As an experienced Fund Reporting and Treasury Specialist you will have the ability to share new ... risk, and unlock new levels of financial and operational excellence. Work you'll do The Fund ...
As an experienced Fund Reporting and Treasury Specialist you will have the ability to share new ... risk, and unlock new levels of financial and operational excellence. Work you'll do The Fund ...
Senior Deposit Officer
Fort Wayne, IN · On-site
Partner with finance and treasury teams to ensure liquidity and interest rate risk are optimized through targeted growth in core deposits and treasury services. * Lead the sales strategy for deposits ...
Senior Deposit Officer
Fort Wayne, IN · On-site
Partner with finance and treasury teams to ensure liquidity and interest rate risk are optimized through targeted growth in core deposits and treasury services. * Lead the sales strategy for deposits ...
From strategy to technology to operations, and across workforce, risk, assurance, and tax, Deloitte ... treasury * Bachelor's degree in a science, technology, engineering, or mathematics field from an ...
From strategy to technology to operations, and across workforce, risk, assurance, and tax, Deloitte ... treasury * Bachelor's degree in a science, technology, engineering, or mathematics field from an ...
Chief Financial Officer
Terre Haute, IN · On-site
Serve as a key advisor on financial risk, including capital, liquidity, interest rate risk (IRR ... Lead and mentor high-performing Finance and Treasury teams while fostering disciplined ...
Chief Financial Officer
Terre Haute, IN · On-site
Serve as a key advisor on financial risk, including capital, liquidity, interest rate risk (IRR ... Lead and mentor high-performing Finance and Treasury teams while fostering disciplined ...
... risk, and maintaining profitability by acquiring and analyzing necessary financial data, including ... Lead joint calls with MicroLenders, Business Bankers, Relationship Managers, Treasury Management ...
... risk, and maintaining profitability by acquiring and analyzing necessary financial data, including ... Lead joint calls with MicroLenders, Business Bankers, Relationship Managers, Treasury Management ...
... risk, and maintaining profitability by acquiring and analyzing necessary financial data, including ... Lead joint calls with MicroLenders, Business Bankers, Relationship Managers, Treasury Management ...
... risk, and maintaining profitability by acquiring and analyzing necessary financial data, including ... Lead joint calls with MicroLenders, Business Bankers, Relationship Managers, Treasury Management ...
Senior Counsel
Evansville, IN · On-site
$200K - $230K/yr
Provide legal support for Treasury Management, Merchant Services and Financial Institution Group ... Partner with compliance, risk and operations to develop and maintain effective policies, procedures ...
Senior Counsel
Evansville, IN · On-site
$200K - $230K/yr
Provide legal support for Treasury Management, Merchant Services and Financial Institution Group ... Partner with compliance, risk and operations to develop and maintain effective policies, procedures ...
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns ... Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing ...
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns ... Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing ...
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns ... Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing ...
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns ... Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
... access and treasury initiatives. In this role, you will identify emerging compliance and ... Bachelor's degree in Finance, Business, and/or risk management * 7+ years of experience in ...
Treasury Risk Finance information
What is risk finance and treasury?
Risk finance and treasury are functions within financial management that focus on identifying, assessing, and managing financial risks such as currency, interest rate, and liquidity risks. Treasury professionals develop strategies to mitigate these risks, often using tools like hedging and financial instruments, to ensure the organization's financial stability and liquidity. A treasury risk finance role involves analyzing market conditions, managing cash flow, and implementing risk mitigation techniques to support overall financial health.
Is working in the treasury a good career?
Treasury risk finance involves managing a company's financial risks related to liquidity, currency, and interest rates, often requiring strong analytical skills and knowledge of financial markets. It offers opportunities for advancement, specialization, and working in various industries, with roles typically requiring certifications like CFA or CPA. The career can be stable and well-compensated for those with relevant expertise and experience.
How much do risk analysts get paid?
