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Posted: 10/19/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial operations, including cash forecasting, treasury management, and compliance with legal agreements. Proficient in utilizing advanced Excel, TMS, and ERP systems to enhance financial reporting and operational efficiency.
Highest-signal resume keywords
Cash ForecastingTreasury Management Software (TMS)Financial OperationsAdvanced Excel SkillsCompliance with SOX Controls
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Prepare cash and inventory reporting across entities to ensure total liquidity visibility, supporting short-term actions and longer-range forecasting
- Monitor and reconcile daily bank balances and transaction activity across all operating accounts
- Perform daily cash positioning to ensure compliance with liquidity requirements for funding, vendor payments, and operational processes
- Execute cash movements, including wires, ACH transfers, and internal account allocations, adhering to approval protocols and SOX controls
- Manage funding operations for loan sales while ensuring compliance with legal agreements
- Support vendor payment processing, including wire initiation, callback confirmations, and oversight of wire templates
- Collaborate with Accounting on month-end close processes related to funding and sale activities
- Own and communicate weekly, monthly, and quarterly reports required by legal agreements
- Partner with Product, Data, Engineering, and Legal teams to streamline cross-functional data collection and resolve financial queries
- Reconcile loan and collateral data across internal systems and blockchain records
- Improve workflows to increase the scalability and efficiency of financial operations
- Contribute to capital raising initiatives, including debt financings
- Adhere to company security policies and data handling procedures
- Complete mandatory security awareness training
- Report suspected security incidents or suspicious activity to the Security team
Requirements
What you’ll need- 3-5 years of experience in the financial services industry with specific experience in funding, treasury, or financial operations
- Ability and willingness to work Eastern Standard Time (EST) business hours
- Experience maintaining treasury management software (TMS) or complex enterprise resource planning (ERP) systems highly preferred, especially experience with Kyriba
- Experience with cash forecasting highly preferred
- Bachelor’s degree in Business, Economics, Accounting, Finance, or a related field
- Intermediate to advanced Excel skills with the ability to pick up new platforms such as Tableau and SQL
- Transparent communication and strong relationship-building skills to effectively work with cross-functional partners
- Proven organization skills and the ability to prioritize and adhere to deadlines in a fast-paced environment
- Strong attention to detail and the analytical skills needed to work with limited direction
- Ability to perform and thrive in a startup environment where you are often building processes from scratch
- Curiosity and drive to learn about blockchain and help out where needed
- Positive attitude, great team player, and interest in mentoring others
- Mortgage or real estate lending experience is a big plus
- Experience with warehouse lines, securitizations, or investor reporting
- Adhere to all company security policies and data handling procedures
- Complete mandatory security awareness training within required timeframes
- Promptly report any suspected security incidents or suspicious activity to the Security team
- Must be authorized to work in the United States; Figure will not sponsor work visas
Benefits
Comp & perks- 25% annual bonus target, paid quarterly
- Company equity in the form of RSUs
- Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans
- Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits
- Employer-paid life and disability insurance
- 11 observed holidays and PTO plan
- Up to 12 weeks of paid family leave
- Continuing education reimbursement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash PositioningInventory ReportingVendor Payment ProcessingLoan Sales ManagementData ReconciliationFinancial ReportingWorkflow ImprovementDebt FinancingBlockchain KnowledgeSecurity Awareness Training
Soft Skills
Transparent CommunicationRelationship-BuildingOrganizational SkillsAttention to DetailTeam Player
Tools & Technologies
KyribaTableauSQLEnterprise Resource Planning (ERP) Systems
Industry Keywords
Financial ServicesFundingTreasuryMortgage LendingReal Estate LendingWarehouse LinesSecuritizationsInvestor Reporting