Treasury Analyst at Vault, a non - bank private lending company. Responsible for managing funding compliance and preparing financial reports in a fast - paced environment.
About the role
- Financial Analyst providing financial reviews and training to clients and team members. Engaging with Consulting Teams while handling various client financial needs in a hybrid work environment.
Responsibilities
- Provide financial review for all size clients
- Create financial review packages and procedures for all size clients
- Work with and train Team Members in areas of financial analysis, reporting packages and deliverable skill sets
- Participate and assist Producer and Consulting Team in client meetings with financial requirements of clients
- Handle presentation of financial data to clients with the Consulting Team
- Provide written insights on financial deliverables
- Interact with Consulting Teams regularly, both via Zoom/Teams and in person
- Attend regular meetings with the Analytics Team, both via Zoom/Teams and in person
Requirements
- 3-5 years experience
- Bachelor’s degree in Accounting, Finance, or related area
- Proficiency in financial analysis
- Familiar with Benefit insurance coverage
- Proficiency in Microsoft Word, Excel, and Outlook
- Proficiency in Adobe Acrobat or ability to learn this program
- Ability to manage client needs and multiple tasks
- Attention to accuracy and detail
- Excellent interpersonal skills and a pleasant disposition required at all times
- Ability to work well with others in a fast-paced environment
- Team player
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses
- Employee perks and discounts
Job title
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