Senior Treasury Strategy Analyst

Chubb; Greater London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a dynamic individual to lead various Treasury projects. This hands-on role involves collaborating with key stakeholders to ensure project success, from bank rationalization to system implementations. The ideal candidate will bring operational finance expertise and strong project management skills, alongside a proactive mindset to challenge the status quo. With a focus on process improvements and effective communication, this position offers a unique opportunity to make a significant impact within the Treasury department. Join a forward-thinking organization that values innovation and efficiency in its operations.

Qualifications

• Postgraduate degree in a business-related field required.
• Proven experience in operational finance and project management.

Responsibilities

• Collaborate with business partners to gather and document project requirements.
• Manage user acceptance testing and oversee data migration processes.

Skills

Operational Finance Experience

Project Management Skills

Strong Communication Skills

Analytical Skills

Organizational Skills

Proactive Mindset

Regulatory Understanding

Education

Postgraduate degree in a business-related field

Tools

Project Management Methodologies (e.g., Agile)

Job description

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Job Description

This hands-on role will focus on the successful delivery of a variety of Treasury projects, including but not limited to bank rationalization, process improvements, acquisitions, new product initiatives, and global Treasury system implementations. The ideal candidate will possess a blend of operational finance expertise, project management skills, and a keen understanding of banking processes.

Key Responsibilities:

• Project Requirements Gathering: Collaborate with key internal business partners to identify and document project requirements, ensuring alignment with organizational goals.
• Banking Partner Coordination: Liaise with banking partners to ensure all necessary documentation is accurately completed, preventing delays in account openings related to projects.
• Project Deployment Coordination: Facilitate communication and coordination among internal and external business partners, as well as IT teams, to ensure seamless delivery of various project deployments.
• User Acceptance Testing & Data Migration: Manage and support user acceptance testing (UAT) and oversee data migration processes to ensure successful project outcomes.
• Collaboration with Leadership: Work closely with the Head of Treasury and Regional Treasury Operations Managers on ongoing projects and operational improvements within the department.
• Process Improvement Delivery: Identify and implement defined improvements to internal processes, enhancing efficiency and effectiveness.

Qualifications

Knowledge & Experience:

• Educational Background: Postgraduate degree (Bachelor of Arts or Bachelor of Science) in a business-related field.
• Proactive Mindset: A self-starter with the ability to challenge the status quo and propose innovative solutions.
• Operational Finance Experience: Proven experience in an operational finance role, with a solid understanding of systems and practical knowledge of business and banking KYC (Know Your Customer) requirements.
• Strong Communication Skills: Excellent verbal and written communication skills, with the confidence to engage with internal customers and external stakeholders both in person and remotely.
• Analytical and Inquisitive Nature: A curious mindset with a strong interest in investigating and understanding business processes, coupled with a willingness to learn and adapt.
• Organizational Skills: A structured and organized approach to work, with the ability to manage multiple projects and priorities effectively.
• Project Methodology Knowledge: Familiarity with project management methodologies (e.g., Agile) and experience in systems and process implementation or improvement is essential, along with a solid understanding of Treasury principles.
• Regulatory Understanding: Demonstrated practical experience and understanding of the financial regulatory environment is advantageous.
• Desirable Experience: Experience with acquisitions and support for Trax/Quantum implementations is highly desirable.