Treasury Analyst

Company: GoodLeap
Location: San Francisco
Posted on: September 21, 2023

Job Description:

About GoodLeap:We provide friendly financing options for those who dream of living a more sustainable lifestyle and want to save money using modern technology. Our collective mission is to make a positive impact on the planet, build lasting relationships with our valued partners and customers, and deliver a tech-enabled financing experience that is simple, fast, and frictionless.We are creating a financial ecosystem that connects billions of dollars of capital to millions of homeowners that want to convert their outdated houses into modern, smart, energy-efficient homes. By unlocking access to numerous products that help people achieve better sustainability, we are revolutionizing the home improvement industry and protecting our only planet.As part of our world-positive initiative, we are also the official sponsor of GivePower - a foundation that uses solar-based solutions to power life's basic needs for people in developing regions of the world.If you have an unstoppable desire to make a meaningful impact on our planet, and help mission-driven businesses and consumers achieve a more sustainable future, join us.Learn more about our perks and culture!- Competitive pay- Comprehensive benefits packageSummary:The Treasury Analyst supports GoodLeap's consumer finance funding and sales function by operationalizing whole loan purchase agreements, asset backed securitizations, and revolving credit facilities. The Analyst assists with the relationship management of GoodLeap's investors, while managing the day-to-day funding and sales of consumer finance loans. They will interface directly with lenders, capital partners, vendors, and install partners. This role reports to the VP of Treasury and works directly with Treasury, Finance, and Capital Markets organizations.Essential Job Duties & Responsibilities:

• Initiates whole loan sales by generating and delivering loan schedules, loan agreements, and underwriting documents to investors
• Interfaces directly with investors and/or vendors of investors during loan reviews and collaborates closely with other functional departments including Product Development, IT, Loan Operations, and/ or Underwriting - to respond to questions and clear exceptions
• Assists management with the implementation of strategies related to consumer finance funding and sales
• Supports Treasury's consumer finance funding operation by assisting with the management of GoodLeap's revolving warehouse credit facilities
• Onboards new investors and performs ongoing investor and management reporting
• Maintains and develops Microsoft Excel based models including the Sales Engine and Broker Fee tracker
• Drives automation by assisting with the development and maintenance of treasury software solutionsRequired Skills, Knowledge & Abilities:
  • Bachelor's degree
  • 2 - 6 years' experience
  • Working knowledge of finance, accounting, asset backed securitizations and business operations
  • Experience in the consumer finance and/or renewable energy finance industries
  • Strong presentation skills providing data analysis to executives, c-suite, and investors
  • Ability to collaborate cross-functionally with Finance, Capital Markets, Product Development, IT, Underwriting, and Loan Operations Teams
  • Intermediate-to-expert proficiency in Excel
  • Excellent written and oral communication skills
  • Strong problem-solving and critical thinking skills
  • Team playerCompensation:$90,000 - $105,000/ Annually (DOE)Additional Information Regarding Job Duties and Job Descriptions:Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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Keywords: GoodLeap, San Francisco , Treasury Analyst, Professions , San Francisco, California