Acrisure – Treasury Analyst – Grand Rapids, MI

Job title: Treasury Analyst Company: Acrisure Job description: Job description Acrisure’s objectives are clear and intentional: be a great partner and create shareholder value. Customer-centric. Tech-driven. Entrepreneurial. Innovative and adaptable. These traits define Acrisure and the Partners and employees who have taken us from a top-10 global broker to a next-generation fintech financial services company. Our massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by artificial intelligence (AI). Already the fastest growing, most profitable insurance distribution platform, with the largest set of mapped business and individual risk data, Acrisure is transforming distribution of insurance and financial services. Established in 2005, Acrisure is one of the insurance industry’s fastest-growing brokers. Since 2013, we have been engaged in a unique approach to M&A that has increased revenue from $38 million to $2.2 billion and expanded our footprint across the US from just three states to 42, as well as seven other countries. If these traits and objectives align with yours, joining Acrisure can unlock ‘limitless’ possibilities in your career. We are currently looking to add our team with an exciting opportunity a Treasury Analyst for our Onboarding team within Treasury Services. The Analyst will be responsible for supporting all newly acquired Partners on their transition to Acrisure’s Treasury Services. This individual will have a passion for Treasury Implementation a strong understanding of bank account opening requirements. This position will work closely with the full Treasury team and broader finance team as well as other key Home Office departments, leaders and staff. The position will be remote or in Grand Rapids, Michigan. Essential Duties and Responsibilities: • Support all domestic M&A on-boarding activities for Partner banking transitions including; new account openings, signatory changes, legacy bank account closures, and bank product training • Partner with team members to facilitate all Treasury Onboarding and transition activities • Serve as contact for new Partners to address Acrisure Treasury products and service inquiries • Support the adoption activities related to all of Acrisure’s Preferred Treasury Vendors among all Agency Partners including banking, third party payment providers and merchant services, and Corporate Credit card programs • Maintain global bank account records and track progress of bank account conversion • Identify and drive process efficiencies related to assigned activities • Other special projects and assignments as assigned by Finance leadership Competencies: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: • Undergraduate degree required; B.B.A. with Finance or Accounting emphasis strongly preferred • Minimum of 3 years’ experience within a large Treasury organization, preferably with specialization in Treasury Operations • Prior banking experience in Treasury Management strongly preferred • Working knowledge of treasury and banking technology solutions including workstations, banking portals, ERP/bank interfaces preferred Technology Skills: • Strong Excel skills and experience with macros, pivot tables • Familiarity with Power BI and/or Tableau applications • MS Access database knowledge preferred s: • Highly responsible and accountable for assigned work • Ability to communicate articulately and professionally, and influence others for a desired outcome • Ability to work independently, prioritize daily responsibilities and projects according to changing objectives using strong time management skills • Bring a strong attention to detail for all assigned work • Proven track-record of excellent customer service • Ability to make thoughtful, quick decisions Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Moderate stress due to regular deadlines and daily challenges. • High finger dexterity while typing documents and forms • Occasionally lift up to 20lbs. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Work is done in a temperature-controlled, non-smoking office. • Work stations are cubicles with moderately high sides. • The noise level in the work environment is usually moderate. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Acrisure’s Human Resources Talent Department. #LI-MV1 Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran or disability status. To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department. Powered by JazzHR Expected salary: Location: Grand Rapids, MI Apply for the job now! 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