Treasury Solutions Analyst

three+one® provides liquidity and treasury solutions to public entities, including municipalities, counties, school districts, authorities, higher education institutions (public and private), and nonprofit organizations. Our core services include: cashVest®, a platform for liquidity monitoring and forecasting, rfpPrep®, a digital tool to streamline banking and investment procurement, and muniBank, a banking fee benchmarking solution. Additional tools are currently in development. Role Summary We're seeking a highly motivated Treasury Solutions Analyst to join our Relationship Management Team and partner closely with our Relationship Specialists by providing financial analysis, market insights, and strategic support that drive client recommendations and long‑term success. In this role, you'll help public‑sector clients optimize their financial resources by analyzing data, identifying trends and opportunities, preparing reports, and supporting the full client lifecycle—from onboarding and implementation through ongoing relationship success. You will collaborate closely with Client Success, Retention, and Implementation teams to deliver data‑driven insights that help clients make informed cash, banking, and investment decisions. This position reports to the VP of Client Services and supports Relationship Specialists and broader internal teams. Travel is expected to be up to 25%. Responsibilities Support the Relationship Management Team by preparing cashVest reports, client materials, and actionable follow‑up items. Serve as an extension of the Relationship Specialists by ensuring timely client communication, proactive follow‑up, and consistent support. Maintain accurate CRM records, including relationship activity, client updates, outcomes, and next steps. Provide data aggregation, analysis, and reporting to support client recommendations and value creation opportunities. Assist with RFP coordination, including document preparation, analytic review, interview scheduling, and response evaluation. Monitor financial market trends to identify opportunities that support client outcomes. Collaborate with clients and financial partners to support data sharing and effective financial arrangements, where needed. Support client retention by monitoring usage patterns, success metrics, client feedback, and relationship health. Support the development of client success stories and value reports that demonstrate impact. Travel as needed for client meetings, conferences, marketing, and professional development events. Qualifications Bachelor’s degree in Finance, Economics, Mathematics, Information Technology, or related fields preferred. Demonstrated ability to analyze data, identify trends, and translate findings into actionable recommendations. Any prior treasury management, investment management, or banking experience is a plus. Experience or understanding of the government and higher education sector is a plus. Experience in communications, marketing, sales, account management, or customer success is a plus. Additional Skills And Abilities Proficient in Microsoft Excel and the full Microsoft Office Suite. Comfortable using Google Workspace (Gmail, Drive, Calendar, etc.). Excellent written and verbal communication skills, with the ability to convey complex financial concepts clearly to senior stakeholders and policymakers. Highly organized and detail‑oriented, with strong time‑management and follow‑through. Self‑motivated and capable of working independently with minimal supervision. Strong analytical and problem‑solving skills with the ability to interpret financial data and client needs. Collaborative and service‑oriented, with the ability to support Relationship Specialists and cross‑functional teams. Adaptable, growth‑oriented, and comfortable working in a fast‑paced, evolving environment. Benefits Overview At three+one, we invest in our team’s health, well‑being, and growth—offering competitive pay and a flexible benefits package that supports employees and their families at every stage. Full‑time Employment Opportunities Competitive salary and benefits (Health, Dental, Vision, Basic Life, SDBL) 401K Plan Flexible PTO, sick leave, and paid holidays Cell phone reimbursement Equal Opportunity & Fair Chance Hiring three+one is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected by applicable law. Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws, including the California Fair Chance Act. ADA Accommodation Statement three+one is committed to providing reasonable accommodations throughout the hiring process. If you require an accommodation, please indicate this in your application or reach out through our general contact form. Pay Range $72,000 – $80,000 USD per year (Pittsford, NY) #J-18808-Ljbffr three+one