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Director Surplus Funds Jobs (NOW HIRING)

Burnet CISD

Executive Director for Finance

Burnet, TX · On-site

Maintain a continuous auditing program for all funds and assist the district's independent and ... Organize and conduct sales to dispose of surplus and salvage equipment. * Supervise the preparation ...

Medical Bridges

Director, Development

Houston, TX · On-site

$85K - $95K/yr

Primary Responsibilities Medical Bridges has two main sources of funding, each of which represents ... surplus medical equipment and supplies to impoverished communities in developing nations and ...

Iredell County, NC

Purchasing Specialist

NC · On-site

$48K - $62K/yr

... County's Surplus Program and back-up for Purchasing Officer when absent. Work is performed ... Reports to the Finance Director. Examples of Duties ESSENTIAL FUNCTIONS: Enter requisitions or ...

Iredell County

Purchasing Specialist

Statesville, NC · On-site

$48K - $62K/yr

... County's Surplus Program and back-up for Purchasing Officer when absent. Work is performed ... Reports to the Finance Director. Examples of Duties ESSENTIAL FUNCTIONS: Enter requisitions or ...

Oregonstate

Materials Manager

Corvallis, OR · On-site

Reporting to the Director of Campus Services, the Materials Manager oversees the materials ... Authorizes expenditures and administers the Surplus Property, Recycling, Campus Mail and Shipping ...

Young Life

Tallahassee Area Director

Tallahassee, FL · On-site

$50 - $70/hr

... funds to carry out the ministry vision for the local area, keeping the area consistently in surplus ... Direct Ministry -- "Proclaiming and modeling" includes contact work, club, Campaigners and camp.

Young Life

Area Director - Uptown

New York, NY · On-site

... funds to carry out the ministry vision for the local area, keeping the area consistently in surplus ... Direct Ministry - "Proclaiming and modeling" includes contact work, club, Campaigners and camp.

Arizona State Hospital

Job Page

Phoenix, AZ · On-site

$120K - $150K/yr

... adequate funding for research and applied technology to address industry needs relating to pest ... and surplus disposition of vehicles. • Direct the agency's cooperative activities with the ...

Young Life

Area Director 1

Stamford, CT · On-site

... funds to carry out the ministry vision for the local area, keeping the area consistently in surplus ... Direct Ministry - "Proclaiming and modeling" includes contact work, club, Campaigners and camp.

Young Life

Area Director - Queens

Jamaica, NY · On-site

... funds to carry out the ministry vision for the local area, keeping the area consistently in surplus ... Direct Ministry - "Proclaiming and modeling" includes contact work, club, Campaigners and camp.

Young Life

Area Director 1

Stamford, CT · On-site

... funds to carry out the ministry vision for the local area, keeping the area consistently in surplus ... Direct Ministry - "Proclaiming and modeling" includes contact work, club, Campaigners and camp.

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Director of Treasury & Investment Management (Hybrid)

Utica National Insurance Group

Hartford, NY • On-site

$184K - $260K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Utica National Insurance Group rating

