Treasury Operations Analyst (Charlotte, NC (Hybrid) or Remote)

Where you'll work:

Our hybrid workplace model offers the freedom to work fully remote or in the office.

How you'll contribute:

As a Treasury Analyst, youll support Treasury Operations through project coordination, reporting, analysis, and operational support activities. This role is responsible for analyzing, documenting, coordinating and supporting projects related to treasury processes and systems, banking services, regulatory and industry initiatives, and business-driven changes that impact Treasury Operations. The position also owns and supports recurring analyses and reporting related to liquidity, short-term investments, treasury expenses, and other key Treasury activities. The role requires strong organizational, analytical, and communication skills, with frequent interaction across Treasury, IT, Finance, third-party administrators, banking partners, and Lines of Business.

In this role, you'll get to:

  • Support Treasury Operations projects and initiatives related to banking services, treasury technology solutions, regulatory requirements, and business-driven changes by planning, analyzing, organizing, and managing project activities, including maintaining team planners, project plans, action-item trackers, status updates, meeting materials, and project documentation.
  • Track project milestones, key deliverables, issues/action plans, risks/mitigation plans, and dependencies, ensuring stakeholders are informed of progress and upcoming activities.
  • Prepare and maintain recurring Treasury Operations reporting and analyses related to cash, liquidity, short-term investments, and other Treasury Operations activities.
  • Manage reporting, tracking, and stakeholder communication related to material transactions, including maintaining settlement trackers, supporting analyses, monitoring key milestones, and coordinating with stakeholders.
  • Coordinate and analyze Treasury-related expenses, including bank fee management, expense tracking, reporting, budgeting support, and variance analysis.
  • Serve as backup support for daily cash positioning, cash and liquidity reporting, payment approvals, bank administration, and other Treasury Operations activities as needed.
  • Monitor shared team mailboxes, research issues, coordinate responses, and escalate items as appropriate.
  • Support audit activities, documentation requests, and control-related processes.

We're looking for people who have:

  • Undergraduate degree in business, accounting, finance or related field required.
  • 3+ years of related treasury or finance experience in a public or private company environment.
  • Strong analytical, problem-solving, and communication skills.
  • In-depth knowledge of banking services, terminology, processes and overall treasury management principles, fundamentals, and techniques.
  • Ability to effectively manage relationships at all levels of the organization.
  • Advanced knowledge of Microsoft Excel, Word and PowerPoint.
  • Insurance industry and Kyriba experience preferred.
  • Project management skills preferred.

Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you.

What you'll receive:

  • Compensation - Base salary ranging from $80,000 to $90,000 plus competitive performance-based incentives determined by company and individual results.
  • Flexible Work Environment - Work fully remote or occasionally in the office to better thrive in all areas of life.
  • Paid Time Off - Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
  • Financial Health - Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
  • Health and Wellness - Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
  • Family Support - Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and reimbursement up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
  • Life and Disability Support - Gain access to company-paid basic life insurance and short-term disability insurance.

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts.

We empower employees to collaborate and create space for people to bring their passion to work and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

We're one of the largest providers of annuities and life insurance in the U.S.,* and our committment to being a great place to work has earned us recognition as one of the Healthiest Employers of Greater Charlotte.

  • Ranked by 2025 admitted assets. Best's Review: Top 200 U.S. Life/Health Insurers. A.M. Best, 2026.

Remote

Skills:
Accounting, Analysis Skills, Annuities, Bank Management, Banking Regulations, Banking Services, Budget Reporting, Communication Skills, Documentation, Expense Reports, Expense Tracking, Finance, Financial Operations, Insurance, Liquidity, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Operational Audit, Operational Support, Organizational Skills, Problem Solving Skills, Process Improvement, Product Design, Project Planning, Project Tracking, Project/Program Coordination, Project/Program Management, Regulatory Requirements, Relationship Management, Risk Management, Tax Planning, Treasury, Treasury Management, Variance Analysis


Brighthouse Financial Inc



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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

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