Operations Analyst I
SelectQuote Insurance Services
PythonSQLTableau
Treasury Analyst, Cash Management
Upgrade, Inc.
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Junior
Tech Stack
PythonSQLTableauVBA
About the role
- Issue loans in the investor tool across all Upgrade products and manage collateral needs to ensure compliance
- Perform daily cash and movement reconciliations, proactively identifying and resolving discrepancies
- Act as a central point of contact for cross-functional teams, addressing treasury-related inquiries
- Assist with the setup, maintenance, and improvement of wire distribution instructions and related processes
- Ensure adherence to company policies, internal controls, and regulatory requirements
- Support month-end close processes, management reporting, and the preparation of reports for investors, senior management, and auditors
- Identify key issues and collaborate with senior team members to develop resolution strategies
- Contribute to the development and refinement of standard operating procedures and best practices
- Hands-on treasury role with direct exposure to all aspects of client and investor cash management
- Support the setup of investor reporting templates
Requirements
- 1-3 years of financial services or treasury experience; FinTech experience a huge plus
- Bachelor’s degree in accounting, Finance, Economics
- Proactive and resourceful with strong analytical and problem-solving skills
- Continuously challenge the status quo through critical thinking and innovation
- Clear and effective communicator, both written and verbal
- Experience with Treasury Management Systems, Kyriba or similar (nice to have)
- Ability to self-automate using Excel Macros, SQL, VBA, Python and Tableau (nice to have)
- English is required for all positions
