Treasury Analytics & Automation Specialist

Extell; Louisville (KY); On-site; USD 70,000 - 95,000; Full time

Job summary

Extell Financial Services, Inc. is seeking a Treasury Finance Analyst in Louisville to manage daily cash balances, liquidity, and banking activity.

The role partners with senior leadership to develop meaningful reporting and leverage technology for informed decision-making. The ideal candidate will convert large financial data sets into clear insights, support cash flow forecasting, and design dashboards using Power BI, Excel, and ERP tooling to drive improved cash utilization and efficiency

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field is required.
• 3+ years in financial analysis, treasury, FP&A, or related disciplines.
• 3+ years in a multi-unit, multi-bank treasury environment preferred.

Responsibilities

• Monitor daily cash balances and liquidity across entities and bank accounts.
• Develop treasury dashboards and reporting using Power BI and Excel.
• Analyze interest earnings, cash trends, and account activity to identify opportunities.
• Support cash flow forecasting at portfolio and entity levels.
• Prepare executive summaries and insights for leadership review.

Skills

Advanced Excel

Power BI

Tableau

Analytical thinking

Communication

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

Tools

Sage Intacct

Yardi

ERP systems

Treasury management systems

Job description

Extell Financial Services, Inc. is seeking a Treasury Finance Analyst in Louisville to manage daily cash balances, liquidity, and banking activity.

The role partners with senior leadership to develop meaningful reporting and leverage technology for informed decision-making. The ideal candidate will convert large financial data sets into clear insights, support cash flow forecasting, and design dashboards using Power BI, Excel, and ERP tooling to drive improved cash utilization and efficiency