Sr. Treasury Analyst
About The Position
Evergreen Residential is a high growth Real Estate Company and institutional investment platform in the single-family residential ('SFR') and build-to-rent (“BTR”) sectors. We are committed to changing the way investors own and manage SFR homes, and to building a modern way to deliver the data, tools and services that enable our clients to invest in the world’s largest asset class at scale. Our team is collaborative, open-minded and curious. Transparency is a core value, we speak our minds, are responsible for our actions and celebrate our wins. We are serious about our business, but we don't take ourselves too seriously. We offer a flexible, empowering culture, competitive compensation and benefits, and the opportunity to work with and learn from industry pioneers and experts. If you are self-motivated and mission driven with a ‘can do’ mindset and see solutions where others may see problems, come and grow with us! The Senior Treasury Analyst is a key player in the Evergreen Accounting and Finance department. With our rapidly scaling organization, we are seeking Treasury professional to add to our growing team. In this highly visible and dynamic position, working closely with the VP, Treasury, you will be responsible for overseeing the day-to-day analytical functions as it relates to organizational banking needs. If you’re the well organized and motivated professional we need on the team, we encourage you to apply. This is an office-based position based in Dallas with a 4/1 hybrid work schedule available.
Requirements
- Bachelor’s degree in Accounting or related subject is preferred
- 2 years of treasury/accounting/FPA experience
- Previous experience producing monthly lender reporting and compliance cert
- Excellent organizational and deliverable tracking skills
- Intermediate to advanced Excel skills
Responsibilities
- Combining various reports to produce monthly activity for lender review
- Working with various internal groups like data engineering, strategy and accounting to ensure data integrity
- Communicating with lenders and clients regarding performance and financial reporting
- Tracking monthly, quarterly, and annual financial reporting time lines and holding relevant internal groups accountable for their deliverables
- Aggregating abovementioned deliverables into reporting packages to be approved by clients and then delivered to lending partners
- Preparing compliance certifications
- Maintain and update reporting calendar with a deliverable drill down
- Cash forecasting in partnership with FPA and asset management groups
- Creating and releasing wires, ACHs, and bank transfers
- Researching bank activity
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
