Description At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It s why we re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we re headed. We re proud to share our story and Make Amazing Happen at CDW. Job Summary The Direct Tax Manager will play a critical role by supporting the annual and ongoing goals and objectives of the tax function. This individual will be part of a dynamic and forward-thinking Finance organization that values innovation and continuous growth. As Direct Tax Manager, you will play a critical role in driving income tax compliance, accounting and reporting, forecasting, strategy, and analysis, and managing a professional team to communicate complex tax insights effectively. This position partners closely with senior leadership within the Tax team and others throughout CDW and offers an excellent opportunity to make a significant impact on our organization's growth and success. What you ll do Lead a team of tax professionals in administering the US income tax compliance, audits, planning, forecasting, and accounting processes. Manage the global income tax compliance calendar to ensure timely and accurate filings. Propose and enable strategies for reducing the corporate tax burden for direct taxes and its accounting impact. Provide performance management, training, and guidance to the Direct Tax team members and empower their professional development by building the bench for succession planning, growth, and scalability. Assist tax management in maintaining current relationships with external consultants as well as the relationships with other finance teams with whom we collaborate. Manage the preparation of and perform the initial review of income tax and franchise tax compliance. Compliance includes but is not limited to, the federal and state consolidated returns and workpapers, separate state tax returns and workpapers, the quarterly estimate calculations, and the annual extension calculations. Prepare/review quarterly and annual tax provision components, including book-tax differences and tax footnote disclosures. Review effective tax rate calculations and cash tax projections for financial planning and forecasting purposes. Coordinate federal and state income tax audits, prepare and review responses to audit inquiries, and communicate audit progression to management. Research tax issues and communicate conclusions and recommendations to management through written technical memos. Monitor new and pending US legislation and determine the potential impact to CDW. Adhere to internal controls and coordinate documentation evidencing internal controls have been followed. What we expect of you Bachelor s degree and 5+ years of relevant tax experience, preferably with the progression of increased responsibilities (Global, Corporate Tax, and/or Public Accounting environment) with 2+ years of leading others, directly or indirectly. Strong knowledge of the accounting for income tax rules under ASC 740 and a good working knowledge of US GAAP accounting. Apply a continuous improvement mindset to transform provision and compliance cycles or enhance data quality using tools such as Power BI or Alteryx. Strong financial acumen and excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders, including senior leadership. Strong analytical, problem-solving, and research skills. Interest in learning GILTI, FTC, FDII, and BEAT rules developed under the TCJA, as well as the demonstration of learning agility with unfamiliar topics and the ability to connect concepts across tax disciplines. Demonstrated experience in working in a fast-paced environment. Strategic mindset and the ability to think critically, attack obstacles, and drive change. Demonstrated ability to successfully coach coworkers and build high performing/highly engaged teams. Strong project management skills described as balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while paying attention to detail and meeting deadlines. Build and maintain collaborative cross-functional working relationships. Intermediate level of proficiency in Microsoft Office applications. Pay range: $ 111 ,000 - $ 160 ,0 00 depending on experience and skill set Annual bonus target of 10 % subject to terms and conditions of plan Benefits overview: Salary ranges may be subject to geographic differentials We make technology work so people can do great things. CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
09/14/2025
Full time
Description At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It s why we re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we re headed. We re proud to share our story and Make Amazing Happen at CDW. Job Summary The Direct Tax Manager will play a critical role by supporting the annual and ongoing goals and objectives of the tax function. This individual will be part of a dynamic and forward-thinking Finance organization that values innovation and continuous growth. As Direct Tax Manager, you will play a critical role in driving income tax compliance, accounting and reporting, forecasting, strategy, and analysis, and managing a professional team to communicate complex tax insights effectively. This position partners closely with senior leadership within the Tax team and others throughout CDW and offers an excellent opportunity to make a significant impact on our organization's growth and success. What you ll do Lead a team of tax professionals in administering the US income tax compliance, audits, planning, forecasting, and accounting processes. Manage the global income tax compliance calendar to ensure timely and accurate filings. Propose