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About the Role
The Treasury Department is seeking a Vice President (or Assistant Vice President), Treasury Reporting & Analytics to design, build and scale the team’s reporting, analytics, automation and decision-support capabilities. This role focuses on Power BI development, data governance and analytics in support of Treasury activities and strategic initiatives, helping the Firm better understand Treasury functions.
Responsibilities
- Designing, developing and maintaining Power BI dashboards, reports, scorecards and analytical tools supporting Treasury, executive leadership and other business stakeholders
- Building reporting frameworks capable of supporting both detailed operational analysis and executive-level decision making
- Developing DAX measures that support scalable reporting across multiple funds, products and business units
- Automating and enhancing existing reporting processes to improve timeliness, consistency, scalability and accuracy by leveraging governed enterprise datasets and the semantic layer
- Identifying opportunities to streamline manual reporting activities through automation and improved data accessibility
- Developing and supporting reporting and analytical capabilities across a broad range of Treasury disciplines
- Providing ongoing support, training and guidance to users of delivered reporting and analytics solutions
- Partnering with Technology Solutions and data owners to improve the accessibility, quality and usability of Treasury data
- Identifying opportunities to migrate manually maintained data and reporting processes into governed and scalable reporting environments
- Assisting in developing reporting standards, metric definitions, business rules and data quality controls
- Validating and reconciling data across multiple systems, warehouses, third-party applications and manually maintained data sources
- Partnering with Treasury leadership to prioritize reporting initiatives and analytical development efforts
- Collaborating with Structured Products, Product Solutions and other business partners to understand and address reporting needs
- Communicating technical concepts, data limitations and analytical findings to both technical and non-technical audiences
- Supporting ad hoc analysis and special projects requested by Treasury and executive leadership
- Partnering with Treasury leadership to develop next-generation reporting, knowledge management and analytical capabilities
- Identifying opportunities to apply AI, automation and emerging technologies to Treasury processes and reporting workflows
- Evaluating and recommending practical use cases for AI-enabled analytics and decision support
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Information Systems, Computer Science, Engineering, Mathematics, Data Analytics or a related field
- 7+ years of experience in reporting, analytics, business intelligence, data management or related technical disciplines, preferably within the financial services sector
- Advanced experience developing reporting and analytics solutions using Power BI
- Extensive experience with DAX, semantic models and data modeling
- Strong SQL skills and experience querying large and complex datasets
- Experience integrating data from multiple systems and sources
- Demonstrated ability to effectively leverage AI tools in day-to-day work, coupled with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputs
- Demonstrated ability to translate business requirements into scalable reporting and analytics solutions and partnering with both business stakeholders and technical teams
- Strong analytical, problem-solving and critical-thinking abilities
- Experience within asset management, private credit, banking, treasury, capital markets, lending or financial services
- Knowledge of fund structures, financing facilities, leverage, liquidity management, portfolio analytics or related disciplines
- Experience participating in data governance, data quality or reporting governance initiatives
- Excellent written and verbal communication skills
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Skills
- Power BI
- DAX
- SQL
- AI tools
- Data governance
- Data management
- Reporting
- Analytics
- Business intelligence
- Financial analysis
- Cash and liquidity management
- Pre-trade and debt compliance
Location
- Office
Work Type
- Hybrid
Experience Level
- 7+ years
- Vice President
- Assistant Vice President
Education Level
- Bachelor's degree
Salary/Compensations
- $115,000 to $180,000 for a Vice President
- $95,000 to $150,000 for an Assistant Vice President
Benefits
- Medical benefits
- Financial benefits
- 401(k) eligibility
- Vacation
- Sick time
- Parental leave
About the Company
- The Treasury Department is responsible for the Firm’s overall cash management, allocation of investment opportunities and maintenance of third-party debt facilities.
- Primary functions within Treasury include short and long-term cash forecasting, FX management, pre-trade compliance, asset allocations, cash positioning, liquidity optimization and debt compliance.
- The Treasury Department collaborates closely with many internal and external partners to ensure the Firm’s financing goals are met.
- Golub Capital is an Equal Opportunity Employer.
- Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.
Equal Opportunity
- Golub Capital is an Equal Opportunity Employer.