JM&A Group · 18 hours ago
Treasury & Finance Analyst (JM&A Group)
Miami-FTL Area
Full-time
Hybrid
Entry, Mid Level
1+ years expJM&A Group is seeking a Treasury Analyst to support the management of their investment portfolios and cash strategy. This role involves collaborating with various departments to enhance liquidity visibility and drive long-term financial performance.
Business DevelopmentCorporate TrainingInsuranceTraining
Responsibilities
Assist in monitoring JM&A Group’s investment portfolios
Support performance attribution, investment return analysis, benchmark comparisons, and trend reporting
Prepare materials and analysis for the Investment Committee, including dashboards, compliance reporting, and market insights
Partner with external investment managers to support asset allocation, liquidity modeling, ALM reviews, and strategic recommendations
Maintain and enhance daily, weekly, and monthly liquidity reporting across JM&A, FWS, and CIC pools
Support short-term cash positioning, cash forecasting, and analysis of intercompany settlements
Assist in evaluating FHLB capacity, collateral usage, and contingent liquidity planning
Help develop and maintain treasury models for cash flow forecasting, duration positioning, and liquidity stress testing
Contribute to capital efficiency initiatives including dividend policy development, excess surplus investment strategy, and AM Best / RBC considerations
Support analysis of equity levels across entities and development of recommendations to optimize surplus, ROE, and capital deployment
Assist in monitoring FTP-CLIP financial impacts, capital requirements, and reserve implications
Assist in the administration and documentation of Investment Committee governance, including policies, minutes, compliance logs, and charters
Support statutory and GAAP reporting requirements related to investments, surplus, liquidity, and capital
Ensure adherence to investment policies, guidelines, and risk limits across entities
Build and maintain treasury and investment models in Excel, Power BI, or other tools
Analyze yield, duration, book value changes, realized/unrealized gains, and investment income trends
Prepare executive-ready presentations that translate complex financial data into clear insights for leadership
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, Business, Engineering or related field
Strong analytical and financial modeling skills
Advanced proficiency in Excel; familiarity with Power BI or similar tools preferred
Strong communication skills with the ability to present financial concepts clearly
Detail-oriented with strong organizational and documentation skills
Preferred
1–3 years of experience in treasury, investments, corporate finance, insurance finance, or asset management
Knowledge of fixed income, asset allocation, ALM, and investment performance concepts
Familiarity with statutory insurance concepts (RBC, BCAR, surplus, unearned premium, reserves)
Experience supporting investment committees or governance frameworks
MBA, CPA, CFA, or progress toward similar credentials a plus
Company
JM&A Group
JM&A Group focuses on accelerating the performance of each area in your dealership through seamless strategies.
501-1000 employees
H1B Sponsorship
JM&A Group 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 (1)
2022 (1)
Funding
Current Stage
Late StageLeadership Team
Elliot Schor
Chief Financial Officer & Vice President
Jason Tse
CFO
Recent News
2026-01-22
GlobeNewswire News Room
2025-01-14
Company data provided by crunchbase