Senior Analyst, Treasury

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7 million customers access over $40 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $6.3B.

We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal. 

We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.

 

About the Role:
We are seeking a Senior Analyst to join our Treasury team with primary focus on cash reconciliation. The ideal candidate will possess strong analytical and problem-solving skills with a proven drive for process improvement, combining technical proficiency in reconciliation and variance analysis with the strategic mindset to identify opportunities to streamline treasury operations. This role is perfect for someone who can execute daily critical functions while driving operational excellence and implementing solutions that enhance overall efficiency.

 

What You’ll Do: 

• Leverage strong analytical and problem-solving skills to ensure accurate and timely reconciliation of cash receipts and distributions.
• Identify areas for operational improvements and design scalable solutions to close process gaps and enhance controls.
• Lead continuous improvement initiatives to streamline workflows and reduce manual effort across treasury operations.
• Collaborate cross-functionally with Accounting, Investor Operations, and other teams to ensure accurate and aligned cash reporting.

 

What We Look For:

• 4+ years of applicable work experience with emphasis on analytics preferably in a financial services or fintech related industry
• Strong proficiency in Excel and SQL
• Experience with data visualization tools like Tableau is a plus
• Demonstrated problem solving and analytical skills in prior roles
• Background in loan servicing, accounting, or finance highly desired

 

What We Offer You: 

• Competitive salary and stock option plan
• 100% paid coverage of medical, dental and vision insurance 
• Competitive 401(k) and RRSP program
• Flexible PTO
• Opportunities for professional growth and development  
• Paid parental leave
• Health & wellness initiatives

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We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.