Junior Treasury & Investments Analyst in White Plains, NY Onsite Job
hace 5 días
White Plains
Title: Junior Treasury & Investments Analyst \n Location: White Plains, NY 5 days Onsite Job \n Duration: Right to hire position, minimum 9-month assignment or longer \n Interview: WebEx and In-person \n \n NO SHORTTERM PROJECTS AND MUST HAVE BACHLOR DEGREE \n \n Job Description: \n \n My growing client is seeking a Junior Treasury & Investments Analyst to support a busy Treasury & Investments team. This is an excellent opportunity for an early-career finance or accounting professional who is detail-oriented, organized, and interested in gaining broader treasury and financial operations experience. \n \n Must have the following: \n \n\n • Some relevant experience in treasury, accounting, finance, payment processing, accounts payable, cash management, or financial operations\n, • Hands-on experience processing or supporting financial transactions and payments\n, • Solid understanding of basic accounting and finance concepts\n, • Intermediate Excel skills\n, • Strong attention to detail and accuracy when working with financial information\n, • Ability to manage multiple priorities and administrative responsibilities in a fast-paced environment\n, • Strong written and verbal communication skills\n, • Ability to handle confidential and sensitive financial information\n, • Organized, dependable, proactive, and comfortable working both independently and as part of a team\n\n \n Strongly preferred: \n \n\n • Approximately 2 years of related experience; however, strong candidates with less experience will be considered\n, • QuickBooks experience; comparable accounting-system experience is acceptable and will be considered\n, • Associate degree or equivalent\n\n \n Nice to have: \n \n\n • Aderant experience\n, • Previous treasury or cash-management experience\n, • Exposure to investment operations, nonprofit accounting, capital calls, distributions, or Schedule K-1s\n\n \n Responsibilities \n \n\n • The majority of this position will focus on treasury support, payment processing, and administrative responsibilities, with additional exposure to investment and accounting activities.\n, • Process payments, including payroll-related payments, reimbursements, credit card activity, checks, wires, and ACH transactions.\n, • Prepare check requests and support accurate and timely cash movements.\n, • Assist with treasury and cash-management activities.\n, • Record financial transactions and assist with general ledger activity and bank reconciliations.\n, • Support financial forecasts and funding analysis.\n, • Assist with annual 1099 preparation and other financial and tax documentation.\n, • Support tax and audit professionals working with nonprofit and investment-related entities.\n, • Assist with trades and cash movements associated with benefit plans.\n, • Prepare and maintain financial reports, correspondence, tax documents, and related records.\n, • Track and distribute bank statements, Schedule K-1s, investor information, and other financial reports.\n, • Maintain accurate partner, investor, address, and distribution information in internal systems.\n, • Communicate with external investment managers regarding reports, capital calls, distributions, and taxable income information.\n, • Coordinate meetings and provide day-to-day administrative support for the Treasury & Investments team.\n, • Respond professionally to requests from internal and external stakeholders while maintaining confidentiality.\n, • Manage multiple deadlines and shifting priorities while maintaining a high level of accuracy.\n\n \n Required / Core Target \n \n\n • Relevant experience or education in accounting, finance, treasury, payment processing, accounts payable, cash management, or a related area\n, • Intermediate Excel skills\n, • Basic accounting and finance knowledge\n, • Experience working with financial transactions, payments, reconciliations, or similar detail-oriented financial processes\n, • Excellent attention to detail\n, • Strong organizational and time-management skills\n, • Strong verbal and written communication skills\n, • Ability to work effectively in a fast-paced environment\n, • Ability to handle confidential information appropriately\n, • Ability to balance financial responsibilities with administrative tasks\n\n \n Preferred \n \n\n • Approximately 2 years of related professional experience\n, • QuickBooks experience or experience with a comparable accounting system\n, • Associate degree or equivalent\n, • Previous treasury, cash-management, or payment-processing experience\n\n \n Nice to Have \n \n\n • Aderant\n, • Investment operations exposure\n, • Capital calls and distributions\n, • Schedule K-1 administration\n, • Nonprofit accounting or financial administration\n, • Tax and audit support\n\n