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Lincoln Financial · 5 days ago

AVP, Treasury Operations

Radnor, PA, US

Full-time

Hybrid

Senior Level, Lead/Staff

$126K/yr - $229K/yr

10+ years exp

Lincoln Financial is a company that helps people confidently plan for their financial future. As the AVP of Treasury Operations, you will set the strategic direction for global cash structures, optimize liquidity frameworks, and lead digital transformation initiatives while collaborating with senior leaders across various departments.

AdviceFinanceFinancial ServicesInsurance

Responsibilities

Manages a team of Treasury and Operations professionals to forecast, sweep, and reconcile cash across general accounts, separate accounts, and affiliated entities; maintain target buffers and funding ladders

Drives roadmap and integrations for Treasury Management Systems (e.g., Kyriba, Quantum), bank connectivity, and ERP platforms

Supports M&A and ad hoc initiatives through strategic liquidity planning and streamlined cash transfer execution

Optimizes daily liquidity operations to support ALM strategies, RBC requirements, stress liquidity frameworks, and capital actions

Develops treasury policies, ensure SOX compliance, and maintain robust internal controls

Anticipates and resolve complex treasury issues; monitor regulatory changes and advise senior leadership

Identifies and implement process improvements to reduce workload and enhance quality

May lead monitoring of cash cycles and preparation of short and long-term cash forecasts, may advise business on strategies to improve cash flow

Directs responses to internal/external audit requests and ensures issues are resolved in a collaborative manner

Develops and implements treasury policies and ensures effective control processes and procedures are in place to comply with internal controls, SOX, and treasury principles

Monitors compliance with regulatory requirements, internal controls, and SOX procedures; advises management of any potential non-compliance; and develops remediation plans as needed

Evaluates treasury processes and procedures, identifies issues/concerns, recommends and implements solutions to ensure compliance and operational excellence

Qualification

Treasury operationsLiquidity frameworksTreasury Management SystemsRegulatory complianceInternal controlsCash forecastingEffective communicationInterpersonal skillsAdaptability