Description Treasury Analyst – Family Office Practice The Treasury Analyst will support cash management, banking operations, and credit activities for a family office environment serving both investment entities and individual clients. This role involves monitoring cash balances, coordinating fund transfers, performing reconciliations, and maintaining strong internal controls. The ideal candidate has 2+ years of experience in accounting, finance, or operations with exposure to treasury functions, plus strong organizational and multitasking skills. Key Responsibilities: - Execute ACH transfers and wires for client and entity accounts -Support bank and brokerage account openings and related documentation -Maintain banking relationships and evaluate new platforms as needed -Update and verify wire instructions and maintain internal records -Monitor liquidity needs and manage balances across multiple platforms -Assist with capital call and distribution memos -Support Form 1099 preparation -Perform daily/monthly bank and custody reconciliations -Assist with credit facility management (draws, paydowns, documentation) -Follow established internal controls and support audit requests Requirements Keys: + Must: 1-2 years of accounting experience with some banking or treasury or fund exp. (wires, cash recons, etc.) + Family office experience a huge plus + cash management experience from a FO is very helpful, not a must Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest. 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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .