Qureos Mentor

Thrivent

<div>Thrivent&rsquo;s Treasury team operates in a complex, regulated financial environment that demands seasoned judgment and strategic insight. The Treasury Analyst manages the company&rsquo;s daily liquidity and cash operations by executing and monitoring complex transactions with precision. This is a deadline-driven, team-oriented role which requires the ability to prioritize and ensure accuracy, timeliness, and compliance. This position requires keen skills in analysis and forecasting, problem-solving with banking partners and auditors, and diligent maintenance of internal controls to safeguard the organization&rsquo;s finances.<p><b>
DUTIES &amp; RESPONSIBILITIES:</b></p><div><div><ul><li><p>
Manage daily cash operations using the Treasury Management System (TMS). Monitor bank accounts, execute wire/ACH transactions, and maintain optimal liquidity positions to meet funding needs requiring judgement and discretion.</p></li></ul></div><div><ul><li><p>
Execute high-value funds transfers between internal and external bank accounts totaling $1B+ per month requiring accuracy and confidence in decision-making.</p></li></ul></div><div><ul><li><p>
Optimize short-term investments and borrowing by determining daily financing positions based on cash forecasts, ensuring adequate funds for operations while maximizing returns on any excess cash within policy guidelines.</p></li></ul></div><div><ul><li><p>
Prepare and analyze cash flow forecasts, perform variance analyses and adjust projections as needed to respond to changing conditions using judgement to interpret trends. Present insights from forecasts to Treasury leadership, enabling informed decision-making.</p></li></ul></div><div><ul><li><p>
Reconcile cash transactions daily. Promptly resolve any discrepancies or exceptions, ensuring accurate cash accounting and strong internal controls.</p></li></ul></div><div><ul><li><p>
Drive process improvements: Identify opportunities to streamline treasury processes and leverage technology to increase efficiency and reduce operational risk.</p></li></ul></div><div><ul><li><p>
Ensure compliance and controls: Adhere to all internal controls and external regulations. Support audit requests by providing documentation and implementing audit recommendations. Maintain up-to-date process documentation and contribute to business continuity plans to mitigate operational risk.</p></li></ul></div><div><ul><li><p>
Liaise with external and internal business partners: Work closely with external banks, vendors, and internal partners on complex issues and bank services often requiring discretion when addressing confidential information. Act as a point of contact to resolve issues and provide guidance on treasury best practices to internal teams.</p></li></ul></div><div><ul><li><p>
Coordinate unclaimed property compliance: Ensure unclaimed funds are managed in accordance with state regulations by coordinating due diligence outreach and filings, in partnership with Legal and Compliance teams.</p></li></ul></div><div><ul><li><p>
Collaborate on treasury initiatives: Partner with the Assistant Treasurer, Treasury Manager, and other finance colleagues on initiatives to optimize cash flow processes, improve liquidity management strategies, and strengthen banking relationships.</p></li></ul></div><div><ul><li><p>
Model Thrivent&rsquo;s leadership competencies &ndash; Model the Way, Rally the Team, and Deliver Outcomes.</p></li></ul></div><div><ul><li><p>
Support an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Support a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent&rsquo;s trust and reputation remain strong with its clients.</p></li></ul></div></div><div></div><div><div><p>
Regularly communicates with:</p></div><div><ul><li><p>
Individual Contributors within Thrivent; partners with and provides input on Treasury-related matters.</p></li></ul></div><div><ul><li><p>
Managers and Directors within Thrivent; raises issues and assists in making recommendations or escalating where appropriate.</p></li></ul></div><div><ul><li><p>
External Banks and Auditors</p></li></ul></div><div></div><p><b>
QUALIFICATIONS &amp; SKILLS:</b></p><div><div><p><b><i>
 Required:</i></b></p></div><div><ul><li><p>
Bachelor&rsquo;s degree in Finance, Accounting, Economics, Mathematics, Business Administration or other related course of study or equivalent work experience .</p></li></ul></div><div><ul><li><p>
Minimum 3+ years experience in Treasury, Investments or Finance/Accounting.</p></li></ul></div><div><ul><li><p>
Strong problem-solving skills and attention to detail due to the complexity of the function.</p></li></ul></div><div><ul><li><p>
Intermediate technical skills in Excel.</p></li></ul></div><div><ul><li><p>
Strong interpersonal skills and oral and written communication skills to deal effectively with internal and external business partners whether remotely or in person.</p></li></ul></div><div><ul><li><p>
Individual must be deadline oriented with excellent organizational skills.</p></li></ul></div><div><ul><li><p>
Resourcefulness, ability to think logically, work independently to resolve issues, and confidently present findings and recommendations.</p></li></ul></div></div><div></div><div><div><p><b><i>
Preferred:</i></b></p></div><div><ul><li><p>
Preferred candidate will have cash management or investments/investment accounting experience in a complex financial services organization or large corporate environment.</p></li></ul></div><div><ul><li><p>
Experience with accounting practices, processing of financial transactions, banking-related activities, cash flow theory, investments and related terminology is strongly preferred.</p></li></ul></div><div><ul><li><p>
Working knowledge of one of more treasury management systems is highly preferred.</p></li></ul></div><div><ul><li><p>
Quantitative skills including financial modeling experience is beneficial.</p></li></ul></div><div><p><b>
Additional Information</b></p><ul><li><p>
This position requires occasional on-site work in Minneapolis, MN or Appleton, WI corporate offices and offers hybrid/remote flexibility. Candidates must reside in or around the Minneapolis, MN or Appleton, WI area.</p></li></ul></div></div></div>
Pay Transparency<br>
<p></p>
Thrivent&rsquo;s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $73,955.00 - $100,059.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.<br>
<p></p>
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.<br>
<p></p>
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent&rsquo;s plans/policies are subject to change at any time at Thrivent&rsquo;s discretion.<p></p><p><i><br>
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, </i><i>sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.</i></p><p><i>
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to </i><i>human.resources@thrivent.com</i><i> or call 800-847-4836 and request Human Resources.</i></p></div>

