Treasury Analyst - Hybrid, Cash & Liquidity Forecasts

Lincoln Financial; Radnor (Delaware County); Hybrid; USD 70,000 - 105,000; Full time

Job summary

Lincoln Financial seeks a Treasury professional to join our team in Radnor, PA, supporting cash management, forecasting, and reporting to strengthen liquidity and SOX compliance.

You will perform cash transactions, reconcile ledgers, prepare analyses, and build relationships with stakeholders while working in a hybrid model with three days in the office. The role requires a 4-year degree and 1–3 years of treasury/finance experience, with opportunities to influence policy and process improvement.

Qualifications

• 4 Year/Bachelor's degree or equivalent work experience.
• 1-3+ years of Treasury/Finance experience that directly aligns with responsibilities.
• Hybrid work arrangement with 3 days in Lincoln office

Responsibilities

• Perform treasury activities to support cash, liquidity management and/or statutory requirements.
• Execute transactions including wire transfers, ACH payments and investment-related transactions through treasury workstation.
• Maintain general ledger accounts; reconcile cash and related transactions; research and resolve discrepancies.
• Create and maintain reports; provide analysis to internal/external stakeholders.
• Prepare cash forecasts; explain variances; provide analysis for liquidity decisions.
• Prepare ad hoc reports, analysis, and research as needed.
• Build and maintain relationships with internal/external stakeholders.
• Resolve issues with internal/external auditors; collaborate on solutions.
• Identify treasury issues/concerns and suggest improvements for more effective operations.

Skills

Treasury

Finance

SOX compliance

Education

Bachelor's degree

Tools

Treasury workstation

Job description

Lincoln Financial seeks a Treasury professional to join our team in Radnor, PA, supporting cash management, forecasting, and reporting to strengthen liquidity and SOX compliance.

You will perform cash transactions, reconcile ledgers, prepare analyses, and build relationships with stakeholders while working in a hybrid model with three days in the office. The role requires a 4-year degree and 1–3 years of treasury/finance experience, with opportunities to influence policy and process improvement.