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Insurance Treasury Analyst Jobs in Oklahoma (NOW HIRING)

You can read, analyze, and interpret financial reports and/or legal documents. * You can establish ... Life and AD&D Insurance * Disability Plans * Life Assistance Plan (EAP) * Multiple Supplemental ...

You can read, analyze, and interpret financial reports and/or legal documents. * You can establish ... Life and AD&D Insurance * Disability Plans * Life Assistance Plan (EAP) * Multiple Supplemental ...

Handles the origination, financial analysis, negotiation and documentation of non-credit products ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...

Treasurer

Piedmont, OK

$95K - $100K/yr

... and analysis, developing budgets, preparing financial reports and yearly tax documents, and ... Heath insurance * 16+ holidays * PTO * Great employee engagement If interested in the above ...

Treasurer

Piedmont, OK

$95K - $100K/yr

... and analysis, developing budgets, preparing financial reports and yearly tax documents, and ... Heath insurance * 16+ holidays * PTO * Great employee engagement If interested in the above ...

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Insurance Treasury Analyst information

What is an insurance treasury analyst?

Insurance Treasury Analysts are financial professionals who manage and optimize the cash flow, liquidity, and investment strategies of insurance companies. They ensure that the organization has sufficient funds to meet its obligations, such as policy payouts and operational expenses. These analysts are responsible for cash management, banking relationships, forecasting, and sometimes investment of surplus funds. Their work helps maintain financial stability and regulatory compliance within the insurance company.

What are the key skills and qualifications needed to thrive as an insurance treasury analyst?

To succeed as an Insurance Treasury Analyst, you need strong analytical skills, a solid understanding of finance and accounting principles, and typically a bachelor’s degree in finance, accounting, or a related field. Familiarity with treasury management systems, financial modeling software, and possibly certifications like CTP (Certified Treasury Professional) are highly valued. Attention to detail, effective communication, and problem-solving skills are crucial soft skills for this role. These competencies are essential for managing cash flow, mitigating financial risks, and supporting the financial stability of the insurance organization.

How does an insurance treasury analyst typically collaborate with other departments within an insurance company?

An Insurance Treasury Analyst frequently works cross-functionally, collaborating with accounting, finance, risk management, and investment teams. They ensure that cash flow projections are accurate and that liquidity needs are met, often relying on input from these departments. Regular communication and coordination are essential, especially when managing investment transactions, reconciling accounts, or preparing reports for senior management. This teamwork helps to optimize the company’s cash management strategies and maintain financial stability.

What is the difference between Insurance Treasury Analyst vs Insurance Risk Analyst?

AspectInsurance Treasury AnalystInsurance Risk Analyst
Primary FocusManaging company liquidity, cash flow, and financial risk related to investments and fundingAssessing and analyzing insurance risks, underwriting, and loss prevention strategies
Required SkillsFinancial analysis, cash management, investment knowledge, certifications like CFARisk assessment, actuarial skills, underwriting expertise, certifications like FCAS or ACAS
Work EnvironmentFinance departments within insurance companies, investment firmsUnderwriting departments, actuarial teams, risk management units

The Insurance Treasury Analyst primarily manages financial assets, liquidity, and funding strategies, focusing on the company's financial health. In contrast, the Insurance Risk Analyst concentrates on evaluating insurance risks, underwriting, and loss prevention. While both roles require analytical skills and industry knowledge, their core responsibilities differ significantly, with the Treasury Analyst centered on financial management and the Risk Analyst on risk assessment and underwriting.

How much do insurance treasury analysts earn?

Insurance treasury analysts typically earn between $60,000 and $100,000 annually, depending on experience, location, and the size of the company. Entry-level roles may start lower, while experienced analysts with certifications like CFA or CPA can earn higher salaries. They often work in financial departments, utilizing tools like Excel and treasury management systems.

Is an Insurance Treasury Analyst entry-level?

An Insurance Treasury Analyst position is often considered entry-level, especially for candidates with a bachelor's degree in finance, accounting, or a related field. However, some roles may require prior internship experience or familiarity with financial tools like Excel or treasury management systems. Advancement typically involves gaining experience and developing skills in financial analysis and risk management.

Is an insurance treasury analyst a good career?

An insurance treasury analyst is a valuable role responsible for managing an insurance company's liquidity, investments, and financial risk. It requires strong analytical skills, knowledge of financial markets, and proficiency with tools like Excel and financial modeling. The career offers opportunities for advancement and specialization within the finance and insurance industries.

What cities in Oklahoma are hiring for Insurance Treasury Analyst jobs?

Cities in Oklahoma with the most Insurance Treasury Analyst job openings:

Treasury Management Officer II - Insurance

Ponca City, OK • On-site

PNC Bank
Banking and Credit Intermediation • 10K+ employees

$91K - $202K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


Key responsibilities

  • Coordinates relationship management activities with clients to grow sales, revenue, and market share.

  • Handles the origination, financial analysis, negotiation, and documentation of non-credit products and services.

  • Manages risk and drives quality for clients by identifying and mitigating regulatory, reputational, and operational risks.


PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 348 frontline employees who took The Breakroom Quiz


Job description

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Treasury Management Officer II within PNC's Treasury Management Sales organization, you will be based in Pittsburgh PA or NYC or Philadelphia PA or Columbus OH or Cleveland OH or Charlotte NC or Chicago IL or Dallas TX.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
  • Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.
  • Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of non-credit products and services.
  • Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks.
  • Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty through strategic dialogue and opportunity quantification.
  • Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Ensures awareness of the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities. As defined with the business, demonstrates ability to analyze, evaluate and inform on treasury product knowledge, industry benchmarking, and solution positioning.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsBook Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesBusiness Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Prospecting., Sales Negotiating, Selling., Tech SavvyWork ExperienceRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)Pay TransparencyBase Salary: $91,000.00 - $202,800.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 05/01/2026, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


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