Treasury Analyst

<div>The Engagement Leader (EL) is a relationship development professional who provides local leadership, planning and execution of community and business development through:
<br>
<ul><li>Community engagement and activation activities in partnership with Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks</li><li>Strategic relationship development with local organizations
</li><li>Coordinated community growth and development efforts with local field leaders
</li></ul><br>
The EL leverages Thrivent&rsquo;s community impact programs, focused on building financial health and inspiring generosity, to enable local relationship development, drive business growth and have a positive impact on community. The EL provides consultation and support resources to new and experienced Thrivent Financial Advisors, partnering with them to grow their networks and deepen relationships with their clients and community members, leveraging Thrivent&rsquo;s community impact programs, tools, and resources. The EL works with advisors to develop an engagement plan that leverages Thrivent&rsquo;s membership and community impact programs to differentiate their business in their community and drive stronger business and community impact results. This includes development and execution of community events and partnerships with the advisor as well as connections to other regional engagement events to grow and deepen client and community relationships.
<br>
<br>
The EL builds relationships with community leaders and their organizations, churches, and local non-profit and business networks to strengthen Thrivent&rsquo;s community impact outcomes and business results within the local market. They are proficient with the systems, processes, and playbooks for the execution of engagement and partnership activities, supporting a consistent and reliable experience for advisors and local community partners.<div><div><p><b>
DUTIES &amp; RESPONSIBILITIES:</b></p></div></div><div><div><p>
This role entails strategic execution of three main areas:
</p></div></div><div><div><p><b>Drive Impact</b>
</p><ul><li>Increase awareness of Thrivent&rsquo;s Community Impact and Membership programs with clients and communities. Partner with advisors to help them raise awareness of Thrivent with their clients and communities by leveraging Membership and Community Impact programs.
</li><li>Develop and activate strategic partnerships with organizations in the region(s), including churches, non-profits, and business networks to build opportunities for engagement.
</li><li>Align impact strategies with growth strategies of the field by partnering with field leaders to develop and deliver integrated strategic plans tailored to growth markets and individual advisor growth priorities.
</li><li>Develop centers of influence relationships in communities to grow awareness of Thrivent and opportunities to tell Thrivent&rsquo;s story</li></ul></div><div><p>
 <b>Deliver Value to Clients</b>
</p><ul><li>Support advisors in building a client and community engagement plan leveraging Thrivent&rsquo;s membership and community impact programs and engagement strategies to grow their network, deepen their client relationships and differentiate their business in their local community.
</li><li>Build and execute community engagement plans, with local advisors, that help Thrivent clients connect with the activities of the Thrivent Member Network
</li><li>Work with and through advisors to activate clients to become advocates of Thrivent and their local advisor practice.</li></ul></div><div><p>
 <b>Grow Sales</b></p></div><div><ul><li><p>
Build local engagement strategies in partnership with local market field leaders
