[Hiring] Treasury Analyst @Fundrise

Role Description

Fundrise's Treasury team manages banking, cash forecasting and funding operations across our platform of corporate entities, funds, and portfolio-level entities. 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.

You will work closely with the broader Finance team on the day-to-day cash and banking operations that keep the platform running, with room to grow into more advanced treasury and financing work as the function scales.

What you will own:

• Cash reporting and forecasting:
  • 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.
• Banking operations:
  • 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.
• Transaction execution:
  • 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.
• Partner support:
  • Troubleshoot banking services and issues with banking partners on behalf of property managers & internal partners.
• Process and systems:
  • 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.

Qualifications

• 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.
• $78,000 - $94,000 a year.