Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7 million customers access over $40 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $6.3B.
We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.
We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.
About the Role:
We are seeking a detail-oriented and proactive Treasury Analyst to join our Treasury team. This role will play a key part in supporting daily treasury operations, ensuring smooth execution of loan issuance, collateral management, reconciliations, and cash movements. The Treasury Analyst will also serve as a primary point of communication with cross-functional teams and support the setup of investor reporting templates.
What You’ll Do:
- Issue loans in the investor tool across all Upgrade products and manage collateral needs to ensure compliance with internal and external requirements.
- Perform daily cash and movement reconciliations, proactively identifying and resolving discrepancies.
- Act as a central point of contact for cross-functional teams, addressing treasury-related inquiries and ensuring smooth collaboration.
- Assist with the setup, maintenance, and improvement of wire distribution instructions and related processes.
- Ensure adherence to company policies, internal controls, and regulatory requirements.
- Support month-end close processes, management reporting, and the preparation of reports for investors, senior management, and auditors.
- Identify key issues and collaborate with senior team members to develop resolution strategies.
- Contribute to the development and refinement of standard operating procedures and best practices.
- Hands-on treasury role with direct exposure to all aspects of client and investor cash management.
What We Look For:
- 1-3 years of financial services or treasury experience; FinTech experience a huge plus.
- Bachelor’s degree in accounting, Finance, Economics.
- Proactive and resourceful with strong analytical and problem-solving skills.
- Continuously challenge the status quo through critical thinking and innovation.
- Clear and effective communicator, both written and verbal.
Nice to Have:
- Experience with Treasury Management Systems, Kyriba or similar.
- Ability to self-automate using Excel Macros, SQL, VBA, Python and Tableau.
What We Offer You:
- 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
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.
Top Skills
Upgrade, Inc. Irvine, California, USA Office
210 Commerce, Irvine, CA, United States, 92602
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