Dynamic and creative company located in Charlotte, NC and Headquartered in San Francisco
Dedicated to making financial progress possible for everyone.
National presence providing excellent service to over 60 million members
Vibrant work environment with a culture founded on collaboration and good energy
WHAT THEY OFFER YOU:
Fun and optimistic atmosphere, combining all the perks of a tech company with a healthy work-life balance
Tons of opportunities to take on responsibility and ownership and have a meaningful impact.
You are encouraged to identify opportunities to scale the product, technology, and organization, and then launch them into action.
Having a healthy and happy team is their number one priority- family focused organization.
Free amenities, paid company trips and outings, competitive salary, and generous benefits.
WHY THIS ROLE IS IMPORTANT:
Looking for a Treasury Analyst with some experience in the Treasury function with a focus on operations, cash management, SOX and some cash flow modeling skills. The candidate should have project management skills and be able to learn new financial systems quickly.
Contributes to treasury activities, including the allocation of cash balances, maintenance of investment records and preparation of expense and earnings forecasts.
Performs day-to-day treasury processes and maintains financial records to ensure accurate recording data.
Identifies opportunities to help streamline treasury operations and processes, presents opportunities to management, and supports operations process improvement projects.
THE BACKGROUND THAT FITS
2+ years of experience working with financial statements including familiarity with derivatives
Bachelor’s degree in Finance, Accounting, or related field
Proficiency with MS Office Products (Excel, Word, etc.)