</p></li><li><p>Execute the local activities of the Thrivent Member Network to create opportunities for advisors to connect with members and prospective members, leading to advisor appointments from engagement activities.</p></li><li><p>
Build awareness of Thrivent in local communities with Thrivent&rsquo;s Membership and Community Impact programs.</p></li><li><p>
Raise awareness of the advisor career opportunity through engagement activities</p></li><li><p>
Integrate Thrivent enterprise growth priorities into local engagement strategies &ndash; for example, new program rollout, sharing career opportunities, promoting Thrivent programs such as Thrivent Charitable, Money Canvas, Church Finance, Thrivent Bank, etc.
 </p></li></ul></div></div><div><div><p>This role may interact with:
</p></div><div><ul><li><p>Field Leaders
</p></li><li><p>Advisor Group staff</p></li><li><p>
Advisors</p></li><li><p>
Marketing leaders
</p></li><li><p>Membership leaders</p></li></ul></div></div><div></div><div><div><p><b>
QUALIFICATIONS &amp; SKILLS:</b></p></div></div><div><div><p><i>
 Required:</i></p></div></div><div><div><ul><li><p>
Bachelor&rsquo;s degree or commensurate experience</p></li><li><p>
3 or more years of related work experience</p></li><li><p>
Excellent communication skills</p></li><li><p>
Experience and comfort with presenting and facilitating meetings.</p></li><li><p>
Experience and comfort with remote and hybrid work to support in-person meetings and events</p></li><li><p>
Exceptional planning/organizing skills including proficiency with Microsoft Office tools and CRM tools (Salesforce)</p></li><li><p>
Ability to travel up to 50% and ability to flex- schedule to work evenings and weekends occasionally</p></li><li><p>
Must have proper home office environment to conduct remote work. This includes suitable high speed internet to conduct the business of the role.</p></li></ul></div></div><div><div><p><i>
Preferred:</i></p></div><div><ul><li><p>
Located in or near Rochester, MN., with the ability to work in the Rochester office 2-3 days per week.</p></li><li><p>
Ability to travel to the Twin Cities several times a year for team events.</p></li><li><p>
Active connections to Southern Minnesota community, including experience engaging with churches, nonprofits, small businesses, or other local networks.</p></li><li><p>
Experience in sales development or community development.</p></li><li><p>
Demonstrated ability to build, activate and leverage networks.
</p></li><li><p>Demonstrated ability to influence others for goal achievement.</p></li><li><p>
Community engagement experience and enthusiasm for building relationships</p></li><li><p>
Knowledge of the financial services industry</p></li><li><p>
Bi-Lingual (English/Spanish) preferred in specific markets.</p></li></ul></div></div>
Pay Transparency<br>
<p></p>
Thrivent&rsquo;s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $67,080.00 - $90,756.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.<br>
<p></p>
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.<br>
<p></p>
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent&rsquo;s plans/policies are subject to change at any time at Thrivent&rsquo;s discretion.<p></p><p><i><br>
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, </i><i>sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.</i></p><p><i>
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to </i><i>human.resources@thrivent.com</i><i> or call 800-847-4836 and request Human Resources.</i></p></div>

Engagement Leader - Rochester

Join Thrivent and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Thrivent

About Company

Treasury Analyst

Engagement Leader - Rochester