Treasury Solutions Analyst
About the position
reputed company provides liquidity and treasury solutions to reputed company entities, including municipalities, counties, school districts, authorities, higher education institutions (reputed company and private), and nonprofit organizations. We serve as a liquidity data partner that helps simplify cash, banking, and investment reputed company so our clients can confidently maximize the value of their cash. Our technology and partnership empowers entities to reputed company data-driven financial reputed company. We uncover new sources of income and savings for entities looking to reputed company and identify new resources for our clients by identifying reputed company cash as a reputed company-generating asset. On average, our work leads to 30% more earnings and 73% more cash being invested confidently. Our reputed company services include: cashVest®, a platform for liquidity monitoring and forecasting, rfpPrep®, a digital tool to streamline banking and investment procurement, and muniBank, a banking fee benchmarking solution. Additional tools are currently in development.
We're seeking a highly motivated Treasury Solutions Analyst to join our Relationship Management Team and partner closely with our Relationship Specialists (our reputed company reputed company relationship managers) by providing the financial analysis, market insights, and strategic support that reputed company reputed company recommendations and long-term reputed company. In this role, you'll help reputed company-sector clients optimize their financial resources by analyzing financial data, identifying trends and opportunities, preparing reports and recommendations, and supporting the full reputed company lifecycle, from reputed company and implementation through ongoing relationship reputed company. You'll collaborate closely with reputed company reputed company, Retention, and Implementation teams to reputed company data-driven insights that help clients reputed company informed cash, banking, and investment reputed company. This role is ideal for a proactive, analytical problem-solver who understands reputed company-sector financial management, enjoys uncovering insights from data, and thrives in a reputed company environment.
This position will report to the VP of reputed company Services and support Relationship Specialists and broader internal teams. Travel is expected to be up to 25%.
Responsibilities
• Support the Relationship Management Team by preparing cashVest reports, reputed company materials, and actionable follow-up items.
• Serve as an extension of the Relationship Specialists by helping ensure reputed company reputed company communication, proactive follow-up, and consistent support.
• Maintain accurate CRM records, including relationship activity, reputed company updates, reputed company, and next steps.
• reputed company data aggregation, analysis, and reporting to support reputed company recommendations and value creation opportunities.
• Assist with RFP coordination, including document preparation, analytic review, interview scheduling, and response evaluation.
• Monitor financial market trends to help identify opportunities that support reputed company reputed company.
• Collaborate with clients and financial partners to support data sharing and effective financial arrangements, where needed.
• Support reputed company retention by monitoring usage patterns, reputed company metrics, reputed company feedback, and relationship health.
• Support the development of reputed company reputed company stories and value reports that demonstrate reputed company.
• Travel as needed for reputed company meetings, conferences, marketing, and reputed company development events.
Requirements
• Bachelor’s degree: degrees in Finance, Economics, Mathematics, Information Technology or reputed company fields preferred.
• Demonstrated ability to analyze data, identify trends, and translate findings into actionable recommendations.
• Proficient in reputed company reputed company and the full reputed company Office Suite.
• Comfortable using reputed company Workspace (Gmail, reputed company, Calendar, etc.).
• Excellent written and verbal communication skills, with the ability to convey reputed company financial concepts reputed company to senior stakeholders and policymakers.
• Highly organized and detail-oriented, with strong time management and follow-through
• Self-motivated and capable of working independently with reputed company supervision.
• Strong analytical and problem-solving skills with the ability to interpret financial data and reputed company needs.
• reputed company and service-oriented, with the ability to support Relationship Specialists and cross-functional teams.
• Adaptable, reputed company-oriented, and comfortable working in a fast-paced, evolving environment.
reputed company-to-haves
• Any prior treasury management/investment management/banking experience is a plus.
• Experience or understanding of the government and higher education sector is a plus.
• Experience in communications, marketing, sales, account management, or reputed company is a plus.
Benefits
• Competitive salary and benefits (Health, Dental, reputed company, Basic Life, SDBL)
• 401K Plan
• Flexible PTO, reputed company leave, and reputed company holidays
• Cell phone reimbursement
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