Senior Manager, Cash Analytics and Operations (Fintech)

Location: Concord, California, United States; full-time hybrid schedule in the office

Base salary: $127,000–$155,000 per year, plus variable incentive compensation and benefits.

Company

hirify.global provides technology, investment solutions, trust services, and consulting support to financial advisors and their clients.

What you will do

• Provide analytics and recommendations for the strategic direction, priorities, and roadmap of cash management programs and services.
• Manage cash sweep portfolio activities, including liquidity positioning, funding forecasts, initial allocations, rebalancing, maturity planning, and rate strategy.
• Coordinate funding and placement discussions with bank partners and execute approved funding, defunding, and liquidity actions.
• Prepare performance, risk, initiative, and decision materials for pricing, portfolio review, and cash strategy leadership meetings.
• Build dashboards and analyses covering balances, rates, spreads, profitability, adoption, pipeline, retention, redemptions, and liquidity.
• Provide operational support for account opening, wires, and related cash movements while partnering with Finance, Operations, Risk, Legal, Compliance, Power BI, and Marketing.

Requirements

• 5+ years of relevant experience in cash or treasury management, portfolio analytics, product management, banking, finance, consulting, or financial-services operations.
• Bachelor’s degree or equivalent work experience.
• Advanced financial modeling, analytical, problem-solving, and Excel skills, including the ability to work with large data sets.
• Strong PowerPoint, written communication, interpersonal communication, and executive presentation skills.
• Knowledge of cash products and RIA and broker-dealer distribution channels.
• Legal authorization to work in the United States is required; visa sponsorship is not available.

Nice to have

• MBA or other relevant advanced degree.
• Experience with bank or vendor management, operational controls, risk management, or legal and compliance work.

Culture & Benefits

• Hybrid work schedule with flexible time or paid time off and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage through HDHP or PPO plans.
• Employer HSA contribution for HDHP participants.
• Volunteer time off, career development, recognition programs, and fitness reimbursement.