Liberty Mutual Insurance · 16 hours ago
Assistant Director II Treasury
Plano, TX
Full-time
Onsite
Director/Executive
15+ years expLiberty Mutual Insurance is a leading company in the insurance sector, and they are seeking an Assistant Director II for Treasury Governance. This role is responsible for overseeing Tax Information Reporting and Unclaimed Property programs, ensuring compliance with regulatory requirements, and driving operational excellence within the governance functions.
FinanceFinancial ServicesInsurance
Responsibilities
Oversees governance programs for Tax Information Reporting and Unclaimed Property, ensuring adherence to all IRS, state and jurisdictional requirements
Monitors legislative and regulatory changes affecting tax reporting and unclaimed property; assesses business impact and leads implementation of required process and/or system updates
Develops, maintains and enforces policies and business procedures to ensure regulatory compliance and strong internal controls
Partners with Legal, Tax, Compliance and business units to ensure alignment and consistent application of governance standards
Leads teams responsible for accurate execution of 1099 reporting, withholding, and TIN validation
Oversees the Unclaimed Property life cycle, including escheatment processing, due diligence, reporting, audits and state outreach
Directs the strategic offshore partnership supporting the Tax and Unclaimed Property operations
Ensures the daily, monthly, quarterly and annual operating activities are completed timely and accurately, including validation, reconciliation and year-end reporting
Maintains oversight of balancing, reconciliation and audit-ready documentation to support financial reporting, IRS audits and state unclaimed property examinations
Partners with Treasury Leadership to define long-term governance strategy for Tax Reporting and Unclaimed Property
Defines and prioritizes business and system requirements to enhance operation efficiency, reduce risk and support automation initiatives
Represents Governance in discussions with external agencies, regulators, financial institutions and software vendors
Communicates regulatory updates, emerging issues and risk assessments to senior leaders and other stakeholders
Uses data and analytics to identify risk trends, improve process controls, streamline manual tasks, and support continuous improvement initiatives
Leads or participates in cross-functional projects involving system enhancements and compliance programs
Evaluates and implements new solutions
Coaches, develops and manages staff, advancing team capabilities in compliance, risk management, and operational excellence
Fosters cross-functional collaboration across Treasury, Finance, Tax, Claims and other business units
Builds culture focused on compliance integrity, strong controls and high-quality customer service
Partners with Director to incorporate unit plans into overall Treasury/business unit(s) strategy
Prioritize work of team to help execute the strategy of units, Treasury and Liberty Mutual
Qualification
Required
Bachelor`s or Master`s degree, preferably in Finance or Accounting
15 years of experience in financial role, preferably with Treasury experience
People leadership experience required
Must demonstrate ability to execute thoroughly in a fast-paced work environment, adapting quickly to changing conditions to achieve results
Facilitates cross-functional collaboration and communicates effectively to a wide variety of audiences at all levels of the organization
Comfortable leading meetings and making presentations to increasingly large audiences
Advanced understanding of Finance Tools and Analytical Methods
Must possess the ability to collaborate with peers across the organization and external parties to gain support for ideas and execute on projects that deliver value to customers
Strong desire and capabilities to innovate and implement change
Extensive knowledge of interrelationships between large scale enterprise-wide systems and the information flows through the organization
Extensive knowledge of accounting/treasury systems and accounting concepts
Preferred
1099 tax reporting and Unclaimed Property experience preferred
Benefits
Comprehensive benefits
Workplace flexibility
Professional development opportunities
Opportunities provided through our Employee Resource Groups
Company
Liberty Mutual Insurance
Liberty Mutual Insurance provides a broad range of insurance products and services.
10001+ employees
H1B Sponsorship
Liberty Mutual Insurance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (14)
2023 (5)
2022 (8)
2021 (12)
2020 (5)
Funding
Current Stage
Late StageTotal Funding
$886.84M2025-09-17Debt Financing· $886.84M
Leadership Team
Julie Haase
EVP and Chief Financial Officer, Liberty Mutual Insurance
Joann Gomez
Division Vice President, Risk Management - West Zone
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