Analyst, Treasury (Cash Management)

Upgrade, Inc.
San Francisco, CA
Category Data Analyst
Job Description
Upgrade is a rapidly growing fintech company helping millions of customers access over $40 billion in consumer credit. They are seeking a detail-oriented Analyst, Treasury to support daily operations, loan issuance, collateral management, reconciliations, and cash movements. The role focuses on client and investor cash management and collaboration with cross-functional teams.

Requirements

  • Issue loans in the investor tool across all Upgrade products
  • Perform daily cash and movement reconciliations
  • Act as a central point of contact for cross-functional teams
  • Assist with the setup, maintenance, and improvement of wire distribution instructions
  • Ensure adherence to company policies, internal controls, and regulatory requirements
  • Support month-end close processes and reporting
  • Identify key issues and collaborate with senior team members to develop resolution strategies

Benefits

  • Competitive salary and stock option plan
  • 100% paid coverage of medical, dental and vision insurance
  • Competitive 401(k) and RRSP program
  • Flexible PTO
  • Opportunities for professional growth and development
  • Paid parental leave
  • Health & wellness initiatives
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