Senior Treasury Analyst

The Senior Treasury Analyst supports all aspects of treasury operations and plays a critical role in daily cash management, forecasting, banking, and risk management activities. This role partners closely with Treasury leadership and cross‑functional teams to ensure liquidity, support financial decision‑making, and help advance the treasury function as a strategic contributor to the business.

This position includes a critical daily cash update responsibility that must be completed each morning to support timely downstream treasury and financial activities.

Key Responsibilities:
• Calculate and analyze daily net cash positions and bank activity for all SEI‑related accounts to ensure sufficient liquidity across business units.
• Track and analyze daily, weekly, and monthly cash movements and trends.
• Support the preparation and maintenance of short‑term and long‑term cash forecasts.
• Execute and manage wires, ACH payments, and other treasury transactions.
• Administer bank accounts, including user access management and account services.
• Support financial, operational, and strategic planning initiatives through treasury analysis.
• Assist with investment‑related activities, including monthly investment accrual calculations.
• Support treasury risk management activities, including maintaining relationships with insurance providers.
• Facilitate semi‑annual insurance coverage reviews and coordinate annual renewals.
• Assist with quarterly audits, SOX compliance reviews, and related documentation.
• Prepare and maintain quarterly and annual treasury memos related to operations, compliance, and financial performance.
• Assist in the preparation of quarterly close materials, Audit Committee and Board of Directors reports, and monthly executive presentations.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

• 3–5+ years of experience in Treasury or Finance
• Bachelor’s degree in Finance (preferred) or Accounting
• Strong Excel skills (advanced formulas, data analysis)
• Solid understanding of finance fundamentals
• Ability to work in a dynamic, unstructured environment
• Strong problem-solving and solution-oriented mindset
• Excellent communication and stakeholder management skills

• Master's Degree in a similar field is preferrable
• Certifications:
○ CTP — Certified Treasury Professional
○ CFA — Chartered Financial Analyst

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.