UNKNOWN

ADAPTED_NOW

The position also supports risk management and insurance activities, ESOP and equity‑based compensation programs, and the development of Board of Directors and shareholder communications. The Assistant Treasurer oversees core treasury functions, including banking relationships, debt management, cash management, forecasting, and covenant compliance.

<p><b>Company:</b> The Davey Tree Expert Company  <br/><b>Locations:</b> Kent, OH  <br/><b>Additional Locations:</b> N/A <br/><b>Work Site:</b> Hybrid   <br/><b>Req ID:</b> 225082 </p><div><div style="border:1px solid transparent"><div style="font-size:16px;word-wrap:break-word"><h2 style="font-size:1em;margin:0px"><b>Position Overview:</b></h2></div><div><p>The Assistant Treasurer oversees core treasury functions, including banking relationships, debt management, cash management, forecasting, and covenant compliance. The position also supports risk management and insurance activities, ESOP and equity‑based compensation programs, and the development of Board of Directors and shareholder communications. Additionally, the Assistant Treasurer plays a key role in special initiatives and the long‑term strategic direction of the Treasury organization.</p></div></div><div style="border:1px solid transparent"><div style="font-size:16px;word-wrap:break-word"><h2 style="font-size:1em;margin:0px"><b>Job Duties:</b></h2></div><div><p><strong>Banking & Debt Management</strong></p><ul><li>Assist with maintaining and managing relationships with the Company’s banking partners.</li><li>Assist with managing and negotiating credit facilities, long‑term debt (including private placements), AR securitization programs, and leases.</li><li>Monitor debt covenant compliance and related reporting requirements.</li><li>Monitor borrowings and manage interest rate exposure across debt facilities</li></ul><p> </p><p><strong>Cash Management</strong></p><ul><li>Manage all daily cash management activities.</li><li>Assist with executing wire transfers as required.</li><li>Prepare, review, and maintain cash flow forecasts.</li><li>Reconcile actual cash activity to forecasts and analyze variances.</li></ul><p> </p><p><strong>Board of Director & Shareholder Communications</strong></p><ul><li>Assist with drafting monthly and quarterly communications, includin<ul><li>Board of Directors Materials and Letters</li><li>Shareholder Letters and updates</li><li>Other treasury‑related communications as needed</li></ul></li></ul><p> </p><p><strong>ESOP and Equity Compensation Programs</strong></p><ul><li>Maintain overall responsibility for the administration and recordkeeping of the Company’s stock and equity‑based compensation programs, including programs administered under the Company’s 2024 Omnibus Plan</li><li>Oversee equity‑related transactions and activities</li><li>Assist in managing the stock administrator relationship with Principal/EQ.</li></ul><p> </p><p><strong>Risk Management & Insurance <em>(Support role; program led by VP & Treasurer)</em></strong></p><ul><li>Assist with evaluation of insurance needs across property and casualty, Directors & Officers, Fiduciary, Management Liability, Cyber, and other coverage lines.</li><li>Maintain relationships with insurance brokers (Marsh, Aon) and insurers.</li><li>Support preparation of annual insurance renewal submissions.</li><li>Participate in insurance renewal meetings and assist with related presentations.</li><li>Support the Certificates of Insurance (COI) process in coordination with Marsh and Old Republic.</li><li>Maintain relationships with actuaries and third‑party administrators.</li><li>Assist in developing annual insurance cost allocations charged to operations.</li><li>Review interim and year‑end actuarial reserve valuations.</li><li>Support management of the Company’s captive insurance program</li><li>Review significant claims and coordinate with internal and external counsel as needed.</li><li>Approve large settlement payments in accordance with established authority levels.</li><li>Help administer the annual Enterprise Risk Management (ERM) survey.</li></ul><p> </p><p><strong>Other Responsibilities</strong></p><ul><li>Participate in special projects as assigned.</li><li>Partner with Accounting, Controllership, Operations, Legal, HR, and other functional teams to support company objectives.</li></ul></div></div><div style="border:1px solid transparent"><div style="font-size:16px;word-wrap:break-word"><h2 style="font-size:1em;margin:0px"><b>Qualifications:</b></h2></div><div><ul><li>Bachelor’s degree in finance, Accounting, Business Administration, or a related discipline; advanced degree preferred.</li></ul><ul><li>CPA designation preferred; Certified Treasury Professional (CTP) a plus.</li></ul><ul><li>Experience with ESOPs, insurance programs, and equity‑based compensation preferred.</li><li>Minimum of 8 years of progressively responsible experience in finance or treasury leadership roles.</li><li>Demonstrated project management capability with strong teamwork, leadership, communication, and relationship‑management skills.</li></ul><ul><li>Ability to interact effectively with banking, insurance, legal, investment, and operational professionals.</li><li>Strong written and verbal communication skills.</li><li>Knowledge of insurance claims handling and risk management principles is a plus.</li><li>Demonstrated ability to exercise sound judgment and manage confidential information.</li><li>Proficiency with financial systems, data management tools, and standard business software.</li><li>Strong organizational, analytical, and problem‑solving skills.</li><li>Ability to develop and deliver executive‑level presentations.</li></ul><p> </p></div></div><div style="border:1px solid transparent"><div style="font-size:16px;word-wrap:break-word"><h2 style="font-size:1em;margin:0px"><b>Additional Information</b></h2></div><div><p>We invest in our employees by offering industry-leading training, technology, and benefits that lead to a rewarding and safe work experience for employees at all levels.</p><ul style="list-style-type:disc"><li>Group health plans*</li><li>Short-term and long-term disability insurance*</li><li>Life insurance*</li><li>Paid parental leave</li><li>401k with up to a 4% company match**</li><li>Employee Stock Purchase Plan: opportunity to buy company stock at a 15% discount</li><li>Holidays and paid time off*</li><li>Payroll savings plan*</li><li>Charitable matching gift program*</li><li>Employee referral bonus program *</li><li>Employee Educational Scholarship*</li><li>Davey Family Scholarship*</li><li>20% discount on all Davey services*</li><li>Cell phone discounts*</li><li>Vehicle purchase discount program*</li><li>Plus, so much more!</li></ul><p>*All listed benefits available to eligible employees on Day 1.</p><p>**Union employees are not eligible for 401k but may be eligible to join pension plans negotiated by local union.</p></div></div><div style="border:1px solid transparent"><div style="font-size:16px;word-wrap:break-word"><h2 style="font-size:1em;margin:0px"><b>Divisional Overview</b></h2></div><div></div></div></div><p>The Davey Tree Expert Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to protected class, including race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national or ethnic origin, marital or familial status, disability, status as a protected veteran, status as an Aboriginal or Indigenous person, or other classification protected by law.</p><p>The Davey Tree Expert Company provides research-driven tree services, grounds maintenance and environmental consulting for residential, utility, commercial and environmental partners in the U.S. and Canada. We care about our clients, each other and the world around us. We offer the resources, size and stability of a big company while maintaining the culture, entrepreneurial spirit and feel of a small one. We invest in our employees by offering industry-leading training, technology and benefits that lead to a rewarding and safe work experience at all levels. Wherever you want to grow your career, there’s a place for you at Davey. To learn more, visit Davey.com.</p><p><b>Accommodations:</b> If requested by employee or otherwise as required by law, reasonable accommodations will be made to enable employees with disabilities to perform essential job functions.</p><p><b>If you need assistance at any time, please contact us at 1-877-411-7601 or at</b><p>Recruiting@davey.com</p>.</p><p><b>Employment Type:</b> Permanent <br/><b>Job Type:</b> Full Time <br/><b>Travel Expectations:</b> Up to 25% </p>

