The Role
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.
Summary Generated by Built In
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
Skills Required
- 2+ years of relevant treasury and finance or accounting experience
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- Certified Treasury Professional (CTP) designation
- Experience with a Treasury Management System (TMS)
- Must live in the United States
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The Company
What We Do
Fundrise is America’s largest direct-to-investor real estate investment platform. Since 2012, our mission has been to build a better financial system by empowering individuals. That means expanding access, lowering costs, and improving the quality of assets that individual investors can add to their portfolios. The result (so far)? Investments that were once primarily reserved for billion-dollar endowments and sovereign wealth funds are now available to investors of all sizes, at the touch of a button. Since our launch, Fundrise has transacted over $5.7 billion worth of real estate and currently manages approximately $1.5 billion in equity, on behalf of our more than 150,000 investors. In addition to being honored on both the 2021 Inc. 5000 and Financial Times’ list of America’s fastest growing companies, we’ve been recognized as Nerdwallet’s Best Real Estate Investment Platform of 2021.
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