Senior Analyst, Treasury

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates should have 4+ years of applicable work experience with an emphasis on analytics, preferably in a financial services or fintech related industry. Strong proficiency in Excel and SQL is required. Experience with data visualization tools like Tableau is a plus. A background in loan servicing, accounting, or finance is highly desired. The ability to communicate effectively in English is also necessary.

Responsibilities

The Senior Analyst will leverage strong analytical and problem-solving skills to ensure accurate and timely reconciliation of cash receipts and distributions. They will identify areas for operational improvements and design scalable solutions to close process gaps and enhance controls. The role involves leading continuous improvement initiatives to streamline workflows and reduce manual effort across treasury operations. Collaboration with cross-functional teams such as Accounting and Investor Operations is essential for accurate and aligned cash reporting.

Skills

Cash Reconciliation

Variance Analysis

Process Improvement

Treasury Operations

Analytical Skills

Problem-Solving

Scalable Solutions

Workflow Streamlining

Upgrade

Provides loans, credit cards, and rewards

About Upgrade

Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various spending categories. What makes Upgrade different is its focus on affordability and user-friendly features, attracting customers looking for flexible credit solutions. The company's goal is to promote responsible financial behavior and long-term financial health through accessible credit options.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$532.1MTotal Funding

SERIES_FCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Unlimited Paid Time Off

Paid Parental Leave

Health & wellness initiatives

Risks

Expansion into auto loans increases exposure to credit risk.

Crowded BNPL market may pressure margins for Uplift acquisition.

Investment in new office space may strain resources if growth falters.

Differentiation

Upgrade offers a unique blend of credit and banking products.

The Secured OneCard targets consumers with little or no credit history.

Partnership with FairPlay enhances fairness in lending practices.

Upsides

Expansion into auto loans diversifies Upgrade's product offerings.

Acquisition of Uplift strengthens Upgrade's position in travel financing.

Partnership with Finturf enhances home improvement financing options.

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