SDRE · 8 hours ago
Finance Associate
SD Metro Area
Full-time
Onsite
Entry, Mid Level
$72K/yr - $80K/yr
2+ years expSDRE is seeking a Finance Associate to manage the company’s cash flow and support banking operations. The role involves monitoring financial transactions, preparing treasury reports, and assisting in compliance with regulations while working closely with finance and operational teams.
Real Estate
Responsibilities
Monitor daily cash balances and ensure sufficient liquidity for operational needs
Prepare short- and long-term cash flow forecasts and variance analyses
Manage intercompany funding and cash pooling activities
Coordinate payments, transfers, and settlement of financial transactions
Maintain relationships with banking partners to ensure favorable terms and efficient services
Open, close, and manage bank accounts and related documentation
Administer online banking platforms and ensure user access controls are current
Review and process wire transfers, ACH payments, and foreign currency transactions
Prepare daily, weekly, and monthly treasury reports for management
Analyze interest expense, debt schedules, and investment returns
Recommend strategies to improve cash flow efficiency and reduce banking fees
Assist in internal and external audits related to treasury functions
Maintain and document treasury procedures to strengthen internal controls
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field
2–5 years of experience in treasury, corporate finance, or banking
Strong knowledge of cash management principles, banking operations, and financial instruments
Proficient in Microsoft Excel and financial modeling
Strong analytical and problem-solving skills
High attention to detail and accuracy
Excellent communication and relationship management abilities
Ability to work independently and manage multiple priorities
Preferred
Master's degree in Finance, Accounting, Economics, or related field
Experience with treasury management systems (TMS) and ERP software
Company
SDRE
At SDRE Homebuyers, we stand at the forefront of addressing San Diego's pressing housing crisis.
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-07-25
Company data provided by crunchbase