Remote Treasury Analyst - Cash Forecasting & Banking Ops

Fundrise; United States; Remote; USD 78,000 - 94,000; Full time

Benefits offered by this job

Remote-first

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

Equity stock grant

Gympass

Flexible PTO

Employee Assistance Program

Parental leave

Job summary

Fundrise is seeking a Treasury Analyst to join its Treasury team. You will own cash reporting, forecasting, and banking operations across a diversified platform including corporate entities, funds, and portfolio-level entities.

The role emphasizes accuracy, process improvement, and cross-functional collaboration with the Finance group. You will build cash forecasts, streamline KYC and banking tasks, and support intercompany funding and card programs.

Qualifications

• 2+ years of treasury and finance/accounting experience.
• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.

Responsibilities

• Create and maintain cash reports and forecasts for corporate entities, funds, and portfolio-level entities.
• Manage banking KYC processes and streamline account opening, closing, and other administrative banking tasks.
• Prepare transactions for deal fundings, draws, servicing, intercompany reimbursements, and property-level fundings.
• Troubleshoot banking services and issues with banking partners on behalf of property managers and internal partners.
• Assist with implementation of new treasury systems and document treasury controls and SOPs.

Skills

Treasury

Accounting

Finance

Banking operations

Cash forecasting

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Tools

Treasury Management System (TMS)

Job description

Fundrise is seeking a Treasury Analyst to join its Treasury team. You will own cash reporting, forecasting, and banking operations across a diversified platform including corporate entities, funds, and portfolio-level entities.

The role emphasizes accuracy, process improvement, and cross-functional collaboration with the Finance group. You will build cash forecasts, streamline KYC and banking tasks, and support intercompany funding and card programs.