5.8

Company rating: 5.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

295th of 315 rated insurance

Job description

The Company
At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected.
Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier.
Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte.
Our Mission is to continually meet the needs of our policyholders, agent/customers and employees resulting in sustainable profitable growth in an increasingly competitive marketplace.
We are proud to sell our products through more than 2,200 independent insurance agents around the country as we have been since 1928. These agents provide their clients with valuable insight and resources. And, as the second-largest insurer of Agents' Errors and Omissions (E&O) business in the United States, we insure many of the agents who work with our policyholders.
Our purpose is to make people feel secure, appreciated, and respected. These Values define the character of our employees. They personify Utica National - describing what it means to "be Utica National" and how we approach doing business. Together, with our agents, we are committed to providing our mutual policyholders with valuable services and products to help them feel secure.
What you will do:
The Director of Treasury & Investment Management is responsible for the liquidity, capital, and financial risk management of a mutual insurance enterprise in support of its policyholders. The role oversees investment operations, treasury operations, liquidity, banking relationships, and financial risk governance, while partnering closely with the CFO, Investment Managers & Advisors, and specific sub-committees of the Board of Directors. As a mutual insurer, this role places a strong emphasis on surplus protection, conservative capital management, balance sheet strength, rating agency confidence, and regulatory compliance, rather than short-term earnings optimization.
Essential Functions:
  • Partner with CFO, Finance Committee, and external advisors to develop, recommend, and maintain the enterprise investment strategy, ensuring: Company's risk appetite, Long-term objectives of a Mutual insurer.
  • Oversee investment operations and controls for a ~$4B portfolio.
  • Coordinate with external asset managers, custodians, and investment advisors.
  • Monitor investment performance, compliance, and operational risks.
  • Oversee Credit & Collections team for $2B of annual premium.
  • Manages enterprise Distribution Center.
  • Oversee enterprise-wide liquidity management, including operating cash, claim payments, collateral, and investment settlement activity.
  • Ensure sufficient liquidity under adverse scenarios, including catastrophe events and market stress, leveraging cash generated from a laddered portfolio, as well as lines of credit.
  • Support capital planning and capital adequacy analysis in coordination with finance, risk, and actuarial teams.
  • Evaluate and execute capital actions, including dividends from subsidiaries to mutual parent, surplus notes, debt issuance, and capital contributions, as needed.
  • Partner with executive leadership, as well as BOD Subcommittees on balance sheet optimization and return on capital objectives.
  • Manage exposure to interest rate, credit, counterparty, and market risks.
  • Oversee collateral management.
  • Support enterprise risk management (ERM), ORSA, and economic capital processes.
  • Manage relationships with banks, custodians, rating agencies, and capital markets participants.
  • Negotiate and maintain credit facilities, letters of credit, and other financing arrangements.
  • Oversee treasury-related contracts and counterparty agreements.
  • Support regulatory filings and examinations related to liquidity, investments, and capital.
  • Participate in rating agency presentations and discussions (AM Best, S&P, Moody's, Fitch).
  • Ensure treasury activities comply with insurance regulations, internal policies, and governance standards.
  • Provide treasury leadership on M&A, divestitures, and strategic initiatives.
  • Assess funding, liquidity, and capital implications of transactions.
  • Support integration planning for acquired entities.
  • Performs other duties as assigned.
  • Conforms with all corporate policies and procedures.

What you will need:
Education: Bachelor's Degree- Bachelor's degree in Finance, Accounting, Economics, Business Administration, Corporate Finance, Financial Management in another related field required; MBA, CPA, or CFA designation preferred.
Experience: More than 10 years Progressive treasury, finance, or investment experience, preferably within P&C Insurance or financial services or asset management preferred.
Salary: $184,000 - $260,000
The final salary to be paid and position within the internal salary range is reflective of the employee's work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications.
Benefits:
We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following:
  • Medical and Prescription Drug Benefit
  • Dental Benefit
  • Vision Benefit
  • Life Insurance and Disability Benefits
  • 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
  • Health Savings Account (HSA)
  • Flexible Spending Accounts
  • Tuition Assistance, Training, and Professional Designations
  • Company-Paid Family Leave
  • Adoption/Surrogacy Assistance Benefit
  • Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
  • Student Loan Refinancing Services
  • Care.com Membership with Back-up Care, Senior Solutions
  • Business Travel Accident Insurance
  • Matching Gifts program
  • Paid Volunteer Day
  • Employee Referral Award Program
  • Wellness programs
  • Personal Insurance Discount

Additional Information:
This position is a full time salaried, exempt (non overtime eligible) position.
As part of our hiring process, candidates who have accepted a formal offer must be willing to undergo a comprehensive background check and drug screen; additional screening for credit or MVR may be required for some positions.
Utica National is an Equal Opportunity Employer.
Apply now and find out what it's like to be a part of an amazing team, thrive in an exciting environment and work for a company you can be proud of. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch regarding any change in your candidacy.
#LI-LH1
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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