Junior Treasury & Investments Analyst (2 years of experience)

Career Developers Inc., a distinguished staffing and consulting firm, is proud to celebrate 30 years of service excellence. As a GSA Contract holder, we offer comprehensive staffing solutions for both commercial and government sectors nationwide. By selectively partnering with clients who share our values, we ensure productive collaborations that set us apart in the industry. Our dedication to candidates involves managing expectations with precision through business intelligence, thorough interview preparation, transparent communication, and exceptional feedback throughout the process.

We are committed to advancing your career and look forward to supporting your professional growth.

• Some relevant experience in treasury, accounting, finance, payment processing, accounts payable, cash management, or financial operations
• Hands-on experience processing or supporting financial transactions and payments
• Solid understanding of basic accounting and finance concepts
• Intermediate Excel skills
• Strong attention to detail and accuracy when working with financial information
• Ability to manage multiple priorities and administrative responsibilities in a fast-paced environment
• Strong written and verbal communication skills
• Ability to handle confidential and sensitive financial information
• Organized, dependable, proactive, and comfortable working both independently and as part of a team

• Approximately 2 years of related experience; however, strong candidates with less experience will be considered
• QuickBooks experience; comparable accounting-system experience is acceptable and will be considered
• Associate degree or equivalent

• Aderant experience
• Previous treasury or cash-management experience
• Exposure to investment operations, nonprofit accounting, capital calls, distributions, or Schedule K-1s

• The majority of this position will focus on treasury support, payment processing, and administrative responsibilities, with additional exposure to investment and accounting activities.
• Process payments, including payroll-related payments, reimbursements, credit card activity, checks, wires, and ACH transactions.
• Prepare check requests and support accurate and timely cash movements.
• Assist with treasury and cash-management activities.
• Record financial transactions and assist with general ledger activity and bank reconciliations.
• Support financial forecasts and funding analysis.
• Assist with annual 1099 preparation and other financial and tax documentation.
• Support tax and audit professionals working with nonprofit and investment-related entities.
• Assist with trades and cash movements associated with benefit plans.
• Prepare and maintain financial reports, correspondence, tax documents, and related records.
• Track and distribute bank statements, Schedule K-1s, investor information, and other financial reports.
• Maintain accurate partner, investor, address, and distribution information in internal systems.
• Communicate with external investment managers regarding reports, capital calls, distributions, and taxable income information.
• Coordinate meetings and provide day-to-day administrative support for the Treasury & Investments team.
• Respond professionally to requests from internal and external stakeholders while maintaining confidentiality.
• Manage multiple deadlines and shifting priorities while maintaining a high level of accuracy.

• Relevant experience or education in accounting, finance, treasury, payment processing, accounts payable, cash management, or a related area
• Intermediate Excel skills
• Basic accounting and finance knowledge
• Experience working with financial transactions, payments, reconciliations, or similar detail-oriented financial processes
• Excellent attention to detail
• Strong organizational and time-management skills
• Strong verbal and written communication skills
• Ability to work effectively in a fast-paced environment
• Ability to handle confidential information appropriately
• Ability to balance financial responsibilities with administrative tasks

• Approximately 2 years of related professional experience
• QuickBooks experience or experience with a comparable accounting system
• Associate degree or equivalent
• Previous treasury, cash-management, or payment-processing experience

• Aderant
• Investment operations exposure
• Capital calls and distributions
• Schedule K-1 administration
• Nonprofit accounting or financial administration
• Tax and audit support