Senior Treasury Analyst

Anza MI is a fintech startup using technology and analytics to drive growth & innovation within the US mortgage market.

Our mission is to empower homeownership by mitigating credit risk through mortgage insurance. We strive to leverage technology and operational excellence to deliver exceptional service to our lender and servicer partners, offer reliable and secure capital support for our insureds, generate leading returns for our shareholders, and foster a fulfilling, rewarding environment for our team members.

We differentiate ourselves by designing, architecting, and developing our operating systems in-house. This unique approach creates a platform tailored to the needs of today’s housing market and positions us to achieve unparalleled efficiency, scalability, and adaptability. As a growing mortgage insurance company, we emphasize automation, process optimization, and strong financial infrastructure from day one.

Our commitment to our partners extends beyond pricing and product offerings. We prioritize transparency, responsiveness, and operational excellence across all financial and treasury processes to support a seamless experience for our customers and stakeholders.

Risk management is foundational to Anza. Our treasury and liquidity practices are designed to support financial strength, regulatory compliance, and long-term stability. From statutory deposits to investment oversight, we take a disciplined and thoughtful approach to managing financial risk.

• We are seeking a Senior Treasury Analyst to join our growing Finance team. This role is ideal for a hands-on treasury professional with 2–5 years of experience who is eager to help build core treasury operations from the ground up within the mortgage insurance industry.
• The Senior Treasury Analyst will support day-to-day treasury activities including banking administration, intercompany settlements, statutory deposit maintenance, cash management, and investment portfolio analysis. This role will work closely with Accounting, Finance leadership, and external partners to ensure accuracy, control, and readiness as the company scales.

• Manage and maintain all banking relationships, including opening, closing, and administering bank accounts.
• Prepare and maintain bank documentation, resolutions, authorizations, and required forms.
• Monitor daily cash activity and balances, ensuring adequate liquidity for operational and strategic needs. 
• Support payment processing and cash movement controls.

• Coordinate and process intercompany settlements and funding transactions.
• Prepare and maintain short term and long term cash flow forecast; analyze variances and recommend corrective actions 
• Support the development of treasury policies and procedures.

• Maintain and track statutory deposits in compliance with mortgage insurance regulatory requirements.
• Coordinate with custodians, trustees, regulators, and external advisors related to statutory deposit activity.
• Support documentation and reporting for regulatory and internal stakeholders.

• Assist in reviewing and analyzing investment portfolio results, including performance, yield, and compliance with investment guidelines.
• Support coordination with external investment managers and custodians.
• Prepare investment summaries and analytical reporting for Finance leadership.

• Maintain documentation for treasury transactions and ensure proper recordkeeping.
• Support internal controls and future SOX readiness.
• Participate in process improvement and automation initiatives as systems and workflows are built.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–5 years of progressive experience in treasury, banking, corporate finance, or financial operations.
• Experience managing bank accounts, cash operations, or financial institution relationships.
• Exposure to insurance, mortgage insurance, or financial services is a plus.
• Proficiency in Microsoft Excel and the Microsoft Office Suite.
• Strong attention to detail and organizational skills.
• Effective communication and collaboration abilities.
• Comfort working in a fast-paced, evolving startup environment.

• Experience supporting statutory or regulatory financial requirements.
• Proficiency with Google Workspace (including Google Sheets, Gmail, and related collaboration tools).
• Familiarity with investment reporting or portfolio monitoring.
• Prior experience in a startup or high-growth company.
• CTP certification is a plus but not required.