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Treasury Services Associate Jobs in Kansas (NOW HIRING)

Channel Sales Associate - CPA

Overland Park, KS · On-site

$13.75 - $18.75/hr

... advisory services together into a single connected HCM platform. As Paychex and Paycor come ... as a treasurer, team lead, or project lead) Why This Role * Uncapped earning potential ...

Channel Sales Associate - CPA

Wichita, KS · On-site

$12.50 - $17/hr

... as a treasurer, team lead, or project lead) Why This Role * Uncapped earning potential ... Provide outstanding service and build trusted relationships. * Drive innovation in our products and ...

Care Center Manager

Olathe, KS · On-site

$90 - $120/hr

Establish clear expectations and hold Associates accountable for performance, service, and results ... Treasury Management, Operations, Information Technology, Marketing, Compliance, and other business ...

New

Channel Sales Associate - CPA

Wichita, KS · Remote

$12.50 - $17/hr

... as a treasurer, team lead, or project lead) Why This Role * Uncapped earning potential ... Provide outstanding service and build trusted relationships. * Drive innovation in our products and ...

Channel Sales Associate - CPA

Overland Park, KS · Remote

$13.75 - $18.75/hr

... as a treasurer, team lead, or project lead) Why This Role * Uncapped earning potential ... Provide outstanding service and build trusted relationships. * Drive innovation in our products and ...

Showing results 21-40

Treasury Services Associate information

What is a Treasury Services Associate?

Treasury Services Associates are entry-level professionals who support the management and optimization of a company's cash flow, liquidity, and financial transactions. They assist with tasks such as processing payments, managing bank accounts, reconciling statements, and supporting the implementation of treasury solutions. These associates often work closely with senior treasury staff to ensure efficient daily operations and compliance with financial policies. Their role is crucial in helping organizations manage their financial resources effectively and mitigate financial risks.

What are some typical challenges Treasury Services Associates face when managing cash flow and liquidity for clients?

Treasury Services Associates often encounter challenges such as balancing the need for liquidity with minimizing idle cash, adapting to rapidly changing market conditions, and ensuring compliance with regulatory requirements. They must be detail-oriented to monitor large volumes of transactions and proactive in identifying discrepancies or potential risks. Collaborating closely with internal teams and clients, they also need to communicate complex financial concepts clearly while maintaining strong client relationships.

What are the key skills and qualifications needed to thrive as a Treasury Services Associate, and why are they important?

To thrive as a Treasury Services Associate, you need strong analytical abilities, attention to detail, and a solid understanding of finance or accounting, often supported by a relevant degree. Familiarity with treasury management systems, financial software like Excel, and knowledge of regulations such as AML/KYC are typically required. Excellent communication, problem-solving, and client service skills help set you apart in this role. These competencies are crucial for ensuring accurate transaction processing, regulatory compliance, and effective client support in financial operations.

What is the difference between Treasury Services Associate vs Cash Management Specialist?

AspectTreasury Services AssociateCash Management Specialist
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, certifications like CAMS or CTP beneficial
Work EnvironmentBanking or financial institution, corporate treasury teamsBanking, financial services, corporate treasury departments
Employer & Industry UsageCommonly employed in banks and financial institutionsUsed in banks, corporations, and financial service firms
Comparison Search IntentUnderstanding roles in treasury operationsFocusing on cash flow management and banking services

The Treasury Services Associate and Cash Management Specialist roles both involve working within treasury and banking environments, often requiring similar educational backgrounds and certifications. While the Treasury Services Associate typically supports treasury operations and client services, the Cash Management Specialist focuses more on managing cash flow and banking solutions. Both roles are integral to financial institutions and corporate treasury teams, with overlapping skills but distinct primary responsibilities.

What cities in Kansas are hiring for Treasury Services Associate jobs?

Cities in Kansas with the most Treasury Services Associate job openings:

Chief Financial Officer (Overland Park)

Bell & Associates, Inc.