and enable strategies for reducing the corporate tax burden for direct taxes and its accounting impact. Provide performance management, training, and guidance to the Direct Tax team members and empower their professional development by building the bench for succession planning, growth, and scalability. Assist tax management in maintaining current relationships with external consultants as well as the relationships with other finance teams with whom we collaborate. Manage the preparation of and perform the initial review of income tax and franchise tax compliance. Compliance includes but is not limited to, the federal and state consolidated returns and workpapers, separate state tax returns and workpapers, the quarterly estimate calculations, and the annual extension calculations. Prepare/review quarterly and annual tax provision components, including book-tax differences and tax footnote disclosures. Review effective tax rate calculations and cash tax projections for financial planning and forecasting purposes. Coordinate federal and state income tax audits, prepare and review responses to audit inquiries, and communicate audit progression to management. Research tax issues and communicate conclusions and recommendations to management through written technical memos. Monitor new and pending US legislation and determine the potential impact to CDW. Adhere to internal controls and coordinate documentation evidencing internal controls have been followed. What we expect of you Bachelor s degree and 5+ years of relevant tax experience, preferably with the progression of increased responsibilities (Global, Corporate Tax, and/or Public Accounting environment) with 2+ years of leading others, directly or indirectly. Strong knowledge of the accounting for income tax rules under ASC 740 and a good working knowledge of US GAAP accounting. Apply a continuous improvement mindset to transform provision and compliance cycles or enhance data quality using tools such as Power BI or Alteryx. Strong financial acumen and excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders, including senior leadership. Strong analytical, problem-solving, and research skills. Interest in learning GILTI, FTC, FDII, and BEAT rules developed under the TCJA, as well as the demonstration of learning agility with unfamiliar topics and the ability to connect concepts across tax disciplines. Demonstrated experience in working in a fast-paced environment. Strategic mindset and the ability to think critically, attack obstacles, and drive change. Demonstrated ability to successfully coach coworkers and build high performing/highly engaged teams. Strong project management skills described as balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while paying attention to detail and meeting deadlines. Build and maintain collaborative cross-functional working relationships. Intermediate level of proficiency in Microsoft Office applications. Pay range: $ 111 ,000 - $ 160 ,0 00 depending on experience and skill set Annual bonus target of 10 % subject to terms and conditions of plan Benefits overview: Salary ranges may be subject to geographic differentials We make technology work so people can do great things. CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Tax Manager AND Director / Partner Tax Sr Manager $150k to $250k+ We are actively seeking both a Tax Manager and Director-level Person ($100k to $150K Plus) , one is a true partner opportunity. These are 2 excellent, full-service CPA firms that are growing but are family balance firms looking for the right fit. Tax Director will assign and direct all the work performed in the office. You will supervise all areas of the day-to-day operations, manage staff, foster a positive work environment, and ensure client satisfaction and proper branch operation. You will have experience managing a public accounting firm. You will have a hands-on approach and be committed to the success of the business by implementing strategies that increase productivity, ensure excellent client service and grow branch revenue. Responsibilities: Hires and trains qualified candidates to fill staffing needs Oversees the day-to-day workflow of the branch Manage and bring out the best of all branch personnel by providing training, coaching, accountability, development and motivation Conducts performance evaluations that are timely and constructive, providing recommendations for promotion and salary adjustment as appropriate Team leader with excellent supervisory and management skills Excellent ability to motivate and produce highly effective and accountable team members Thorough understanding of the company's products and/or services and those of immediate competitors in the surrounding market Tax Manager Review tax returns prepared by staff, recognize various tax issues and proactively address issues conducting appropriate research to resolve them. Responsible for smooth flow of tax return preparation process to assure accurate, complete and timely tax returns. Provide review notes on engagements for staff. Responsible for larger tax returns and delegating to the various preparers as necessary. Supervise phases of engagements including planning, setting budgets and directing staff and monitoring their actual performance against budget. Prepare personal tax projections with software. Prepare complex individual, trust, corporate, partnership, and S-Corp income tax returns and state income tax returns. We are actively seeking a number of Tax, Audit, Accounting and Finance Positions , including Atlanta, Ft Lauderdale, Tampa, Fl, Charlotte NC, Knoxville TX, DC, Houston, Overland KS, and nationally. Compensations vary by the description and location of each position. Our clients are top-ranked accounting firms in the industry. Some are completely remote, and others are Hybrid. 