Treasury Optimization & AI Analytics Analyst

Sanford Barrows Group; Florida; On-site; USD 90,000 - 110,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

AI tools proficiency

Strong communication

Analytical thinking

Education

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

Tools

Excel

PowerPoint

Word

Job description

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