Cash Management Analyst – Growth & Forecasting (Hybrid)

IAT Insurance Group; Raleigh (NC); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

PTO & holidays

Hybrid work environment

401(k) match

Educational assistance

Mentorship program

Dress for your day

Job summary

IAT Insurance Group has an immediate opening for an Associate Financial Analyst-Cash Management in Raleigh. The role supports day-to-day cash management activities, including forecasting, bank reconciliations, and unclaimed property processes.

The position operates on a hybrid schedule, in-office Mon-Wed with remote Thu-Fri options. Responsibilities include daily cash funding analysis, recording claim payments in Workday, and assisting with weekly cash flow analysis and month-end journal

Qualifications

• Bachelor’s degree in Accounting, Finance, or related area preferred or 4 years related experience.
• 1–3 years relevant professional experience preferred.
• Knowledge of basic accounting principles, systems, processes.
• Strong Excel skills.
• Authorized to work in the United States; no VISA sponsorship needed.

Responsibilities

• Perform daily cash management and claim funding analysis.
• Record payments in Workday daily and reconcile bank activity.
• Prepare monthly journal entries for cash management processes.
• Perform daily/monthly reconciliations for cash settlement accounts; Investigate discrepancies.

Skills

Excel proficiency

Analytical skills

Attention to detail

Education

Bachelor’s degree in Accounting/Finance or related field

Tools

Workday

Job description

IAT Insurance Group has an immediate opening for an Associate Financial Analyst-Cash Management in Raleigh. The role supports day-to-day cash management activities, including forecasting, bank reconciliations, and unclaimed property processes.

The position operates on a hybrid schedule, in-office Mon-Wed with remote Thu-Fri options. Responsibilities include daily cash funding analysis, recording claim payments in Workday, and assisting with weekly cash flow analysis and month-end journal