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Treasury & Risk Consultant
Owens & Minor. Independently manage complex Treasury activities, analyses, projects, and assigned workstreams with limited oversight .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury management, financial analysis, and risk assessment, with a strong ability to communicate complex financial information to senior leadership. Proven track record in managing banking relationships, liquidity forecasting, and leading cross-functional projects.
Highest-signal resume keywords
Treasury ManagementFinancial AnalysisLiquidity ForecastingRisk ManagementProject Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash ManagementFinancial Risk AnalysisBanking RelationshipsData AnalysisFinancial Reporting
Soft Skills
Strong Communication SkillsAnalytical ThinkingProblem-SolvingRelationship BuildingAttention to Detail
Tools & Technologies
Microsoft ExcelReporting ToolsDashboardsMicrosoft Office
Certifications & Qualifications
Certified Treasury Professional (CTP)Certified Insurance Counselor (CIC)
Industry Keywords
Treasury ActivitiesLiquidity ManagementRisk ManagementEHS ComplianceInsurance Programs
About the role
Key responsibilities & impact- Independently manage complex Treasury activities, analyses, projects, and assigned workstreams with limited oversight
- Analyze cash forecasts, liquidity positions, cash flow trends, and financial information to identify risks, opportunities, and business impacts
- Provide analysis, insights, and recommendations supporting liquidity, banking, and Treasury decisions
- Participate in Treasury discussions with senior and executive leadership and communicate complex financial information, risks, and recommendations
- Assess debt, investments, banking relationships, liquidity exposures, and related Treasury matters
- Identify near- and long-term liquidity, financial, and operational risks and develop recommendations
- Perform quarterly bank rating assessments and financial institution analyses for counterparty risk management
- Serve as a subject-matter resource on Treasury policies, processes, banking activities, and liquidity matters
- Develop and maintain strategic relationships with banking partners and work with financial institutions on operational matters and strategic planning
- Contribute to cash and liquidity planning and provide financial insights influencing business decisions
- Execute and oversee daily banking activities, including wire releases and cash-management responsibilities
- Lead resolution of complex bank-related issues with internal teams and external financial institutions
- Lead Treasury projects and cross-functional initiatives from analysis through implementation
- Evaluate and enhance Treasury processes, controls, systems, reporting, metrics, dashboards, and analytical tools
- Support administration of insurance programs and related documentation
- Collect, validate, and analyze exposure data for insurance renewals and underwriting submissions
- Partner with insurance brokers, carriers, third-party administrators, and internal stakeholders
- Support property, casualty, workers' compensation, cyber, and other claims
- Evaluate Risk Management information and provide observations and recommendations
- Support reporting and analytics for insurance programs, claims, and Risk Management initiatives
- Support collection, analysis, and reporting of EHS information for regulatory and internal reporting
- Assist with OSHA, Tier II, and other required reporting under EHS leadership
- Lead projects and workstreams across Treasury, Risk Management, and EHS
- Build relationships across Finance, Risk Management, EHS, Legal, Accounting, and other functions
- Demonstrate excellent guest service to internal team members
- Perform other related duties as assigned
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Economics, Business Administration, Risk Management, or a related field required
- 7+ years of progressively responsible experience in Treasury, corporate finance, banking, cash management, risk management, or a related financial discipline required
- Demonstrated experience independently managing complex Treasury activities, financial analyses, or strategic projects
- Experience with cash management, liquidity forecasting, banking relationships, financial risk analysis, and Treasury operations strongly preferred
- Experience developing recommendations and presenting financial analysis, risks, or business insights to senior-level stakeholders
- Ability to analyze complex financial and operational information, identify trends and risks, and translate findings into actionable recommendations
- Experience leading projects, workstreams, or process-improvement initiatives across multiple functions
- Ability to exercise independent judgment, manage competing priorities, and make recommendations with limited supervision
- Strong business acumen and understanding of the relationship between Treasury activities, liquidity, financial risk, and broader organizational objectives
- Strong analytical, critical-thinking, problem-solving, and decision-support skills
- Strong written and verbal communication skills with the ability to communicate effectively with senior and executive leadership
- Ability to build and maintain relationships with banks, brokers, carriers, third-party administrators, and other external partners
- Advanced proficiency in Microsoft Excel and experience working with financial data, reporting tools, dashboards, and Microsoft Office applications
- Strong attention to detail with the ability to manage complex financial data, documentation, and reporting requirements
- Experience with insurance programs, claims administration, Risk Management, EHS, compliance, or related functions preferred
- Certified Treasury Professional (CTP), Certified Insurance Counselor (CIC), or other relevant professional designation preferred
- Ability to work independently in a fast-paced, cross-functional environment
- Ability to perform sedentary work, repetitive wrist/hand/finger movements, close visual work, and lift up to 15 lbs. independently (not exceeding 50 lbs. without help)
Benefits
Comp & perks- Comprehensive healthcare plan including medical, dental, and vision plans starting on day one for full-time teammates
- Educational assistance for eligible teammates enrolled in an approved, accredited collegiate program
- Employer-paid life insurance and disability coverage
- Voluntary supplemental life, hospitalization, critical illness, and other insurance programs
- Adoption assistance
- Fertility benefits through the medical plan
- Parental leave
- Health Savings Account (HSA)
- 401(k)
- Sick days
- Short-term leave
- Holidays
- Vacation days
- Personal days
- Teammate Assistance Program (TAP)
- Calm Health
- Cancer Resources Services
- Discount programs