About Us:
Sunlight Financial is a business-to-business-to-consumer, technology-enabled, point-of-sale financing platform for residential solar and home improvement contractors. The company's best-in-class technology and deep credit expertise simplify and streamline consumer finance, ensuring fast and frictionless loan approval and funding processes for both contractors and homeowners. Loans are funded via Sunlight's broad network of capital providers that gain access to a difficult-to-reach market and attractive risk-adjusted returns.
About the Role:
We are seeking a highly skilled and motivated Treasury Manager to join our dynamic team. The ideal candidate will possess a strong understanding of treasury operations, expertise in Kyriba, and advanced proficiency in Excel. This role will be instrumental in managing daily treasury activities, optimizing cash management processes, and ensuring the accurate and timely reporting of financial data. This is a hybrid role in the Charlotte, NC area (2 days per week in-office).
Key Responsibilities:
Treasury Operations
- Manage daily cash positioning and forecasting.
- Execute and monitor payments, receipts, and bank account transactions.
- Maintain and reconcile bank accounts, ensuring all discrepancies are promptly resolved.
Kyriba Management
- Utilize Kyriba for cash management, bank reconciliation, and risk management.
- Ensure data integrity and accuracy within Kyriba.
- Support the integration of new banking partners and financial instruments into Kyriba.
Reporting and Analysis
- Prepare and analyze daily, weekly, and monthly cash flow reports.
- Assist in the preparation of treasury-related financial reports for senior management.
- Conduct variance analysis and provide insights on cash flow trends.
Excel Proficiency
- Develop and maintain advanced Excel models for cash forecasting and financial analysis.
- Automate manual processes using Excel macros and formulas.
- Analyze large datasets to support treasury decision-making.
Process Improvement
- Identify opportunities to enhance treasury processes and implement best practices.
- Collaborate with cross-functional teams to streamline workflows and improve efficiency.
- Assist in the development and documentation of treasury policies and procedures.
Qualifications:
- Bachelor's degree in Finance, Accounting, or a related field.
- Minimum of 3-5 years of experience in treasury or cash management roles, including managerial experience.
- In-depth knowledge of Kyriba treasury management system.
- Advanced proficiency in Excel, including experience with complex formulas, pivot tables, and macros.
- Strong analytical skills with a keen attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Proven track record of process improvement and problem-solving.
Preferred Qualifications:
- Professional certification such as CTP (Certified Treasury Professional) or CFA.
- Experience with ERP systems such as NetSuite.
- Familiarity with banking and financial regulations.
Sunlight Financial is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.