[Remote] Treasury Analyst at Arta Finance

United States

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$110,000 – $140,000Compensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

4-6 years of financial services or treasury experience
Experience in FinTech is a huge plus
Proactive and resourceful with strong analytical and problem-solving skills
Ability to self-automate using Excel Macros, SQL, and VBA is required
Experience with Databricks, Redash, Tableau, PyCharm, and Python is a plus
Clear and effective communicator, both written and verbal
Experience with wire distribution instructions and related processes is a plus
Ability to manage daily cash positions and optimize fund transfers and working capital allocation
Assist with setup, maintenance, and improvement of wire distribution instructions and related processes
Drive process improvements across treasury operations
Build and maintain treasury dashboards, financial models, and internal reports
Develop and execute the company’s FX hedging strategy
Prepare and deliver monthly borrowing base certificates and compliance reporting
Support lender relationship management by responding to inquiries, coordinating audits, and ensuring timely, accurate reporting
Ability to travel for company onsites at a minimum of 2 times per year

Responsibilities

Monitor and manage daily cash positions
Optimize fund transfers and working capital allocation
Support lender relationship management
Respond to inquiries, coordinate audits, and ensure timely, accurate reporting
Coordinate with capital markets and cross-functional teams
Assist with the setup of investor reporting templates
Monitor and manage cash flow analysis, funding optimization, and performance tracking
Develop and maintain treasury dashboards, financial models, and internal reports
Assist in developing and executing the company’s FX hedging strategy

Skills

Cash Management

Reconciliation

Wire Transfers

Financial Modeling

Process Improvement

FX Hedging

Data Analysis

Arta Finance

Provides personalized investment strategies and services

About Arta Finance

Arta Finance provides tailored investment solutions for a variety of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial and tax needs of its clients. Revenue is generated primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. Arta Finance promotes a client-centric approach, encouraging clients to evaluate investment opportunities based on their own objectives and risk tolerance. While the company offers expert advice, it does not guarantee the success of its strategies, emphasizing the risks involved in investing. Additionally, it advises clients to consult tax professionals to consider tax implications before making investment decisions.

Mountain View, CaliforniaHeadquarters

2021Year Founded

$87.5MTotal Funding

SERIES_ACompany Stage

Financial ServicesIndustries

51-200Employees

Benefits

Health insurance

High deductible health plan available with HSA contribution

Complimentary one medical membership

20 weeks of parental leave

15 days PTO annually

National & company holidays

Risks

Increased competition from other AI-driven wealth management platforms could dilute market share.

Global expansion may expose Arta Finance to geopolitical risks and regulatory challenges.

Partnerships with large entities like Google Cloud may lead to dependency risks.

Differentiation

Arta Finance democratizes wealth management using AI, making it accessible to more people.

The company offers personalized investment strategies tailored to individual client needs.

Arta Finance partners with tech giants like Google Cloud to enhance platform scalability and security.

Upsides

AI-driven personalization in wealth management is gaining traction, benefiting Arta Finance.

The demand for digital wealth management platforms is projected to grow significantly by 2030.

Arta's global expansion, including Singapore, positions it as a leader in digital wealth management.

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