Principal, Treasury Operations

Atlantic Group; Boston (MA); On-site; USD 300,000 - 400,000; Full time

Job summary

Atlantic Group is seeking a Principal, Treasury Operations in the Boston area to lead a four-person team and drive complex funding and liquidity execution across a multi-entity financial platform.

The role focuses on capital movements, intercompany funding, cash management, and banking operations, with collaboration across Finance, Legal, Tax, and IT. The position requires 12+ years in treasury and a strong controls mindset.

Qualifications

• 12+ years of progressive treasury experience.
• Experience in financial services (asset management, insurance, private equity or banking).
• Deep experience with funding, liquidity management and treasury operations.
• Experience executing large, time-sensitive capital movements across multiple legal entities.
• Strong knowledge of cash management, payment operations and treasury controls.
• Experience with intercompany funding and capital calls/distributions/drawdowns.
• Proven leadership and mentoring of treasury professionals.
• Experience with banks, custodians and trustees.

Responsibilities

• Lead complex funding activities (drawdowns, capital calls, distributions, intercompany funding).
• Manage daily and near-term liquidity across multiple entities.
• Coordinate funding with Finance, Investments, Legal, Tax and Operations.
• Oversee high-value, time-sensitive payments with strong controls.
• Identify and resolve liquidity, settlement and funding issues.
• Manage relationships with banks, custodians, trustees and service providers.
• Oversee banking structures, cash positioning, and account administration.
• Support treasury activities for complex investments and institutional structures.
• Partner with Technology and Finance to enhance treasury systems and processes.
• Maintain SOX compliance and support internal audit/regulatory requirements.
• Lead, mentor and develop treasury professionals.
• Establish scalable processes as the treasury platform grows.

Skills

Treasury leadership

Cash management

Intercompany funding

Liquidity management

Banking relationships

Controls & SOX

Team development

Treasury systems

Education

CTP preferred; CFA/CPA valued

Tools

Treasury systems

Job description

A leading global financial services organization is seeking an experienced Principal, Treasury Operations to join its Boston team. This is a senior leadership role responsible for overseeing complex treasury activity across a sophisticated, multi-entity financial platform.

The Principal will lead a team of four and have significant responsibility for transaction funding, liquidity execution, payments, banking operations, controls, and treasury infrastructure. The ideal candidate will come from a financial services environment and have experience managing large-scale, time-sensitive capital movements.

Responsibilities

• Lead execution of complex transaction funding activities, including drawdowns, capital calls, distributions, intercompany funding, bridge funding, and other capital movements
• Manage daily and near-term liquidity requirements across multiple entities
• Coordinate funding activity with Finance, Investments, Legal, Tax, Operations, and other internal teams
• Oversee high-value and time-sensitive payment activity while maintaining appropriate controls and approval processes
• Identify and resolve liquidity, settlement, and funding issues
• Manage relationships with banks, custodians, trustees, and other financial institutions
• Oversee banking structures, cash positioning, account administration, and related treasury operations
• Support treasury activity associated with complex investment and institutional structures
• Partner with Technology and Finance to enhance treasury systems, automation, reporting, and payment processes
• Maintain a strong control environment and support SOX, internal audit, and regulatory requirements
• Lead, mentor, and develop a team of treasury professionals
• Establish scalable processes and operating standards as the treasury platform continues to grow

Qualifications

• 12+ years of progressive treasury experience
• Significant treasury experience within financial services, such as asset management, insurance, private equity, private credit, banking, or another complex financial institution
• Deep experience with transaction funding, liquidity management, and treasury operations
• Experience executing large and time-sensitive capital movements across multiple legal entities
• Strong understanding of cash management, payment operations, settlement processes, banking structures, and treasury controls
• Experience with capital calls, distributions, drawdowns, intercompany funding, and transaction closings
• Demonstrated experience managing and developing treasury professionals
• Experience managing relationships with banks, custodians, trustees, and other institutional service providers
• Strong understanding of financial controls, audit requirements, and regulated operating environments
• Experience with treasury systems, process automation, or treasury transformation initiatives is highly desirable
• Exposure to complex institutional investment or insurance-related treasury environments is a plus
• CTP preferred; CFA, CPA, or similar credentials are also valued

Compensation

Total Cash Compensation: Approximately $300,000-$400,000, depending on experience and bonus

Equity: Approximately $30,000

Schedule

This position is based in the Boston area and requires 4 days per week in the office. Candidates should also be comfortable with approximately quarterly travel to New York City.

The Opportunity

This is a highly visible treasury leadership position offering ownership of complex funding and liquidity execution within a large-scale financial services environment. The individual will work closely with senior leadership and have the opportunity to influence treasury operations, controls, technology, and team development.