Finance Sr Analyst - Treasury

About Stori

Stori is a fast-growing, venture-backed financial technology company, on a mission to democratize credit access for 400 million underbanked LatAm consumers. Stori currently operates in Mexico and has a global team with offices in Arlington Virginia, Mexico City, and Asia. We have quickly made our mark as one of the top digital banks in Mexico with more than two million applicants for our credit card product since launching.

Stori is one of the top-funded startups in the region with US$250 million raised to date. We are backed by top global venture capital funds, such as GGV Capital, GIC, Lightspeed Venture Partners, General Catalyst, Goodwater Capital, Mexico’s Tresalia Capital, Vision Plus Capital, BAI Capital and Source Code Capital; who have successfully invested in startups such as Affirm, Airbnb, Alibaba, Stripe, and TikTok.

Stori has a standout founder team among fintechs, leveraging 100+ years of accumulated experience in consumer finance, banking and technology across Mastercard, Intel, Capital One, Morgan Stanley, GE Capital, and HSBC in the U.S., Mexico and Asia. The team has launched and managed many multi-million-customer credit card products globally, providing a wide breadth of experience and knowledge to our team.

We welcome diversity of background, experience and thinking. Storians are passionate about our mission and take pride in the products we build. Our culture thrives off of a flat structure and an inclusive environment where all of our employees can be their authentic selves, with boundless opportunities for professional growth.

The Role: 

As a Finance Sr. Analyst on the Treasury team, you will be responsible for analyzing, proposing, and executing assets and liabilities management strategies to optimize the allocation of funds taking in consideration main drivers such as liquidity needs, business growth,  balance sheet risks, capitalization, and P&L. You will be managing cash transactions and cross-entity liquidity, executing funding operations and investment strategies, and owning regular daily, weekly and monthly Treasury reporting to ensure highly effective and efficient cash management in the business.

In this role, you will directly lead the improvement and implementation of key strategic policies and risk management frameworks to enable Stori to level up its Treasury operations during our next major phase of growth. There will be a big opportunity for leadership by ensuring compliance with local regulatory requirements and internal control measures. 

This role will work closely with Financial Planning & Analysis, Data, Accounting, and Capital Markets to coordinate and execute daily liquidity and asset / liability management. You will be expected to engage other teams to build processes and run projects with strong communication that leads to effective information sharing. This role is ideal for gaining direct experience operating a complex cash and funding management system in the context of building a high-growth fintech.

Main responsibilities:

 

• Work with FP&A, Data, and business teams to forecast daily, weekly and monthly positions and liquidity needs
• Build and maintain a dynamic cash flow and liquidity ratios monitoring forecast system
• Execute the investment strategies, actively manage and report on the investment portfolio
• Analyze and contribute insights to the Asset Liability Management strategy
• Ensure the company maintains compliance with the regulatory requirements for liquidity and market risks
• Build and automate reports distributed to the management team to ensure execution and performance against key indicators, and a correct escalation of risks exposure when needed

What we are looking for:

• Bachelor degree-Finance, Economics, Accounting or related field
• Minimum 2 years of full-time and relevant practical experience in a financial and/or data analysis role
• Experience building financial models, performing sophisticated financial analysis and forecasting
• Very strong analytical, problem solving, and communication skills
• Gets things done fast
• Ability to build good working relationships between teams and lead cross-functional work groups
• Excited and eager to learn
• Team-first and proactive problem solving mindsets
• Advanced verbal and written communication in English

What we offer:

• High profile work development opportunities
• Exposure and opportunities to continuously expand leadership influence at the company
• Constant learning, from the work itself, industry experts, and super-smart colleagues 
• Competitive compensation and attractive benefits
• International exposure & work experience (we have offices in multiple countries)

 

What we offer

• Make a positive impact on the lives of our customers via financial inclusion
• Professional development opportunities 
• International exposure & work experience
• Company swag
• Legally required benefits