Junior Treasury & Investments Analyst

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Job Title: Junior Treasury & Investments Analyst (2 years of experience)

Job Term: 9 months Contract to Hire

Location: White Plains, NY - On-site 5 days a week - Locals Only

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.

Must have the following:

· Some relevant experience in treasury, accounting, finance, payment processing, accounts payable, cash management, or financial operations

· Hands-on experience processing or supporting financial transactions and payments

· Solid understanding of basic accounting and finance concepts

· Intermediate Excel skills

· Strong attention to detail and accuracy when working with financial information

· Ability to manage multiple priorities and administrative responsibilities in a fast-paced environment

· Strong written and verbal communication skills

· Ability to handle confidential and sensitive financial information

· Organized, dependable, proactive, and comfortable working both independently and as part of a team

Strongly preferred:

· Approximately 2 years of related experience;
however, strong candidates with less experience will be considered

· QuickBooks experience;
comparable accounting-system experience is acceptable and will be considered

· Associate degree or equivalent

Nice to have:

· Aderant experience

· Previous treasury or cash-management experience

· Exposure to investment operations, nonprofit accounting, capital calls, distributions, or Schedule K-1s

Responsibilities

· The majority of this position will focus on treasury support, payment processing, and administrative responsibilities, with additional exposure to investment and accounting activities.

· Process payments, including payroll-related payments, reimbursements, credit card activity, checks, wires, and ACH transactions.

· Prepare check requests and support accurate and timely cash movements.

· Assist with treasury and cash-management activities.

· Record financial transactions and assist with general ledger activity and bank reconciliations.

· Support financial forecasts and funding analysis.

· Assist with annual 1099 preparation and other financial and tax documentation.

· Support tax and audit professionals working with nonprofit and investment-related entities.

· Assist with trades and cash movements associated with benefit plans.

· Prepare and maintain financial reports, correspondence, tax documents, and related records.

· Track and distribute bank statements, Schedule K-1s, investor information, and other financial reports.

· Maintain accurate partner, investor, address, and distribution information in internal systems.

· Communicate with external investment managers regarding reports, capital calls, distributions, and taxable income information.

· Coordinate meetings and provide day-to-day administrative support for the Treasury & Investments team.

· Respond professionally to requests from internal and external stakeholders while maintaining confidentiality.

· Manage multiple deadlines and shifting priorities while maintaining a high level of accuracy.

Required / Core Target

· Relevant experience or education in accounting, finance, treasury, payment processing, accounts payable, cash management, or a related area

· Intermediate Excel skills

· Basic accounting and finance knowledge

· Experience working with financial transactions, payments, reconciliations, or similar detail-oriented financial processes

· Excellent attention to detail

· Strong organizational and time-management skills

· Strong verbal and written communication skills

· Ability to work effectively in a fast-paced environment

· Ability to handle confidential information appropriately

· Ability to balance financial responsibilities with administrative tasks

Preferred

· Approximately 2 years of related professional experience

· QuickBooks experience or experience with a comparable accounting system

· Associate degree or equivalent

· Previous treasury, cash-management, or payment-processing experience

Nice to Have

· Aderant

· Investment operations exposure

· Capital calls and distributions

· Schedule K-1 administration

· Nonprofit accounting or financial administration

· Tax and audit support

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Thanks & Regards,

Aman Srivastava | Lead Recruiter

KPG99, INC |

3240 E State, St Ext | Hamilton, NJ 08619

Direct: View phone number on click.appcast.io | View email address on click.appcast.io

linkedin.Com/in/aman-srivastava-837453b9