Treasury Business Analyst

Sanford Barrows Group; Florida; Sur place; USD 90 000 - 110 000; Plein temps

Résumé du poste

Sanford Barrows Group is seeking a Treasury Business Analyst in Doral, FL to partner with leadership to redesign treasury processes, enhance documentation, and drive cost savings and new product support. The role requires proficiency in Excel, PowerPoint, Word and AI tools, with 2–4 years in financial services.

Strong communication and independent work style are essential. Responsibilities include process mapping, cross-functional collaboration, pricing support, and coordinating special projects

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field.
• 2–4 years of professional experience in financial services or wealth management.
• Experience redesigning or improving business processes and documentation.
• Proficient using AI tools to research and improve ways of working.
• Expert-level Excel, PowerPoint, and Word skills.
• Highly organized and structured, with strong attention to detail and documentation discipline.
• Comfortable working independently and managing multiple initiatives with minimal supervision.
• Fluency in English; Spanish preferred.

Responsabilités

• Process Redesign & Documentation: map current processes, redesign workflows, revamp documentation.
• Cross-Functional Learning & Collaboration: gain knowledge across treasury functions.
• Savings & Income Initiatives: identify and lead cost-saving or income projects.
• Business Unit Support & New Products: assist in developing and launching new products/services.
• Pricing Support: assist with deposit and loan pricing analysis.
• Research & Continuous Improvement: apply AI tools to improve processes and reporting.
• Reporting & Materials: prepare documentation, presentations, and reports for stakeholders.
• Special Projects: take on ad hoc initiatives as directed by Treasurer.

Connaissances

AI tools proficiency

Strong communication

Analytical thinking

Formation

Bachelor's degree in finance, Economics, Business Administration, or related field

Outils

Excel

PowerPoint

Word

Description du poste

Salary: $90k - $110k base salary plus bonus and excellent benefits

Location: Doral, FL

Position Summary

The Treasury Business Analyst partners directly with the Treasurer to improve productivity and efficiency across the Treasury function by redesigning processes and revamping documentation and controls. This role gains hands-on exposure to the core functions managed within Treasury - interest rate risk, liquidity management, and investments - through close collaboration with every member of the team. Beyond process improvement, the Analyst spearheads projects aimed at generating cost savings and new income opportunities and supports business units in developing and launching new products and services - giving this role meaningful visibility both inside and outside Treasury.

Primary Job Duties:

• Process Redesign & Documentation: Partner with the Treasury Manager, Sr. Liquidity Analyst, Investment Portfolio Manager, and Investment Accounting/Treasury Operations to map current processes, identify inefficiencies, redesign workflows, and revamp and standardize documentation and procedures across the unit.
• Cross-Functional Learning & Collaboration: Build first-hand working knowledge of interest rate risk management, liquidity management, and investment portfolio management by collaborating directly with each function; serve as a connective resource across the Treasury team.
• Savings & Income Initiatives: Identify, structure, and spearhead projects aimed at generating cost savings or new income opportunities for the co.
• Business Unit Support & New Products: Partner with business units to support the development and launch of new products and services, contributing analysis, documentation, and cross-functional coordination.
• Pricing Support: Support pricing analysis for deposit and loan products, working with relevant stakeholders on rate-setting and profitability considerations.
• Research & Continuous Improvement: Research and apply AI tools and other resourceful approaches to improve processes, analysis, and reporting across Treasury; bring back and share better ways of doing things.
• Reporting & Materials: Prepare clear, well-organized documentation, presentations, and reports for the Treasurer and other stakeholders.
• Special Projects: Take on ad hoc initiatives and cross-functional projects as directed by the Treasurer.

Job Requirements:

• Education: Bachelor's degree in finance, Economics, Business Administration, or a related field.
• Experience: two (2) to four (4) years of professional experience in the Financial services or wealth management industry.
• Demonstrated experience redesigning or improving business processes and documentation.
• Proficient using AI tools to research and improve ways of working - non-negotiable.
• Expert-level Excel, PowerPoint, and Word skills - must-have.
• Highly organized and structured, with strong attention to detail and documentation discipline.
• Comfortable working independently and managing multiple initiatives with minimal supervision.
• Resourceful and curious, with a genuine interest in learning how things work and identifying better ways to do them; willing to learn.
• Strong communication skills, with the ability to build relationships across functions and with business units.
• Familiarity with treasury concepts (interest rate risk, liquidity management, investments) is a plus, not required.
• Must be fluent in English. Proficiency in Spanish is preferred.
• Ability to work independently under minimum supervision and being a proactive learner.