Treasury Analyst

About This Role

The Treasury Analyst will manage all stock-related inquiries and transactions, including shareholder services, stock sales, and dividend processing. This role also involves cash management and accounting duties, ensuring accurate recordkeeping and timely customer service.

Responsibilities

• Process all stock sales and respond to shareholder inquiries
• Assist with annual stock offering programs
• Maintain accurate shareholder records
• Provide reporting to internal partners and audits
• Prepare and post journal entries and prepare reconciliations
• Serve in annual report preparation and annual meeting execution tasks
• Administer user access within bank systems and assist with updating bank signors
• Support cross-functional projects and enterprise initiatives

Requirements

• Bachelor’s degree (Business, Accounting, or Finance preferred)
• 2-4 years of work experience
• Proficiency with Microsoft Suite of Office products (Excel, Word, etc.)
• Mature written and verbal communication skills
• Strong attention to detail
• Ability to multi-task in fast paced environment

Qualifications

• Bachelor’s degree (Business, Accounting, or Finance preferred)
• 2-4 years of work experience

Nice to Have

• Proficiency With DocuSign Or Other IAM Platform
• Treasury workstation experience, GTreasury preferred

Skills

* Required skills

Benefits