Treasury Analyst Full Time

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Work closely with Treasury Solutions teammates and Line of Business partners to provide analytics, presentation preparation and other support

2. Complete analysis and create excel-based tools to support team’s overall goals and priorities. Require knowledge of excel including ability to efficiently use features such as vlookup, index, match, and pivot tables with oversight from more experienced Analysts and Associates

Sales Analysts

a) Complete financial modeling and working capital analysis for clients and prospects. Knowledge of excel adequate to prepare review and audit basic financial models, undertanding of accounting basics and ability to analyze financial statements with oversight from more experienced Analysts and Associates

b) Assist with business development by conducting industry specific and market research along with prospecting for current markets and portfolios

c) Manage sales disciplines including pre-call planning, pipeline review & management, Salesforce opportunity inputs & tracking, and other various sales support tools with oversight from more experienced Analysts and Associates

d) Attend and actively participate in client calls and client planning process

Non-sales Analysts

a) Complete client-based, product-based and other analysis including profitability, billing and other items requiring strong excel skills with oversight from more experienced Analysts and Associates

b) Assist with business development by supporting new product development, existing product optimization, pricing and proposal efforts or other intiatives specific to their group

c) Manage product or team content to ensure it is up to date and being leveraged by teammates effectively with oversight from more experienced Analysts and Associates

d) Prepare monthly and other reporting to provide insight into product usage, profitability and deal outcomes with oversight from more experienced Analysts and Associates

e) Manage policies and procedures that govern processes including supporting education of teammates that are part of the process, updating and improving the processes and completing annual reviews of processes with oversight from more experienced Analysts and Associates

3. Adhere to and follow all applicable policies and procedures. Proactively escalate issues and risks to leadership’s attention

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree

2. Strong analytical skills and attention to detail

3. Strong communication and interpersonal skills

4. High level of adaptibility and flexibility. Ability to multi-task and prioritize. Ability to balance short-term deliverables against long-term projects

5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

1. 1+ year(s) of related financial work experience