5 to 20 years of experience in the business of Tax and or assurance/audit side of public accounting - Bachelor's or Master's degree in Accounting a plus Well-rounded knowledge of Tax and accounting principles CPA or EA or JD They offer generous compensation, salaries & benefits, flexible hours, and possible relocation benefits. These positions can offer you the professional challenge you thrive on, as well as the realistic chance to advance, along with a real work-life balance schedule. If this sounds like a great career move for you, please don't miss this opportunity to hear about it- Let's talk today! I NEED RECENT Public Accounting firm experience in the last 3 yrs. Call Dennis Piller at The Performers Network OR
09/13/2025
Full time
Tax Manager AND Director / Partner Tax Sr Manager $150k to $250k+ We are actively seeking both a Tax Manager and Director-level Person ($100k to $150K Plus) , one is a true partner opportunity. These are 2 excellent, full-service CPA firms that are growing but are family balance firms looking for the right fit. Tax Director will assign and direct all the work performed in the office. You will supervise all areas of the day-to-day operations, manage staff, foster a positive work environment, and ensure client satisfaction and proper branch operation. You will have experience managing a public accounting firm. You will have a hands-on approach and be committed to the success of the business by implementing strategies that increase productivity, ensure excellent client service and grow branch revenue. Responsibilities: Hires and trains qualified candidates to fill staffing needs Oversees the day-to-day workflow of the branch Manage and bring out the best of all branch personnel by providing training, coaching, accountability, development and motivation Conducts performance evaluations that are timely and constructive, providing recommendations for promotion and salary adjustment as appropriate Team leader with excellent supervisory and management skills Excellent ability to motivate and produce highly effective and accountable team members Thorough understanding of the company's products and/or services and those of immediate competitors in the surrounding market Tax Manager Review tax returns prepared by staff, recognize various tax issues and proactively address issues conducting appropriate research to resolve them. Responsible for smooth flow of tax return preparation process to assure accurate, complete and timely tax returns. Provide review notes on engagements for staff. Responsible for larger tax returns and delegating to the various preparers as necessary. Supervise phases of engagements including planning, setting budgets and directing staff and monitoring their actual performance against budget. Prepare personal tax projections with software. Prepare complex individual, trust, corporate, partnership, and S-Corp income tax returns and state income tax returns. We are actively seeking a number of Tax, Audit, Accounting and Finance Positions , including Atlanta, Ft Lauderdale, Tampa, Fl, Charlotte NC, Knoxville TX, DC, Houston, Overland KS, and nationally. Compensations vary by the description and location of each position. Our clients are top-ranked accounting firms in the industry. Some are completely remote, and others are Hybrid. 5 to 20 years of experience in the business of Tax and or assurance/audit side of public accounting - Bachelor's or Master's degree in Accounting a plus Well-rounded knowledge of Tax and accounting principles CPA or EA or JD They offer generous compensation, salaries & benefits, flexible hours, and possible relocation benefits. These positions can offer you the professional challenge you thrive on, as well as the realistic chance to advance, along with a real work-life balance schedule. If this sounds like a great career move for you, please don't miss this opportunity to hear about it- Let's talk today! I NEED RECENT Public Accounting firm experience in the last 3 yrs. Call Dennis Piller at The Performers Network OR
Description At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It s why we re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we re headed. We re proud to share our story and Make Amazing Happen at CDW. Job Summary The Direct Tax Manager will play a critical role by supporting the annual and ongoing goals and objectives of the tax function. This individual will be part of a dynamic and forward-thinking Finance organization that values innovation and continuous growth. As Direct Tax Manager, you will play a critical role in driving income tax compliance, accounting and reporting, forecasting, strategy, and analysis, and managing a professional team to communicate complex tax insights effectively. This position partners closely with senior leadership within the Tax team and others throughout CDW and offers an excellent opportunity to make a significant impact on our organization's growth and success. What you ll do Lead a team of tax professionals in administering the US income tax compliance, audits, planning, forecasting, and accounting processes. Manage the global income tax compliance calendar to ensure timely and accurate filings. Propose and enable strategies for reducing the corporate tax burden for direct taxes and its accounting impact. Provide performance management, training, and guidance to