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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial assurance management, including compliance with specifications and company policies, while effectively coordinating with various stakeholders. Proficient in financial analysis, reporting, and project management to support organizational goals.
Highest-signal resume keywords
Financial Assurance ManagementFinancial AnalysisProject ManagementCommunication SkillsOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Instrument ComplianceCost AnalysisFinancial Position AssessmentInvoice ReviewExpense RecognitionBenchmarkingStress TestingCapital Lease NegotiationFinancial ReportingPortfolio Management
Soft Skills
Self-MotivatedTeam CollaborationCustomer-FocusedResponsibilityAdaptability
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft AccessMicrosoft PowerPointPower BIAdobe
Certifications & Qualifications
REAL IDTSA-Approved Alternative
Industry Keywords
Financial AssuranceSurety BrokersFinancial InstitutionsCaptive InsuranceRisk Management
About the role
Key responsibilities & impact- Assess and assign incoming financial assurance requests, including prioritization and responsibility assignment
- Independently review financial assurance requests and recommend appropriate actions
- Coordinate with business unit and corporate management, surety brokers, and financial institutions
- Ensure financial instruments comply with specifications, company policy, negotiated terms, and available credit lines
- Monitor and assess the cost of the financial assurance portfolio
- Review invoices, process payments, coordinate expense recognition with accounting, and prepare cost analyses
- Assess the company’s financial position through key financial ratios, benchmarking, and stress testing
- Support financial presentations for management, the Board of Directors, senior management, credit rating agencies, and external parties
- Prepare and execute project plans with goals, timelines, milestones, and recommendations
- Manage deadlines and respond to field organization customer needs
- Communicate with internal operations management and external financial institutions, insurance companies, and surety companies
- Analyze and recommend on leases; coordinate negotiation and execution of approved capital leases
- Assist with daily operations and financial reviews of captive insurance companies
- Monitor and manage the captive investments portfolio
- Prepare month-end and quarter-end reports and reconciliations
- Support process reviews and continuous improvement initiatives
- Provide analytical support to Treasury and Risk Management on special projects
Requirements
What you’ll need- Bachelor's Degree (accredited) in Accounting, Finance, Business Administration, or similar area of study, or in lieu of degree, High School Diploma or GED (accredited)
- 4 years of relevant experience
- 3 years of previous experience in addition to the education requirement
- Self-motivated and able to work as part of a team and as an individual contributor
- Ability to work in a fast-paced environment managing a broad and high-volume set of financial instruments
- Strong organizational skills to plan and prioritize workflow
- Willingness to take responsibility for assigned work areas and tasks
- Excellent verbal and written communication skills
- Customer-focused approach when interacting with field organization customers
- Proficiency with Word, Excel, Access, PowerPoint, Power BI, and Adobe
- Must have or be willing to obtain a REAL ID or TSA-approved alternative if required for business air travel or federal property access
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short-term disability
- Stock purchase plan
- Company matching on a 401(k)
- Paid vacation
- Paid holidays
- Paid personal days
- REAL ID or TSA-approved alternative support/requirement for applicable business travel or federal property access
