Functional Analyst – Treasury and Investment Systems

Softworld, a Kelly Company

Boston (MA)

On-site

USD 105,000 - 123,000

Full time

14 days+

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Benefits offered by this job

Medical insurance
Vision insurance
401(k)
Disability insurance
Pension plan
Tuition assistance

Job summary

A leading financial organization in Boston is seeking a Functional Analyst in Treasury and Investment Systems. This entry-level full-time role involves enhancing treasury management systems and supporting integrations across platforms. The ideal candidate has 3+ years of systems or business analysis experience, particularly in treasury or liquidity management, and is skilled in SQL and BI tools like Tableau. Competitive compensation includes various benefits such as medical insurance and a 401(k).

Qualifications

  • 3+ years of experience in systems or business analysis within treasury, cash management, or investment operations.
  • Hands-on background with treasury management or liquidity platform.
  • Experience with system integrations, APIs, SaaS implementations, or iPaaS tools.

Responsibilities

  • Enhance and support treasury management systems like GTreasury or Kyriba.
  • Support integrations across payment networks and banking partners using APIs.
  • Contribute to FX, cash forecasting, liquidity analytics, and investment reporting.

Skills

Systems analysis
Business analysis
Treasury management systems
SQL
SaaS implementations
APIs
Business Intelligence tools

Tools

GTreasury
Kyriba
Reval
Tableau
Power BI

Job description

Functional Analyst – Treasury and Investment Systems

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Softworld, a Kelly Company provided pay range

This range is provided by Softworld, a Kelly Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$105,000.00/yr - $123,000.00/yr

Additional compensation types

Annual Bonus

Functional Analyst – Treasury and Investment Systems

We are partnering with a leading financial organization to add a Business Systems Analyst with deep exposure to Treasury and Investment platforms. This full time role offers the opportunity to work on complex system enhancements, modernize treasury technologies, and support high visibility initiatives across global finance and operations.

In this position, you will be the bridge between technology and finance teams, helping optimize cash management workflows, strengthen liquidity reporting capabilities, and support integrations across multiple enterprise applications. You will work with a diverse mix of SaaS platforms, APIs, data pipelines, and BI tools while shaping solutions that improve operational efficiency and accuracy.

What You Will Work On
  • Enhancing and supporting treasury management systems such as GTreasury, Kyriba, Reval, HazelTree or similar platforms
  • Supporting integrations across payment networks, banking partners, and internal systems using APIs and automation tools
  • Contributing to FX, cash forecasting, liquidity analytics, and investment reporting initiatives
  • Supporting enterprise applications such as internally built tools, Salesforce, BI dashboards, and iPaaS connectors
  • Collaborating with finance operations, investment teams, and technical groups to define requirements and deliver scalable solutions
  • Troubleshooting system issues, managing upgrades, and supporting new feature implementations
  • Participating in multiple concurrent projects in a fast paced environment
What You Bring
  • Three or more years of experience in systems analysis or business analysis within treasury, cash management, or investment operations
  • Hands on background working with at least one treasury management or liquidity platform
  • Experience with system integrations, APIs, SaaS implementations, or iPaaS tools
  • Working knowledge of SQL or relational databases
  • Exposure to BI tools such as Tableau or Power BI
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Design, Engineering, and Other
  • Industries: Design Services, Engineering Services, and Professional Services

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Inferred from the description for this job
  • Medical insurance
  • Vision insurance
  • 401(k)
  • Disability insurance
  • Pension plan
  • Tuition assistance
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