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Treasury Specialist (Hybrid)

New York, NY

Employment Type: Permanent Position Function: Accounting / Finance Job Number: 16822059

Job Description

About Our Client

Our client is a bold, exceptional, and highly collaborative global professional services organization that considers its people to be the true backbone, heart, and soul of the firm. Operating with a deeply supportive culture, they excel at delivering high-impact legal and advisory solutions to a prestigious international client base. They are heavily committed to professional excellence and believe in empowering their team members to engage in meaningful work while building rewarding, long-term careers. By joining this forward-thinking community, you will work alongside some of the brightest minds in the industry in an environment that actively champions continuous learning and mutual success.

The Opportunity

This is an exciting opportunity to step into a vital, highly collaborative hybrid role bridging the gap between Accounts Receivable and Client Trust within a sophisticated corporate treasury department. As a Treasury Specialist, you will play an instrumental part in the firm's strategic financial initiatives by ensuring the seamless processing, reconciliation, and movement of incoming cash receipts for major operating and client trust accounts. This role goes far beyond simple data entry; you will serve as a trusted financial hub, navigating a fast-paced environment and solving complex cash allocation challenges that directly impact organization-wide billing and collection lifecycles.

The Location

This position offers incredible geographic flexibility and can be based out of any of the firm's modern, state-of-the-art metropolitan offices, including Reston, Atlanta, Austin, Baltimore, Boston, Chicago, Dallas, Houston, Miami, Minneapolis, Philadelphia, Raleigh, Short Hills, Washington DC, or Wilmington. Whichever prime business district you call home, you will enjoy a welcoming office culture coupled with a highly desirable hybrid work schedule that balances collaborative, in-person connection with remote flexibility.

What You Will Do

  • Record incoming cash receipts via wire, ACH, credit card, or checks directly into the firm s main operating account.
  • Process subsequent cash receipt applications and necessary write-offs on an ad hoc basis as requested by internal collection and billing teams.
  • Reconcile prior-day cash receipts against daily bank reports, reviewing and documenting any returned items or missed automated transactions.
  • Gather, organize, and deliver accurate cash receipt documentation to support ongoing audit requests.
  • Manage and process complex Client Trust cash receipts and disbursements with a high degree of precision.
  • Partner directly with corporate partners, legal practice specialists, billing professionals, and collections teams to resolve unallocated balances and ensure total compliance with Client Trust guidelines.
  • Perform detailed and regular reconciliations of Client Trust bank accounts to ensure ironclad financial accuracy.
  • Monitor and respond efficiently to ad hoc requests sent to the Accounts Receivable and Client Trust ServiceNow queues.

Who You Are

  • An experienced finance or accounting professional with a minimum of 1 year of hands-on experience in accounts receivable, accounting, or corporate treasury operations.

  • Possess a High School Diploma or GED; exposure to professional services or law firm environments is highly preferred.

  • Proficient with Microsoft Word and Excel, with a strong aptitude for learning specialized accounting and treasury software applications.

  • An analytical thinker armed with strong problem-solving skills and an eye for spotting transactional discrepancies.

  • An exceptional communicator, both verbally and in writing, who feels comfortable interacting with corporate staff, management, and senior legal professionals.

  • Thrive in a fast-paced environment, possessing the unique ability to work under pressure, manage competing priorities, and meet critical deadlines.

  • A reliable professional dedicated to producing timely, accurate, and high-quality work deliverables while maintaining positive workplace relationships.

The Ideal Candidate is a detail-oriented finance professional who balances technical accuracy with top-tier relationship management. You understand how critical clean cash application is to the overall health of an organization and feel energized by the puzzle of reconciling complex trust accounts. You are someone who takes extreme pride in your work product, loves collaborating across different departments, and remains calm, clear-headed, and structured when navigating high-volume workflows or tight deadlines.

Flexibility & Work-Life Integration

Enjoy a progressive hybrid work schedule designed to balance productive remote focus with energetic, in-office team collaboration. Benefit from predictable, structured non-exempt scheduling with built-in protections for overtime compensation in full accordance with applicable laws. Work within a supportive environment that values physical and digital wellness, providing the necessary tools to manage sedentary computer work and virtual collaboration efficiently.

Why Join the Team?

When you join this organization, you are choosing an environment that explicitly champions excellence, personal growth, and professional development. The firm is heavily invested in creating a welcoming culture where everyone can thrive, offering a comprehensive and highly competitive benefits package that includes premier medical, dental, and vision insurance alongside a robust 401(k) plan. You will have the unique opportunity to contribute to high-impact strategic initiatives, build a brilliant network of peers, and establish a foundational stepping stone for a long and successful career in corporate treasury all while maintaining a schedule that respects your life outside of the office.

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About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Contingent Workforce Solutions, Executive Search, Leadership and Individual Contributor hiring, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.

Meet Your Recruiter

Michael Streeter
National Talent Acquisition Recruiter

Michael Streeter brings over 20 years of expertise in executive search and recruiting, specializing in technology and financial services. Since joining Naviga, he has quickly become a vital contributor, connecting top-tier talent with leading global companies across North America.

Before being hired at Naviga, Michael built a distinguished career with large staffing firms, honing his skills in managing recruiting and sourcing teams, overseeing job posting strategies, and supporting enterprise-level clients, particularly in banking and financial services. His experience includes leading high-volume, specialized recruitment, notably executing large-scale seasonal staffing projects for Big 4 firms in Tax and Audit. His deep knowledge of IT roles, combined with complex finance and accounting searches, enables him to navigate challenging talent landscapes with precision.

Michael’s approach emphasizes technical qualifications, cultural fit, and candidate reliability, where his “human touch” differentiates him. He excels at identifying candidates with relevant industry experience, often from competitor organizations, delivering results that align with client needs. One rewarding placement involved sourcing a Level IV Accounting Manager with CPA credentials and Big 4 experience, a role with a highly limited candidate pool. Through diligent outreach and evaluation, Michael secured a candidate who exceeded client expectations and became an invaluable asset.

He partners closely with clients to clarify the essential skills and attributes that drive success, ensuring focused searches that save time and produce superior hires.

Outside of work, Michael maintains balance through regular gym sessions, which fuel the physical and mental stamina necessary for success in the fast-paced recruiting world. He lives by the principle, “Time is finite and therefore your most valuable resource, use it wisely,” reflecting his commitment to efficiency and purposeful action in every facet of his professional life.

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