Job Description

We have an exciting opportunity for a Senior Investment & Treasury Analyst at UL Research Institutes and UL Standards & Engagement, based in our Evanston, Illinois, office. The Senior Treasury Analyst will support ULRI and ULSE’s financial stewardship by assisting with debt compliance, tax filings, treasury operations, investment reporting, and governance materials, while partnering with Finance, Accounting, Legal, external advisors, and leadership on strategic initiatives.

This is a hybrid role.

What you’ll learn and achieve:

As the Senior Investment & Treasury Analyst you will play a key role in the rapid growth of UL as you:

• Monitor debt agreements, loan covenants, financing arrangements, and related compliance requirements.

• Coordinate post-issuance compliance for tax-exempt and taxable debt.

• Assist with private business use reviews, record retention, and debt-financed asset documentation.

• Maintain debt compliance calendars, reporting schedules, and supporting analyses.

• Support future financing transactions, refinancing initiatives, and capital structure evaluations.

• Assist with federal, state, and local tax filings, including Forms 990, 990-T, 4720, and other regulatory filings.

• Support tax compliance for tax-exempt organizations, supporting organizations, grants, sponsorships, and new revenue streams.

• Assist with IRS and state tax authority examinations, inquiries, and information requests.

• Support tax accounting, financial statement disclosures, audit requirements, and related reporting.

• Assist with treasury operations, including banking administration, cash management, wire transfers, and liquidity monitoring.

• Coordinate investment portfolio meetings, performance reporting, reconciliations, and portfolio monitoring.

• Prepare management, Audit Committee, and Board materials while partnering with Finance, Accounting, Legal, external advisors, and operational leaders on strategic initiatives.

• Perform other duties as assigned.

What makes you a great fit:

While no one candidate will embody every quality, the successful candidate will bring many of the following professional competencies and personal attributes:

• Strong analytical skills with the ability to interpret complex financial, tax, debt, and compliance information.

• High attention to detail and accuracy in preparing reports, filings, schedules, reconciliations, and supporting documentation.

• Sound judgment and professionalism when handling confidential, sensitive, and time-critical matters.

• Effective communication skills with the ability to present technical information clearly to management, advisors, and cross-functional partners

• Strong organizational skills with the ability to manage deadlines, competing priorities, recurring compliance calendars, and follow-up items.

• Collaborative working style with the ability to build relationships across Finance, Accounting, Legal, external advisors, and operational teams.

Professional education and experience requirements for the role include:

• Bachelor’s degree in accounting, finance, or equivalent.

• Professional qualifications such as CPA, CTP or CA, preferred.

• Minimum five years direct work experience in various treasury functions.

About UL Research Institutes and UL Standards & Engagement

UL Research Institutes and UL Standards & Engagement are nonprofit organizations dedicated to advancing safety science research through the discovery and application of scientific knowledge. We conduct rigorous independent research and analyze safety data, convene experts worldwide to address risks, share knowledge through safety education and public outreach initiatives, and develop standards to guide safe commercialization of evolving technologies. We foster communities of safety, from grassroots initiatives for neighborhoods to summits of world leaders. Our organization employs collaborative and scientific approaches with partners and stakeholders to drive innovation and progress toward improving safety, security, and sustainability, ultimately enhancing societal well-being.

Learn more about us and the offered benefits, visit our websites at and ULSE.org.

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