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What Youll Do
Principal Treasury is looking for a Financial Analyst IV to join their Treasury team. In this role, you'll be responsible for the analysis and reporting of results related to multiple Treasury functions.
Additional responsibilities will include
- Research, analyze, and communicate current cash positions and expected cash flows. Proactively identify and communicate liquidity concerns and make recommendations to address concerns and constraints.
- Analyze bank account activity and associated fees and earnings to improve the forecast. Make recommendations to effectively manage and reduce bank fees across the enterprise.
- Collaborate and consult with other areas throughout the company including RIS, Benefits and Protection, Principal Asset Management, and Corporate Finance.
- Identify opportunities to do work differently and guide others through the change process. Leverage new data sources, tools, and technology to reduce risk across the Treasury team.
- Perform other Treasury-related projects and responsibilities as needed.
Who You Are
- Bachelors Degree in Math, Actuarial Science, Finance or equivalent experience.
- 4+ years of relevant work experience.
- Experience using analytical tools such as Power BI to aggregate and analyze data and tell stories through visualization.
- Proven track record of continuous growth through curiosity.
- Strong interpersonal skills required, with the ability to effectively communicate with all internal and external customers.
- Ability to consistently identify and resolve complex treasury-related issues.
- Ability to embrace and understand the change process, and effectively guide others through change.
- Self-motivated with excellent analytical, critical thinking, problem solving and organizational skills.
- Strong MS Excel skills with experience including macros, pivot tables, creating tables, v lookups, comparing data, etc.
Skills that will help you stand out
- Experience with Kyriba or BRM software.
Salary Range InformationSalary Range (Non-Exempt expressed as hourly Exempt expressed as yearly)Time Off ProgramPension EligibleAdditional Information
Work Environments
This role offers in-office, and hybrid (blending at least three office days in a typical workweek) work arrangements.
Who We Are
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!
Work Authorization/Sponsorship
At this time, were not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
and
Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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