Treasury Analyst

Job#: 3034043

Job Description:
Treasury Analyst

Location: Madison, Wisconsin (Remote)
Employment Type: Contract

Role Overview

We are seeking a Treasury Analyst to support key Treasury Operations initiatives, with a primary focus on bank account management and KYC (Know Your Customer) coordination. This role is project-driven and requires attention to detail, data management capabilities, and the ability to work cross-functionally with internal stakeholders and external banking partners.

Key Responsibilities

• Support Treasury Operations initiatives, including bank account management, signer tracking, and KYC documentation updates.
• Coordinate KYC processes with banking partners, ensuring timely and accurate completion of required documentation.
• Manage and maintain datasets related to bank accounts, signers, and treasury activities in Excel and internal systems.
• Track project progress, follow up with internal and external stakeholders, and ensure deadlines are met.
• Serve as a point of contact for banks and internal partners, handling ongoing communication and status updates.
• Assist with operational reporting and documentation organization across Treasury functions.
• Identify opportunities for process improvement and help streamline Treasury workflows.
• Provide general Treasury Operations support and contribute to ad hoc projects as needed.

Required Qualifications

Experience: 3-7 years of experience in business analysis, operations, or project-based roles.

Technical Skills: Strong data management skills, with advanced proficiency in Excel for tracking, organization, and analysis.

Other Skills: Experience with project-driven initiatives, a high level of attention to detail, the ability to coordinate with multiple stakeholders, and strong communication skills for proactive follow-up.

Compensation & Benefits

The estimated pay range for this position is $40.00/hr to $60.00/hr. This employer offers a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) plan, and paid time off.

This employer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Apex uses a virtual recruiter as part of the application process. Click for more details.

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Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Everforth Apex uses a virtual recruiter as part of the application process. Click for more details.

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.