# Treasury Associate

**Company:** [Carta](https://hotfix.jobs/companies/carta)
**Location:** Sandy, UT
**Role:** Finance & Accounting
**Experience:** 2+ years
**Skills:** Excel, Looker, Metabase, Salesforce, Ach Payments, Wire Transfers, Fx Payments, Bank Account Setup, AI Tools
**Posted:** 2026-06-25

> Treasury Associate supporting global fund administration by owning payment workflows, bank account setup, and process improvements. Requires 2-5 years in treasury or banking operations and proficiency with Excel and data tools.

## Job Description

## Responsibilities
- Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval
- Collaborate with cross-functional teams such as Product, Engineering and Operations to troubleshoot issues, improve processes, and influence product roadmaps
- Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
- Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
- Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
- Proactively identify operational gaps, risks and support the development of scalable solutions
- Leverage AI-powered tools to streamline payment processing, exception triage, and reporting — and actively contribute to building scalable AI workflows for the team
- Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources
- Support data analysis and reporting needs using Excel, Metabase, Looker and other internal data tools
- Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

## Requirements
- 2–5 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
- Strong attention to detail and a high degree of ownership over assigned workflows
- Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
- Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
- Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
- Experience creating or improving operational workflows and processes in fast-paced environments
- Intellectual curiosity with a strong appetite for continuous learning and growth
- Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
- Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
- Comfortable using or learning AI tools (e.g., Claude, Gemini) to automate workflows and improve operational efficiency

## Nice-to-Haves
- Understanding of Fund Administration is a plus

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