# Treasury Analyst

**Company**: Carta
**Location**: Rio de Janeiro, BR
**Work arrangement**: onsite
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/carta/jobs/7653027003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_c95f5b98-f65

## Description

## The Role

As a Treasury Analyst at Carta, you will be an integral part of the Fund Administration business, supporting a global FA Treasury team. You will own daily operational processes, drive improvements, and enhance the overall client experience.

## Responsibilities

- Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval

- Collaborate with cross-functional teams to troubleshoot issues, improve processes, and influence product roadmaps

- Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience

- Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams

- Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform

- Proactively identify operational gaps, risks, and support the development of scalable solutions

- Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources

- Support data analysis and reporting needs using Excel, Metabase, Looker, and other internal data tools

- Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

## Benefits

- Competitive salary

- Opportunities for professional growth and development

- Collaborative and dynamic work environment

- Recognition and rewards for outstanding performance

## Requirements

- Fluency in English, both verbal and written

- 2–3 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles

- Strong attention to detail and a high degree of ownership over assigned workflows

- Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders

- Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms

- Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement

- Intellectual curiosity with a strong appetite for continuous learning and growth

- Strong problem-solving and critical thinking skills; naturally curious and solution-oriented

- Interested in building a long-term career in Treasury, Fund Administration, or fintech operations

- Understanding of Fund Administration is a plus

## Skills

### Required
- Excel
- Metabase
- Looker
- Salesforce
- Fund Administration
- Treasury
- Banking operations
- Payment processing

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/carta/jobs/7653027003?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)