Treasury Analyst
Fundrise
IT, Accounting & Finance
United States
Posted on Tuesday, April 23, 2024
Fundrise is a financial technology company that is on a mission to build a better financial system for the individual. Founded in 2012, we’re the largest direct-to-investor real estate investment platform in the United States. We make institutional-quality real estate investments available to individual investors of every size at the touch of a button. We develop software to consume ever more of the value chain of the private investment industry. This pattern is an old story in other industries, but the broader financial system has managed to escape true disruption to date. While today we are focused on how to redefine the process of investing in real estate, we’ve always thought about our mission as bigger than just real estate investment. It’s a way to democratize and reimagine private markets altogether.
Since our launch, Fundrise has raised over $3.1B from investors in all 50 states and has recently been awarded by Top Workplaces USA 2023, as well as the Washington Post's Top Workplaces 2022 and 2023! Previous awards also include: being honored on the Inc. 5000 list of fastest growing private companies, the Financial Times 2020 and 2021 ranking of the Americas’ fastest growing companies, as well as, recognized as Nerdwallet’s Best Real Estate Investment Platform of 2021.
Responsibilities
- Create and maintain cash reports and cash forecasts for corporate entities, funds, and/or portfolio level entities
- Analyze and communicate cash needs for funds, recommend intercompany loan amounts & financing needs as needed
- Manage banking KYC processes and streamline existing account opening/closing, administrative, and operational processes for corporate, property and fund bank accounts
- Analyze and report on banking fees and client analysis statements, recommend service adjustments for accounts
- Prepare transactions for deal fundings, draws, servicing, intercompany reimbursements and property level fundings in banking portal
- Administer Corporate Credit Card Programs
- Manage vendor template creation and upkeep within the banking system
- Trouble-shoot banking services and issues with banking partners on behalf of property managers
- Assist with implementation of new treasury systems
- Document treasury controls and standard operating procedures
- Help carry out the direction and vision of the treasury function
Minimum Qualifications
- 2 years of of relevant treasury and finance/accounting experience
- Bachelors or equivalent degree in in Accounting, Finance, Business Administration or related field
Preferred Qualifications
- 4 years of of relevant treasury and accounting experience
- CTM (Corporate Treasury Management) or CTP (Certified Treasury Professional)
- Experience with a Treasury Management System (TMS)
The estimated base salary range Fundrise expects to pay for this position is between $78,000 and $94,000 annually. The total compensation package for this position may also include other elements, such as a target discretionary performance bonus and restricted stock units (as applicable). The range for this role takes into account a wide variety of factors that are considered in making compensation decisions including, but not limited to: candidate's relevant skill set, experience and training, licensure and certifications, and other business/organizational needs.
Benefits at Fundrise
• Great medical, dental, and vision insurance with coverage of 100% of employee premiums and 50% of dependent premiums (for our HSA medical plan, dental and vision plans) and competitive coverage for our PPO medical plans
• Flexible Spending Accounts for medical expenses, dependent care, and parking
• 401(k) with 3% contributed by Fundrise, regardless of whether you are actively contributing yourself
• Fully covered life insurance and short-term disability
• Significant equity via our employee stock grant program
• Gympass benefit including mental health resources
• Flexible PTO
• Employee Assistance Program
• Paid parental leave
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