Job Information
Equitable Corporate Treasury Senior Manager in Charlotte, North Carolina
Corporate Treasury Senior Manager ( 240000B7 )
Primary Location : UNITED STATES-NC-Charlotte
Organization : Equitable
Schedule : Full-time
Description
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Reporting to the Director of Treasury Operations, the Corporate Treasury Senior Manager will be responsible to carry out analytical, operational, control and workflow tasks related to Equitable’s Corporate Treasury function. Primary objective is to support system and process optimization surrounding treasury operations and project management/implementations in support of systems and payments automation efforts, while leading by example and coaching a team that nurtures and develops talent.
Core Responsibilities include, but are not limited to:
Drive optimization for operational efficiency and maximize functionality of treasury workstation/TMS.
Manage relationships with bank partners and internal stakeholders for treasury and custodial services.
Develop reporting and modeling for dynamic bank fee analysis, account structure rationalization, etc. resulting in recommendations to reduce operating expenses and improve company efficiency.
Lead project management and systems integration for payments automation, reporting and forecasting.
Champion onshore and offshore staff for professional development with treasury prowess.
Liaise with key internal and external stakeholders from various finance, business, and investment teams.
In Office Work Schedule: This position will be working in office 2-3 days/week.
The base salary range for this position is $95,000 - $130,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2023013000001)
Qualifications
Required Qualifications:
Bachelor’s degree in Finance, Economics or Accounting required.
7 years of experience as a Corporate Treasury senior analyst with a public corporation.
Operational experience with Treasury Management System (TMS) workstations and cash management.
Fintech project management experience as team lead or project manager.
Experience with cash & liquidity management, eBAM, bank fee analysis and other operational functions.
Provide impeccable business partner support, exercise sound judgement, demonstrate financial acumen and communicate rationale for decision-making and/or recommendations to stakeholders.
Preferred Qualifications
M.Sc. Finance or MBA with a specialization in Finance.
Certified Treasury Professional (CTP) designation and financial services experience.
Familiarity with fixed income investments, derivatives and collateral back-office operations.
Demonstrated analytical skills and technical abilities using Excel, Visio, treasury workstations & RPA.
Provide impeccable business partner support, exercise sound judgement, demonstrate financial.
Established management skills and the ability to influence and present to both junior and senior audiences.
Proven verbal and written communication skills with the ability to problem solve in real-time.
Skills
Bank Account Features and Services: Knowledge of concepts, features and advantages of different types of bank accounts such as checking and savings account; ability to provide bank accounts services and solutions for individual and commercial clients.
Banking Strategy Management (BSM): Knowledge of banking strategy management (BSM); ability to use various management techniques and approaches to develop, implement, and evaluate effective banking strategies that impact overall banking operations.
Cash Management: Knowledge of the principles and methodology of cash management; ability to use tools, techniques and processes to administer and invest short-term financial inflows and outflows.
Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.
Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.
Liquidity Risk Management: Knowledge of processes, tools, and techniques used to determine the degree of liquidity risk in a financial institution; ability to identify, measure, monitor and control the institution’s exposure to liquidity risk.
Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.
Treasury Services: Knowledge of treasury services; ability to properly use treasury products and services and adopt business practices that are in use by banks, financial services institutions, major corporations, governments and other entities.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
ABOUT EQUITABLE
At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .
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Req ID: 240000B7