Jr. Treasury Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Kiavi · 5 hours ago

Jr. Treasury Analyst

Kiavi is one of the nation’s largest private lenders to residential real estate investors, committed to revitalizing U.S. housing stock. The Jr. Treasury Analyst will manage and process internal and external money movements, ensuring timely reconciliations and approvals of transactions while maintaining a detailed focus on accuracy.

Financial ServicesFinTechLendingReal EstateReal Estate Investment
check
Comp. & Benefits
check
H1B Sponsor Likelynote

Responsibilities

The Treasury Analyst is responsible for reviewing funding and construction holdback draw wires, and for ensuring that the data reflected in the system aligns with the loan documentation
Process high volume bank transactions with accuracy
Disburse payments from the service holding account to investors’ FBO accounts and perform reconciliation of these transactions
Assist with monthly bank account reconciliations
Prepare and reconcile reports reflecting daily liquidity and warehouse line capacity balances
Manage tax payment requests including reconciling the tax advance on the loan, correcting any inaccuracies and sending funds to the correct beneficiary
Address inquiries and resolve issues in collaboration with internal partners, ensuring prompt resolution of operational challenges as they occur
Assist with various ad hoc tasks that the Treasury team handles

Qualification

FinanceAccountingExcelMultitaskingAttention to detailMortgage industry experiencePositive attitudeTeam playerOrganizational skillsCommunication skills

Required

Bachelor's degree
0-3 years of a finance, accounting, or other applied math field preferred
Strong attention to detail and accuracy
Ability to multitask efficiently
Positive attitude and a great team player
Ability to establish priorities and meet deadlines throughout the day
Strong organizational skills
Excellent verbal, interpersonal and written communication skills

Preferred

Finance/Math/Accounting preferred
Proficient with Excel preferred
Experience in the mortgage industry is a plus

Benefits

Medical, Dental, and Vision Insurance: Kiavi offers free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium, competitively placed in the 90th percentile for cost.
Health Savings Account (HSA): For those enrolled in a High Deductible Health Plan (HDHP), Kiavi provides an annual employer contribution to HSAs: $1,000 for individual coverage and $2,000 for dependents.
Disability and Life Insurance: Immediate access to short-term and long-term disability insurance, as well as group life and AD&D insurance, with coverage at 1x annual salary.
Remote Work Policy: Kiavi supports working remotely for day to day activities for most roles and occasionally may ask employees to gather in person for key meetings, training, team building etc. For remote workers, Kiavi offers a one-time office setup reimbursement of up to $500 and a monthly $85 stipend for internet and phone expenses. For in-office workers, Kiavi offers employer contributions to commuter benefits account, either for parking or public transportation.
Flexible Time Off: Employees are empowered to manage their own time off, with no strict limits, as long as it's approved by their manager.
Paid Leaves: Up to 8 weeks of paid leave for medical or caregiver purposes, and 12 weeks of paid maternity/paternity leave. Short-term disability leave is also available for birthing mothers.
401(k) & Company Match: A 401(k) plan managed by Fidelity, with Kiavi matching 100% of contributions up to 3% of compensation or $8,000 (whichever is less). All employer contributions are immediately vested.

Company

Kiavi is a tech-enabled lender that provides residential real estate investors with financing solutions for property investments.

H1B Sponsorship

Kiavi 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 (2)
2024 (1)
2023 (2)
2022 (2)

Funding

Current Stage
Late Stage
Total Funding
$1.5B
Key Investors
Benefit Street PartnersMoatableRibbit Capital
2025-08-26Debt Financing· $400M
2025-02-13Debt Financing· $300M
2024-10-16Debt Financing· $400M

Leadership Team

leader-logo
James Herbert
Co-Founder, Board Member
linkedin
leader-logo
Tim Lawlor
CFO
linkedin
Company data provided by crunchbase