Treasury and Investor Support Analyst  Wilmington, DE  
Job Description

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A fast growing fintech client of ours is looking for a Treasury and Investor Support Analyst. The Treasury and Investor Support Analyst will be a critical member of the Finance team, assisting with daily deliverables and assisting with projects related to the department’s initiatives. This position offers the candidate a wide array of opportunities to learn different aspects of Treasury and Investor Support.
  • Assist with daily cash reconciliation, researching any variances and following through on resolution
  • Assist with improvement and automation of the cash reconciliation process
  • Assist with cash forecast process
  • Assist with liaising between company and partner banks
  • Assist with opening, closing, and managing bank accounts and related legal documentation
  • Assist with investor reporting processes (consisting of whole loan, warehouse facility and securitization) including monthly summary reports and any additional reports required by investors
  • Assist with resolving issue with investors and other related parties for post close reporting matters
  • Assist with all third-party operational audits conducted on behalf of investors
  • Work closely with technology to complete process enhancement projects and correct data discrepancies

Job Requirements


  • Bachelor’s degree in Accounting, Finance or related discipline (CTP a plus)
  • 1 + years in Treasury experience, financial services experience a plus
  • Strong financial and analytical skills
  • Strong experience with MS Excel
  • Strong analytical capabilities
  • Excellent verbal and written communication skills
  • Comfortable working in a fast-paced, entrepreneurial environment
  • Adaptable, flexible and with the ability to balance multiple projects / priorities
  • Integrity, reliability, initiative and ability to meet tight deadlines
  • Treasury experience - for an established treasury department (not just cash handling or accounting)
  • Strong in Excel (pivot, vlookup)
  • Clear, concise communication - can speak to the detail and be specific
  • Personal sense of urgency and ethics
  • Bachelor's Degree
Nice to Have
  • Intermediate to advanced SQL or SAS skills highly desired
  • Previous experience developing data-driven analyses a plus
  • SQL / SAS not required, but they should express analytical skills and willingness to learn
  • Finance focused degree nice to have not required
  • CTP (treasury) certification or willingness to obtain on our cost Work experience in financial services, banking, etc.


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