Treasury Analyst
Fundrise · United States
About The Role
Join Fundrise, a leading real estate investment platform, as a Treasury Analyst. In this role, you will manage banking, cash forecasting, and funding operations across our corporate entities, funds, and portfolio-level entities. You will work closely with the Finance team on day-to-day cash and banking operations, with opportunities for growth into more advanced treasury and financing work. Key responsibilities include cash reporting and forecasting, banking operations, transaction execution, partner support, and process and systems implementation. Enjoy a comprehensive benefits package, including a 401(k) with company contribution, fully covered life insurance, flexible spending accounts, significant equity, and more.
- Collaborate with the Finance team on cash and banking operations, including cash reporting and forecasting.
- Manage banking KYC processes, streamline account opening and closing, and analyze banking fees.
- Prepare transactions for deal fundings, draws, servicing, intercompany reimbursements, and property-level fundings.
- We're looking for a Treasury Analyst who is exceptionally attentive to detail, has a strong work ethic, and has a track record of improving processes
- Experience with a Treasury Management System (TMS) is a plus
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- 2+ years of relevant treasury and finance/accounting experience
- CTP (Certified Treasury Professional) designation is a plus
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