Bellwether · 2 weeks ago
Senior Analyst, Treasury Management
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expBellwether is a global advisory firm specializing in enhancing enterprise value through dynamic growth strategies. The Senior Analyst, Treasury Management will oversee a portfolio of commercial real estate debt investments, maintaining complex financial analyses and managing monthly reports and invoices.
AccountingAdviceAsset ManagementConsultingReal EstateWealth Management
Responsibilities
Assist with new portfolio and loan level onboarding within Bellwether’s loan servicing system
Monitor reserve and escrow accounts and perform routine escrow analysis
Create, reconcile and review billing, partial paydown and payoff statements along with remittance reports
Coordinate with treasury department for daily cash management functions
Reconcile bank accounts on a daily basis
Apply payments received to appropriate invoices
Coordinate payments for property taxes and insurance
Prepare cash forecast on an as needed basis; and
Perform additional ad-hoc analysis, as needed
Qualification
Required
A minimum of 5 years' relevant experience
Bachelor's degree is required, preferably in Business or related field
Strong analytical skills and detailed oriented
Proven ability to initiate ideas and implement new processes
Ability to read and analyze investment, lease, loan and management agreements
Ability to perform responsibilities independently and proactively
Ability to solve problems, and improve processes and/or services
Self-directed, takes initiative and responsibility, ensures completion of tasks
Excellent verbal and written communication skills
Strong listening and interpersonal skills
Highly effective at preparing and presenting information
Acts with honesty and integrity and maintains confidentiality
Adheres to company policies
Promotes a collaborative and productive work environment
Demonstrates team building, support and respect
Ability to work independently, and prioritize duties to ensure timely completion
Ability to collaborate
Requires active listening, critical thinking, making decisions, time management, as well as administration skills
Ability to interact in a courteous professional manner at all times
Regular, predictable attendance is required
Preferred
Loan management experience preferred
Client-facing experience preferred
Benefits
Employer-paid Medical, Dental & Vision, with buy-up options available
Flexible Spending Account, Health Savings Account
Carrot Fertility Benefit - $10,000 lifetime benefit
401k company match 4%, immediately vested
Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
14 weeks Maternity Leave & 12 weeks Parental Leave
Wellbeing program offerings
Cell phone reimbursement
Engaging team events & holiday parties
Company
Bellwether
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value.
51-200 employees
H1B Sponsorship
Bellwether has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Dennis Grzeskowiak
Co-Founder
Joseph Mossotti
Principal and Founder
Recent News
The Real Deal
2025-11-08
2025-09-30
Company data provided by crunchbase