Kiavi

Junior Treasury Analyst

Kiavi

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $50,000 - $75,000 per year

Job Level

Junior

About the role

  • The Treasury Analyst is responsible for reviewing funding and construction holdback draw wires, and for ensuring that the data reflected in the system aligns with the loan documentation.
  • Process high volume bank transactions with accuracy.
  • Disburse payments from the service holding account to investors’ FBO accounts and perform reconciliation of these transactions.
  • Assist with monthly bank account reconciliations.
  • Prepare and reconcile reports reflecting daily liquidity and warehouse line capacity balances.
  • Manage tax payment requests including reconciling the tax advance on the loan, correcting any inaccuracies and sending funds to the correct beneficiary.
  • Address inquiries and resolve issues in collaboration with internal partners, ensuring prompt resolution of operational challenges as they occur.
  • Assist with various ad hoc tasks that the Treasury team handles.

Requirements

  • Bachelor’s degree. Finance/Math/Accounting preferred
  • 0-3 years of a finance, accounting, or other applied math field preferred
  • Strong attention to detail and accuracy
  • Ability to multitask efficiently
  • Positive attitude and a great team player
  • Ability to establish priorities and meet deadlines throughout the day
  • Strong organizational skills
  • Excellent verbal, interpersonal and written communication skills
  • Proficient with Excel preferred
  • Experience in the mortgage industry is a plus
Benefits
  • Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium, competitively placed in the 90th percentile for cost.
  • Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $1,000 for individual coverage and $2,000 for dependents.
  • Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary.
  • Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, training, team building etc. For remote workers, Kiavi offers a one-time office setup reimbursement of up to $500 and a monthly $85 stipend for internet and phone expenses. For in-office workers, Kiavi offers employer contributions to commuter benefits account, either for parking or public transportation.
  • Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it's approved by their manager.
  • Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers.
  • 401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $8,000 (whichever is less). All employer contributions are immediately vested.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
bank transactionsreconciliationfinancial reportingliquidity managementtax payment processingdata analysisloan documentation reviewconstruction financingholdback draw processing
Soft Skills
attention to detailmultitaskingteam playerorganizational skillscommunication skillsproblem-solvingcollaborationtime managementadaptability
Certifications
Bachelor's degree