What are the responsibilities and job description for the Senior Manager – Treasury position at Oliver James?
Senior Treasury Manager
Location: Fort Lauderdale, FL (On-site, 5 days per week)
A leading financial services and insurance organization is seeking a Senior Treasury Manager to join its growing finance leadership team. This is a high-impact role with clear succession potential and the opportunity to shape and lead core treasury operations. Ideally, we are seeking to engage with Treasury professionals who have operated at a similar level within a P&C or Life Insurance environment.
The Opportunity
This position sits within a sophisticated treasury function and will play a key role in managing liquidity, strengthening operational controls, and developing future leaders within the team. The role has long-term visibility and is part of a broader succession plan within senior treasury leadership.
You will lead a small team and work cross-functionally across finance, operations, and executive stakeholders. The organization is seeking a true treasury professional, not an accounting-only profile, who brings strong technical depth and leadership capability.
Key Responsibilities
Apply Now
Location: Fort Lauderdale, FL (On-site, 5 days per week)
- Relocation support considered
A leading financial services and insurance organization is seeking a Senior Treasury Manager to join its growing finance leadership team. This is a high-impact role with clear succession potential and the opportunity to shape and lead core treasury operations. Ideally, we are seeking to engage with Treasury professionals who have operated at a similar level within a P&C or Life Insurance environment.
The Opportunity
This position sits within a sophisticated treasury function and will play a key role in managing liquidity, strengthening operational controls, and developing future leaders within the team. The role has long-term visibility and is part of a broader succession plan within senior treasury leadership.
You will lead a small team and work cross-functionally across finance, operations, and executive stakeholders. The organization is seeking a true treasury professional, not an accounting-only profile, who brings strong technical depth and leadership capability.
Key Responsibilities
- Lead day-to-day treasury operations including cash management, liquidity planning, and cash forecasting
- Own budgeting and capital management processes
- Oversee operational finance activities spanning AP, AR, and investment-related processes
- Deliver accurate, timely reporting to senior leadership and the Investment Committee
- Manage banking and investment partner relationships
- Support SEC-related reporting, intercompany activity, and compliance requirements
- Drive strong controls, documentation, and process discipline
- Utilize treasury and finance systems including Workday and treasury platforms
- Contribute to strategic projects and continuous improvement initiatives
- Develop and mentor team members and contribute to leadership culture
- 6 years of progressive treasury experience preferred
- Experience within insurance or financial services is highly desirable but not mandatory
- Background in treasury roles such as Treasury Manager, Treasury Supervisor, Senior Treasury Analyst, or similar
- Strong experience across cash management, forecasting, treasury operations, and liquidity management
- Experience managing or investing corporate cash
- Demonstrated leadership or team oversight experience
- Strong technical capability across reporting, analytics, and financial systems
- Proven career progression and increasing scope of responsibility
- Advanced Workday experience strongly preferred
- Workday certifications or training a plus
- Experience with treasury platforms such as Clearwater and Flowcast highly desirable
- Strong understanding of SEC requirements, intercompany transactions, and financial documentation
- Strong Excel and analytical capability
Apply Now
Salary : $150,000