Financial Analyst

Atomus Partners client is hiring for a dynamic Financial Analyst!

About our client :

three+one® provides liquidity and treasury solutions to public entities, including municipalities, counties, school districts, authorities, higher education institutions (public and private), and nonprofit organizations. We serve as a liquidity data partner that helps simplify cash, banking, and investment decisions so our clients can confidently maximize the value of their cash.

Our technology and partnership empowers entities to make data-driven financial decisions. We uncover new sources of income and savings for entities looking to innovate and identify new resources for our clients by identifying all cash as a revenue-generating asset. On average, our work leads to 30% more earnings and 73% more cash being invested confidently.

Our core services include : (1) cashVest®, a platform for liquidity monitoring and forecasting, (2) rfpPrep®, a digital tool to streamline banking and investment procurement, and (3) muniBank, a banking fee benchmarking solution. Additional tools are currently in development.

The Role :

We're seeking a driven financial professional to help grow one of the nation's fastest-growing public sector fintech firms. As a Financial Analyst, you will create unique analyses of client data, supporting the optimization of their cash liquidity strategies and increasing resources to communities across the Country. The successful candidate will possess a strong attention to detail, thoughtful problem-solving skills, and a demonstrated ability to present analysis through clear verbal and written communication. A commitment to working collaboratively within a team environment is essential to succeed in this role.

Duties and Responsibilities :

• Ingest and analyze client data ensuring the ability to accurately report in a timely manner.
• Develop monthly and quarterly cashVest reports, analyzing client cash liquidity and treasury data while ensuring data accuracy.
• Identify analysis and reporting improvements that enable a deeper dive into client financial data.
• Collaborate across teams to support and develop new initiatives.
• Use proprietary software to manage and analyze client data.
• Prepare ad hoc analyses that support creative problem-solving for clients, helping them maximize their resources while also supporting client retention.
• Partner with Client Service Associates to prepare and ingest data for client reporting.
• Uphold strict confidentiality regarding all financial data.

Requirements

Qualifications and Experience

Key Skills and Competencies :

Why work at three+one?

Benefits : At three+one, we invest in your growth and well-being. Enjoy :

Pay : The salary range for this position is $70,000-$80,000 annually

Compensation Philosophy : It is important to three+one that potential candidates for this position understand that compensation depends on numerous factors including the geographic location where the role will be performed, skills required, experience, complexity, travel, and market rate. Three+one aims to reward performance and attract top talent with competitive, fair pay and benefits. Please note that the top of the salary range represents exceptional, and / or senior-level positions, that meet all required qualifications. Actual offers take the candidate's knowledge, skills, abilities, and experience into account.

Three+one is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with a disability.?

Salary Description

$70,000-$80,000 / annually