Financial Systems Analyst

Northbound Executive Search; New York (NY); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Northbound Executive Search is seeking a Financial Systems Analyst to support treasury operations and financial technology initiatives in a hybrid environment. You will help optimize daily treasury activities while developing internal tools and automation to improve financial processes.

Working with finance leadership, you will design interfaces, build automation, maintain systems, and translate business requirements into reliable software solutions that enhance reporting and workflow efficiency.

Qualifications

• Bachelor’s degree in Finance, Accounting, IS, CS, or equivalent.
• 2+ years in treasury, accounting, finance operations, or similar.
• Advanced Excel with financial modeling, reports, PivotTables, and complex formulas.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Prepare cash forecasts and reconcile bank activity.
• Develop Excel models, dashboards, and recurring financial reports.
• Design and support internal applications and automation tools.
• Translate business requirements into software solutions.
• Maintain and enhance financial systems with end-user support.
• Identify opportunities to automate manual processes and improve efficiency.
• Collaborate with finance, operations, and tech teams on implementations.
• Research AI tools and financial systems to boost productivity.

Skills

Advanced Excel

Financial modeling

Dashboards

PivotTables

Analytical skills

Communication

Education

Bachelor’s degree in Finance/Accounting/IS/CS

Job description

A growing organization is seeking a Financial Systems Analyst to support both treasury operations and financial technology initiatives. This hybrid role combines treasury and cash management responsibilities with the development of internal tools and automation solutions that improve financial processes and operational efficiency. Working closely with finance leadership, this individual will help optimize daily treasury activities while leveraging technology to streamline reporting and enhance workflow automation.

Key Responsibilities

Prepare daily, weekly, and monthly cash forecasts, reconcile bank activity, process cash applications, and assist with liquidity reporting and financial analysis.

Develop and maintain advanced Excel models, dashboards, and recurring financial reports that support treasury operations and business decision-making.

Design, build, and support internal applications, automation tools, and utilities that improve finance and operational workflows.

Translate business requirements into software solutions by developing user interfaces, application logic, and data processing functionality.

Maintain and enhance existing financial systems while providing documentation, troubleshooting, and end-user support.

Identify opportunities to automate manual processes, improve operational efficiency, and strengthen reporting accuracy across finance functions.

Partner with finance, operations, and technology teams to support system implementations, integrations, and process improvement initiatives.

Research emerging technologies, AI tools, and financial systems, providing recommendations that improve productivity, scalability, and overall business operations.

Required Qualifications

Bachelor’s degree in Finance, Accounting, Information Systems, Computer Science, or a related field, or equivalent professional experience.

2+ years of experience in treasury, accounting, finance operations, cash management, financial analysis, or a similar role.

Advanced Microsoft Excel skills with experience building financial models, reports, PivotTables, and complex formulas.

Strong analytical, organizational, and communication skills with the ability to manage multiple priorities and collaborate effectively with both technical and business stakeholders.

Job ID:

24062