EverCommerce - Financial Analyst, Capital Markets & Treasury (Hybrid, Denver)

Summary

EverCommerce is a service commerce platform providing integrated SaaS solutions for service-based businesses. The Financial Analyst will support the corporate Treasury team with daily cash management, banking operations, cash forecasting, liquidity planning, reporting, controls, and treasury process improvements while collaborating with finance and business teams.

Responsibilities

• Prepare and maintain daily cash position reporting across multiple bank accounts, legal entities, and currencies
• Support short-term cash forecasting, liquidity planning, and variance analysis
• Monitor bank balances, transactions, fees, and cash movements, investigating and resolving discrepancies as needed
• Assist with bank account administration, including account openings and closures, authorized signer updates, KYC requests, user access, and other banking documentation
• Support payment activities, intercompany transfers, debt and interest payments, and other treasury-related cash movements
• Partner with Accounting, FP&A, Accounts Payable, Accounts Receivable, Payroll, Tax, and business teams to resolve cash-management and banking matters
• Assist with month-end and quarter-end close activities related to cash, debt, interest, bank fees, and treasury reporting
• Maintain treasury controls, policies, procedures, and supporting documentation
• Identify opportunities to improve treasury processes, strengthen reporting, and increase automation
• Participate in ad hoc treasury and corporate finance projects as EverCommerce continues to grow and scale

Skills

• * Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
• * 1–3 years of experience in treasury, finance, accounting, banking, or a related analytical role
• * Strong Excel skills, including formulas, pivot tables, reconciliations, and financial analysis
• * Strong analytical and problem-solving skills, with the curiosity to understand processes and identify opportunities for improvement
• * Ability to collaborate effectively with finance, operational, and business partners
• * Ability to work independently and take ownership of responsibilities in a remote or hybrid environment
• * Interest in cash management, liquidity planning, banking operations, financial controls, and corporate finance
• Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America
• * Experience working in a publicly traded, SaaS, or multi-entity organization
• * Experience with NetSuite, OneStream, treasury management systems, banking portals, or financial-reporting tools
• * Exposure to cash forecasting, bank reconciliations, payment processing, or treasury operations

Qualifications

Must Haves

• * Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
• * 1–3 years of experience in treasury, finance, accounting, banking, or a related analytical role
• * Strong Excel skills, including formulas, pivot tables, reconciliations, and financial analysis
• * Strong analytical and problem-solving skills, with the curiosity to understand processes and identify opportunities for improvement
• * Ability to collaborate effectively with finance, operational, and business partners
• * Ability to work independently and take ownership of responsibilities in a remote or hybrid environment
• * Interest in cash management, liquidity planning, banking operations, financial controls, and corporate finance
• Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America

Nice to Haves

• * Experience working in a publicly traded, SaaS, or multi-entity organization
• * Experience with NetSuite, OneStream, treasury management systems, banking portals, or financial-reporting tools
• * Exposure to cash forecasting, bank reconciliations, payment processing, or treasury operations

Benefits

• Day 1 access to robust health and wellness benefits, including an annual wellness stipend
• 401k with up to a 4% match and immediate vesting
• Flexible and generous (FTO) time-off
• Employee Stock Purchase Program
• This role can be based anywhere in the United States; if you’re close to one of our offices, you can set up in-office or work 100% remotely