Related skills
workflow automation financial modeling sql python excel📋 Description
- Support capital and funding operations with internal and external partners.
- Understand loan portfolio and oversee loan cash flows.
- Build and automate operational reporting, reconciliations, and monitoring.
- Manage audits for funding facilities, including data validation and docs.
- Design scalable controls, governance, and best practices.
- Lead monthly and quarterly investor financial reporting.
🎯 Requirements
- 2+ years of experience in Treasury, capital markets, or investment operations.
- BA/BS in Finance, Economics, Mathematics or related field.
- Excellent proficiency in financial modeling and Excel.
- Familiarity with SQL, Python, workflow automation tools, or AI-enabled productivity tools.
- Ability to thrive in a fast-paced, high-growth environment balancing strategy with execution.
🎁 Benefits
- Health care coverage for you and dependents.
- Flexible Spending Wallets with stipends for tech, food, and lifestyle needs.
- Generous vacation and holiday time off.
- Employee stock purchase plan ESPP.
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