[Remote] Jr. Treasury Analyst

Note: The job is a remote job and is open to candidates in USA. 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.

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

Skills

• 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
• 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 Overview

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