Senior Treasury Manager

Senior Treasury Manager

Integrity Marketing

Dallas, TX

Job Summary

This role is ideal for someone who thrives in a dynamic environment and is passionate about optimizing processes, enhancing financial reporting, and ensuring regulatory compliance. You will work closely with senior leadership to manage risk, improve forecasting, and support strategic decision-making.

Primary Responsibilities:

• Develop best in class cash operations: evaluate new banking products and services, continue evolving global cash management strategy to align with company's strategic visions

• Manage, train, and develop a team in Dallas, as well as the offshore team

• Possesses a good understanding of treasury products and solutions that can be leveraged to make strategic decisions that help scale

• Collaborate with our accounting teams to manage our cash needs to fund operations and minimize risk on our intercompany balances

• Work closely with finance leadership to manage our portfolio weighing risk & cash funding requirements with opportunities for additional yield

• Partner with FP&A to drive efficiencies and accuracy in our cash flow forecasting process and improve cash & investment reporting to senior executives & our audit committee

• Create and/or improve treasury processes and implement system or process improvements to support hyper-growth at scale, working with business partners to facilitate key cross-functional initiatives

• Keep current on regulatory developments and requirements and lead adoption and compliance, manage SOX and audit compliance

• Independently lead ad hoc projects (i.e. paying commissions via Chase)

Primary Skills & Requirements:

• Bachelor’s degree in accounting or finance required.

• CTP certification

• 7+ years of operational treasury experience.

• Additional experience in accounting is preferred but not required.

• 4+ years of experience leading and developing treasury teams

• Strong understanding of cash management-general treasury principles and processes; general accounting knowledge

• Ability to interpret the firm's organizational complex multi-entity fund structure

• Ability to work independently and collaboratively with teams in a fast-paced environment and adapt to changing duties and priorities

• Excellent communication skills in dealing with internal and external customers and business partners

• Strong analytical, financial and systems skills, including advanced spreadsheet and modeling skills

• Knowledge of banking systems and experience with wire and ACH templates

• Self-motivation and attention to detail

• Strong organizational and decision-making skills

• Ability to meet deadlines

• Project management skills

• Analytical skills

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colo