AVP, New Business Evaluation & Integration

1 hour, 18 minutes ago
Full-time
Senior
Project and Program Management
Puck

Puck

Puck helps great teams find great teammates through employer branding, conversations, and authentic candidate engagement, using personalized automation to enhance the candidate experience and improve hiring metrics.

Internet Software & Services
1-10
Founded 2020

Description

  • Serve as the Treasury representative on the new business due diligence team and monitor the deal pipeline.
  • Evaluate transactions for treasury impacts, including capital and liquidity use, bank account structures, trust needs, letters of credit, debt, hedging programs, and collateral funding requirements.
  • Draft internal memos and presentations to support transaction approval by ExCo or the Board.
  • Support the integration of newly announced blocks or companies into the treasury and finance functions, including staffing and systems recommendations.
  • Evaluate structured solutions from banking partners to improve capital and liquidity optimization.
  • Guide structured solutions through internal approval processes and integrate them into treasury and finance operations.
  • Execute treasury transactions such as FX hedging, interest rate hedging, deal-contingent hedging, secured and unsecured borrowings, collateral funding, and daily wire flows.
  • Assess collateral requirements and sources to identify the cheapest-to-deliver options in support of outstanding obligations.
  • Maintain, update, and standardize treasury documentation for new business evaluation and integration.
  • Support third-party capital initiatives by reviewing capital and collateral adequacy, settlement processes, bank account setup and governance, and lending facilities.

Requirements

  • Bachelor’s degree in Finance, Accounting, Business, or a related field.
  • 7+ years of experience in insurance, accounting, corporate finance, investments, or a related area.
  • Leadership experience is required.
  • CFA, CTP, CPA, or a similar designation is desirable.
  • Direct experience with reinsurance transactions involving Life and Annuity and/or Property & Casualty blocks is a plus.
  • Direct experience in capital markets, bank account structures, and trust structures is a plus.
  • Experience with treasury management systems is preferred.
  • Strong verbal and written communication skills and analytical skills.
  • Detail-oriented, highly organized, highly motivated, and results-oriented.
  • Proven ability to work independently and manage multiple complex tasks in a fast-paced environment.

Benefits

  • Base salary range of $125,000 to $150,000 USD.
  • Annual bonus based on company and individual performance.
  • Generous benefits package.
  • Compensation may vary based on candidate experience and local cost of labor.

Interested in this position?

Apply directly on the company website

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