Equitable · 6 hours ago
Corporate Treasury Senior Analyst (HYBRID)
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $100K/yrEquitable is a company dedicated to helping clients secure their financial well-being. They are seeking a Corporate Treasury Senior Analyst to manage relationships with banking partners, drive technical banking integrations, and enhance treasury operational efficiency.
BankingConsultingFinancial Services
Responsibilities
Serve as the primary liaison with banking partners to maintain strong relationships and ensure optimal service delivery between banks and all areas of the Equitable business
Lead and support banking integrations and other technological initiatives, including connectivity (API & SFTP), payment platforms, and other forms of secure file transmission and consumption
Utilize Treasury Management Systems (TMS), ERP, and internal software to streamline workflows, maintain data integrity, and support system upgrades and testing
Develop tools leveraging AI for augmented data exchange, forecasting and analytics
Manage bank account architecture, administration and services, while ensuring compliance with internal controls and other regulatory standards
Cross-collaborate with the treasury and other teams for streamlining daily operations
Support audit and SOX compliance requirements and maintain robust fraud prevention practices
Review and validate bank fee and counterparty invoices, ensuring accuracy and cost optimization
Perform ad hoc analysis and contribute to strategic treasury project initiatives
Readiness to support the Treasury Operations team on cash positioning, cash reporting, forecasting and liquidity management processes, as needed
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, STEM, or Business
Experience in Corporate Treasury cash management operations within the financial services or insurance industry
Hands-on experience with online banking platforms and Treasury Management Systems, i.e. GTreasury, Kyriba, etc
Demonstrated analytical and organizational skills with the ability to manage multiple priorities under tight deadlines
Ability to communicate effectively, efficiently and timely to various audience types
Preferred
Deep understanding of banking products, services, and integration technologies, such as NACHA, RPA, etc
Experience with financial modeling, process re-engineering, and automation tools (VBA, Query, AI solutions)
Knowledge of investment banking and finance concepts, practices, and procedures
Certified Treasury Professional (CTP) or willingness to obtain
Sig Sigma Certified
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
Founded in 1859
5001-10000 employees
H1B Sponsorship
Equitable 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 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
Company data provided by crunchbase