Advisor Group
Treasury Specialist Opportunity in Finance
Treasury Specialist
Location(s):
18700 N. Hayden Rd., Ste. 255 Scottsdale, AZ 85255
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type:
Full time
Salary:
$65,000 – 75,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: details available on the Careers page.
Summary Osaic is seeking an organized, detailed and energetic Treasury Specialist who will support the Treasury team in day-to-day operations. The Treasury team works in close coordination with FP&A, Accounting and Operations, and is responsible for management of the company’s public debt, cash forecasting, liquidity planning and management, as well as Regulatory Reporting. This position will be responsible for processing wires, monitoring cash balances, managing short-term investments and maintaining banking documentation and relationships. In addition, the Treasury Specialist will support corporate debt management, cash forecasting and liquidity management through detailed analysis and preparing materials to communicate to senior leadership. This role is ideal for candidates looking to grow their experience in corporate finance and treasury operations in a collaborative and fast-paced environment.
Responsibilities
Assist in preparing wire packages and verifying approvals
Monitor bank accounts and support funding requests
Review and escalate positive pay exceptions
Help process check voids and stop payments
Maintain user access for banking platforms
Organize and file treasury documents
Support audit requests and documentation
Assist with updates to treasury policies and procedures
Perform basic financial data entry and reconciliations
Collaborate with team members on ad-hoc projects
Maintain positive working relationships across departments
Other duties as assigned
Education Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related field patterns preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Basic Requirements
0–2 years of experience in finance, accounting, or treasury operations
Basic understanding of financial statements and accounting principles
Proficiency in Microsoft Excel and other business applications
Strong attention to detail and organizational skills
Effective written and verbal communication
Team-oriented with a willingness to learn
Ability to manage multiple tasks in a deadline-driven environment
Preferred Requirements
Internship or entry-level experience in treasury or finance
Familiarity with banking platforms or treasury systems
Equal Opportunity Employer
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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Location(s):
18700 N. Hayden Rd., Ste. 255 Scottsdale, AZ 85255
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type:
Full time
Salary:
$65,000 – 75,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: details available on the Careers page.
Summary Osaic is seeking an organized, detailed and energetic Treasury Specialist who will support the Treasury team in day-to-day operations. The Treasury team works in close coordination with FP&A, Accounting and Operations, and is responsible for management of the company’s public debt, cash forecasting, liquidity planning and management, as well as Regulatory Reporting. This position will be responsible for processing wires, monitoring cash balances, managing short-term investments and maintaining banking documentation and relationships. In addition, the Treasury Specialist will support corporate debt management, cash forecasting and liquidity management through detailed analysis and preparing materials to communicate to senior leadership. This role is ideal for candidates looking to grow their experience in corporate finance and treasury operations in a collaborative and fast-paced environment.
Responsibilities
Assist in preparing wire packages and verifying approvals
Monitor bank accounts and support funding requests
Review and escalate positive pay exceptions
Help process check voids and stop payments
Maintain user access for banking platforms
Organize and file treasury documents
Support audit requests and documentation
Assist with updates to treasury policies and procedures
Perform basic financial data entry and reconciliations
Collaborate with team members on ad-hoc projects
Maintain positive working relationships across departments
Other duties as assigned
Education Requirements
Bachelor’s degree in Finance, Accounting, Economics, or related field patterns preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Basic Requirements
0–2 years of experience in finance, accounting, or treasury operations
Basic understanding of financial statements and accounting principles
Proficiency in Microsoft Excel and other business applications
Strong attention to detail and organizational skills
Effective written and verbal communication
Team-oriented with a willingness to learn
Ability to manage multiple tasks in a deadline-driven environment
Preferred Requirements
Internship or entry-level experience in treasury or finance
Familiarity with banking platforms or treasury systems
Equal Opportunity Employer
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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