The Davey Tree Expert Company

Assistant Treasurer (Kent, OH, US, 44240)

Accounting

Accounts Receivable

Actuarial Skills

Analysis Skills

Attorney

Bank Management

Banking Services

Business Administration

Business Solutions

Business Strategy

Cash Flow

Cash Management

Cellular Telephone

Certified Public Accountant (CPA)

Claims Processing

Communication Skills

Compensation and Benefits

Consulting

Cost Allocation

Customer Support/Service

Data Management

Debt Management

Disability Insurance

Fiduciary

Finance

Financial Systems

Forecasting

Groundskeeping

Health Plan

Insurance

Insurance Claims

Insurance Documentation

Interest Rates

Leadership

Legal

Life Insurance

Maintain Compliance

Needs Assessment

Negotiation Skills

Organizational Skills

Presentation/Verbal Skills

Problem Solving Skills

Process Management

Project/Program Management

Property and Casualty Insurance

Relationship Management

Risk Management

Scholarship

Stock Administration

Stock Purchase Plans

Strategic Planning

Team Player

Treasury

Variance Analysis

Willing to Travel

Writing Skills

Davey Tree

OTHER

FEED

Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Leads the investment and asset portfolio management function from a distribution viewpoint, recommending enhancements to support sales growth in profitable and competitive products, supporting strategic plans.

