JM Family Enterprises, Inc. · 7 hours ago
Treasury & Finance Analyst (JM&A Group)
Deerfield Beach, FL
Full-time
Hybrid
Entry, Mid Level
1+ years expJM Family Enterprises is a company that focuses on investment and treasury management. The Treasury Analyst role involves managing investment portfolios, cash strategies, and collaborating with various financial partners to enhance financial performance and governance.
AutomotiveConsumerSales Automation
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 Family Enterprises, Inc.
JM Family Enterprises, Inc. was founded by automotive legend, Jim Moran in 1968.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Burns
President & Chief Executive Officer
John Damalas
Group Vice President, Chief Technology Officer
Recent News
2025-08-19
2025-08-18
Company data provided by crunchbase