Treasury Solutions Business Analyst
4 weeks ago
A financial institution is looking to hire a Treasury Solutions Business Analyst to support their operations in New York. The Treasury Solutions Business Analyst will work within Treasury Management Products, Sales and Services unit. The role will be focused on gathering requirements from internal business users, consolidating them, performing business analysis and documenting the same to achieve successful implementation of various projects. Responsibilities: Analyzes, specifies, validates and identifies trends in production, gaps, areas for improvement, and overall monitoring and defining key performance indicators as per business needs Facilitate meetings with the appropriate subject matter experts in both business and technology teams to determine project scope and vision Create, maintain and extract Daily/Monthly/Quarterly/Ad-Hoc business analytics and management reports for Treasury Management Product, Sales and Service units (financials, P&L, dashboards, productivity reports, Sales tracking, etc.) as well as supporting Audit's needs Daily review of exception reports tied to client transactions Creates flow diagrams, structure charts, and other types of system or process representations. Performs analysis to determine and verify business requirements Updating/maintaining department procedures Work with IT team and Vendors to create additional reports required by Line of Business for an insight on client's online activity and Treasury Solutions services they are enrolled to Support Head of TM's efforts on development of a workforce plan / staffing requirement to support scaling operations and TM growth Optimizing Treasury Solution forms for both commercial and consumer applications Work with the TM team and Marketing to enhance product marketing materials, forms and sell-sheets Aid in developing data analytics to support cross-sell efforts with the business units Utilizes problem-solving skills, sound judgement, creativity, and experience to analyze information to successfully resolve tasks and issues Team player that participates in internal activities, testing and initiatives aimed at enhancing client experience, data integrity, optimizing workflows, case management processes etc. Collaborates with project sponsors to determine project scope and vision Establishes robust partnerships and open communication with the Business, Operations, IT, and Client Service teams to effectively partner to help establish procedures, review methods and process and gaps in day to day business activities, operational handling and client services Qualifications: 1-2 years of experience as a Business Analyst in the financial services or banking industry Accomplished in using best practices for gathering and documenting complete and detailed requirements Core banking knowledge In-depth knowledge of Treasury Management Products and Solutions Experience working with 3rd part vendor solutions Strong oral and written communication skills Strong technical understanding Able to simultaneously handle multiple demands and priorities Analytical and detail-oriented Presentation Skills Candidate must be proactive, enthusiastic, and team oriented Strong computer skills including Excel, Visio, Salesforce, DocuSign, Word and PowerPoint
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Treasury Solutions Business Analyst
2 weeks ago
New York, United States IDB Full timeJob DescriptionJob DescriptionCompany DescriptionFor more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a...
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Treasury Solutions Business Analyst
7 days ago
New York, United States IDB Full timeJob DescriptionJob DescriptionCompany DescriptionFor more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a...
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Business Analyst
3 days ago
New York, United States Procom Full timeBusiness Analyst - Banking/Treasury Intro Procom is seeking a highly skilled and experienced Business Analyst IV to join our client's team. This role involves working with cross-functional groups, including Data as a Service (DaaS), Data & Analytics, to develop line-of-business reporting and analytics related to cash activity. The ideal candidate will have a...
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Business Analyst
2 weeks ago
New York, United States ABeam Consulting Full timeBusiness Analyst – Treasury System – Contract-to-HireAt ABeam, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number! Our employees work hand-in-hand with all tiers of the organization. Through our collective efforts, we provide optimal...
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Business Analyst
2 weeks ago
New York, United States ABeam Consulting Full timeBusiness Analyst – Treasury System – Contract-to-HireAt ABeam, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number! Our employees work hand-in-hand with all tiers of the organization. Through our collective efforts, we provide optimal...
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Business Analyst
7 days ago
New York, United States ABeam Consulting Full timeBusiness Analyst – Treasury System – Contract-to-HireAt ABeam, you will be a part of the next digital revolution. ABeam's success is created from the contributions of each of our valued employees. At ABeam, you are not just a number! Our employees work hand-in-hand with all tiers of the organization. Through our collective efforts, we provide optimal...
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New York, United States Stripe Full timeWho we are About StripeStripe is a financial infrastructure platform for businesses. Millions of companies - from the world's largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of...
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Treasury Analyst
3 weeks ago
New York, United States Robert Half Full timeOur client is seeking an experienced Treasury Analyst to join their growing finance team. In this role you will help support treasury tasks, financial planning & modeling, forecasting and expense management. This is a great opportunity to join a growing team at a company that is expanding nation-wide!In this role you will:Assist in the development of the...
