Treasury Analyst: Cash Flow & Data Insights

Markel; Richmond (VA); Presencial; USD 62.000 - 86.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

401(k) with employer match

Employee Stock Purchase Plan

PTO

Holidays

Descripción de la vacante

Markel in Richmond, VA is seeking a Treasury Analyst who will provide management with reporting and analysis to support tactical and strategic decision making, cash flow forecasting, and metrics aligned with Finance and company goals.

The role collaborates with claims, accounting, tax, HR and other partners to maintain data integrity, monitor liquidity, and drive process improvements using Power BI, Alteryx, Oracle Financial Cloud and SmartView.

Formación

• Bachelor’s degree in Accounting, Finance or equivalent Business discipline.
• Strong Excel skills and data analysis ability.
• Experience with treasury processes or financial reporting is preferred.

Responsabilidades

• Prepare and distribute cash management reports using Power BI.
• Produce cash flow forecasts to support investment management allocations.
• Maintain bank connectivity and ensure data integrity across accounts.
• Monitor expenses and identify opportunities for fee reduction.
• Stay updated on treasury products to improve efficiencies and reduce costs.
• Aggregate and maintain trust/ treasury reporting to ensure compliance with agreements.
• Collaborate with claims, accounting, tax, HR and others to meet business goals.
• Develop and track KPIs to measure departmental performance.
• Assist in settlement of fixed-income, equity and short-term investments; investigate anomalies.
• Support debt-related activities and monitor payment timelines.
• Drive continuous process improvements.

Conocimientos

Excel proficiency

Financial analysis

Cash management

Communication skills

Problem solving

Attention to detail

Team collaboration

Adaptability

Educación

Bachelor’s degree in Accounting, Finance or equivalent Business discipline

Herramientas

Power BI

Alteryx

Oracle Financial Cloud

SmartView

AI tools (Copilot, Claude)

Descripción del empleo

Markel in Richmond, VA is seeking a Treasury Analyst who will provide management with reporting and analysis to support tactical and strategic decision making, cash flow forecasting, and metrics aligned with Finance and company goals.

The role collaborates with claims, accounting, tax, HR and other partners to maintain data integrity, monitor liquidity, and drive process improvements using Power BI, Alteryx, Oracle Financial Cloud and SmartView.