What are the responsibilities and job description for the Treasury Associate position at Atlas Search?
A fast-growing financial technology company is transforming the alternative investment marketplace by providing a platform that enables advisors, wealth managers, asset managers, and banks to access and manage customized public and private investment strategies for high-net-worth clients. The firm supports a large and expanding global asset base and has been consistently recognized for innovation, growth, and workplace excellence.
About the Role
The Corporate Finance team is seeking a Treasury Analyst or Associate to support the firm’s treasury and liquidity management activities. This role reports directly to the Head of Treasury and plays a key part in cash management, banking relationships, forecasting, and treasury-related initiatives across the organization.
Key Responsibilities
- Monitor daily cash positions and ensure adequate liquidity across the business
- Manage relationships with domestic and international banking partners
- Prepare short- and long-term cash flow forecasts to anticipate funding needs
- Analyze variances between forecasted and actual cash flows and report insights to management
- Support the management of short-term and long-term investments
- Evaluate investment opportunities and provide analytical recommendations
- Leverage treasury management systems to enhance efficiency and reporting
- Assist with the implementation and ongoing optimization of treasury technology solutions
- Lead or support the rollout of a treasury management system across banking relationships
- Partner closely with Finance, Accounting, and other internal teams to ensure accurate financial data
- Support special projects and strategic initiatives as needed
- Identify opportunities to improve treasury processes, controls, and documentation
- Recommend and implement best practices and system enhancements
- Perform ad hoc financial analysis to support management decision-making
- Identify process gaps and strengthen internal controls
Qualifications
- 2–5 years of experience in treasury within financial services, fintech, or a related industry
- Strong understanding of GAAP and financial reporting
- Hands-on experience with Kyriba is required
- Familiarity with Oracle NetSuite or other general ledger systems (e.g., PeopleSoft, Axiom) preferred
- Experience with Coupa is a plus
- Bachelor’s degree in Accounting or Finance preferred
- CTP designation (completed or in progress) preferred
- Advanced proficiency in Excel and PowerPoint
- Ability to manage multiple priorities in a fast-paced environment
- Strong written and verbal communication skills
- Highly detail-oriented with the ability to think strategically
Salary : $90,000 - $120,000