Overview:
<p style="margin:0px">Oversees the actuarial and investment monitoring, modeling, projection, analysis and evaluation of all life insurance brands from a distribution viewpoint, balancing profitability with revenue and asset growth. Analyzes brand profitability and experience/assumption deviations for all life products and recommends measures to improve. Analyzes opportunities that are available to each brand and makes appropriate recommendations using actuarial tools. Oversees the life product development functions for the independent distribution brands to ensure life product installations meet profitability, competitive and plan standards. Provides leadership and guidance in product management, design and pricing for all life products of the independent distribution brands.</p>

Responsibilities:
<p style="margin:0px"><strong>What you will do:</strong></p><ul><li>Maintains a product plan for all life products of each independent distribution brand, encompassing development timelines, management targets and retirement triggers.</li><li>Oversees the life product development function, providing analysis and other support to ensure product installations meet profitability, competitive and plan standards.</li><li>Monitors, assesses and evaluates strategic life product initiatives implemented by W&S brands (except Gerber), while proactively making recommendations from competitive analysis.</li><li>Serves as the primary liaison between life brands and the Enterprise CMO and other enterprise management on life product matters affecting life (non-Gerber) distribution</li><li>Represents life product development and actively participates in the Enterprise Risk Management process.</li><li>Monitors and communicates actual Value of New Business (VNB) results compared to plan for all brands and recommends enhancements to this profitability measure, while balancing with revenue and asset growth expectations.</li><li>Monitors and analyzes various modeling assumptions for all brands, ensuring consistency where appropriate and creating forecasts for unlocking or recommendations for change to revert experience to planned assumptions.</li><li>Leads the investment and asset portfolio management function from a distribution viewpoint, recommending enhancements to support sales growth in profitable and competitive products, supporting strategic plans.</li><li>Proactively provides advice, guidance, analysis and direction to Western & Southern's CMO and other senior distribution management on all actuarial matters affecting distribution.</li><li>Designs and monitors benchmarks for Western & Southern's life product results internally by brand, line of business and individual product, and externally with industry peers and competitors.</li><li>Assists CFO, presidents, business heads of subsidiaries and W&SFG senior management with special requests to help manage and grow the life business. Works closely with various levels of management to develop and implement strategic business plans, unique analyses and measurements.</li><li>Performs other distribution duties as assigned by management.</li><li>Performs other duties as assigned.</li><li>Complies with all policies and standards.</li><li>Provides direction to and development of associates through daily coaching, the administration of the Performance Management Model, and the creation and implementation of development plans. Recruits, hires, trains and develops staff.</li></ul>

Qualifications:
<ul><li>Bachelor's Degree Mathematics or actuarial science - Required</li><li>Master's Degree - Preferred</li><li>Demonstrated substantial life insurance and financial services industry financial reporting experience. - Required</li><li>Proven senior management experience in a life insurance company with responsibility for actuarial and/or accounting functions. - Required</li><li>Proven experience in developing and managing strategic business plans and budgets. - Required</li><li>Proven experience managing multiple projects/assignments simultaneously, and completing assignments accurately and on a timely basis. - Required</li><li>Demonstrated strong attention to detail and excellent organizational skills. - Required</li><li>Demonstrated in-depth project management experience in planning, executing and maintaining a project from start to finish. - Required</li><li>Proven examples from work experience on identifying complex problems, quantifying the problems and providing creative resolutions to the problem. - Required</li><li>Demonstrated ability to effectively integrate and communicate with all levels of management and staff. - Required</li><li>Associate of the Society of Actuaries (ASA) Upon Hire - Required</li></ul><p style="margin:0px"><strong>Work Setting/Position Demands:</strong></p><ul><li>Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.</li><li>Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.</li><li>Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.</li><li>Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.</li><li>Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions</li><li>Performs substantial movement of wrists, hands, and fingers for continuous computer work.</li><li>Extended hours required during peak workloads or special projects/events.</li><li>Associate must be able to operate a motor vehicle for short and/or long distances</li><li>Associate must be able to travel via airplane</li><li>Associate must be able to travel via car</li><li>Routine and/or extended after hours work needed</li><li>Valid Driver's License with a safe driving record</li></ul><p style="margin:0px"><strong>Travel Requirements:</strong></p><ul><li>10% travel Occasional travel to conferences, agent visits and/or company conferences</li></ul>

Western & Southern Financial Group

Vice President Independent Life And Enterprise Life Product Officer

Asset Management

Benchmarking

Budget Management

Business Growth

Business Plan

Cisco ASA (Adaptive Security Appliance)

Coaching

Competitive Analysis/Strategy

Conferences

Data Collection

Detail Oriented

Distribution Management

Driver's License

Executive Assistant Skills 

Financial Reporting

Financial Services

Identify Issues

Investment Management

Machining Operations

Management Strategy

Mathematics

Multitasking

Office Equipment

Performance Management

Prepare Correspondence

Pricing

Product Design

Product Development

Product Management

Product Planning

Product Profitability

Product Programs

Product Support

Product Testing

Profit & Loss

Reporting Skills

Revenue Growth

Sales Support

Strategic Analysis

Time Management

[AW]-iCims

Performs data collection, compilation, reporting and distribution, as well as general legal assistant functions including arranging for payment of invoices and settlements. Our entire process—from research to engineering to manufacturing to commercialization—creates products that ensure ease of use, productivity, durability and safety for the end user.

