Treasury & Risk Analyst
The Treasury & Risk Analyst supports the Risk and Treasury Manager by performing day-to-day administrative and operational tasks related to treasury operations and corporate risk management. This entry-level role involves processing transactions, maintaining financial and insurance documentation, assisting with reconciliations, and supporting insurance claims and renewals, providing foundational exposure to treasury and risk functions within a global industrial company.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, a global industrial manufacturing company specializing in electronics, forming technologies, engraving, and scientific refrigeration.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
About the Client
Confidential Client is a global industrial manufacturing organization operating market-leading brands across electronics, advanced forming technologies, engraving, and scientific refrigeration. The company focuses on engineering-driven growth and innovation across industrial and commercial markets.
What You’ll Do
This is an entry-level business-administration / analyst role supporting the Risk & Treasury Manager. You will perform routine, well-defined treasury and risk administration tasks under direct supervision and gain exposure to cash management, intercompany activity, reconciliations, and insurance administration.
Treasury Support
- Assist the Risk & Treasury Manager with daily cash-management tasks (entering or confirming routine wire, ACH, and automatic transfers as directed).
- Update daily cash position worksheets and help prepare cash forecast reports under manager guidance.
- Compile intercompany amounts, assist with invoicing for internal subsidiaries, and record related intercompany transactions.
- Support basic reconciliations and organize supporting documentation for monthly/quarterly close activities.
- Help maintain documentation related to revolving credit facilities and standby letters of credit.
- Respond to routine, low-complexity inquiries from internal teams or banks and escalate exceptions to the manager.
Risk Support
- Process and track certificate of insurance requests according to established procedures.
- Log, track, and follow up on open insurance claims; keep status trackers up to date for the manager.
- Assist in gathering and organizing documentation and data needed for annual global insurance renewals.
- Maintain organized records of global insurance coverages and related files.
- Support basic data compilation for insurance cost tracking and reporting.
Compensation (Transparency)
- Estimated base pay: $49,364 per year (estimated). This figure is provided by the source posting and is shown for pay-transparency purposes.
What You’ll Bring
- Associate’s or Bachelor’s degree in Business Administration, Accounting, Finance, or a related field — or equivalent administrative/office experience.
- 0–2 years of administrative, business-support, or entry-level analyst experience; exposure to finance, accounting, or insurance administration is a plus.
- Strong computer skills, including MS Excel and Word; comfortable learning new systems and templates.
- Excellent organizational skills and attention to detail with the ability to follow established processes accurately.
- Strong written and verbal communication skills.
- Must be authorized to work in the United States.
What We Value
- High integrity and confidentiality when handling sensitive financial and insurance information.
- Reliability in following instructions and established procedures with accuracy.
- A proactive, detail-oriented approach and willingness to ask questions and escalate when appropriate.
- Ability to manage multiple routine tasks and deadlines in an organized way.
- Eagerness to learn and grow into broader treasury or risk responsibilities over time.
Confidential Client and Careertakes are committed to equal opportunity. Applicants are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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