Principal Financial Group · 13 hours ago
Financial Analyst IV - Treasury
Principal Financial Group is a company operating at the intersection of financial services and technology, committed to making financial security accessible to all. They are seeking a Financial Analyst IV to join their Treasury team, responsible for analyzing and reporting on Treasury functions, improving cash flow forecasting, and collaborating across the enterprise.
Financial ServicesInsurance
Responsibilities
Research, analyze, and communicate current cash positions and expected cash flows. Proactively identify and communicate liquidity concerns and make recommendations to address concerns and constraints
Compare expected to actual cash flows to improve the forecasting process. Partner across the enterprise to identify, recommend, and incorporate new data sources to improve our cash forecasts
Perform and communicate results of our liquidity stress tests to internal and external stakeholders. Own and drive enhancements to our liquidity stress testing framework
Evaluate sources and uses of liquidity and make recommendations to ensure sufficient liquidity across the enterprise
Facilitate and participate in complex technical treasury or cross business unit projects. Lead project team members to thoroughly develop and maintain processes or systems in accordance with authorized priorities and scheduled target dates
Collaborate and consult with other areas throughout the company including RIS, Benefits and Protection and , Principal Asset Management
Identify opportunities to do work differently and guide others through the change process. Leverage new data sources, tools, and technology to reduce risk across the Treasury team
Perform other Treasury-related projects and responsibilities as needed
Qualification
Required
Bachelor's Degree in Math, Actuarial Science, Finance or equivalent experience
4+ years of relevant work experience
Experience using analytical tools such as Power BI to aggregate and analyze data and tell stories through visualization
Proven track record of continuous growth through curiosity
Strong interpersonal skills required, with the ability to effectively communicate with all internal and external customers
Ability to consistently identify and resolve complex treasury-related issues
Ability to embrace and understand the change process, and effectively guide others through change
Self-motivated with excellent analytical, critical thinking, problem solving and organizational skills
Strong MS Excel skills with experience including macros, pivot tables, creating tables, v lookups, comparing data, etc
Preferred
Experience with Kyriba or BRM software
Benefits
Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Pension Eligible
Company
Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.
Funding
Current Stage
Late StageRecent News
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