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Senior Financial Analyst
Thrive Financial, IncSenior Financial Analyst overseeing treasury operations and merchant disbursements at Thrive Financial. Focused on optimizing financial processes and driving day-to-day finance execution in a remote environment.
Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Take full ownership of daily disbursements, including monitoring fund releases, processing refunds, executing AP/ACH/wires, and managing sweeps and pledges.
- Drive the continuous close process with a strict 5-business-day (5BD) month-end target.
- Execute weekly reporting, including covenant updates, loan purchases, and merchant rebates.
- Finalize and optimize financial processes initiated by leadership.
- Create, track, and follow up on Jira tickets to manage ongoing projects.
- Actively leverage AI tools (like Gemini or Claude) to automate workflows, review, and compare agreements/amendments, assist with notetaking, and continuously "sharpen the sword."
Requirements
What you’ll need- 3-5 years of top-tier performance in a finance, treasury, or accounting role, consistently ranking among the strongest performers on your team.
- Must-Have: A solid background in merchant disbursements and FinOps.
- Experience in consumer lending with a fundamental knowledge of the loan origination process.
- Experience in an early-stage company (or equivalent environment) where structure was minimal and success required initiative and succeeding without heavy process or support.
- Advanced ability to build creative, independent technical workarounds (e.g., macros, advanced spreadsheet modeling).
- Experience with project management tools, specifically Jira.
- Strong enthusiasm for and experience leveraging LLMs/AI tools (Gemini, Claude) to optimize and automate daily tasks.
- Nice-to-have: Experience with SQL, BI tools (Metabase), and data visualization tools (PowerBI, Tableau).
Benefits
Comp & perks- Competitive health, dental, and vision insurance.
- Generous paid time off and flexible holiday schedule.
- Professional development and growth opportunities.