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FP&A & Treasury Analyst

Skills
AssessmentCertified Treasury ProfessionalCorporate FP&AModelingOperating BudgetsRealistic AnimationRolling
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Bachelor's degree in Finance Accounting or a related field
  • Strong financial-modeling skills with hands-on cash or treasury exposure
  • Corporate FP&A or treasury experience at a mid-size or larger company
  • Strong written communication and attention to detail

Nice to have

  • CTP certified
  • Finance background
  • MBA background

Day to day

  • Design realistic finance scenarios using operating budgets rolling forecasts and formula-driven models
  • Review and compare AI-generated FP&A and treasury outputs for accuracy and sound judgment
  • Provide clear written feedback to improve AI performance in planning and cash-management tasks
  • Collaborate asynchronously with the research team to enhance training data quality
  • Develop detailed evaluation rubrics for assessing AI-generated financial tasks and solutions

Hiring process

  • Submit a resume or short summary of FP&A or treasury experience
  • Complete a short form on practice area specialties and certifications
  • Selected applicants may complete a brief sample task