the Direct Tax team members and empower their professional development by building the bench for succession planning, growth, and scalability. Assist tax management in maintaining current relationships with external consultants as well as the relationships with other finance teams with whom we collaborate. Manage the preparation of and perform the initial review of income tax and franchise tax compliance. Compliance includes but is not limited to, the federal and state consolidated returns and workpapers, separate state tax returns and workpapers, the quarterly estimate calculations, and the annual extension calculations. Prepare/review quarterly and annual tax provision components, including book-tax differences and tax footnote disclosures. Review effective tax rate calculations and cash tax projections for financial planning and forecasting purposes. Coordinate federal and state income tax audits, prepare and review responses to audit inquiries, and communicate audit progression to management. Research tax issues and communicate conclusions and recommendations to management through written technical memos. Monitor new and pending US legislation and determine the potential impact to CDW. Adhere to internal controls and coordinate documentation evidencing internal controls have been followed. What we expect of you Bachelor s degree and 5+ years of relevant tax experience, preferably with the progression of increased responsibilities (Global, Corporate Tax, and/or Public Accounting environment) with 2+ years of leading others, directly or indirectly. Strong knowledge of the accounting for income tax rules under ASC 740 and a good working knowledge of US GAAP accounting. Apply a continuous improvement mindset to transform provision and compliance cycles or enhance data quality using tools such as Power BI or Alteryx. Strong financial acumen and excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders, including senior leadership. Strong analytical, problem-solving, and research skills. Interest in learning GILTI, FTC, FDII, and BEAT rules developed under the TCJA, as well as the demonstration of learning agility with unfamiliar topics and the ability to connect concepts across tax disciplines. Demonstrated experience in working in a fast-paced environment. Strategic mindset and the ability to think critically, attack obstacles, and drive change. Demonstrated ability to successfully coach coworkers and build high performing/highly engaged teams. Strong project management skills described as balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while paying attention to detail and meeting deadlines. Build and maintain collaborative cross-functional working relationships. Intermediate level of proficiency in Microsoft Office applications. Pay range: $ 111 ,000 - $ 160 ,0 00 depending on experience and skill set Annual bonus target of 10 % subject to terms and conditions of plan Benefits overview: Salary ranges may be subject to geographic differentials We make technology work so people can do great things. CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
09/12/2025
Full time
Description At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It s why we re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we re headed. We re proud to share our story and Make Amazing Happen at CDW. Job Summary The Direct Tax Manager will play a critical role by supporting the annual and ongoing goals and objectives of the tax function. This individual will be part of a dynamic and forward-thinking Finance organization that values innovation and continuous growth. As Direct Tax Manager, you will play a critical role in driving income tax compliance, accounting and reporting, forecasting, strategy, and analysis, and managing a professional team to communicate complex tax insights effectively. This position partners closely with senior leadership within the Tax team and others throughout CDW and offers an excellent opportunity to make a significant impact on our organization's growth and success. What you ll do Lead a team of tax professionals in administering the US income tax compliance, audits, planning, forecasting, and accounting processes. Manage the global income tax compliance calendar to ensure timely and accurate filings. Propose and enable strategies for reducing the corporate tax burden for direct taxes and its accounting impact. Provide performance management, training, and guidance to the Direct Tax team members and empower their professional development by building the bench for succession planning, growth, and scalability. Assist tax management in maintaining current relationships with external consultants as well as the relationships with other finance teams with whom we collaborate. Manage the preparation of and perform the initial review of income tax and franchise tax compliance. Compliance includes but is not limited to, the federal and state consolidated returns and workpapers, separate state tax returns and workpapers, the quarterly estimate calculations, and the annual extension calculations. Prepare/review quarterly and annual tax provision components, including book-tax differences and tax footnote disclosures. Review effective tax rate calculations and cash tax projections for financial planning and forecasting purposes. Coordinate federal and state income tax audits, prepare and review responses to audit inquiries, and communicate audit progression to management. Research tax issues and communicate conclusions and recommendations to management through written technical memos. Monitor new and pending US legislation