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Finance/Treasury Analyst

Tampa, FL 33602

Employment Type: Direct Hire Industry: Accounting/Finance Job Number: 8412

Job Description

Finance/Treasury Analyst

Employment Type: Direct Hire
Location: Tampa, Florida
Salary: Approx. $85,000 + Bonus: Discretionary, performance-based
  • Schedule: Monday–Friday, 8:00 AM – 5:00 PM
  • Work Environment: Hybrid (3 days in office, with flexibility to work 5 days in office if needed)
  • Parking: $150/month (if not using street parking)

About the Role
Wheeler Staffing Partners is seeking a Finance/Treasury Analyst for a direct hire opportunity with a client in Tampa, FL. This hybrid role (3 days in office/week) supports the treasury team and is ideal for an experienced finance or accounting professional with a background in real estate, mortgage banking, or asset management.

Key Responsibilities
  • Prepare settlement statements and trade documents for individual loan trades
  • Coordinate funding activities and validate data with debt providers
  • Manage revolving securitization concentration limits and cash positions
  • Track loan performance activities including draws, repayments, write-offs, and adjustments
  • Reconcile to loan-level trial balances and servicing reports
  • Onboard loans to the servicing platform and maintain data accuracy across systems
  • Calculate and reconcile accrued interest
  • Validate third-party loan activity records for accuracy
  • Analyze raw data and correct discrepancies with third-party providers
  • Conduct ad hoc analysis over transaction history, forecasts, and other financial metrics

Qualifications
  • Minimum 4 years of experience in Treasury, Accounting, or Finance
  • Prior experience in real estate, mortgage banking, accounting, or asset management
  • Bachelor’s degree in Finance, Accounting, or related field (required)
  • Strong analytical, problem-solving, and data reconciliation skills
  • Self-motivated with the ability to work in a fast-paced, team-oriented environment
  • Willingness to work onsite as required by business needs
  • Must pass background and credit checks

Apply Today!
If you are a results-driven financial professional with experience in treasury and real estate finance, and are looking for a collaborative, hybrid work environment, we encourage you to apply now!
 

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About Tampa, FL

Discover exciting job opportunities in the vibrant Tampa, Florida area! Nestled along the stunning Gulf Coast, Tampa offers job seekers a perfect blend of career growth and leisure, with its beautiful beaches, thriving cultural scene, and endless entertainment options. From exploring the iconic Tampa Riverwalk to catching a show at the Straz Center for the Performing Arts, or cheering on the beloved Tampa Bay Buccaneers at Raymond James Stadium, this region has something for everyone. Embrace the sunshine state lifestyle, savor the delicious Cuban sandwiches, and explore local treasures like the Salvador Dali Museum in nearby St. Petersburg. Join us in Tampa Bay and unlock a world of possibilities for your career!