Risk analysts in treasury risk finance typically earn a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and industry. Senior or specialized risk analysts with certifications like FRM or CFA can earn higher salaries, often exceeding $100,000 annually.
What is the difference between Treasury Risk Finance vs Treasury Analyst?
| Aspect | Treasury Risk Finance | Treasury Analyst |
|---|---|---|
| Primary Focus | Managing financial risks, including currency, interest rate, and liquidity risks | Supporting daily treasury operations, cash management, and reporting |
| Required Skills | Risk assessment, financial modeling, risk mitigation strategies | Cash flow analysis, banking relationships, reporting |
| Certifications | FRM, CFA often preferred | None specific, but CFA or CPA can be advantageous |
| Work Environment | Corporate treasury departments, financial institutions | Corporate finance teams, banking environments |
While Treasury Risk Finance focuses on identifying and mitigating financial risks, Treasury Analysts handle daily cash management and reporting tasks. Both roles require financial knowledge, but Risk Finance emphasizes risk assessment and strategic mitigation, often involving specialized certifications like FRM or CFA.
What is the highest paying risk management job?
In risk management, senior roles such as Chief Risk Officer (CRO) or Director of Risk typically have the highest salaries, often exceeding six figures annually. These positions require extensive experience, advanced certifications like FRM or PRM, and strong leadership skills within financial institutions or corporations.
What are popular job titles related to Treasury Risk Finance jobs in Indiana? For Treasury Risk Finance jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Treasury Risk Finance jobs in Indiana look for? The top searched job categories for Treasury Risk Finance jobs in Indiana are:
What cities in Indiana are hiring for Treasury Risk Finance jobs? Cities in Indiana with the most Treasury Risk Finance job openings:
Other
Posted 16 days ago
Deloitte rating
8.1
Based on 86 frontline employees who took The Breakroom Quiz
58th of 138 rated financial services
Job description
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Fund Reporting and Treasury Specialist you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery manage risk, and unlock new levels of financial and operational excellence.
Work you'll do
The Fund Reporting and Treasury Delivery Specialist is responsible for coordinating all aspects of financial reporting and treasury functions for the client's suite of funds. This includes oversight of statements, fee calculations, reconciliations, payments, and compliance. The Specialist collaborates with internal teams, vendors, and auditors to ensure accurate, timely, and compliant fund reporting, leveraging automation tools to enhance process efficiency and reduce risk.
- Lead the preparation, review, and delivery of fund financial statements (40 Act and non-40 Act funds), partnering with administrators and auditors.
- Oversee monthly and quarterly fund reporting cycles, including calendar setup, deliverable tracking, and exception management.
- Coordinate pre-cycle planning, policy reviews, and communication of regulatory/industry changes.
- Direct asset-based fee and waiver calculations using different tools / applications; reconcile expenses and resolve discrepancies.
- Manage the drafting and dissemination of fund accounting policies, including ongoing updates for changing standards.
- Serve as escalation point for audit coordination and support all regulatory registration and disclosure filings (e.g., N1A).
- Maintain, enhance, and document processes for workflow automation and knowledge transfer-addressing key person risk and business continuity.
- Participate in and support the transition to new technologies and managed services models.
- Foster a collaborative, non-hierarchical team approach to speed decision-making and accountability.
The Team
Our Finance Transformation team serves as a trusted advisor and thought partner to CFOs, finance leaders, and executive clients. We leverage Deloitte's comprehensive capabilities, assets, and insights to deliver innovative, market-driven solutions. Our mission is to help clients modernize their finance functions, enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. Our Finance Operate offering provides continuous operation of the finance function, seamlessly extending the capabilities of our Finance Transformation Advise and Implement portfolio.
Qualifications Required
- Bachelor's degree preferably in accounting, finance, or related discipline; or equivalent experience. CPA or advanced credential preferred.
- 4+ years' experience in fund financial reporting, treasury operations, or asset management.
- Deep knowledge of regulatory requirements (SEC, N1A), fund structures, and audit/attestation processes.
- Strong experience with workflow management, automated calculation tools, and reconciliation processes.
