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Investors Heritage · 1 month ago

Finance Operations & Treasury Analyst

200 Capital Ave, Frankfort, KY, USA

Full-time

Hybrid

Entry, Mid Level

$54K/yr - $65K/yr

2+ years exp

Investors Heritage is a life insurance company that has been in operation since 1960, offering innovative financial solutions. The Finance Operations & Treasury Analyst will support daily treasury functions, analyze financial data, and ensure compliance with regulatory requirements while collaborating with various stakeholders.

Health CareInsurance

Responsibilities

Support daily treasury functions, including cash positioning, bank account reconciliations, funds transfers, and monitoring of liquidity and working capital requirements

Prepare, review, and analyze general ledger entries, account reconciliations, and variance analyses to ensure accuracy and integrity of financial data

Collaborate with third-party administrative clients and banking partners to execute transactions, resolve issues, and ensure accurate financial reporting

Assist in the preparation and review of federal and state tax withholdings, 1099 filings, and W-9 solicitations; ensure timely submission and compliance with regulatory requirements

Compile and maintain financial information for various statutory and regulatory filings in accordance with state, federal, and industry requirements

Contribute to the maintenance and enhancement of internal controls and processes surrounding financial information, treasury operations, and reporting systems

Coordinate and provide support for internal and external audits by preparing schedules, gathering documentation, and responding to auditor inquiries

Research accounting and reporting issues to ensure compliance with GAAP, tax, and regulatory standards; recommend and implement appropriate solutions

Participate in ad hoc financial projects, process improvements, and system implementations as assigned

Identify opportunities to streamline workflows and strengthen financial reporting accuracy and timeliness

Qualification

AccountingFinanceTreasury operationsMicrosoft ExcelFinancial ERP systemsClient serviceCommunication skillsProblem-solving skillsAttention to detailOrganizational skills