Treasury Business Analyst - AI-Driven Process & Insights

Rekruiting Advisors LLC; Florida; On-site; USD 80,000 - 110,000; Full time

Job summary

REKruiting Advisors is conducting a search for a Treasury Business Analyst to join an established financial institution in Miami, FL. The role focuses on improving treasury processes, supporting liquidity management, rate risk, and investment portfolio activities, while driving efficiencies and new business opportunities.

The candidate will partner with senior Treasury leadership and teams across operations, pricing, and product development, leveraging AI tools to enhance reporting and analysis.

Qualifications

Responsibilities

• Partner with Treasury team to evaluate processes, identify inefficiencies, redesign workflows and documentation.
• Gain hands-on knowledge of key Treasury functions including interest rate risk, liquidity management, and portfolio management.
• Serve as a cross-functional resource connecting different areas within Treasury.
• Lead initiatives to generate cost savings and new income opportunities.
• Collaborate with business units on development and launch of new products and services.
• Support analysis and documentation for new business initiatives.
• Assist with pricing analysis for deposit and loan products, including rate-setting and profitability.
• Research and utilize AI tools and other technologies to improve processes and reporting.

Skills

Interest rate risk

Liquidity management

Investment portfolio management

AI tools

Pricing analysis

Cross-functional collaboration

Documentation

Job description

Treasury Business Analyst – Miami, FL

Location: Miami, FL
Employment Type: Full-Time
Industry: Banking / Financial Services

REKruiting Advisors is conducting a search for a Treasury Business Analyst to join an established financial institution in Miami.

This is an excellent opportunity for an analytical, highly organized professional who enjoys improving processes, working across multiple areas of a business, and gaining broad exposure to the Treasury function.

The Treasury Business Analyst will partner closely with senior Treasury leadership and team members across liquidity management, interest rate risk, investments, and Treasury operations. The role will have significant involvement in process improvement, documentation, special projects, and initiatives designed to generate efficiencies, cost savings, and new business opportunities.

Key Responsibilities

• Partner with Treasury team members to evaluate existing processes, identify inefficiencies, redesign workflows, and improve procedures and documentation.
• Develop hands-on knowledge of key Treasury functions, including interest rate risk, liquidity management, and investment portfolio management.
• Serve as a cross-functional resource connecting different areas within Treasury.
• Identify and lead initiatives designed to generate cost savings and new income opportunities.
• Partner with business units on the development and launch of new products and services.
• Support analysis and documentation related to new business initiatives.
• Assist with pricing analysis for deposit and loan products, including rate-setting and profitability considerations.
• Research and utilize AI tools and other technologies to improve Treasury processes, analysis, reporting, and overall efficiency.
• Prepare clear, accurate, and well-organized reports, presentations, procedures, and other materials for senior leadership.
• Participate in special projects and cross-functional i