and determine the potential impact to CDW. Adhere to internal controls and coordinate documentation evidencing internal controls have been followed. What we expect of you Bachelor s degree and 5+ years of relevant tax experience, preferably with the progression of increased responsibilities (Global, Corporate Tax, and/or Public Accounting environment) with 2+ years of leading others, directly or indirectly. Strong knowledge of the accounting for income tax rules under ASC 740 and a good working knowledge of US GAAP accounting. Apply a continuous improvement mindset to transform provision and compliance cycles or enhance data quality using tools such as Power BI or Alteryx. Strong financial acumen and excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders, including senior leadership. Strong analytical, problem-solving, and research skills. Interest in learning GILTI, FTC, FDII, and BEAT rules developed under the TCJA, as well as the demonstration of learning agility with unfamiliar topics and the ability to connect concepts across tax disciplines. Demonstrated experience in working in a fast-paced environment. Strategic mindset and the ability to think critically, attack obstacles, and drive change. Demonstrated ability to successfully coach coworkers and build high performing/highly engaged teams. Strong project management skills described as balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while paying attention to detail and meeting deadlines. Build and maintain collaborative cross-functional working relationships. Intermediate level of proficiency in Microsoft Office applications. Pay range: $ 111 ,000 - $ 160 ,0 00 depending on experience and skill set Annual bonus target of 10 % subject to terms and conditions of plan Benefits overview: Salary ranges may be subject to geographic differentials We make technology work so people can do great things. CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
About Incline P&C Group Incline P&C Group is privately owned and operated with an exclusive focus on the program insurance market. Incline has a team of over 90 employees; headquartered in Austin, TX . It is our mission to provide the most effective and proficient environment for our partners by actively managing programs with a diligent focus on underwriting, claims, and enterprise risk. Senior Treasury Analyst Exciting opportunity to join Incline Insurance Groups Treasury team! We are seeking a results-oriented, analytical professional to join our Finance and Accounting team as a Senior Treasury Analyst . This high-impact role offers the opportunity to support key financial operations and enhance capital management practices. About Incline P&C Group Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas. What You'll Do: As the Senior Treasury Analyst , you will support the VP of Treasury and Tax as well as the Treasury Manager, to ensure optimal cash and liquidity management by providing analytical insights, maintaining accurate forecasts, and monitoring the investment portfolio to support financial decision making. The individual will have the opportunity to partner with teams across the organization to ensure accurate inputs to Treasury models and to acquire relevant information for Treasury reporting to senior leaders. Responsibilities Cash Management & Forecasting : Maintain weekly and daily cash positioning, as well as short and long-term cash forecasting to ensure optimal cash utilization. Credit & Compliance Administration : Support the management of credit facilities and ensure compliance with all lender reporting requirements. Debt & Investment Modeling : Maintain debt schedules and develop models to support borrowing needs, repayment strategies, and investment planning. Economic & Investment Research : Monitor economic trends and interest rate environment to support financial planning and risk mitigation strategies. Banking Oversight : Support banking relationships by tracking bank exposure and concentration levels, fees, and performance. Reporting & Analysis : Build dashboards and models to support liquidity planning, funding allocation, and investment decisions. Prepare monthly investment portfolio reports and create metrics and visualizations for senior management. Regulatory Compliance: Monitor statutory NAIC regulations and analyze investments and collateral to ensure compliance with financial regulatory requirements. Assist the Treasury team with the preparation of presentation materials as needed What We're Looking For: We are looking for a Senior Treasury Analyst who thrives in a data-driven environment and can help us plan and manage cash and liquidity more effectively through strong analytical support. The Senior Treasury Analyst will play a key role in supporting cash flow forecasting, cash reporting, and investment analytics. This role is primarily focused on strategic analysis and innovative improvement rather than standard treasury operations. The ideal candidate will bring a background with strong Excel skills, experience working with large data sets, and an interest in treasury strategy within the insurance space. We're seeking someone who brings curiosity and initiative to uncover opportunities within treasury strategy, particularly in the insurance fronting space. Experience : 2-5 years of treasury, accounting, or finance experience in a corporate environment, preferably within insurance or public accounting. Education : Bachelor's degree in finance, accounting, economics, or direct treasury experience; CTP preferred. Technical Proficiency : Strong Excel skills; experience with