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Treasury Investments Director

Company: PwC
Location: Sarasota
Posted on: May 3, 2021

Job Description:

A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. You'll focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud. Our Finance Treasury team manages PwC's capital structure and cash management operations. As part of our team, you'll assist us with financial and enterprise risk management functions, transaction support, investment management, financial planning and reporting operations that includes cash forecasting, and budgeting and account reconciliation.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Support team to disrupt, improve and evolve ways of working when necessary.
  • Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
  • Identify gaps in the market and spot opportunities to create value propositions.
  • Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
  • Create an environment where people and technology thrive together to accomplish more than they could apart.
  • I promote and encourage others to value difference when working in diverse teams.
  • Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
  • Influence and facilitate the creation of long-term relationships which add value to the firm.
  • Uphold the firm's code of ethics and business conduct.

Job Requirements and Preferences:

Basic Qualifications:

Minimum Degree Required:

High School Diploma

Minimum Years of Experience:

8 year(s)

Preferred Qualifications:

Degree Preferred:

Bachelor Degree

Preferred Fields of Study:

Accounting, Finance

Certification(s) Preferred:

Certified Financial Analyst (CFA) strongly preferred.

Preferred Knowledge/Skills:

Demonstrates thought leader-level abilities as a team leader, emphasizing the following areas:

  • Contributing to the stewardship of the firm's retirement and pension plans as delegated by the plan trustees;
  • Managing the day-to-day responsibilities for the plans and the relationship with service providers;
  • Constructing and managing portfolios to achieve each plans' investment returns and risk metrics;
  • Directing the work of investment consultants to prepare management reporting and portfolio analysis, including but not limited to, simulation modeling and risk analyses;
  • Monitoring the asset allocation of investment portfolios to ensure within defined investment policies and overseeing periodic rebalancing;
  • Making recommendations to plan trustees regarding plan objectives, investment policies, asset allocation targets and fund selection;
  • Monitoring and evaluating performance of investment consultants and investment managers, and making recommendations to the plan trustees of any proposed changes;
  • Maintaining an in-depth understanding of global and domestic market conditions, economic trends and economic outlook;
  • Researching and analyzing complex factors and making recommendations on investment opportunities with assistance of investment consultants;
  • Monitoring the funded status of the plans and make recommendations, as appropriate;
  • Managing internal control processes and procedures to ensure that plan investments are in compliance with the firm's independence policy to ensure auditor independence standards and regulations established by the auditing profession's standard-setting bodies (e.g., AICPA) and by external regulators (e.g., SEC);
  • Maintaining and monitoring investment strategy objectives, guidelines. and parameters for the firm's balance sheet cash to obtain the best available return consistent with the liquidity and preservation objectives;
  • Managing all administrative aspects of the investment process including working with vendors, managing wiring of funds and supervising of Treasury Associate; and,
  • Assisting with special projects across treasury related to liquidity management, cash forecasting, FX risk, partner programs or other areas, as needed.

Demonstrates thought leader-level abilities as a team leader, emphasizing the following areas:

  • Preparing materials for presentation to Treasurer and Trustees that clearly articulate investment strategies, fund performance, investment instruments and due diligence and the benefits and risks of the strategies and investment discussions;
  • Communicating clearly with partners and staff at all levels;
  • Working independently as well as in a team environment;
  • Demonstrating organizational and project management skills. Clearly communicating project timelines and status with senior management;
  • Demonstrating attention to detail and organization;
  • Working under pressure and meeting critical deadlines; and,
  • Interacting with leaders to resolve issues, accurately and concisely answer inquiries, and proactively report potential issues to management.

Keywords: PwC, Sarasota , Treasury Investments Director, Other , Sarasota, Florida

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