Overland Park, KS • On-site

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Bell & Associates, Inc. has been engaged to find our client’s next Chief Financial Officer. Our client is a provider of digital marketing services, including organic, paid, and web solutions, primarily serving clients in the self-storage, home services, multi-family, and senior living industries. They specialize in helping clients build and maintain a strong local digital presence through search engine optimization, local listing optimization (e.g. Google Maps), content creation, paid media, and website development.

The CFO will work closely with the senior management team to more fully integrate the financial function with operations and sales to ensure key financial metrics are being used to drive the correct operating decisions. As a key member of the senior management team, the CFO will assume a strategic role in the overall growth and management of the company. The CFO will have primary responsibility for planning, implementing, managing, and controlling all financial-related activities of the company. This will include direct responsibility for finance, forecasting, treasury management, acquisition integration, contract analysis, lender relationships, and reporting to the board.

Cultural fit is critical. The CFO must be an active listener, lead by example, and exhibit a collaborative, team-oriented leadership style. This individual must be articulate and possess outstanding interpersonal skills. The CFO will report to the Chief Executive Officer, with regular interaction with the Board and private equity investors.

Responsibilities
  • Partner with senior leadership, operations and other executives, providing information necessary to drive decision-making.
  • Develop clearly articulated, short-term and long-term financial plans and strategies with specific, measurable benchmarks supporting the growth plans of the company.
  • Enhance and/or develop, implement and enforce policies and procedures of the Company by way of various systems, such as labor management, that will improve the overall operation and effectiveness of the business.
  • Drive financial reporting and forecasting processes, ensuring timely and insightful delivery of key performance indicators (cash, revenue trends, margin analysis) to the board, investors, and lenders
  • Produce monthly and quarterly financials along with bank certifications.
  • Act as power user of all Company systems, accounting software, and technology to provide executives, managers and operators with timely metrics and accounting.
  • Provide strategic financial input and leadership on decision-making issues affecting the Company, e.g., evaluation of potential partnerships, contracts, customer pricing, etc.
  • Ensure that effective internal controls are in place, ensure compliance with GAAP, as well as applicable federal, state and local regulatory laws, and rules for financial and tax reporting.
  • Estimate tax liability and tax distributions on a quarterly basis and ensure taxes are being paid correctly and promptly.
  • Understand and mitigate key elements of the company’s risk profile.
  • Play a key role in strategic planning by providing thought leadership on commercial opportunities and industry trends.
  • Participate in update meetings with investors to address historical and forecasted financial performance.
  • Manage the treasury function.
  • Oversee annual audit.
  • Ensure the Company complies with employee, tax, safety, technology, and insurance governance standards set forth by the CEO and board of directors.
  • Effectively lead, develop and manage direct staff.
  • Oversee insurance coverage for the company.
  • Oversee the company's progress toward its revenue and profitability goals and advising as necessary.
  • Manage all payroll and tax activities.
Requirements
  • Bachelor’s degree in accounting, business administration, finance, or a related field. Master’s degree strongly encouraged.
  • CPA and/or Public Accounting experience is a plus.
  • Previous stand-alone, divisional CFO, senior controller, or VP Finance experience.
  • Experience in business services is strongly preferred.
  • 10 - 15+ years of finance/accounting experience with at least three years as a senior level finance role.
  • Prior experience working in sponsor-backed or leveraged environments is preferred.
  • Prior experience with acquisition integration is a plus.
  • Outstanding communication and presentation skills both oral and written; a boardroom presence and ability to communicate effectively with external constituents.
  • Occasional travel will be required.

Bell & Associates, Inc. was recently recognized by Forbes list of Best Professional Recruiting Firms in America - https://www.forbes.com/best-professional-recruiting-firms/list/3/#tab:overall

BETTER TALENT. BETTER OPPORTUNITY. FIND IT HERE.

Bell & Associates, Inc. is a recognized Executive Recruiting & Staffing leader based in Kansas City.

We focus and specialize in the following practice areas - Accounting/Finance, Engineering, Executive Leadership, Financial Institutions, Healthcare, Human Resources, Information Technology, Manufacturing/Operations Management. We provide top talent to our clients on a Direct Hire, Contract, and Contract-to-Hire basis.

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