About Us:
<p style="margin:0in 0in 10pt 0in"><strong>WHY PRODRIVEN GLOBAL BRANDS? </strong>BECAUSE WE ARE THE PROFESSIONAL’S CHOICE!  You will find our market leading products and brands on job sites all over the world.</p><p style="margin:0in 0in 10pt 0in">Focusing on end users' needs and delivering exceptional customer experience drives our success. Our entire process—from research to engineering to manufacturing to commercialization—creates products that ensure ease of use, productivity, durability and safety for the end user. On jobsites across the world, ProDriven Global Brands are most preferred.</p><p style="margin:0in 0in 10pt 0in"><strong>Presently this position is in a hybrid status with a minimum of 1 day per week in the office for collaboration, teamwork, and business needs.  The status and minimum in-office requirements are subject to change based on evolving business needs.</strong></p>

Overview:
<p style="margin:0px">This position is responsible for providing administrative and technical support to the Legal Department – Claims Team as well as to General Counsel. Develops and maintains systems/applications to meet the needs of the Legal Department. Performs data collection, compilation, reporting and distribution, as well as general legal assistant functions including arranging for payment of invoices and settlements. Works independently.</p>

Responsibilities:
<p style="margin:0px"><strong><u>ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES</u></strong></p><p style="margin:0px"> </p><ul style="margin-top:0in"><li>Working under Direct supervision,</li><li>Oversee and reports data in CMS (Claims Management System).</li><li>Create various reports and collect specific information from CMS system for Discovery on claims as well as other reports.</li><li>Prepares special reports or information into PC generated reports from actuaries and reviews them for accuracy, including reserves, payments and status.</li><li>Reviews, facilitates and directs payment of invoices and settlement checks with internal and/ or external resources.</li><li>Complete Medicare reporting and audits to ensure Company Compliance with Federal Regulations.</li><li>Operates general office equipment and copying equipment.</li><li>Performs research of files and routine computer research as required.</li><li>Provide Notary services on legal documents.</li><li>Provide information and coordinates activities with various internal and external sources.</li><li>Handles confidential information and materials.</li><li>Other duties that are reasonably associated with the above essential functions of the job</li><li>Understand and follow Quality Management System guidelines</li><li>Performs other duties as assigned within the scope of responsibilities and requirements of the job</li><li>Performs Essential Job Functions and Duties with or without reasonable accommodation</li></ul>

Qualifications:
<p style="margin:0px"><strong>Education, Licenses, and Certifications</strong></p><ul style="margin-top:0in"><li>Associate's degree in business administration or legal studies or related field preferred or equivalent work experience required</li></ul><p style="margin-left:0.5in"> </p><p style="margin:0px"><strong>Years of Experience and Knowledge</strong></p><ul style="margin-top:0in"><li>3 ~ 5 years of Direct experience in a legal administrative or support role required</li><li>Prior experience supporting litigation functions in a law firm or corporate legal department</li></ul><p style="margin:0px"> </p><p style="margin:0px"><strong>Skills and Abilities</strong></p><ul style="margin-top:0in"><li>Intermediate level Microsoft Outlook, Word, PowerPoint skills</li><li>Intermediate level Microsoft Excel skills</li><li>Intermediate level system(s) skills in experience with legal case management systems, document management systems, and general office technology</li></ul><ul><li>Ability to communicate professionally and effectively while maintaining confidentiality; bilingual capabilities a plus</li></ul><p style="margin-left:0.5in"> </p><p style="margin:0px"><strong>Travel Requirements</strong></p><ul style="margin-top:0in"><li>0% ~ 10% travel domestically required</li></ul>

EEO Statement:
<p style="margin:0px">ProDriven Global Brands is committed to fostering, cultivating, and preserving a culture of diversity, equity and inclusion. ProDriven Global Brands is an equal opportunity employer and prohibits discrimination and harassment of any kind. All qualified applicants to ProDriven Global Brands are considered for employment without regard to age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status or any other protected characteristic.  ProDriven Global Brands will not tolerate discrimination or harassment of any kind based on these characteristics.</p><p style="margin:0px"> </p><p style="margin:0px">#LI-Hybrid</p><p style="margin:0px">#LI-RR1</p><p style="margin:0px"> </p>

Actuary Jobs in Ohio

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Assistant Treasurer (Kent, OH, US, 44240) The Davey Tree Expert Company

Vice President Independent Life And Enterprise Life Product Officer Western & Southern Financial Group

Legal Administrative Assistant ProDriven Global Brands

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