Senior Treasury Analyst

Company Overview

Westaim and CC Capital have joined forces to strategically transform Westaim from a holding company into a global alternative credit asset manager with a unique, integrated insurance platform, branded as The Westaim Corporation. This partnership supports a long-term vision to deliver innovative, customized financial solutions across alternative credit and insurance, creating scalable growth and meaningful client impact.

Ceres USA Holdings, LLC, part of the insurance platform within The Westaim Corporation strategy, is the parent company of Ceres Life Insurance—a fast-growing, technology-driven annuity carrier startup. Ceres is focused on redefining retirement security by combining modern fintech capabilities, top-tier talent, and strong vendor partnerships to deliver exceptional annuity solutions and digital experiences.

Ceres is deeply committed to a client-centered culture. Through its Digital Contact Center and advisor-facing platforms, the company delivers proactive, personalized, and technology-enabled support that empowers clients and advisors while maintaining the highest standards of trust, security, and regulatory compliance.

Job Summary

We are seeking a Senior Treasury Analyst who will report to the Treasurer. This role will support the day-to-day execution and ongoing development of the Company’s Treasury function, including cash management, liquidity forecasting, capital and collateral management, and treasury analytics. The Senior Treasury Analyst will also support treasury systems and tools, including participation in the implementation and ongoing use of a Treasury Management System, as part of a broader treasury operating framework.

This is a hands-on senior individual contributor role suited for a candidate with strong analytical capabilities, experience in a corporate treasury environment, and a solid understanding of financial markets and treasury risk management.

Key Responsibilities

• Support daily treasury operations, including cash positioning, liquidity monitoring, and banking activities.
• Develop, maintain, and enhance cash flow, liquidity, collateral, and capital forecasts under the guidance of the Treasurer.
• Perform liquidity and capital stress testing and scenario analysis in support of risk management and planning.
• Assist in executing short- and long-term liquidity strategies, including cash deployment, funding, and collateral management.
• Prepare and maintain standard treasury reporting, dashboards, and analytics for senior management and board-level reporting.
• Support the development, documentation, and monitoring of treasury operational processes and internal controls.
• Partner with the Controllership function on bank account activity, cash reporting, and payment reconciliations.
• Manage relationships and day-to-day communications with banking and investment partners.
• Support treasury systems and tools, including data validation, reporting, and user support related to banking platforms, ERP systems, and the Treasury Management System.
• Participate in treasury projects and initiatives, including system enhancements, process improvements, and automation efforts.

The Successful Candidate Will:

• Have proven experience in a corporate treasury environment with significant analytical and execution responsibilities.
• Possess a strong understanding of U.S. banking, payments, and cash management practices.
• Demonstrate a solid understanding of liquidity, capital, and financial risk concepts.
• Exhibit strong analytical and problem-solving skills with attention to detail.
• Show comfort working with systems and data while maintaining a business-oriented mindset.
• Communicate clearly and collaborate effectively with cross-functional partners and senior stakeholders.

Qualifications & Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field; MBA, CFA, and/or CTP designation a plus.
• 5–10 years of experience in treasury operations, treasury analytics, or related finance roles; insurance industry experience a plus.
• Experience with treasury systems, banking platforms, and ERP systems; experience with JPMorgan Access and/or Oracle a plus.
• Strong understanding of cash flow forecasting, liquidity, capital, and collateral risk management.
• Advanced Excel and financial modeling skills; experience with treasury reporting and analytics tools.
• Self-starter with strong communication skills and the ability to operate effectively in a fast-paced, evolving environment.

Why Join Us?

• Be part of a fast-growing, innovative insurance business dedicated to providing top-tier support to IMOs and financial advisors.
• Make a direct impact on the company’s growth strategy, playing a key role in building and optimizing our IMO partnerships.
• Work in a high-energy, collaborative startup environment with a focus on technology, digital tools, and advisor enablement.
• Competitive compensation package with PTO, health benefits, and career growth opportunities.