Treasury Analyst

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $78k - $94k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧐 Analyst

🦅 H1B Visa Sponsor

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Logo of Fundrise

Fundrise

201 - 500 employees

Founded 2012

🏠 Real Estate

💳 Fintech

🛍️ eCommerce

💰 Corporate Round on 2021-08

Real Estate • Fintech • eCommerce

Fundrise is a technology-driven investment platform that allows individuals to invest in private markets, such as real estate, private credit, and venture capital, with as little as $10. By leveraging its proprietary technology, Fundrise removes traditional barriers to entry and provides access to investment opportunities historically reserved for large institutions. As one of America's largest direct-to-consumer private markets managers, Fundrise deploys significant capital annually into well-located real estate and high-growth private technology companies. The platform is known for its low fees, integrated investment management tools, and commitment to opening up exclusive investment opportunities to a broader audience.

📋 Description

• 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 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 and internal partners • Assist with implementation of new treasury systems • Document treasury controls and standard operating procedures • Help carry out the direction and vision of the treasury function

🎯 Requirements

• 2+ years of relevant treasury and finance/accounting experience • Bachelor's degree in Accounting, Finance, Business Administration, or a related field • CTP (Certified Treasury Professional) designation is a plus • Experience with a Treasury Management System (TMS) is a plus

🏖️ 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

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