Manage cash reporting and forecasting, banking operations, transaction execution, credit card programs, and treasury processes across corporate entities, funds, and properties. Partner with Finance teams, banks, property managers, and internal stakeholders to resolve issues and execute funding activities. Support treasury system implementations, document controls and procedures, and recommend cash needs, financing, intercompany loans, and banking service improvements.
Fundrise is a financial technology company on a mission to build a better financial system for the individual. With more than 2 million users and over $3 billion in assets under management, we are the largest direct-to-investor alternative asset platform in the United States, making institutional-quality real estate, private credit, and venture capital investments accessible to anyone. Through the software we build, we are democratizing the private investment industry. We continue to push into new territory: our Innovation Fund (VCX) recently listed on the NYSE as one of the first public venture capital funds, and our AI subsidiary, RealAI, is bringing institutional-grade real estate intelligence to everyday investors and professionals. Fundrise has been recognized by CNBC's World's Top Fintech Companies (2024, 2025) and the Inc. 5000 list of fastest-growing private companies for three consecutive years (2023-2025).
About the role:
Fundrise's Treasury team manages banking, cash forecasting and funding operations across our platform of corporate entities, funds, and portfolio-level entities. We're looking for a Treasury Analyst who is exceptionally attentive to detail, has a strong work ethic, and has a track record of improving processes.
You will work closely with the broader Finance team on the day-to-day cash and banking operations that keep the platform running, with room to grow into more advanced treasury and financing work as the function scales.
What you will own:
- Cash reporting and forecasting. Create and maintain cash reports and cash forecasts for corporate entities, funds, and/or portfolio-level entities. Analyze and communicate cash needs, and recommend intercompany loan amounts and financing as needed.
- Banking operations. Manage banking KYC processes and streamline account opening, closing, and other administrative and operational processes for corporate, property, and fund bank accounts. Analyze banking fees and client analysis statements, and recommend service adjustments.
- Transaction execution. Prepare transactions for deal fundings, draws, servicing, intercompany reimbursements, and property-level fundings. Administer the corporate credit card programs and manage vendor template creation and upkeep within the banking system.
- Partner support. Troubleshoot banking services and issues with banking partners on behalf of property managers & internal partners.
- Process and systems. Assist with implementation of new treasury systems, document treasury controls and standard operating procedures, and help carry out the direction and vision of the treasury function.
What we are looking for:
- 2+ years of relevant treasury and finance/accounting experience.
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
- CTP (Certified Treasury Professional) designation is a plus.
- Experience with a Treasury Management System (TMS) is a plus.
Benefits at Fundrise:
- Remote-first work environment (must live in the United States)
- Competitive medical, dental, and vision insurance, with Fundrise contributing to both employee and dependent premiums
- Flexible Spending Accounts for medical expenses, dependent care, and parking
- 401(k) with 3% contributed by Fundrise, regardless of whether you are actively contributing yourself
- Fully covered life insurance and short-term disability
- Significant equity via our employee stock grant program
- Gympass benefit including mental health resources
- Flexible PTO
- Employee Assistance Program
- Paid parental leave
Similar Jobs
Fintech • Payments • Financial Services
Owns overnight Treasury reports and reconciliations for payment, settlement, bank, and financial activity. Investigates discrepancies across systems, resolves or escalates issues, monitors Treasury operations, documents handoffs, supports audits, and improves recurring processes. Collaborates with Treasury, Finance, Operations, Product, and Technology teams while ensuring accurate, timely, and controlled financial operations.
Artificial Intelligence • HR Tech • Professional Services • Software
Create realistic FP&A and treasury scenarios, including budgets, forecasts, variance analysis, cash-flow forecasts, cash positioning, bank administration, FX revaluation, debt compliance, and financial models. Review AI-generated outputs, assess assumptions, provide written feedback, and collaborate asynchronously with researchers.
Information Technology
Manage global treasury operations for a fintech and cryptocurrency platform, including daily cash positioning, bank reconciliations, liquidity management, cash forecasting, bank relationships, disbursement monitoring, financial reporting, variance analysis, compliance, and management decision support. Maintain rolling cash forecasts and accurate treasury records while coordinating with accounting and international banking partners.
Top Skills:
Accounting SystemsAi ToolsBlockchainCryptocurrencyFinancial ModelingIndex MatchMacrosMicrosoft AccessExcelPivot TablesPower QueryTreasury Management SystemsVlookupXlookup
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
