Universal Property & Casualty Insurance Company
Treasury Analyst - Investments
Universal Property & Casualty Insurance Company, Fort Lauderdale, Florida, us, 33336
Join to apply for the
Treasury Analyst - Investments
role at
Universal Property & Casualty Insurance Company 1 day ago Be among the first 25 applicants Join to apply for the
Treasury Analyst - Investments
role at
Universal Property & Casualty Insurance Company Know your rights
Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify): English & Spanish Right to work: English / Spanish
Know your rights
Inform yourself of your rights and responsibilities by reviewing the content provided in the list below.
Employment Eligibility (e-Verify): English & Spanish Right to work: English / Spanish
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Position Description
The Finance Department of Universal Insurance Holdings, Inc. is seeking a
Treasury Analyst , whose primary responsibilities will include the timely and accurate handling of day-to-day treasury and cash operating transactions, as well as the monitoring, reporting, accounting and analysis of the company’s cash and investment portfolios. General responsibilities include, but are not limited to:
Duties And Responsibilities
Provide management with key internal reporting, including a weekly cash position report and weekly and monthly investment portfolio reports. Assist with daily bank reconciliations and the posting of ad hoc transactions. Assist with the compilation of the cash flow projection by ensuring completeness of recorded transactions, assessing appropriateness of assumptions, and liaising with key stakeholders from other departments. Daily review and monitoring of cash balances. Maintain consistent communication with treasury and banking contacts to address any ongoing matters and ensure that objectives are being met. Research and propose new investment and cash management opportunities as needed. Keep up to date on market and treasury trends. Ensure compliance is maintained with operational procedures. Engage in premium collection process and related tasks. Handle operational transactions in Workday. Prepare the investment reconciliation on a monthly basis and post any entries needed to correct the accounting for investments. Prepare list of securities to send to third party on a quarterly basis in order to estimate current expected credit losses (CECL). Record CECL journal entries quarterly based on third party’s estimate. Prepare the investments presentation for the board of directors’ meeting on a quarterly basis. Analyze the investment income forecasts received from external portfolio managers, comparing against Clearwater’s forecast. Other activities may include, but are not limited to, assisting with investment accounting tasks, unclaimed property reporting, 1099 reporting, and investment research and due diligence.
Qualifications
Candidate must be a professional with strong analytical and organizational skills, who employs professional skepticism and works well under pressure with the ability to multi-task. The candidate must prioritize to meet deadlines, while ensuring all work is timely and accurate. The candidate must also possess a high attention to detail. Specific qualifications include:
Education and Certifications Bachelor’s degree in Accounting or Finance. Graduate degree a plus. Relevant certifications a plus. Experience Preferably 3 to 5 years of related work experience in a financial/analytical role. Demonstrable understanding of treasury, banking and accounting concepts and principles. Transactional and analytical experience. Familiar with banking systems, platforms and products. Strong attention to detail and solid organizational skills mandatory. Excellent time management and communication skills. Technical Skills Proficient in Microsoft Office (Word, Excel and PowerPoint). Workday G/L, Clearwater Analytics, Workiva Wdesk and Microsoft Power BI experience a plus.
Benefit Highlights
Industry leading medical, dental and vision insurance plan 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) Generous PTO policy Eligible for performance-based bonuses
Universal Insurance Holdings, Inc. is an Equal Opportunity Employer. We consider the best qualified individuals available, without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.
By submitting your resume for this position, you understand and agree that Universal Insurance Holdings, Inc., may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions.
Benefit Highlights
Industry leading medical, dental and vision insurance plan 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) Generous PTO policy Eligible for performance based bonuses Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Universal Property & Casualty Insurance Company by 2x Sign in to set job alerts for “Treasury Analyst” roles.
Miami-Fort Lauderdale Area $97,131.86-$137,245.74 17 hours ago Deerfield Beach, FL $100,000.00-$100,000.00 1 day ago Data and Reporting Analyst – Financial Services
Deerfield Beach, FL $100,000.00-$130,000.00 3 days ago Tax & Treasury Accountant - United States
Miami, FL $130,800.00-$241,000.00 2 weeks ago Treasury - Senior Quality Analyst (Bilingual – English / Spanish (Portuguese a plus)
Miami, FL $158,900.00-$292,900.00 1 week ago Staff Accountant & Financial Analyst at Exotic Car Trader
Treasury Management Product Manager, Sweep and Escrow
Financial Services - Consulting - Guidewire - Business Analyst - Manager
Miami, FL $141,200.00-$258,900.00 1 week ago Senior Accountant - Financial Analyst - Grants - FT - Days - Corporate Finance
Financial Services - Consulting - Guidewire - Business Analyst - Manager
Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE
Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE
Miami, FL $76,000.00-$125,300.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Treasury Analyst - Investments
role at
Universal Property & Casualty Insurance Company 1 day ago Be among the first 25 applicants Join to apply for the
Treasury Analyst - Investments
role at
Universal Property & Casualty Insurance Company Know your rights
Inform yourself of your rights and responsibilities by reviewing the content provided in the list below. Employment Eligibility (e-Verify): English & Spanish Right to work: English / Spanish
Know your rights
Inform yourself of your rights and responsibilities by reviewing the content provided in the list below.
