Senior Finance/Treasury Analyst

Toorak Capital Partners; Tampa (FL); Hybrid; USD 65,000 - 94,000; Full time

Job summary

A leading company in financial services is seeking an Analyst. The role, based in Tampa, Florida, requires a finance degree and 4 years of experience. You'll support the treasury team through various analytical responsibilities and manage loan-related documentation in a hybrid work environment.

Qualifications

• Minimum 4 years experience in Treasury, Accounting, or Finance.
• Prior experience in real estate, mortgage banking, or asset management is preferred.
• Self-motivated with ability to work in a fast-paced environment.

Responsibilities

• Prepare settlement statements and trade documents for loan trades.
• Coordinate funding activities and validate data with debt providers.
• Analyze raw data and correct discrepancies with third-party providers.

Skills

Analytical skills

Problem-solving skills

Data reconciliation skills

Education

Bachelor’s degree in Finance, Accounting, or related field

Job description

17 hours ago Be among the first 25 applicants

Toorak Capital Partners ("Toorak") is a capital provider for bridge, development and single-family rental real estate lenders throughout the United States. Toorak is in need of an accounting or finance graduate to work in an analyst role that will support treasury team.

Location: Tampa, Florida

• Schedule: Monday–Friday, 9:00 AM – 5:30 PM
• Work Environment: Hybrid (3 days in office, with flexibility to work 5 days in office if needed)

Key Responsibilities

• Prepare settlement statements and trade documents for individual loan trades
• Coordinate funding activities and validate data with debt providers
• Manage revolving securitization concentration limits and cash positions
• Track loan performance activities including draws, repayments, write-offs, and adjustments
• Reconcile to loan-level trial balances and servicing reports
• Onboard loans to the servicing platform and maintain data accuracy across systems
• Calculate and reconcile accrued interest
• Validate third-party loan activity records for accuracy
• Analyze raw data and correct discrepancies with third-party providers
• Conduct ad hoc analysis over transaction history, forecasts, and other financial metrics

Qualifications

• Minimum 4 years of experience in Treasury, Accounting, or Finance
• Prior experience in real estate, mortgage banking, accounting, or asset management
• Bachelor’s degree in Finance, Accounting, or related field (required)
• Strong analytical, problem-solving, and data reconciliation skills
• Self-motivated with the ability to work in a fast-paced, team-oriented environment
• Willingness to work onsite as required by business needs
• Must pass background and credit checks

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

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