Job Information
Robert Half Finance Treasury Associate - Global Investment Firm in Menlo Park, California
Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.
Finance Treasury Associate | Investment Firm | Menlo Park | Hybrid; 3 days onsite
Our client is a global investment platform delivering flexible financing solutions to high-growth, venture-backed companies. Known for its strength in debt, leasing, and equity, the firm partners with innovative businesses worldwide.
Join a collaborative team with strong mentorship, exposure to senior leadership, and clear growth opportunities. Competitive benefits include a hybrid schedule, full health coverage and 401(k) match.
Key Responsibilities:
Forecast cash flow and manage liquidity
Oversee banking activity (wires, ACH) and relationships
Support cash management and working capital strategy
Perform reconciliations and resolve discrepancies
Monitor portfolio balances and delinquencies
Prepare treasury reporting and analysis
Maintain policies, ensure compliance, and drive process improvements
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Requirements
3+ years in treasury / finance
Cash forecasting and reporting experience
Strong Excel skills; detail-oriented and organized
Effective communicator, thrives in a fast-paced environment
Bachelor’s in Finance, Accounting, Economics, or similar
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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