COME JOIN OUR TEAM!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients’ regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you’re looking for in your next career? Then consider joining our amazing team!

EDUCATION/TRAINING:

• B.A. degree in Accounting, Finance, Business Administration, or related field required; MBA preferred.
• 5-7+ years of Treasury Operations including cash management & forecasting, banking, systems and process experience in a Treasury function.
• 1-3+ years of experience with implementing a Treasury Management system and/or designing and creating reports using TMS or BI reporting software.
• Previous supervisor or team lead experience a plus.
• A Certified Treasury Professional (CTP) would be a plus.
• Direct experience in insurance services, financial services, or insurance companies would also be a plus.

KEY QUALIFICATIONS:

• Experience with systems implementation, system testing and project management experience is a plus.
• High level of intellectual curiosity and analytical skills, including scenario planning, problem solving, financial management, strategic agility and risk / return analysis
• Strong track record of developing and implementing continuous process improvements in Treasury Cash/Debt and operations functions.
• Experience in the development and management of short- and long-term cash forecasting, planning and reporting using a treasury system.
• Experience in reviewing investment options to maximize profitability in the Treasury function through the creative use of data, analytics and negotiations with financial institutions.
• Strong knowledge of Treasury processes specifically related to insurance / insurance brokerage companies.
• Experience in working with Banking partners on account structures, KYC, product and service reviews, as well as the analysis of banking fee structures and cost related to services.
• Background in the development or implementation of policies, procedures, and control activities, as well as working with internal or external control/audit teams.
• Team player who maintains close communication and working relationships with key individuals to solve problems and provide support and solutions.
• Ability to operate at a high level independently but also possesses a “hands-on” nature to carry out detailed actions and deliver high-quality work.
• Excellent interpersonal skills, including relationship management, communication, , planning, presentation, motivation and lets also have some fun.

Please refer the Job description for details