Treasury Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and oversee cash reports and forecasts for corporate entities, funds, and/or portfolio-level organizations.

• Evaluate and convey cash requirements, recommending intercompany loan amounts and financing solutions as necessary.

• Oversee banking KYC processes and enhance the efficiency of account openings, closings, and other administrative and operational tasks for corporate, property, and fund bank accounts.

• Review banking fees and client analysis statements, suggesting service modifications when appropriate.

• Prepare transactions for funding deals, draws, servicing, intercompany reimbursements, and property-level fund allocations.

• Manage corporate credit card programs and oversee the creation and maintenance of vendor templates within the banking system.

• Resolve banking services and issues on behalf of property managers and internal stakeholders in collaboration with banking partners.

• Support the implementation of new treasury systems.

• Document treasury controls and standard operating procedures.

• Assist in executing the strategic direction and vision of the treasury function.

⛳️ Requirements

• A minimum of 2 years of relevant experience in treasury and finance/accounting.

• A Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline.

• CTP (Certified Treasury Professional) designation is advantageous.

• Experience with a Treasury Management System (TMS) is preferred.

🏝️ Benefits

• Remote-first work culture (candidates must reside in the United States).

• Competitive medical, dental, and vision insurance, with Fundrise contributing to premiums for both employees and their dependents.

• Flexible Spending Accounts for medical expenses, dependent care, and parking costs.

• 401(k) plan with a 3% contribution from Fundrise, irrespective of personal contributions.

• Comprehensive life insurance and short-term disability coverage at no cost.

• Substantial equity opportunities through our employee stock grant program.

• Gympass benefits that include mental health resources.

• Flexible Paid Time Off (PTO).

• Access to an Employee Assistance Program.

• Paid parental leave.