Treasury Analyst

3 weeks ago


San Francisco, California, United States GoodLeap Full time
About GoodLeap:

GoodLeap is a technology company that delivers innovative financing and software solutions for sustainable energy and home improvement projects.

Our platform has facilitated over $27 billion in financing for sustainable solutions since 2018.

We are proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems in Africa, Asia, and South America.


Job Summary:

The Treasury Analyst at GoodLeap supports the Capital Markets and Treasury teams in funding and selling residential solar and home improvement loans.

They manage loan warehouses, whole loan purchase facilities, and asset-backed securitizations while assisting in investor relationship management.

The role involves coordinating with lenders, capital partners, and vendors to initiate, price, and settle trades.

Advanced Excel and intermediate to advanced SQL skills are required to produce financial models that optimize warehouse allocation, forecast funding and sales, and analyze the cost of capital.

The analyst also supports pricing model maintenance and collaborates closely with the Capital Markets, Treasury, Finance, and Accounting teams.


Key Responsibilities:
  1. Initiates, prices, and settles whole loan sales by generating and delivering loan schedules, pricing models, loan agreements, and underwriting documents to investors.
  2. Interfaces directly with investors and/or vendors of investors during loan reviews and collaborates closely with other functional departments to respond to questions and clear exceptions.
  3. Assists management with analysis that supports the implementation of strategies related to the funding and sale of residential solar and home improvement loans.
  4. Supports Treasury's funding operation by managing and operating GoodLeap's revolving warehouse credit facilities.
  5. Onboards new investors and performs ongoing investor and management reporting.
  6. Maintains and develops Microsoft Excel-based models, including the Sales Engine, Funding Engine, Pricing Model, and Broker Fee tracker.
  7. Drives automation by assisting with the development and maintenance of treasury software solutions.

Requirements:

Bachelor's degree

Experience in treasury, finance, or asset-backed securitizations

Experience in financial services, consumer finance, or renewable energy finance

Advanced Excel for financial modeling, data analysis, and supporting GoodLeap's consumer finance operations

Skilled in manipulating and analyzing large datasets

Strong written and verbal communication skills to present findings clearly to management, investors, and external parties

Ability to work cross-functionally with Finance, Capital Markets, Product Development, IT, Underwriting, and Loan Operations teams, while professionally representing the company to funding and capital partners

Curious and tenacious problem solver

Solid knowledge of finance, accounting, business operations

Intermediate to advanced SQL skills are preferred


Compensation:

$90,000 - $120,000 per year, DOE


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