Kyriba, Workday, Adaptive and financial modeling. Communication : Strong verbal and written communication skills; ability to prepare and present financial information to stakeholders. Detail Orientation : High attention to detail with strong organizational skills and the ability to manage multiple deadlines. Mindset : Strategic and self-driven, collaborative, with a passion for data analysis and the initiative to challenge the status quo and drive improvements in treasury strategy. Location : This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, we offer a unique opportunity to join a rapidly growing company at the intersection of insurance, strategy, and finance. You will have exposure to key decision-makers and an opportunity to make a meaningful impact on the company's growth trajectory. Current needs : Cash flow forecasting - entity level Cash flow forecasting - program level Cash & investment portfolio analysis Regulatory Compliance PI4ca8a5-
09/11/2025
Full time
About Incline P&C Group Incline P&C Group is privately owned and operated with an exclusive focus on the program insurance market. Incline has a team of over 90 employees; headquartered in Austin, TX . It is our mission to provide the most effective and proficient environment for our partners by actively managing programs with a diligent focus on underwriting, claims, and enterprise risk. Senior Treasury Analyst Exciting opportunity to join Incline Insurance Groups Treasury team! We are seeking a results-oriented, analytical professional to join our Finance and Accounting team as a Senior Treasury Analyst . This high-impact role offers the opportunity to support key financial operations and enhance capital management practices. About Incline P&C Group Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas. What You'll Do: As the Senior Treasury Analyst , you will support the VP of Treasury and Tax as well as the Treasury Manager, to ensure optimal cash and liquidity management by providing analytical insights, maintaining accurate forecasts, and monitoring the investment portfolio to support financial decision making. The individual will have the opportunity to partner with teams across the organization to ensure accurate inputs to Treasury models and to acquire relevant information for Treasury reporting to senior leaders. Responsibilities Cash Management & Forecasting : Maintain weekly and daily cash positioning, as well as short and long-term cash forecasting to ensure optimal cash utilization. Credit & Compliance Administration : Support the management of credit facilities and ensure compliance with all lender reporting requirements. Debt & Investment Modeling : Maintain debt schedules and develop models to support borrowing needs, repayment strategies, and investment planning. Economic & Investment Research : Monitor economic trends and interest rate environment to support financial planning and risk mitigation strategies. Banking Oversight : Support banking relationships by tracking bank exposure and concentration levels, fees, and performance. Reporting & Analysis : Build dashboards and models to support liquidity planning, funding allocation, and investment decisions. Prepare monthly investment portfolio reports and create metrics and visualizations for senior management. Regulatory Compliance: Monitor statutory NAIC regulations and analyze investments and collateral to ensure compliance with financial regulatory requirements. Assist the Treasury team with the preparation of presentation materials as needed What We're Looking For: We are looking for a Senior Treasury Analyst who thrives in a data-driven environment and can help us plan and manage cash and liquidity more effectively through strong analytical support. The Senior Treasury Analyst will play a key role in supporting cash flow forecasting, cash reporting, and investment analytics. This role is primarily focused on strategic analysis and innovative improvement rather than standard treasury operations. The ideal candidate will bring a background with strong Excel skills, experience working with large data sets, and an interest in treasury strategy within the insurance space. We're seeking someone who brings curiosity and initiative to uncover opportunities within treasury strategy, particularly in the insurance fronting space. Experience : 2-5 years of treasury, accounting, or finance experience in a corporate environment, preferably within insurance or public accounting. Education : Bachelor's degree in finance, accounting, economics, or direct treasury experience; CTP preferred. Technical Proficiency : Strong Excel skills; experience with Kyriba, Workday, Adaptive and financial modeling. Communication : Strong verbal and written communication skills; ability to prepare and present financial information to stakeholders. Detail Orientation : High attention to detail with strong organizational skills and the ability to manage multiple deadlines. Mindset : Strategic and self-driven, collaborative, with a passion for data analysis and the initiative to challenge the status quo and drive improvements in treasury strategy. Location : This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, we offer a unique opportunity to join a rapidly growing company at the intersection of insurance, strategy, and finance. You will have exposure to key decision-makers and an opportunity to make a meaningful impact on the company's growth trajectory. Current needs : Cash flow forecasting - entity level Cash flow forecasting - program level Cash & investment portfolio analysis Regulatory Compliance PI4ca8a5-
