Business Analyst - Treasury

Financeroles; Town of Vermont (WI); Hybrid; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical benefits

401K program

Stock purchase program

Fitness reimbursement

Paid time off

Job summary

Asure Software is seeking a Business Analyst for Treasury who will bridge Product Management, Customers, and Development to optimize cash management, payments, and forecasting workflows.

The role requires 5+ years in treasury-related fields, strong Excel and data analytics skills, and experience with Jira/Confluence in a collaborative, hybrid environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Data Analytics, Engineering, or related field from an accredited college or university.
• Minimum of 5 years' experience in treasury management, banking, payments, or fintech software.
• Advanced Excel, data mining/manipulation, and report creation skills.
• Experience working with cross-functional engineering teams and with Jira/Confluence.

Responsibilities

• Identify specific business opportunities within the Treasury product line.
• Assist with project management for Treasury projects and coordinate with cross-functional teams.
• Document detailed BRDs, FRDs, and use cases for Treasury features like cash forecasting and bank reconciliation.
• Translate requirements into epics and user stories for agile delivery teams.
• Develop test plans, perform UAT, and provide training and end-user support on Treasury features.

Skills

Excel

Data mining

Report creation

Cross-functional collaboration

Treasury knowledge

Education

Bachelor's degree in Finance, Accounting, Data Analytics, Engineering, or related field

Tools

Jira

Confluence

Job description

Who we are

Over 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. We help businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM platform empowers more than 100,000 clients to build great teams and better manage their people while staying compliant in an ever-changing HR legislative landscape. Asure’s HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ranging from online compliance tools to a fully outsourced HR department.

This is a hybrid position based in Dallas, TX. Candidates based in the Phoenix area will also be considered.

How you will contribute

As a Business Analyst supporting Treasury at Asure, you will serve as a key link between Treasury Product Management, Customers, and Development. You will analyze financial reports, market research, and operating procedures for Treasury solutions — including cash management, payments, banking connectivity, reconciliation, and forecasting — strategize ideas to improve business operations and meet with company executives and other stakeholders to provide recommendations based on your analysis.

• Identify specific business opportunities within the Treasury product line
• Assist with project management for selected Treasury projects
• Coordinate with cross-functional teams (Product, Engineering, Support, and Implementation) to produce better business outcomes
• Collaborate with stakeholders to gather and document detailed business and functional requirements (BRDs, FRDs, and use cases) for Treasury features such as cash forecasting, bank reconciliation, and payment processing
• Conduct interviews, workshops, and surveys to elicit requirements from Treasury customers and internal stakeholders
• Analyze and prioritize requirements based on business value, feasibility, and alignment with strategic goals
• Write clear and well-structured business requirements documents
• Translate business and functional requirements into epics and user stories for agile delivery teams
• Work with the development team to design solutions that meet Treasury business requirements, including prototypes and mock-ups to validate solutions with stakeholders
• Identify automation opportunities within Treasury workflows
• Create reports, dashboards, and visualizations to understand business performance
• Analyze process issues and bottlenecks and recommend improvements
• Communicate and validate requirements with relevant stakeholders; facilitate meetings and resolve conflicts between stakeholders and the development team
• Collaborate with the product manager on Treasury roadmap planning and prioritization
• Support the testing phase by developing test plans and test cases and conducting user acceptance testing (UAT)
• Track project progress, manage changes to requirements, and provide regular status updates to stakeholders
• Provide training and support to end-users on new Treasury features and functionality
• Conduct market research and analysis on treasury and banking industry trends and competitor products to inform roadmap strategy

Qualifications

• Bachelor's degree in Finance, Accounting, Data Analytics, Engineering, or a related field from an accredited college or university
• Previous experience in the treasury management, banking, payments, or fintech software industry preferred
• Working knowledge of treasury and cash management concepts (e.g., cash forecasting, liquidity management, bank reconciliation, payment processing, ACH/wire transfers) preferred
• Familiarity with a treasury management system (TMS) such as Kyriba, GTreasury, or similar a plus
• Minimum of 5 years' experience in a related field and/or position
• Advanced skills in Excel, data mining/manipulation, and report creation
• Experience working with cross-functional engineering teams
• Ability to multi-task, support multiple customers/assignments, and adapt in a dynamic environment
• Self-motivated with the ability to work independently and in a team environmentStrong commitment to data integrity and internal customer service
• Able to work timely and embrace agility and change
• Experience with project tracking software such as Atlassian Confluence or Jira

Compensation

The base salary range for this position is $95,000 - $115,000, based on relevant experience, skills, and industry knowledge. Asure Software offers a variety of employee benefits. Salary information is determined by market location and is provided in accordance with state and local pay-transparency laws. Applicants should apply via www.asuresoftware.com/careers.

Benefits

• Medical, Dental, Vision, HSA, FSA- All effective on day 1!
• Company paid Basic Life Insurance, A+D, Long-Term Disability, and Short-Term Disability
• 401K Program with 3% safe harbor contribution
• Employee Stock Purchase Program
• Fitness Reimbursement Program
• Self-Managed PTO

Our Mission

To provide Human Capital Management (HCM) software and services that help companies grow, while nurturing a culture of growth around us.

• Helping customers grow by getting the most from their human capital.
• Helping our employees grow personally and professionally.
• Growing relationships in our communities that inspire goodness.
• Grow shareholder value

Our Vision

Be the most trusted Human Capital Management resource to entrepreneurs everywhere.

Our Values

Reflect who we are and what we stand for as a company.

• Embrace Change
• Lead with Integrity
• Own the Outcome
• Deliver Awesome
• Be a Good Human

We are an equal opportunity employer. All candidates must be legally authorized to work in the US, as we are unable to sponsor or transfer Visas at this time.

NO AGENCIES PLEASE:

Any unsolicited resumes sent to Asure Software from a third party, such as an Agency, including unsolicited resumes sent to Asure’s mailing address, fax machine or email address, directly to employees or hiring managers will be considered Asure property. Asure will not pay a fee for any placement resulting from the receipt of an unsolicited resume.