Lead Finance Specialist - Accounts Receivable Operations

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

The Treasury Analyst will be responsible for assisting in the management and analysis of the organization’s financial resources to ensure optimal liquidity, risk management, and financial planning. This role involves cash flow management and providing data-driven insights to support the organization's financial health and strategic objectives.

Key Responsibilities

Cash and Liquidity Management:

• Hands on monitoring of daily cash flow and ensure adequate liquidity for operational needs.
• Forecasting of short-term and long-term cash requirements, in coordination with relevant teams to maintain balance.
• Optimizing cash management processes and systems to reduce inefficiencies.

Treasury Operations:

• Executing and monitoring financial transactions, including receipts, payments, investments, and foreign exchange.
• Ensuring compliance with internal controls and regulatory requirements in all treasury functions.
• Monitoring and validating bank accounts are configured with proper fraud controls
• Open and close new bank accounts and manage financial document storage

Risk Management:

• Identifying and mitigating financial risks related to interest rates, currency exchange, and credit.
• Supporting the implementation of hedging strategies to protect the organization from financial exposure.

Financial Analysis and Reporting:

• Analyzing and reporting on the cash flow, and cash portfolios.
• Preparing weekly, monthly, quarterly, and annual treasury reports for senior management.
• Conducting variance analysis and recommending improvements to meet financial targets.

Strategic Support:

• Support capital structure and liquidity planning.
• Collaborate with cross-functional teams to align treasury strategies with organizational goals.

Qualifications

Education:

Bachelor’s degree in Finance, Accounting, Economics, or a related field. A Master’s degree or professional certifications (e.g., CFA, CTP, CPA) or steps towards attaining one will be a plus.

Experience

5+ years of experience in treasury, financial analysis, or a related finance role. More experienced candidates will also be considered. Experience in life insurance, investment management, or banking is preferred.

Skills and Competencies

• Strong analytical and problem-solving skills.
• Advanced proficiency in financial modeling and analysis tools (e.g., MS Office, advanced excel, Alteryx, collaboration tools, etc.). Direct experience with treasury management systems is preferred.
• Knowledge of financial markets and risk management techniques.
• Excellent communication and interpersonal skills to work effectively with internal and external stakeholders.
• Detail-oriented with strong organizational and multitasking abilities.

Other Requirements:

• Familiarity with financial regulations and compliance standards.
• Ability to work under pressure and meet tight deadlines.

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.