Kiavi is looking for a Jr. Treasury Analyst to help manage and process our internal and external money movements. You'll be responsible for internal reporting of bank account positions and performing prompt reconciliations and approvals to ensure funds flow in a timely manner.

What You'll Do

Review funding and construction holdback draw wires, ensuring system data aligns with loan documentation.
Process a high volume of 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.
Assist with various ad hoc tasks that the Treasury team handles.

What We're Looking For

Bachelor’s degree.
Strong attention to detail and accuracy.
Ability to multitask efficiently.
Positive attitude and a great team player.
Ability to establish priorities and meet deadlines.
Strong organizational skills.
Excellent verbal, interpersonal, and written communication skills.

Nice to Have

Finance, Math, or Accounting degree preferred.
0-3 years in a finance, accounting, or other applied math field preferred.
Proficient with Excel preferred.
Experience in the mortgage industry is a plus.

Team & Environment

The Treasury team initiates and monitors all money movements companywide. We rely on each other to consistently complete our tasks and meet our deadlines all while keeping a fun and lighthearted team culture.

Benefits & Compensation

Compensation: $50,000 to $75,000 + 5% + benefits.
Free employee-only coverage for medical, dental, and vision plans. Dependents receive a heavily discounted premium.
HSA: Annual employer contribution: $1,000 for individual coverage and $2,000 for dependents (if enrolled in HDHP).
Immediate access to short-term and long-term disability insurance, group life and AD&D insurance (coverage at 1x annual salary).
Flexible Time Off with no strict limits, as long as approved by manager.
Paid Leaves: Up to 8 weeks for medical/caregiver purposes, and 12 weeks of paid maternity/paternity leave.
401(k) & Company Match: 100% match up to 3% of compensation or $8,000 (whichever is less).

Work Mode

This role is hybrid. You can work remotely from any of our approved hiring regions. We provide a one-time office setup reimbursement of up to $500 and a monthly $85 stipend for internet and phone expenses.

Kiavi is an Equal Opportunity Employer.