Employment Eligibility (e-Verify): English & Spanish Right to work: English / Spanish
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Position Description
The Finance Department of Universal Insurance Holdings, Inc. is seeking a
Treasury Analyst , whose primary responsibilities will include the timely and accurate handling of day-to-day treasury and cash operating transactions, as well as the monitoring, reporting, accounting and analysis of the company’s cash and investment portfolios. General responsibilities include, but are not limited to:
Duties And Responsibilities
Provide management with key internal reporting, including a weekly cash position report and weekly and monthly investment portfolio reports. Assist with daily bank reconciliations and the posting of ad hoc transactions. Assist with the compilation of the cash flow projection by ensuring completeness of recorded transactions, assessing appropriateness of assumptions, and liaising with key stakeholders from other departments. Daily review and monitoring of cash balances. Maintain consistent communication with treasury and banking contacts to address any ongoing matters and ensure that objectives are being met. Research and propose new investment and cash management opportunities as needed. Keep up to date on market and treasury trends. Ensure compliance is maintained with operational procedures. Engage in premium collection process and related tasks. Handle operational transactions in Workday. Prepare the investment reconciliation on a monthly basis and post any entries needed to correct the accounting for investments. Prepare list of securities to send to third party on a quarterly basis in order to estimate current expected credit losses (CECL). Record CECL journal entries quarterly based on third party’s estimate. Prepare the investments presentation for the board of directors’ meeting on a quarterly basis. Analyze the investment income forecasts received from external portfolio managers, comparing against Clearwater’s forecast. Other activities may include, but are not limited to, assisting with investment accounting tasks, unclaimed property reporting, 1099 reporting, and investment research and due diligence.
Qualifications
Candidate must be a professional with strong analytical and organizational skills, who employs professional skepticism and works well under pressure with the ability to multi-task. The candidate must prioritize to meet deadlines, while ensuring all work is timely and accurate. The candidate must also possess a high attention to detail. Specific qualifications include:
Education and Certifications Bachelor’s degree in Accounting or Finance. Graduate degree a plus. Relevant certifications a plus. Experience Preferably 3 to 5 years of related work experience in a financial/analytical role. Demonstrable understanding of treasury, banking and accounting concepts and principles. Transactional and analytical experience. Familiar with banking systems, platforms and products. Strong attention to detail and solid organizational skills mandatory. Excellent time management and communication skills. Technical Skills Proficient in Microsoft Office (Word, Excel and PowerPoint). Workday G/L, Clearwater Analytics, Workiva Wdesk and Microsoft Power BI experience a plus.
Benefit Highlights
Industry leading medical, dental and vision insurance plan 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) Generous PTO policy Eligible for performance-based bonuses
Universal Insurance Holdings, Inc. is an Equal Opportunity Employer. We consider the best qualified individuals available, without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.
By submitting your resume for this position, you understand and agree that Universal Insurance Holdings, Inc., may share your resume, as well as any other related personal information or documentation you provide, with its subsidiaries and affiliated companies for the purpose of considering you for other available positions.
Benefit Highlights
Industry leading medical, dental and vision insurance plan 401(k) Retirement Plan with a company match of 100% on up to 5% of compensation (match is fully-vested immediately) Generous PTO policy Eligible for performance based bonuses Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Universal Property & Casualty Insurance Company by 2x Sign in to set job alerts for “Treasury Analyst” roles.
Miami-Fort Lauderdale Area $97,131.86-$137,245.74 17 hours ago Deerfield Beach, FL $100,000.00-$100,000.00 1 day ago Data and Reporting Analyst – Financial Services
Deerfield Beach, FL $100,000.00-$130,000.00 3 days ago Tax & Treasury Accountant - United States
Miami, FL $130,800.00-$241,000.00 2 weeks ago Treasury - Senior Quality Analyst (Bilingual – English / Spanish (Portuguese a plus)
Miami, FL $158,900.00-$292,900.00 1 week ago Staff Accountant & Financial Analyst at Exotic Car Trader
Treasury Management Product Manager, Sweep and Escrow
Financial Services - Consulting - Guidewire - Business Analyst - Manager
Miami, FL $141,200.00-$258,900.00 1 week ago Senior Accountant - Financial Analyst - Grants - FT - Days - Corporate Finance
Financial Services - Consulting - Guidewire - Business Analyst - Manager
Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE
Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE
Miami, FL $76,000.00-$125,300.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr