What are the responsibilities and job description for the Treasury Specialist position at Infinity Home Services?
JOB OVERVIEW:
As Infinity Home Service’s Treasury and Compliance Specialist, you will be responsible for administration of the Company’s banking, payment, and compliance processes. As an essential part of the finance team and reporting to the Manager of Treasury and Compliance, you will work closely with cross-functional teams to ensure compliant execution of the bank and treasury administration, Shared Services payments, corporate credit card program, and tax compliance processes.
This is a full-time, onsite position located in Brookfield, WI.
KEY RESPONSIBILITIES:
- Serve as a company administrator for our banking program to manage user access, open new accounts, account maintenance, and user support for bank portal training and reporting.
- Facilitate review and release of shared services accounts payable and treasury payments.
- Manage corporate credit card processes and audits to ensure oversight of and compliance with Company policies.
- Provide treasury process and reporting support, including cash flow reporting, debt financing, and tax payment processing.
- Support state and local tax requirements, including sales and use, property, and other taxes.
- Review and approve new vendor submissions and vendor expert changes, ensuring adherence to company policies, segregation of duties, and fraud prevention practices.
- Maintain banking, treasury, and compliance related policy documentation, ensuring up to date SOPs and policies.
- Provide Finance related project administration support for the team.
- Other responsibilities or duties as required.
REQUIREMENTS
- 3 years of experience in general accounting, shared services, treasury, or tax.
- Experience supporting payments, vendor setup, banking portals, or related finance processes preferred.
- Highly proficient in Microsoft Office (Excel, Word, Outlook, and PowerPoint).
- Highly collaborative communication skills (verbal and written) and an ability to explain complex matters or processes to all audience levels.
- Demonstrated ability to create a project plan and milestones to accomplish broad, long-term projects.
- Achieve and maintain high level of accuracy with data entry and detailed documentation.
BENEFITS
- Opportunities for professional growth and development tied to your personal interests.
- A transparent, supportive, and collaborative work environment.
- The chance to make a positive impact on our communities and the environment.
- Competitive: Health, dental, and vision coverage; PTO; Paid Holidays; Life Insurance; 401k with match
COMPENSATION
Annual salary range for this position is $57,000 - $65,000 per year plus a performance-based bonus target of 5% of your annual gross salary.
ABOUT INFINITY HOME SERVICES
Infinity Home Services ("IHS") leads the industry in residential roofing and exterior remodeling services. We empower brands to enhance their service quality while improving customer recognition and local market share. Our brands offer best-in-class roofing, windows, and siding installation using the industry’s most reliable materials.
IHS was founded in Wisconsin by entrepreneurs driven by passion. We believe in approaching exterior remodeling in an unconventional way - putting our employees and customers first. We take pride in the work we do and understand the importance of protecting our customers’ investment. Our roofing, siding, and window projects use the best materials and installed by professional contractors - guaranteeing quality every time.
We are a rapidly growing company at the forefront of shaping the Home Services industry. We are committed to innovation, excellence, and delivering top-tier services to our customers. As we continue to expand organically and through acquisitions, we are seeking dynamic and experienced people to join our team!
Salary : $57,000 - $65,000