JobsBusiness & Financial AnalystPhiladelphiaSenior Financial Analyst, Global Treasury
Chubb
Posted yesterday
Senior Financial Analyst, Global Treasury
Chubb · Philadelphia, Pennsylvania, United States
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In short
The Senior Financial Analyst will manage daily cash positioning, liquidity forecasting, and the administration of letters of credit. Additionally, the role involves driving process improvements through the implementation of automation, AI, and BI tools within the global treasury function.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates must hold a bachelor's degree and possess 3-5 years of experience in treasury or finance. Strong analytical skills, proficiency in Microsoft Office, and experience with treasury systems are required for this position.
About the employer
Chubb Life Hong Kong
hiring as Chubb
Chubb is a world leader in insurance. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. As an underwriting company, we assess, assume and manage risk with insight and discipline. We service and pay our claims fairly and promptly. The company is also defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb maintains executive offices in Zurich, New York, London, Paris and other locations, and employs approximately 40,000 people worldwide. Additional information can be found at: www.chubb.com.
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Chubb Life Hong Kong is the international life insurance division of Chubb, establishing its presence in Hong Kong since 1976. To meet the financial protection and wealth management needs of its broad range of customers, Chubb Life in Hong Kong (Chubb Life Insurance Hong Kong Limited) offers a range of life protection, savings, accident and health insurance solutions through agents and brokers. The company has been a recipient of various awards for marketing, product innovation and commitment in corporate social responsibility. 安達為全球領先的保險公司,業務遍及54個國家及地區。安達為不同行業的客戶提供商業及個人財產和責任保險、個人意外及醫療輔助保險、再保險及人壽保險等。公司的優越之處在於其多元化的產品及服務範圍、廣大的分銷能力、超卓的財務實力、出眾的理賠專業知識及營運業務遍佈全球各地。總公司安達有限公司於紐約證券交易所上市(紐約證券交易所:CB),為標準普爾500指數的成份公司。安達於蘇黎世、紐約、倫敦及其他地方設有行政辦公室,全球僱員人數約40,000名。 安達人壽是安達旗下負責國際人壽保險的分部。於亞洲,安達人壽的業務分佈在香港特別行政區、印尼、韓國、緬甸、台灣、泰國及越南等市場,並在中國設有合資企業。安達人壽自1976年踏足香港,並於2015年在香港特區開展環球財富管理業務。為滿足廣泛客戶的財務保障及財富管理需求,安達人壽香港(安達人壽保險有限公司)透過保險代理團隊及保險經紀提供一系列的人壽、儲蓄、意外和醫療保險方案。
- INDUSTRY
- Insurance
- COMPANY
- Privately Held
- HEADQUARTERS
- Hong Kong, Hong Kong
- SIZE
- 1,001-5,000
- OFFICES
- 1 on LinkedIn
KNOWN FOR
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Questions about this role
- Is this Chubb role remote?
- Tagged on site.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 2-5 years.
The posting, in full
The Senior Financial Analyst, Global Treasury Strategic Operations, plays a key role in supporting the day-to-day and strategic functions of Chubb’s Global Treasury team. The analyst will be primarily responsible for our cash positioning forecast reporting, reporting/facilitating changes, and issuances of our internal LCs, and driving process improvements through automation and analytical tools. The analyst will also provide ad hoc level support across the wider global treasury function with respect to capital & rating agencies and credit management operations. Critical factors to success include ability to multitask and accurately meet deadlines, ability to work independently, strong analytical skills, detail oriented, and a team player with a motivated, service-oriented mindset.
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Job Summary
The Senior Financial Analyst, Global Treasury Strategic Operations, plays a key role in supporting the day-to-day and strategic functions of Chubb’s Global Treasury team. The analyst will be primarily responsible for our cash positioning forecast reporting, reporting/facilitating changes, and issuances of our internal LCs, and driving process improvements through automation and analytical tools. The analyst will also provide ad hoc level support across the wider global treasury function with respect to capital & rating agencies and credit management operations. Critical factors to success include ability to multitask and accurately meet deadlines, ability to work independently, strong analytical skills, detail oriented, and a team player with a motivated, service-oriented mindset.
Responsibilities
- Support the VP, Global Treasury on various projects and deliverables including:
- Cash Position Reporting and Analysis: Prepare, maintain, and analyze daily and periodic cash position reports to support liquidity forecasting and informed decision-making.
- Letter of Credit (LC) Monitoring & Administration: Monitor internal LC inventory; coordinate with banking partners on issuances amendments, cancellations, and fee reconciliations; maintain accurate and up-to-date LC records.
- Forecast initiatives & Reporting Automation: Identify and implement reporting automation opportunities; proactively incorporate AI and BI tools to enhance efficiency and analytical depth.
- Reporting and monitoring of our cash pooling activities
- Support across the wider global treasury function; capital, rating agencies, and credit management operations.
Qualifications
- Bachelor’s Degree required
- 3-5 years Treasury and/or finance experience
- Strong analytical and communication skills with attention to detail and proven problem-solving skills
- Proficiency in end user applications (e.g., Microsoft products such as Excel and Word)
- Experience with additional analytical tools (e.g., macros, pivot tables, VLOOKUPs)
- Experience in Treasury systems (Quantum, TRAX, etc.) is a plus
- Familiarity with AI-assisted tools and emerging technologies to support analysis, reporting, and process automation
Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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