Treasury Advisor

Quest SoftwareAustin, TX

About The Position

We are looking for a detail-oriented Treasury Advisor to lead our Treasury Operations activity and play a key role in managing our global banking infrastructure. This is an excellent entry point into corporate treasury, offering broad exposure across regions and functions with a clear path to developing the skills required of a senior Treasury professional. The position has visibility to all aspects of Treasury.

Requirements

  • 2–4+ years of relevant experience in treasury, finance, or banking operations
  • Undergraduate degree in finance, accounting, or a related field
  • Advanced Excel skills — you are comfortable building and working in complex spreadsheets
  • Strong communicator who thrives in a collaborative, cross-functional environment

Nice To Haves

  • Certified Treasury Professional (CTP) designation is a plus but not required

Responsibilities

  • Managing the full lifecycle of bank accounts — opening, closing, name changes, and signatory updates
  • Maintaining board resolutions and AML documentation in accordance with compliance requirements
  • Administering bank portals, including system access, user entitlements, and ongoing maintenance
  • Supporting internal controls related to bank account governance
  • Assisting with the implementation of a new Treasury Management System
  • Partnering with the Liquidity Management Director on cash forecasting initiatives

Benefits

  • Competitive pay, annual bonuses, and top-performer recognition.
  • Comprehensive health, family, and retirement benefits.
  • Flexible work options, generous PTO, and wellness programs.
  • Professional growth through learning platforms, mentorship, and leadership programs.
  • Inclusive teams that reflect the world we serve, supported by Employee Resource Groups and our Equality & Inclusion Council.
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