Senior Treasury Analyst @ High Growth Global RE Firm

Coda Search│Staffing
Dallas, US

Job Description

A client of ours is a High Growth Real Estate Firm that has a opened a newly created role due to growth are seeking a Senior Treasury Analyst, this role reports to Head of the team. This professional will be help drive Finance Treasury Operations throughout the whole business working with all business lines.

Responsibilities:

  • Systems Evolution: Act as the internal champion for Kyriba integration; managing data setup, testing, and enterprise-wide training.
  • Efficiency Mapping: Audit global banking fees and service structures to eliminate redundancies and capture cost savings.
  • Tech Partnership: Collaborate with IT to deploy advanced fraud prevention tools and automated banking request workflows.
  • Executive Insights: Transform complex cash forecasting data into polished briefings for senior leadership.
  • Portfolio Stewardship: Oversee the lifecycle of bank accounts for complex legal entities, including KYC compliance and signatory maintenance.
  • Transactional Integrity: Validate daily wire movements and manage system administration for third-party banking portals.
  • Risk & Mitigation: Monitor daily ACH/check exceptions and resolve inquiries to maintain seamless cash flow.
  • Liquidity Reporting: Deliver daily visibility into cash positions across all corporate and property-level holdings.

Requirements/Qualifications:

  • Bachelor's degree in Finance, Accounting or Economics needed; MBA, Master's, or CPA is a plus
  • 2-4 years’ experience in Treasury, Analytics, and Treasury Finance Operations
  • High proficiency in Excel - building financial and decision support models
  • Analytical, strategic thinking and detail-oriented

Skills & Requirements

Technical Skills

ExcelKyribaFraud prevention toolsAutomated banking request workflowsCash forecastingBank account lifecycle managementAch/check exception monitoringLiquidity reportingAnalyticalStrategic thinkingDetail-orientedFinanceTreasury operationsFraud preventionCash forecastingBank account managementLiquidity reporting

Level

senior

Posted

4/10/2026

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