Treasury Analyst

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 a financial technology company on a mission to build a better financial system for the individual. With more than 2 million users and over $3 billion in assets under management, we are the largest direct-to-investor alternative asset platform in the United States, making institutional-quality real estate, private credit, and venture capital investments accessible to anyone. Through the software we build, we are democratizing the private investment industry. We continue to push into new territory: our Innovation Fund (VCX) recently listed on the NYSE as one of the first public venture capital funds, and our AI subsidiary, RealAI, is bringing institutional-grade real estate intelligence to everyday investors and professionals. Fundrise has been recognized by CNBC's World's Top Fintech Companies (2024, 2025) and the Inc. 5000 list of fastest-growing private companies for three consecutive years (2023-2025).

About the role:

Fundrise's Treasury team manages banking, cash forecasting and funding operations across our platform of corporate entities, funds, and portfolio-level entities. We're looking for a Treasury Analyst who is exceptionally attentive to detail, has a strong work ethic, and has a track record of improving processes.

You will work closely with the broader Finance team on the day-to-day cash and banking operations that keep the platform running, with room to grow into more advanced treasury and financing work as the function scales.

What you will own:

• Cash reporting and forecasting. Create and maintain cash reports and cash forecasts for corporate entities, funds, and/or portfolio-level entities. Analyze and communicate cash needs, and recommend intercompany loan amounts and financing as needed.
• Banking operations. Manage banking KYC processes and streamline account opening, closing, and other administrative and operational processes for corporate, property, and fund bank accounts. Analyze banking fees and client analysis statements, and recommend service adjustments.
• Transaction execution. Prepare transactions for deal fundings, draws, servicing, intercompany reimbursements, and property-level fundings. Administer the corporate credit card programs and manage vendor template creation and upkeep within the banking system.
• Partner support. Troubleshoot banking services and issues with banking partners on behalf of property managers & internal partners.
• Process and systems. Assist with implementation of new treasury systems, document treasury controls and standard operating procedures, and help carry out the direction and vision of the treasury function.

What we are looking for:

• 2+ years of relevant treasury and finance/accounting experience.
• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• CTP (Certified Treasury Professional) designation is a plus.
• Experience with a Treasury Management System (TMS) is a plus.

Benefits at Fundrise:

• Remote-first work environment (must live in the United States)
• Competitive medical, dental, and vision insurance, with Fundrise contributing to both employee and dependent premiums
• Flexible Spending Accounts for medical expenses, dependent care, and parking
• 401(k) with 3% contributed by Fundrise, regardless of whether you are actively contributing yourself
• Fully covered life insurance and short-term disability
• Significant equity via our employee stock grant program
• Gympass benefit including mental health resources
• Flexible PTO
• Employee Assistance Program
• Paid parental leave

$78,000 - $94,000 a year