Treasury Analyst jobs in United States, California, San Jose

Essential Responsibilities:

• Lead advanced data analysis projects, applying statistical models and predictive techniques.
• Mentor junior analysts and provide guidance on best practices in analytics.
• Develop actionable insights and recommendations for senior business stakeholders.
• Design, build, and maintain advanced dashboards and data visualizations.
• Partner with business leaders to identify new opportunities for data-driven improvements.

Expected Qualifications:

• 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

* ideally candidate should have 5yrs - 8 yrs of full time industry experience

* solid understand of business domains and lifecycle

* able to act and solve quickly
* solid in SQL and Python

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

Job Responsibilities:

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.

• Focus on growing new and existing relationships by identifying and cross selling our global treasury solutions

• Lead, coach, and develop Treasury Sales Analysts in day to day support of client deliverables

• Serve as a digital ambassador driving mobile, digital, and real time payments adoption

• Manage and lead strategic dialogues around key client centric issues by leveraging industry best practices, peer benchmarking, and industry data analytics

• Maintain a strong client focus, treasury industry expertise, client subsector expertise, and a broad understanding of banking

Job Qualifications:

• Bachelor’s degree or equivalent work experience

• 6+ years of experience in treasury sales

• Intellectually curious and motivated to continuously improve processes

• Sales and client relationship experience

• Excellent verbal/ written communication and presentation skills

• Proven negotiation and active listening skills

• Excellent critical/strategic thinking and problem resolution skills

• Successfully demonstrates creative thinking while adhering to guidelines

• Strong business/financial acumen

• Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

• Successfully maneuvers throughout the enterprise

• Proactively engages all internal partners for sales opportunities

• Effectively manages risk while balancing the needs of the client, the team, and the bank

• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment

• International Cash Management and/or Trade & Supply Chain Finance experience preferred

• Intrinsically motivated to continuously improve processes and/or one’s own education

• Certified Treasury Professional certification or equivalent preferred

Skills:

• Account Management

• Business Development

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Critical Thinking

• Portfolio Analysis

• Presentation Skills

• Relationship Building

• Sales Strategy

• Coaching

• Collaboration

• Oral Communications

• Prioritization

Essential Responsibilities:

• Engage with team members to contribute to pricing solutions and suggest efficiencies.
• Assist in the collection and analysis of pricing data to support decision-making processes.
• Follow established processes and procedures to ensure accurate pricing implementation.
• Collaborate with peers to share insights and improve overall pricing strategies.
• Participate in team meetings to discuss pricing initiatives and provide input on projects.

Expected Qualifications:

• 1+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Preferred Qualifications:

• 3+ years relevant experience in finance, pricing, payments, strategy, banking, consulting, investor relations, equity research, or equivalent experience.
• Bachelor’s degree.
• Strong financial analytical skills. Excel is required, SQL is preferred but not required.
• Strong communication and presentation skills.
• Proactive, resourceful and demonstrate intellectual curiosity.

Additional Responsibilities

• Develop reports and presentations to communicate pricing strategies and outcomes to stakeholders.
• Explore alternative solutions to pricing challenges and recommend appropriate actions.
• Influence sales leadership and other cross-functional teams in thinking through complex business models of extending our value props.
• Build financial & analytical nuances across the dimensions of customer segments, products, and markets to find the right balance of trade.
• Be fully immersed in supporting the iterations of deal negotiation as a trusted partner to the sales team – sales pitches, term sheets and contracts, leadership presentations, etc.
• Build and maintain relationships with key stakeholders within sales, product, finance, and other functional teams. Engage in the cadence/process of interactions, be a team player, and a positive influence on others.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

Essential Responsibilities:

• Support planning and forecasting processes
• Review business performance on regular cadences (weekly, monthly,quarterly)Collaboratewith stakeholders to gather inputs and summarize insights
• Produce executive-level presentations
• Work closely with the finance and technical teams to drive process and system improvements
• Facilitate discussions with various stakeholders, manage expectations, and collaborate cross-functionally
• Consult with finance leads to review and discuss key issues, risks, and dependencies for assigned initiatives
• Document and escalate potential risks/issues, assist in developing mitigation strategies, and support their implementation

Expected Qualifications:

• 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Key responsibilities of this role are:

• Support planning and forecasting for PayPal Transaction Loss and work with Risk & BI teams to produce weekly, monthly and quarterly reports, review quarterly forecasts and annual budgets acrossproducts/segments/regions.
• Play a key role during the month-end and quarter-end close cycles.
• Help maintain the Forecast Reserve Adequacy Model (FRAMe) for PayPal and its main cross-properties, ensuring appropriate reserve levels and adherence to audit/controllership principles.
• Partner with Risk BI/GOAL team to transform our forecasting and reporting capabilities towards a customer-based view and while providing proactive and action-oriented Transaction Loss insights to BU Leadership & BU FP&A partners.
• Derive actionable insights based on quantitative and qualitative research, discover new opportunities and identify the gaps to grow and optimize business through deep dive analysis on very large quantities of data.
• Support Finance process and system improvements, partnering with global FP&A/Analytics and technology teams.

• Successfully collaborate with Transaction Loss FP&A colleagues, and the broader FP&A community including BU & Global Markets FP&A.
• Take part in process transformation workstreams aiming at creating more robust processes in line with the company-wide effort.

Preferred Qualifications:

• Bachelor's or Master’s degree in Finance, Accounting, Economics, Engineering or related field.
• Experience gained in FP&A, strategic finance, investment banking, management consulting or risk management; ideally in fast-paced, agile and growth environments.
• Demonstrated experience in financial modeling, forecasting, and analysis. Strong Excel and PowerPoint skills. Experience with database products is a plus (i.e. Essbase, SQL, Python, SAP).
• Thorough understanding and experience of working with large customer and transactional datasets and true desire to understand the drivers of the business.
• Ability to effectively manage projects/ results oriented.
• Strong communication skills and experience distilling and presenting complex financial analyses into action-oriented recommendations.
• Strong interpersonal and teamwork skills: ability to work across functions, organization & geographies and influence peers and more senior colleagues.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

• Bachelor’s degree or equivalent practical experience.
• 5 years of experience with software development in one or more programming languages.
• 3 years of experience testing, maintaining, or launching software products, and 1 year of experience with software design and architecture.
• Experience with Android application development, including UI development.

• Master's degree or PhD in Computer Science or related technical field.
• 5 years of experience with data structures, or algorithms.
• Experience building for the Web, Chromium, or Android, or an interest in both.
• Experience with scalable networking technologies (e.g., Load Balancers, Firewalls) and web standards (e.g., REST APIs, gRPC, Websockets).