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Treasury Analyst
2 months ago
New York, United States Robert Half Full timeOur client is seeking an experienced Treasury Analyst to join their growing finance team. In this role you will help support treasury tasks, financial planning & modeling, forecasting and expense management. This is a great opportunity to join a growing team at a company that is expanding nation-wide!In this role you will:Assist in the development of the...
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Treasury Analyst
2 weeks ago
New York, United States S&P Global Full timeAbout the Role : Grade Level (for internal use): 09 S&P Global Corporate The Role: Treasury Analyst The Team: The global Treasury team consists of 13 people and the job responsibilities are grouped into cash, debt / capital markets, and foreign exchange. This role will support the cash team. The global Treasury team is supportive of rotating...
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Treasury Analyst
1 week ago
New York, United States Private Equity Firm Full timeFIRM: $30B+ private equity firm with a great track record. *5 days in office ROLE: Treasury Analyst - will oversee treasury and cash management functions Responsibilities: Bank reconciliations Liquidity analysis Account openings Wire transfers Budgeting Weekly cash positions and supporting schedules Cash flow tracking Ah-hoc requests & more ...
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Treasury Analyst
7 days ago
New York, United States Private Equity Firm Full timeFIRM: $30B+ private equity firm with a great track record. *5 days in office ROLE: Treasury Analyst - will oversee treasury and cash management functions Responsibilities: Bank reconciliations Liquidity analysis Account openings Wire transfers Budgeting Weekly cash positions and supporting schedules Cash flow tracking Ah-hoc requests & more ...
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Treasury Analyst
2 weeks ago
New York, United States Private Equity Firm Full timeFIRM: $30B+ private equity firm with a great track record. *5 days in officeROLE: Treasury Analyst - will oversee treasury and cash management functionsResponsibilities:Bank reconciliationsLiquidity analysisAccount openingsWire transfersBudgetingWeekly cash positions and supporting schedulesCash flow trackingAh-hoc requests& moreQualifications1+ years in...
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Treasury Analyst
1 week ago
New York, United States Private Equity Firm Full timeFIRM: $30B+ private equity firm with a great track record. *5 days in officeROLE: Treasury Analyst - will oversee treasury and cash management functionsResponsibilities:Bank reconciliationsLiquidity analysisAccount openingsWire transfersBudgetingWeekly cash positions and supporting schedulesCash flow trackingAh-hoc requests& moreQualifications1+ years in...
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Treasury Analyst
7 days ago
New York, United States Private Equity Firm Full timeFIRM: $30B+ private equity firm with a great track record. *5 days in officeROLE: Treasury Analyst - will oversee treasury and cash management functionsResponsibilities:Bank reconciliationsLiquidity analysisAccount openingsWire transfersBudgetingWeekly cash positions and supporting schedulesCash flow trackingAh-hoc requests& moreQualifications1+ years in...
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Treasury Analyst
1 week ago
New York, United States Private Equity Firm Full timeFIRM: $30B+ private equity firm with a great track record. *5 days in officeROLE: Treasury Analyst - will oversee treasury and cash management functionsResponsibilities:Bank reconciliationsLiquidity analysisAccount openingsWire transfersBudgetingWeekly cash positions and supporting schedulesCash flow trackingAh-hoc requests& moreQualifications1+ years in...
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Treasury Analyst
1 month ago
New York, United States Northbound Search Full timeJob DescriptionJob DescriptionTreasury AnalystOur client, an extremely well-established leading alternative asset manager in Midtown, NY, is looking for an experienced Treasury Analyst to join their team.The ideal candidate will have 3-5+ yrs. of financial services experience and a strong understanding of structured credit products.You will...Oversee all...
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Treasury Analyst
5 days ago
New York, United States Northbound Search Full timeJob DescriptionJob DescriptionTreasury AnalystOur client, an extremely well-established leading alternative asset manager in Midtown, NY, is looking for an experienced Treasury Analyst to join their team.The ideal candidate will have 3-5+ yrs. of financial services experience and a strong understanding of structured credit products.You will...Oversee all...
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Treasury Analyst
7 days ago
New York, United States Northbound Search Full timeJob DescriptionJob DescriptionTreasury AnalystOur client, an extremely well-established leading alternative asset manager in Midtown, NY, is looking for an experienced Treasury Analyst to join their team.The ideal candidate will have 3-5+ yrs. of financial services experience and a strong understanding of structured credit products.You will...Oversee all...
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Treasury Analyst
2 weeks ago
New York, United States Building Service 32BJ Benefit Funds Full timeJob DescriptionJob DescriptionJob Title: Treasury Analyst Department: AccountingReports To: Controller FLSA Status: Exempt, Non-ManagementAbout Us:Building Services 32BJ Benefit Funds (“the Funds”) is the umbrella organization responsible for administering Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 100,000 SEIU...
