Sr. Associate, Treasury Operations Analyst

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

Alternate Locations: Radnor, PA (Pennsylvania); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina)

Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance: is not available for this opportunity.

Requisition #: 76348

The Role at a Glance

Join a collaborative treasury team responsible for managing cash activities, executing financial transactions, and providing reporting and analysis that support the company's liquidity and operational objectives. In this role, you will maintain accurate financial records, prepare forecasts, ensure compliance with policies and SOX requirements, and contribute recommendations that enhance treasury processes and effectiveness.

What You'll Be Doing

• Performing treasury activities to support cash, liquidity management and/or statutory requirements.
• Executing transactions including wire transfers, ACH payments and investment-related transactions through existing treasury workstation.
• Maintaining general ledger accounts; reconciling cash and related transactions; identifying, researching, and resolving discrepancies.
• Creating and maintaining reports and providing analysis to internal and/or external stakeholders.
• Preparing cash forecasts, explaining variances, and providing analysis and modeling to support evaluation of liquidity decision-making options.
• Preparing ad hoc reports, analysis, and research as needed.
• Building and maintaining relationships with appropriate internal/external stakeholders.
• Resolving issues with internal/external auditors in a collaborative manner.
• Performing treasury activities in compliance with policies and principles, internal controls, and SOX.
• Identifying treasury issues/concerns and making recommendations to yield more effective operations.

What We’re Looking For

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
• 1 - 3+ Years of experience in Treasury and/or Finance that directly aligns with the specific responsibilities for this position (Required)

Application Deadline

Applications for this position will be accepted through September 28, 2026, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

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