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Treasury Analyst
Upgrade Atlanta, GA
Apply
$79k-100k (estimate)
Full Time 1 Week Ago
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Upgrade is Hiring a Treasury Analyst Near Atlanta, GA

Upgrade is a fintech company that helps everyday consumers move in the right direction with responsible financial products that put more money in their pockets. We were the fastest-growing company in the Americas in 2020 according to the Financial Times, and Upgrade Card is currently the fastest growing credit card in America according to the Nilson Report. In the last five years, over 25 million people have applied for an Upgrade card or loan, and we have delivered over $16 billion in affordable and responsible credit to consumers. 
Upgrade has been named a “Best place to work in Fintech”, “Best Place to Work in the Bay Area” three years in a row, one of the “Top Companies to work for in Arizona”, and we have received multiple awards for being one of the best companies to work for with respect to Diversity, Women, Culture, and Veterans.
We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1,250 talented and passionate professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.
Role
We'e looking for a dynamic and collaborative individual to join our growing Treasury team at Upgrade Inc.
The Treasury Analyst will be involved in all aspects of treasury operations and will support critical initiatives to facilitate the automation of the company’s cash movement. Reporting to the Treasury Manager, this position will be responsible for day-to-day cash movement for loan servicing, managing lockbox and agency accounts reconciliation, debt sales, setting up new bank accounts and creating the relevant mappings in our systems.
You'll collaborate daily with the Payment Team and Investor Team as well as external partners and banks. We are looking for someone who is detail-oriented and enjoys working in a fast-paced and dynamic team environment.

Responsibilities

  • Oversee Investor Capital and manage funding flows to ensure we meet the obligations of our bank partners. Coordinate with Investor Operations as needed
  • Prepare or assist in the preparation of reports for investors, management, and external auditors
  • Process Bitcoin buy and sell requests. Coordinate any Bitcoin liquidation with product management
  • Manage creation and implementation of third party ACH/Wire templates
  • Partner with the finance, investor operations, and borrower servicing teams to ensure we provide world-class customer service
  • Identify key issues and work with senior team members to come up with a resolution strategy
  • Develop and/or refine standard operating procedure manuals
  • Enforce internal controls to the highest standard
  • Support month-end close processes and related management reporting deliverables
  • Identify and recommend opportunities for process improvement and risk control development

Requirements

  • Bachelor's degree in Accounting, Finance, Economics
  • 3 years of financial services or treasury experience; FinTech experience a huge plus
  • Experience with Treasury Management Systems, Kyriba preferred
  • Computer skills include Microsoft Excel, Word and Outlook, Google Suite
  • Resourceful, proactive, problem solver
  • Demonstrate critical thinking and analytical skill sets
  • Be an effective oral and written communicator

Plus

  • Self-automation experience using Excel and SQL

Benefits/Perks

  • Competitive salary and stock option plan
  • 100% paid coverage of medical, dental and vision insurance
  • 401K match
  • Unlimited vacation
  • Hybrid workplace
  • Learning stipend for personal growth and development
  • Paid parental leave
  • Health & wellness initiatives
Benefits/Perks
- Competitive salary and stock option plan 
- 100% paid coverage of medical, dental and vision insurance
- 401K match
- Unlimited vacation
- Learning stipend for personal growth and development
- Paid parental leave
- Health & wellness initiatives
__________________________________________________________________________________________________
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Summary

JOB TYPE

Full Time

SALARY

$79k-100k (estimate)

POST DATE

05/03/2024

EXPIRATION DATE

05/19/2024

HEADQUARTERS

BROOKLYN, NY

SIZE

200 - 500

FOUNDED

2008

CEO

MARLON PIGG

REVENUE

$50M - $200M

INDUSTRY

Consumer Services

Show more

Upgrade
Full Time
$43k-56k (estimate)
2 Months Ago

The following is the career advancement route for Treasury Analyst positions, which can be used as a reference in future career path planning. As a Treasury Analyst, it can be promoted into senior positions as a Treasury Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Treasury Analyst. You can explore the career advancement for a Treasury Analyst below and select your interested title to get hiring information.

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