Financial Analyst, EverCommerce

• The ideal candidate has 1–3 years of experience in treasury, corporate finance, accounting, financial analysis, or a related field; strong Excel and analytical skills; and an interest in developing a career in corporate treasury. This is an opportunity to gain broad exposure to treasury operations within a growing, publicly traded SaaS company
• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
• 1–3 years of experience in treasury, finance, accounting, banking, or a related analytical role
• Strong Excel skills, including formulas, pivot tables, reconciliations, and financial analysis
• Strong analytical and problem-solving skills, with the curiosity to understand processes and identify opportunities for improvement
• Ability to collaborate effectively with finance, operational, and business partners
• Ability to work independently and take ownership of responsibilities in a remote or hybrid environment
• Interest in cash management, liquidity planning, banking operations, financial controls, and corporate finance

Desirable

• The Financial Analyst will support EverCommerce’s corporate Treasury team across daily cash management, banking operations, cash forecasting, and liquidity planning. This role will work closely with Accounting, FP&A, Accounts Payable, Accounts Receivable, Tax, and business teams to maintain accurate cash visibility, support financial controls, and improve treasury processes
• Prepare and maintain daily cash position reporting across multiple bank accounts, legal entities, and currencies
• Support short-term cash forecasting, liquidity planning, and variance analysis
• Monitor bank balances, transactions, fees, and cash movements, investigating and resolving discrepancies as needed
• Assist with bank account administration, including account openings and closures, authorized signer updates, KYC requests, user access, and other banking documentation
• Support payment activities, intercompany transfers, debt and interest payments, and other treasury-related cash movements
• Partner with Accounting, FP&A, Accounts Payable, Accounts Receivable, Payroll, Tax, and business teams to resolve cash-management and banking matters
• Assist with month-end and quarter-end close activities related to cash, debt, interest, bank fees, and treasury reporting
• Maintain treasury controls, policies, procedures, and supporting documentation
• Identify opportunities to improve treasury processes, strengthen reporting, and increase automation
• Participate in ad hoc treasury and corporate finance projects as EverCommerce continues to grow and scale