About this role
Financial Analyst in Treasury Bank Infrastructure supports banking relationships, M&A integration initiatives, and regulatory compliance. The role emphasizes data-driven decision-making, cross-functional collaboration, and stakeholder management across global banking partners.
Key Responsibilities
- Develop analytical frameworks for bank partner performance
- Analyze financial data for executive decisions
- Coordinate bank migrations and M&A integration
- Track compliance and regulatory documentation
- Manage stakeholder communications
Technical Overview
Analytical role leveraging Excel and PowerPoint with data visualization tools (Tableau, Power BI, QuickSight). Familiarity with treasury systems and banking platforms is valued.
Ideal Candidate
The ideal candidate is a senior financial analyst with 3+ years in treasury/finance and strong data visualization skills (Tableau, Power BI, QuickSight). They will excel at analyzing complex banking relationships, supporting cross-functional projects, and presenting insights to senior leadership.
Must-Have Skills
3+ years of taxfinance or related analytical field experienceBachelor's degree in financeaccountingbusinesseconomicsor related analytical fieldExperience participating in continuous improvement projectsExperience in Excel and PowerPoint
Nice-to-Have Skills
PMP or equivalent certificationKnowledge of data visualization tools (QuickSightTableauPower BI)Experience in client or vendor facing rolesExperience managing cross-functional projects
Tools & Platforms
Microsoft ExcelPowerPointTableauPower BIAmazon QuickSight
Required Skills
3+ years of taxfinance or related analytical field experienceBachelor's degree in financeaccountingbusinesseconomicsor related analytical fieldexperience in Excel and PowerPoint
Hard Skills
ExcelPowerPointdata visualizationQuickSightTableauPower BIfinancial analysisbanking platformstreasury management systemsregulatory documentation
Soft Skills
CommunicationStakeholder managementCross-functional collaborationAnalytical thinkingProblem-solving
Keywords for Your Resume
{'term': 'Financial Analyst''capitalization': 'exact'}{'term': 'Treasury'{'term': 'Bank Infrastructure'{'term': 'Bank Relationships'{'term': 'M&A integrations'{'term': 'Excel'{'term': 'PowerPoint'{'term': 'Data Visualization'{'term': 'QuickSight'{'term': 'Tableau'{'term': 'Power BI'{'term': 'Banking platforms'{'term': 'Treasury management systems'{'term': 'Regulatory documentation'{'term': 'RFPs'{'term': 'SOPs'{'term': 'Anti-financial crime'{'term': 'Stakeholder communications'{'term': 'Cross-functional projects'{'term': 'Global banking partners'{'term': 'Analysis'{'term': 'Financial data'TreasuryFinancial AnalystExcelPowerPointTableauPower BIQuickSightbanking platformsM&A integrationsstakeholder communications
Deal Breakers
Lack of 3+ years in finance or treasury analytics, No Bachelor's degree in a related field, No proficiency in Excel or PowerPoint
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