Investment and Treasury Analyst II

AAA Life Insurance Company

. Assist in developing and monitoring investment and cash management strategies .

Posted 11/5/2026full-timeLivonia • Michigan • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment and cash management strategies, financial modeling, and compliance with GAAP and MAR. Proficient in analyzing financial data and developing relationships with stakeholders to support investment performance and treasury operations.

Highest-signal resume keywords

Financial ModelingInvestment AnalysisGAAP ComplianceMicrosoft Excel ProficiencyInvestment Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCash ManagementGeneral Ledger ReconciliationTrend AnalysisAdvanced Spreadsheet ModelingDatabase ManagementInvestment Performance MetricsProject ManagementData AnalysisMAR Compliance

Soft Skills

CommunicationProblem-SolvingRelationship BuildingIndependent WorkCollaboration

Tools & Technologies

Microsoft OfficeExcelAccessCOGNOS

Certifications & Qualifications

FLMICPACFACTP

Industry Keywords

AccountingFinanceInvestmentsInsurance IndustryStatutory Accounting Principles

Tech Stack

Tools & technologies

Cognos

About the role

Key responsibilities & impact

Assist in developing and monitoring investment and cash management strategies
Act as a primary liaison between the investment and treasury department and managers/officers for investment and cash management analysis
Conduct research on investment and treasury issues
Reconcile general ledger accounts as needed
Ensure modifications are incorporated into the financial process
Plan and assist with projects to ensure their overall success
Compile analysis reports for investment and treasury activity
Maintain spreadsheets covering accruals, investment expenses, trend analysis, daily cash balances, and investment holdings
Develop and maintain relationships with project sponsors, business unit associates, and senior management
Develop and maintain complex financial models using advanced spreadsheet and database applications
Create and analyze metrics to monitor investment manager performance
Support monthly close through analysis of cash and investment holdings
Identify project impacts on investment and treasury systems and modify appropriate models using Excel, Access, and COGNOS
Analyze financial data to evaluate past investment performance and project future investment returns
Provide guidance and recommendations to management
Maintain and document MAR compliance
Identify problems through analysis and suggest corrective actions
Work independently toward agreed-upon objectives
Maintain and enhance investment and treasury reporting models and processes
Develop and maintain job documentation and procedures

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Mathematics, Accounting, or equivalent combination of education and experience
2-3 years of experience in accounting, finance, investments, or a related field
Proficiency with Microsoft Office applications, advanced spreadsheet modeling, and database systems
Knowledge of Generally Accepted Accounting Principles (GAAP)
Ability to work extended hours or weekends as needed to support month-end close, budget season, and year-end activities
FLMI, CPA, CFA, and/or CTP designation(s) preferred
Experience in the insurance industry preferred
General understanding of Statutory Accounting Principles (SSAP) preferred