Treasury Analyst

Fundrise

5d • $78,000 - $94,000 • Remote

About The Position

Fundrise's Treasury team manages banking, cash forecasting and funding operations across its platform of corporate entities, funds, and portfolio-level entities. They are seeking a Treasury Analyst who is exceptionally attentive to detail, has a strong work ethic, and has a track record of improving processes. The role involves working closely with the broader Finance team on day-to-day cash and banking operations, with opportunities to grow into more advanced treasury and financing work as the function scales.

Requirements

• 2+ years of relevant treasury and finance/accounting experience.
• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.

Nice To Haves

• CTP (Certified Treasury Professional) designation is a plus.
• Experience with a Treasury Management System (TMS) is a plus.

Responsibilities

• Create and maintain cash reports and cash forecasts for corporate entities, funds, and/or portfolio-level entities.
• Analyze and communicate cash needs, and recommend intercompany loan amounts and financing as needed.
• Manage banking KYC processes and streamline account opening, closing, and other administrative and operational processes for corporate, property, and fund bank accounts.
• Analyze banking fees and client analysis statements, and recommend service adjustments.
• Prepare transactions for deal fundings, draws, servicing, intercompany reimbursements, and property-level fundings.
• Administer the corporate credit card programs and manage vendor template creation and upkeep within the banking system.
• Troubleshoot banking services and issues with banking partners on behalf of property managers & internal partners.
• Assist with implementation of new treasury systems, document treasury controls and standard operating procedures, and help carry out the direction and vision of the treasury function.

Benefits

• Remote-first work environment (must live in the United States)
• Competitive medical, dental, and vision insurance, with Fundrise contributing to both employee and dependent premiums
• Flexible Spending Accounts for medical expenses, dependent care, and parking
• 401(k) with 3% contributed by Fundrise, regardless of whether you are actively contributing yourself
• Fully covered life insurance and short-term disability
• Significant equity via our employee stock grant program
• Gympass benefit including mental health resources
• Flexible PTO
• Employee Assistance Program
• Paid parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level