorities.
• Ability to influence without authority.

Preferred Qualifications

• Certifications such as CBAP, PMP, CPA, or other related credentials.
• Treasury operations experience, particularly payments processing.
• Experience with process mapping tools.
• Experience with project management tools such as Jira, MS Project, or Smartsheet.
• Exposure to ERP systems and Treasury platforms.
• Experience with system implementations, workflow automation, or large transformation programs.
• Experience with operational improvement initiatives.
• Accounting exposure.