- Proven leadership, process documentation, and cross-functional collaboration skills.
- Detail-oriented, analytical, and comfortable with high-volume, deadline-driven cycles .
- Limited immigration sponsorship may be available
- Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred Qualifications
- Active CPA License
- Audit experience in the alternative investments industry is a plus
- Independent thinker and resourceful problem solver with an ability to exercise mature judgment
- Takes ownership and drives toward a successful outcome
- Can see the big picture and naturally looks for what other client problems the team can solve
- Ability to work independently and in teams to manage multiple task assignments
- Strong oral and written communication skills; including presentation, interpersonal communication, and facilitation skills
- Brings a genuine approach to day-to-day dealings that includes the highest ethical standard
- Acting as a leader in a team environment
- Ability to manage multiple partners including internal and external stakeholders
- Experience of working with teams across multiple geographies
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $86,700-$170,900.
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Fund Reporting and Treasury Specialist you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery manage risk, and unlock new levels of financial and operational excellence.
Work you'll do
The Fund Reporting and Treasury Delivery Specialist is responsible for coordinating all aspects of financial reporting and treasury functions for the client's suite of funds. This includes oversight of statements, fee calculations, reconciliations, payments, and compliance. The Specialist collaborates with internal teams, vendors, and auditors to ensure accurate, timely, and compliant fund reporting, leveraging automation tools to enhance process efficiency and reduce risk.
- Lead the preparation, review, and delivery of fund financial statements (40 Act and non-40 Act funds), partnering with administrators and auditors.
- Oversee monthly and quarterly fund reporting cycles, including calendar setup, deliverable tracking, and exception management.
- Coordinate pre-cycle planning, policy reviews, and communication of regulatory/industry changes.
- Direct asset-based fee and waiver calculations using different tools / applications; reconcile expenses and resolve discrepancies.
- Manage the drafting and dissemination of fund accounting policies, including ongoing updates for changing standards.
- Serve as escalation point for audit coordination and support all regulatory registration and disclosure filings (e.g., N1A).
- Maintain, enhance, and document processes for workflow automation and knowledge transfer-addressing key person risk and business continuity.
- Participate in and support the transition to new technologies and managed services models.
- Foster a collaborative, non-hierarchical team approach to speed decision-making and accountability.
The Team
Our Finance Transformation team serves as a trusted advisor and thought partner to CFOs, finance leaders, and executive clients. We leverage Deloitte's comprehensive capabilities, assets, and insights to deliver innovative, market-driven solutions. Our mission is to help clients modernize their finance functions, enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. Our Finance Operate offering provides continuous operation of the finance function, seamlessly extending the capabilities of our Finance Transformation Advise and Implement portfolio.
Qualifications Required
- Bachelor's degree preferably in accounting, finance, or related discipline; or equivalent experience. CPA or advanced credential preferred.
- 4+ years' experience in fund financial reporting, treasury operations, or asset management.
- Deep knowledge of regulatory requirements (SEC, N1A), fund structures, and audit/attestation processes.
- Strong experience with workflow management, automated calculation tools, and reconciliation processes.
- Proven leadership, process documentation, and cross-functional collaboration skills.
- Detail-oriented, analytical, and comfortable with high-volume, deadline-driven cycles .
- Limited immigration sponsorship may be available
- Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred Qualifications
- Active CPA License
- Audit experience in the alternative investments industry is a plus
- Independent thinker and resourceful problem solver with an ability to exercise mature judgment
- Takes ownership and drives toward a successful outcome
- Can see the big picture and naturally looks for what other client problems the team can solve
- Ability to work independently and in teams to manage multiple task assignments
- Strong oral and written communication skills; including presentation, interpersonal communication, and facilitation skills
- Brings a genuine approach to day-to-day dealings that includes the highest ethical standard
- Acting as a leader in a team environment
- Ability to manage multiple partners including internal and external stakeholders
- Experience of working with teams across multiple geographies
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $86,700-$170,900.