Treasury Analyst

Summary

Prosperity Life is a fast-growing, privately held insurance company building a leading U.S. retail platform. The Treasury Analyst will support daily Treasury & Cash Management operations, including payment processing, cash positioning, reconciliations, treasury accounting, banking operations, reporting, and treasury system administration. The role also supports strong financial controls, accuracy, and operational efficiency.

Responsibilities

• Execute daily payment processing activities accurately and on schedule
• Process daily funding transactions and support cash positioning activities
• Assist with preparation and maintenance of the daily cash report and balancing processes
• Monitor cash activity and escalate exceptions or issues as needed
• Perform bank account and statement reconciliations
• Prepare and post treasury-related accounting entries
• Classify and record intercompany transfers accurately
• Support the integrity and accuracy of treasury-related financial records
• Set up, maintain, and administer the treasury management system (Kyriba)
• Generate and distribute recurring monthly treasury reports
• Support treasury data management and reporting needs
• Identify opportunities to improve system utilization and operational efficiency
• Partner with banking institutions on operational requests and account-related activities
• Coordinate resolution of banking issues, inquiries, and service requests
• Maintain strong relationships with internal and external stakeholders to support treasury operations
• Self-review work to ensure accuracy, completeness, and compliance with established procedures
• Follow documented processes and controls with a high degree of consistency
• Proactively communicate risks, blockers, discrepancies, and questions to management
• Support a strong control environment through disciplined execution and follow-through

Skills

• • Bachelor's degree, preferably in Finance, Accounting, Economics, or a related field, or equivalent relevant experience
• • Proficiency in Microsoft Excel with working knowledge of Word and PowerPoint
• • Strong attention to detail and commitment to accuracy
• • Effective written and verbal communication skills
• • Ability to follow documented procedures and maintain strong operational controls
• • Strong organizational skills with the ability to manage multiple priorities
• • Prior experience in treasury, cash management, accounting, banking operations, or related financial functions
• • Experience working with treasury management systems such as Kyriba
• • Familiarity with cash positioning, reconciliations, and treasury accounting processes

Qualifications

Must Haves

• • Bachelor's degree, preferably in Finance, Accounting, Economics, or a related field, or equivalent relevant experience
• • Proficiency in Microsoft Excel with working knowledge of Word and PowerPoint
• • Strong attention to detail and commitment to accuracy
• • Effective written and verbal communication skills
• • Ability to follow documented procedures and maintain strong operational controls
• • Strong organizational skills with the ability to manage multiple priorities

Nice to Haves

• • Prior experience in treasury, cash management, accounting, banking operations, or related financial functions
• • Experience working with treasury management systems such as Kyriba
• • Familiarity with cash positioning, reconciliations, and treasury accounting processes

Benefits

• A variable compensation package
• Comprehensive medical, dental, and vision coverage
• An HSA
• 401(k) company match
• Paid time off
• Employer-paid life and disability insurance
• Remote/hybrid work arrangement
• A collaborative, inclusive environment that values authenticity, accountability, and partnership
• The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next