Treasury & Finance Analyst (JM&A Group)
JM Family Enterprises(1 month ago)
About this role
The Treasury Analyst supports management of JM&A Group’s investment portfolios, cash and liquidity strategy, capital optimization initiatives, and treasury operations across multiple regulated and non-regulated entities. The role strengthens investment governance, enhances liquidity visibility, supports ALM and statutory requirements, and contributes to long-term financial performance. The analyst will collaborate with Finance, Accounting, Actuarial, CIO/Co-CIO partners, investment managers, and internal leadership.
Required Skills
- Financial Modeling
- Excel
- Power BI
- Communication
- Analytical
- Cash Forecasting
- Liquidity Management
- Treasury Operations
- Asset Allocation
- Fixed Income
+4 more
Qualifications
- Bachelor’s Degree in Finance or Related
- MBA
- CPA
- CFA
About JM Family Enterprises
jmfamily.comJim Moran's passion for selling cars continues with JM Family. We build strong relationships with customers, partners and communities.
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